Top AI tools for Financial Advisor

AI Scam Detective is an AI-powered tool that analyzes messages and conversations to detect potential scams, providing a risk score from 1-10.

• Free

Global Predictions offers an AI-powered platform for personalized financial advice and portfolio management, leveraging a proprietary Economic Insights Engine. It provides tools for individuals, family offices, and institutions.

• Freemium

LendingWise offers comprehensive cloud-based CRM and Loan Origination Software (LOS) to streamline, automate, and scale lending operations for private lenders, commercial brokers, and financial institutions.

• Contact for Pricing

CalFirm streamlines appointment confirmations by integrating with Google Calendar and Microsoft Outlook, reducing no-shows and boosting business efficiency. Designed for professionals and businesses of all sizes, it offers tailored confirmation workflows, analytics, and customizable messaging.

• Freemium
• From 10$

CrankWheel is an advanced screen sharing and remote engagement tool designed for sales professionals, enabling instant visual presentations without downloads or technical barriers. Its robust suite of features increases conversion rates, enhances customer engagement, and streamlines the sales process.

• Freemium
• From 29$

CapitalConnector is an AI-powered platform providing access to 75,000 investors and advisors, offering accurate contact information and AI-accelerated introductions for startups seeking funding.

• Freemium

Toggle AI (now Reflexivity) is an institutional-grade analytics platform that allows users to interact with financial data using natural language, providing data-backed insights for investment decisions.

• Contact for Pricing

Surmount automates investment accounts using AI and professionally built portfolios. It simplifies data-driven investing, offering strategy creation and automated order execution.

• Freemium
• From 10$

interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

• Contact for Pricing

Laxis is an AI-powered sales platform that combines automated lead generation, meeting management, and CRM integration to streamline sales processes and boost productivity.

• Freemium
• From 16$

TradeReview is a comprehensive trading journal platform that helps traders log, analyze, and improve their trading performance across multiple asset classes with real-time analytics and mobile accessibility.

• Freemium
• From 15$

SGB Analyzer is an AI-powered platform that automates tracking and analysis of Sovereign Gold Bonds (SGBs), providing real-time alerts, interactive comparisons, and weekly market reports to help investors capture discount opportunities.

• Pay Once

WalletHub provides a comprehensive platform for managing credit, budgeting, investments, and identity protection with real-time data and advanced financial tools.

• Free

AnswerConnect delivers professional, 24/7 live answering and virtual receptionist services to help businesses stay connected with customers around the clock. Its US-based team ensures every call and chat is handled, guaranteeing no missed leads or opportunities.

• Paid
• From 350$

Growth Grid is an AI-powered tool designed to generate comprehensive business plans quickly and cost-effectively. Users can create tailored plans in under 15 minutes by answering a few questions about their business.

• Free Trial

ETF Insider is a data-driven portfolio analytics and optimization platform using advanced visualization to analyze ETF and mutual fund underlying holdings, identify overlaps, and manage risk.

• Freemium
• From 14$

Safe enables users to generate secure, temporary links for sharing sensitive information with robust end-to-end encryption and advanced access controls.

• Freemium

Better Deal is an AI-powered real estate investment platform that helps users find and analyze potential investment properties with comprehensive market analysis tools and property insights.

• Free

Secfi provides comprehensive liquidity solutions and wealth management services tailored for employees, executives, and investors with equity in private and public companies.

• Contact for Pricing

Sonny9 is an AI agent that streamlines client communications, onboarding, and information intake for professional services firms, integrating directly with their existing websites.

• Paid
• From 190$

Payoff Genius is an AI-powered financial technology tool that helps users create customized debt payoff plans, track accounts, and optimize strategies to become debt-free faster.

• Freemium
• From 7$

Mool.ai is an AI-powered research and analysis platform designed for strategy and investment professionals, offering automated document generation and intelligent insights from multiple data sources.

• Usage Based
• From 20$

Realistics maximizes your iOS device's capabilities by offering personalized AI companions skilled in various domains, facilitating interactive learning and advice.

• Free Trial

SystemX is an all-in-one business management platform specifically designed for consultants, offering tools for project management, invoicing, time tracking, and more to streamline operations and enhance client engagement.

• Freemium
• From 15$

Sooeet provides a comprehensive collection of free online tools including unit converters, calculators, chat applications, and educational resources for various practical needs.

• Free

Golden Compass is a comprehensive financial education platform offering interactive tools, market news, and educational resources to help users manage budgets, track investments, and achieve financial goals.

• Free

Lili is an integrated business banking platform featuring AI-driven accounting, smart bookkeeping, and tax management solutions designed for entrepreneurs, freelancers, and small businesses.

• Freemium

Project.co is a project management tool that centralizes communication, file sharing, and task management, enabling seamless collaboration between teams and clients.

• Freemium
• From 10$

Chart provides instant access to verified client tax records directly from the IRS and tax preparation software, automating income verification and client onboarding for fintech companies.

• Contact for Pricing

lit.money is a user-friendly financial management app focused on privacy, enabling individuals and teams to track spending, grow savings, and make smarter financial decisions with automatic organization and secure data handling.

• Freemium
• From 6$

Tendi is an AI-powered financial advisor that provides personalized financial guidance, helping users manage their money, set goals, and make smarter financial decisions through automated analysis and custom recommendations.

• Freemium

MyVCCircle is a comprehensive personal finance management app offering AI-powered insights to help users track expenses, coordinate group savings, and build better money habits.

• Other

AskBrian is an AI-powered digital assistant designed to help business professionals and consultants automate routine tasks, handle translations, create presentations, and conduct research, available 24/7 through multiple platforms.

• Freemium
• From 10$

PDF Summarizer AI leverages artificial intelligence to extract and summarize key information from lengthy PDF documents, offering rapid summaries and direct answers to user queries. Optimize productivity by streamlining the review of complex reports, agreements, and manuals.

• Freemium

Budgetfy uses AI to categorize and analyze financial statements, providing valuable insights into spending habits and financial trends. It offers complete privacy, custom categories, and multi-currency support.

• Free Trial
• From 5$

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

StartupStudio AI leverages artificial intelligence to guide entrepreneurs through every stage of building a business, from idea validation to investment planning.

• Freemium

EquityBee is a platform that helps startup employees exercise their stock options and allows accredited investors to invest in pre-IPO companies.

• Other

AltIndex is an AI-powered investment platform that provides alternative data analytics, smart insights, and stock alerts to help investors make more informed investment decisions with an impressive 80% win rate on AI stock picks.

• Freemium
• From 29$

Figg Wealth is an AI-driven wealth management app designed to consolidate financial and physical assets, providing personalized insights, sentiment analysis, and instant asset valuation.

• Other

Mortgage Recast Calculator helps users estimate their new monthly payments and interest savings after making a lump-sum payment toward their mortgage principal, simplifying the mortgage recasting process.

• Free

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.

• Freemium
• From 10$

myFICO enables users to view their official FICO credit scores, monitor credit reports across multiple bureaus, and receive identity theft protection, supporting smarter financial decisions.

• Freemium
• From 20$

Voxia offers a no-code platform for creating human-like AI phone calls, utilizing AI voice agents to automate inbound and outbound communication for businesses.

• Contact for Pricing

Xanthrex is an AI-powered DeFi yield finder that scans 100+ protocols in real-time, allowing users to discover, invest in, and monitor crypto yields through natural language commands.

• Free Trial

Simple Wallet is a user-friendly cryptocurrency wallet that enables seamless everyday spending with stablecoins, offering features like a crypto card, AI agents for research, and multi-currency support for beginners and experienced users alike.

• Free

Go Global World is an investor-first platform designed to streamline the startup discovery process. It offers AI-powered matchmaking, a standardized profile format, and a global network of verified investors and startups.

• Freemium
• From 249$

Rainbird is a causal reasoning platform that enables businesses to automate complex decision-making processes with precision, transparency, and trust. It leverages deterministic AI to eliminate the limitations of generative AI in high-stakes applications.

• Contact for Pricing

AlphaPro is an AI-powered platform that analyzes earnings call transcripts with sentiment analysis, providing investors with quick insights into company financial performance and future outlook.

• Freemium

ShowMeMoney is an AI-powered expense tracking application that uses OpenAI technology to automatically process and categorize financial data, offering smart features like Auto Sync and comprehensive visualization tools to help users manage their spending efficiently.

• Pay Once
• From 3$