Top AI tools for Financial Advisor

Clustdoc is client onboarding software that automates routine workflows, document collection, eSignature, and approval management for efficient client onboarding across industries.

• Free Trial

KGNAI is an AI-powered financial analytics platform that provides stock, crypto, and forex predictions, forecasting, and rankings to help investors make data-driven decisions across global markets.

• Freemium
• From 30$

Datalyse offers a cloud-based CRM platform designed for small businesses and sales teams, unifying communications like calls, WhatsApp, email, and SMS, alongside sales pipeline management and workflow automation to improve productivity.

• Paid
• From 12$

An enterprise-grade AI-powered financial research platform that processes SEC filings, earnings calls, and private documents in real-time, providing comprehensive analysis and insights for investment professionals.

• Freemium

SageFusion leverages AI to optimize investment portfolios, aiming for superior returns and advanced risk management. It offers transparent, real-time investment visibility and unique risk management strategies.

• Contact for Pricing

Evolbot is an AI-powered chatbot platform that enables businesses to create customizable AI assistants for their websites, offering easy integration, advanced RAG capabilities, and automated workflows to enhance customer support and operational efficiency.

• Freemium
• From 15$

TIFIN is a fintech platform that leverages AI to build innovative solutions for financial services, offering specialized tools for investors, advisors, and asset managers.

• Contact for Pricing

Unitor is an AI-powered financial assistant that helps you analyze data, set realistic goals, and achieve financial freedom faster. It offers personalized planning, smart allocation, and financial health analysis.

• Free Trial
• From 10$

Clearcover is an AI-powered car insurance platform that uses claims AI technology to process eligible claims in minutes, offers a 60-Second Coverage Wizard for personalized coverage recommendations, and provides an app for instant claims filing and fast payments.

• Contact for Pricing

Mentad provides comprehensive financial advice and resources on topics like business financing, credit management, and treasury, helping users make informed decisions.

• Other

Quordata is an AI-powered investment research platform that aggregates and analyzes text data from multiple sources to provide sentiment analysis and actionable insights for investors.

• Freemium
• From 10$

Budget Ally is an AI-powered expense tracking app that helps users manage shared finances with friends and family through features like AI voice input, receipt scanning, real-time sync, and budget insights.

• Other

Fi Money is an AI-driven digital banking app designed to simplify personal finance through smart tracking, investment, payments, and spending insights.

• Freemium

Finroo is an AI-powered platform that simplifies investment management across crypto, stocks, real estate, and more. It provides tools and insights to help individuals navigate the complexities of the market.

• Free

AI Trading Predictor leverages artificial intelligence to analyze market trends and provide actionable insights. Visualize data and enhance your trading strategy across stocks, crypto, and commodities.

• Free

An AI-powered platform that transforms regular selfies into professional business headshots, generating over 100+ studio-quality photos within an hour, at a fraction of traditional photography costs.

• Paid
• From 28$

Netcapital is an AI-powered investment platform that enables individuals to invest in private companies and helps businesses raise capital through streamlined online processes.

• Contact for Pricing

Fintera is a comprehensive financial planning tool offering calculators for conventional and Sharia finance, including mortgage, investment, savings, and spending tracking, to help users make informed financial decisions.

• Other

PwC India offers a wide range of professional services, including consulting, deals, risk management, and tax advisory, helping businesses achieve sustainable growth and build trust.

• Contact for Pricing

MoneyOnFIRE is an AI-powered financial planning tool that provides personalized, actionable steps to optimize finances and achieve financial independence goals faster through advanced calculations and scenario analysis.

• Other

Refrens is a comprehensive cloud-based business management platform offering integrated solutions for invoicing, accounting, inventory, and sales operations, trusted by over 150,000 businesses across 170+ countries.

• Freemium

Orbi is a cryptocurrency platform that enables users to manage digital assets, make everyday purchases with crypto, and conduct secure transactions through physical and virtual cards.

• Other

Orin provides a Fintech AI Agent Store with pre-trained AI agents for customer support, deployable in three steps. It offers a modern customer support platform specifically designed for Fintech companies.

• Paid

NetworthShare is an online platform for tracking your net worth, comparing it anonymously with others, and engaging with a community focused on financial growth and advice.

• Free

Powder is an AI-powered platform that transforms unorganized financial information into high-quality, actionable data, optimizing efficiency and enhancing client satisfaction for wealth management firms.

• Paid
• From 1250$

ViCA is an AI-powered virtual compliance assistant that provides real-time support and guidance for UK and EU financial services regulatory frameworks, offering comprehensive compliance knowledge and expert assistance.

• Paid
• From 31$

GAIL is a conversational AI platform allowing businesses to create virtual employees for roles like sales and support, featuring human-like interaction and multi-channel communication.

• Paid
• From 500$

TradeUI is a comprehensive trading platform that combines AI signals, sentiment analysis, option flow tracking, and pattern recognition to help traders make data-driven investment decisions.

• Freemium
• From 45$

Know Your Dosh is a secure, FCA-regulated financial management platform that enables families to track and manage their assets, liabilities, and wealth from a single dashboard. With features like real-time bank account syncing, document storage, and collaborative access, it streamlines all aspects of family finance for peace of mind.

• Freemium
• From 5$

Vise is an SEC-registered Investment Advisor that provides AI-powered portfolio management solutions for financial advisors, enabling them to deliver personalized investment strategies and automated tax optimization at scale.

• Contact for Pricing

Callin.io provides customizable, white-label AI phone agents for businesses to handle inbound and outbound calls 24/7. Enhance customer service, capture leads, and automate tasks like appointment booking and FAQ handling with multilingual conversational AI.

• Free Trial
• From 30$

Numeno is an AI-powered personalization platform that enables businesses to customize user experiences without requiring historical data, using natural language APIs and LLM technology.

• Freemium
• From 29$

Norn is an AI-powered stock data science platform that simplifies investment research, enabling investors to make smarter trades through advanced analytics, portfolio optimization, and AI assistance.

• Paid
• From 29$

Tradepost.ai is an AI-powered financial analysis platform that analyzes news, newsletters, and SEC filings to provide intelligent trading insights and investment recommendations through its innovative Top 20 Index.

• Freemium
• From 10$

Pentester is an AI-powered cybersecurity platform that helps businesses identify website vulnerabilities and data breaches through automated scanning and monitoring.

• Freemium
• From 19$

iPlum is a mobile-first communication platform offering secure calling, texting, call recording, and compliance features tailored for professionals and businesses. Its advanced encryption, HIPAA compliance, and extensive business tools enable safe, reliable, and cost-effective remote communication.

• Paid
• From 9$

Coconut Software delivers streamlined appointment scheduling, lobby management, and advisor optimization for banks and credit unions, enhancing operational efficiency and customer experience.

• Contact for Pricing

Finnews.AI provides real-time AI-powered analysis of US stocks, cryptocurrencies, forex, and finance sector news, offering bullish or bearish insights for faster decision-making.

• Contact for Pricing

Ailtra is an advanced AI-powered cryptocurrency trading bot that delivers 98.5% profitable trades through automated trading strategies and smart risk management. The platform offers 4-20% monthly returns with a unique 13-level holding capacity system.

• Free Trial

CalcGen is a tool that instantly generates interactive visualizations and calculators from user-provided data or conceptual prompts.

• Free

OrangePoint is a 24/7 AI coaching platform that provides personalized guidance for health, wealth, and relationships. The platform offers both free and premium memberships with features like personalized coaching, image generation, and multilingual support.

• Freemium
• From 5$

CoinSignal is an AI-powered cryptocurrency trading signal platform that provides real-time, unbiased analysis and actionable signals for top cryptocurrencies through automated technical analysis.

• Free Trial
• From 10$

Clarity AI is a sustainability technology platform that uses AI and machine learning to help organizations assess, analyze, and report on sustainability metrics across impact, risk, climate, and regulatory compliance.

• Contact for Pricing

Mint, now integrated with Credit Karma, offers comprehensive financial tracking, spending analysis, and net worth monitoring tools. Manage your finances in one place with insights to help you grow your money.

• Free

Origination Data delivers an objective and comprehensive view of mortgage lenders, enabling users to analyze loan products, borrower attributes, lender fees, and performance across US markets through interactive data visualizations.

• Other

Sagehood.AI is an AI-powered investment platform that simplifies investment decisions. It provides real-time market insights, predictive analytics, and personalized strategies to optimize your portfolio.

• Free

WeInvest provides systematic quantitative investment products and a comprehensive wealth management platform, utilizing data-driven algorithms for diverse investment solutions.

• Contact for Pricing

Identity Guard offers advanced identity theft protection powered by AI-driven monitoring and alerts, securing financial and personal information for individuals and families. Stay safeguarded from fraud, scams, and online threats with round-the-clock monitoring and industry-leading insurance coverage.

• Paid
• From 8$

VoiceLark is an AI-powered cryptocurrency market sentiment analyzer that processes news from over 110 trusted sources, providing real-time sentiment analysis, dynamic rankings, and concise news summaries to help investors make informed decisions.

• Free Trial
• From 10$

AI Bank Parser is a specialized software that automates the conversion of PDF bank statements into various formats including CSV, Excel, QBO, and JSON, helping businesses and professionals streamline their financial data processing.

• Freemium
• From 10$