Top AI tools for Financial Consultant

Ziggma provides AI-powered portfolio tracking, stock research, and investment optimization tools for long-term investors, offering consolidated analytics, automated monitoring, and fundamental analysis.

• Freemium
• From 7$

Alfie Invest leverages AI to instantly provide financial information, analysis, and recommendations on stocks, ETFs, markets, and investing.

• Other

Pluggy streamlines Open Finance integrations, offering financial data connectivity, instant payment initiation, and data enrichment via a robust API for seamless development.

• Free Trial
• From 500$

HouseMunny is an AI-powered personal finance manager that helps users track expenses, create budgets, and gain financial insights through automated categorization and visual reporting.

• Freemium
• From 6$

Uku is an advanced accounting practice management software designed to automate workflows, streamline billing, and enhance productivity for accountants and bookkeepers.

• Freemium

Sybrin delivers cutting-edge digital transformation solutions, specializing in business process automation, payments, onboarding, identity verification, and fraud risk management for diverse industries.

• Contact for Pricing

Mako AI streamlines research, analysis, and drafting for investment firms using secure, AI-driven technology, featuring enterprise search and a centralized knowledge base.

• Contact for Pricing

Twiching provides an all-in-one cloud-based communication platform featuring AI-driven contact centers, virtual phone numbers, advanced voice and messaging services, and analytics to help businesses streamline interactions locally and globally.

• Free Trial
• From 10$

BeeBee.AI is an AI-powered investment analysis platform that provides automated analysis of earnings calls, financial reports, and company rankings to help investors make informed decisions.

• Freemium

Nextscenario is an AI-powered financial platform that automates reporting, consolidates data from 100+ integrations, and provides real-time KPI visualization for businesses.

• Contact for Pricing

Payment Components provides AI-powered financial technology solutions for banks, fintechs, and developers, offering tools for payment modernization, ISO20022 migration, open banking connectivity, and financial messaging.

• Contact for Pricing

SimplifyLabs offers simplified white label solutions for launching cryptocurrency exchanges, OTC trading platforms, and Telegram crypto bots quickly with robust liquidity hub support.

• Contact for Pricing

EBANQ is a white-label online banking software platform that enables businesses to launch their own branded banking solutions quickly, featuring scalable architecture, optional mobile apps, and crypto capabilities.

• Contact for Pricing

Quantinor streamlines bookkeeping and accounting workflows using intelligent automation, enabling professionals to handle more clients with accurate financial reporting and seamless integrations.

• Freemium
• From 35$

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

PayBlox connects business owners with multiple payment processors, providing a transparent and competitive marketplace for merchant accounts at no cost.

• Free

Qarden provides AI-powered work assistants tailored for financial consulting firms. These assistants enhance productivity, reduce costs, and accelerate project delivery.

• Usage Based

FactBox.ai offers a powerful platform for finance professionals to effortlessly create, share, and manage comprehensive financial factsheets with ease.

• Contact for Pricing

UniPay Gateway provides a comprehensive omnichannel payment processing and management solution for PayFacs, SaaS, and equity firms. The platform offers flexible deployment models including Payments as a Service, White Label Gateway, and On-Premise solutions, ensuring secure, PCI-compliant, and customizable payment experiences.

• Other
• From 15000$

Linker Finance provides advanced, AI-powered digital banking solutions designed to streamline account opening, business onboarding, and enhance both retail and commercial banking operations for banks of any size.

• Contact for Pricing

PayRequest is an all-in-one billing automation platform designed to help businesses streamline payment processes, manage subscriptions, issue invoices, and sell digital products, all from a centralized dashboard.

• Freemium
• From 5$

Debut Infotech delivers custom AI, blockchain, and software development services that drive innovation, automate processes, and enable digital transformation for businesses worldwide.

• Contact for Pricing

Conduit is an AI-powered data analysis platform that centralizes multi-account data, automates reporting, and provides expert-level insights for marketing and sales teams.

• Paid
• From 10$

Digitap provides AI-powered SAAS solutions for BFSI, Fintech, and Financial Institutions, offering automated risk management, customer onboarding, and data enrichment services.

• Contact for Pricing

Avanzai is an AI-powered data visualization platform that transforms complex market analysis into interactive charts through natural language processing, supporting both built-in financial data and custom datasets.

• Contact for Pricing

Endex is an AI agent designed for financial services, automating analytical workflows, unifying data sources, and generating presentation-ready outputs. It acts as an AI financial co-worker to optimize team tasks.

• Contact for Pricing

Hybrid Solutions provides comprehensive trading technology platforms like Vertex Trader and HS Trader, offering brokers customizable, high-performance solutions with full back-office management, risk control, and mobile trading capabilities.

• Contact for Pricing

CashNotify is a desktop menu bar application for Mac and Windows that provides real-time payment notifications and revenue tracking for Stripe and PayPal accounts directly from your computer's menu bar.

• Other