Top AI tools for Investment Advisor

Rogo AI is a domain-specific AI platform designed for financial institutions like investment banks, private equity firms, and hedge funds, enhancing research and analysis capabilities. It offers secure, accurate AI solutions tailored to financial workflows.

• Contact for Pricing

Achievable is an AI-powered exam preparation platform that offers personalized learning experiences through adaptive algorithms. The platform covers various professional certifications and educational tests, with a proven 95%+ success rate.

• Freemium

Candlestick leverages advanced AI to provide weekly stock picks for personalized investment strategies, aiming to outperform the market.

• Other

AskSatoshi is an AI-powered research assistant that streamlines cryptocurrency analysis by aggregating data from multiple sources like DeFiLlama and CoinGecko, enabling faster and more precise crypto research.

• Freemium

WealthBee is a comprehensive AI-powered trading journal and portfolio analytics platform designed to help traders optimize their strategies, manage positions, and analyze performance in real time.

• Freemium
• From 50$

GuruFocus delivers advanced AI-powered stock screening, financial data analysis, and portfolio tools for investors seeking market insights and value investing strategies.

• Free Trial
• From 42$

ZapStart is an AI-powered platform that provides comprehensive startup idea validation, offering detailed analysis including market research, competitor analysis, and technical feasibility assessment in minutes instead of hours.

• Paid
• From 39$

Invxst is an AI-powered financial analysis platform that helps users analyze financial reports, interact with AI-driven insights, and track market movements through comprehensive dashboards and interactive tools.

• Freemium
• From 29$

Gravitate is an AI-powered real estate investment platform that analyzes and predicts properties with the highest potential returns, helping investors discover and evaluate investment opportunities more efficiently.

• Free Trial
• From 9999$

Alpha Spread leverages AI-driven analysis to estimate stock intrinsic value, analyze company fundamentals, and provide actionable insights for investors seeking sound investment decisions.

• Freemium

TrendEdge is an AI-driven platform that analyzes real-time social trends and alternative data to help investors identify market opportunities. It provides comprehensive market insights for smarter investment decisions.

• Paid
• From 39$

HODL it! is an AI-driven cryptocurrency investment platform that provides emotionless trading signals and portfolio management tools, combining technical analysis with social trading features.

• Freemium

BetterWatchlist is an AI-powered financial analysis tool that provides real-time stock updates, performance analysis, and intelligent insights for stocks, ETFs, and cryptocurrencies.

• Freemium
• From 4$

Property AI is an advanced tool that analyzes real estate data to provide actionable insights for property investors, helping them maximize rental yields and investment returns.

• Free Trial

Tradebreath is an AI-powered backtesting platform that enables traders to simulate strategies across 700+ assets, with advanced analytics and AI strategy optimization. It supports users at all levels to boost trading confidence and performance.

• Freemium
• From 6$

MultiCharts is a powerful trading platform that enables users to design, backtest, and automate high-performance trading strategies with advanced charting and simulation tools. Supporting integration with industry-leading brokers and a variety of programming languages, it is trusted by professional traders worldwide.

• Freemium

CogniCor provides an AI Copilot for financial advisors, broker-dealers, and RIAs, automating tasks like form filling, scheduling, and alert management to enhance productivity and client relationships.

• Contact for Pricing

TickerTrends is a comprehensive alternative financial data platform that aggregates and analyzes diverse data sources including social media sentiment, web traffic patterns, app downloads, and consumer spending indicators to provide actionable market insights.

• Freemium
• From 19$

Machinary is a modular financial analytics platform offering real-time market data, AI predictions, sentiment analysis, and customizable dashboards for smarter investment decisions.

• Other

Quantera.ai is an AI-powered financial research platform designed for equity professionals, analysts, and fund managers that processes official filings and financial data to deliver instantaneous insights.

• Paid
• From 1999$

Mashvisor is an AI-powered real estate investment platform that provides comprehensive data analysis for traditional and Airbnb rental properties, helping investors identify lucrative opportunities and manage vacation rentals efficiently.

• Freemium
• From 50$

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

WomenAccel is a startup support organization that provides personalized legal, business, and growth services to women founders, helping them navigate every stage of their entrepreneurial journey from company registration to fundraising.

• Contact for Pricing

Tradespoon is an AI-powered trading platform that uses predictive analytics and real-time market data to help traders identify profitable stock opportunities with high accuracy.

• Freemium
• From 147$

TradingKey is an AI-powered financial platform that provides comprehensive stock analysis, market insights, and investment tools to help investors make data-driven decisions.

• Other

EarningsCall.ai is an AI-powered platform that transforms earnings call transcripts into concise summaries and actionable insights, helping investors and business professionals save time and make informed decisions.

• Free Trial
• From 20$

An AI-based research and trading platform offering comprehensive tools for NFT and DeFi analysis, including wallet scanning, trading terminals, and automated research capabilities.

• Freemium
• From 9$

Morphlin provides AI-powered tools and insights to enhance trading efficiency and decision-making. Access real-time market data, professional research reports, and a powerful trading dashboard.

• Contact for Pricing

Wallet Finder.ai is an advanced DeFi analytics platform that empowers cryptocurrency traders to discover, analyze, and copy the strategies of top-performing blockchain wallets in real time.

• Freemium
• From 37$

Sagehood provides AI-driven insights for stock market investors, utilizing specialized AI agents to analyze market trends, risks, and opportunities for informed decision-making. It offers portfolio monitoring and daily market intelligence.

• Freemium
• From 30$

Titan is an award-winning Registered Investment Advisor that delivers managed wealth services, combining real human advisors with AI-driven investment management and personalized financial guidance for clients across the US.

• Paid
• From 25$

TradingPlatforms.ai is a comprehensive review platform that provides detailed analysis and evaluations of AI trading platforms, bots, and tools to support traders and investors in making informed decisions.

• Free

eDeltaPro offers powerful commission-free options trading and backtesting solutions tailored for options traders, providing industry-leading analysis, strategy validation, and real-time monitoring tools.

• Freemium
• From 39$

A comprehensive database of over 200 AI investing tools designed to help traders, investors, and wealth managers automate their investment strategies, analyze markets, and optimize portfolios.

• Pay Once
• From 60$

Elsa is an AI-powered crypto assistant that helps users trade, invest, and manage their cryptocurrency portfolio with automated features, real-time monitoring, and intent-based workflows.

• Contact for Pricing

Finorb provides advanced family office software solutions, streamlining wealth management, accounting, compliance, and risk analysis for financial professionals and firms.

• Contact for Pricing

Lorna provides AI-driven investment analysis using its proprietary Cash Flow Momentum Score (CFMS) system to evaluate companies based on financial strength and cash flow performance.

• Contact for Pricing

MetaTrader 5 is a comprehensive multi-asset trading platform offering advanced charting, technical analysis, automated trading, and copy trading capabilities for modern traders.

• Other

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

FinSenty is an AI-driven market sentiment analysis platform that provides daily sentiment scores and indicators for both traditional financial markets and cryptocurrency assets, helping traders and investors make data-driven decisions.

• Paid
• From 33$

TaoTrack is an AI-powered platform that provides real-time tracking and simulation of validator performance on the Bittensor network, helping users monitor APY, stake levels, and projected earnings.

• Free

FinSoftAi SSi is an AI and blockchain-powered equity research and trading platform that analyzes social sentiment to help institutional investors maximize gains and minimize risk through real-time market insights.

• Contact for Pricing

Elevate the gains, and protect from the lows. Start your crypto investment journey with just $100 for free.

• Contact for Pricing

Stock Story is a financial platform that provides AI-generated analysis of earnings reports and stock market news, focusing on delivering clear, concise insights for investors.

• Contact for Pricing

Albusi provides AI-enhanced business document templates and consulting services, including pitch deck reviews and fractional CFO support, to help startups secure funding and strategic growth.

• Contact for Pricing

RealtyOmega is an AI-powered platform that analyzes global real estate data to identify promising investment opportunities, offering market trend analysis, cost estimation, and profit forecasting through advanced neural networks.

• Free Trial

FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

• Free Trial
• From 9$

Lufe.ai offers AI-powered translation for webpages, PDFs, and images using engines like Gemini, OpenAI, and Claude, specializing in bilingual reading experiences.

• Freemium
• From 10$

Defcofx is a trusted online broker offering low spreads, fast execution, and advanced tools for forex and CFD trading on a secure platform.

• Other

Finpilot is an AI-powered document automation platform designed for financial institutions that streamlines document analysis, data extraction, and reporting processes for fund managers, RIAs, endowments, and private equity firms.

• Contact for Pricing