Top AI tools for Investment Advisor

Unlevered is an AI-powered financial analysis platform that simplifies SEC filings, earnings transcripts, and investor relations updates with personalized alerts and intelligent document processing.

• Free Trial

ChatterHug is an AI agent designed for stock research, providing automated weekly insights and custom research capabilities based on user-defined criteria.

• Paid
• From 24$

Nosis is an all-in-one investor management software designed for fund managers. It offers tools for portfolio visualization, non-custodial replication, algorithmic trading, and client communication to enhance investor engagement.

• Freemium
• From 99$

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

• Contact for Pricing

StealthEX is a non-custodial cryptocurrency exchange enabling instant, private swaps among 1400+ digital assets with no registration or account required.

• Other

PineReady enables traders to generate custom TradingView Pine Scripts for indicators and strategies without coding. The platform offers a user-friendly interface, instant script creation, and is suitable for users at any experience level.

• Freemium
• From 29$

DecisionMaker Pro is an AI-powered decision-making platform that combines machine learning algorithms with decision theory frameworks to provide unbiased recommendations and analysis for both personal and business decisions.

• Free

Capital Companion is an AI-powered trading assistant that provides instant technical analysis, trend predictions, and market insights for US stock trading, offering both free and premium features.

• Freemium
• From 10$

Theory A provides an advanced investment research platform that combines options chain data with fundamental analysis, offering deep insights for value investors. Its hybrid analysis tools reveal hidden market patterns and support both short-term and long-term investment strategies.

• Freemium
• From 30$

Investilyze is an AI-powered stock analysis platform that provides real-time market insights and instant notifications to help investors make data-driven trading decisions.

• Paid
• From 19$

Bitsleader is an AI-powered crypto trading bot designed for automated portfolio management, helping traders maximize profits and reduce risk in cryptocurrency markets.

• Paid
• From 12$

QUINETICS offers a platform to access and customize AI trading agents for stocks, ETFs, and cryptocurrencies. Users can backtest strategies, connect to brokers, and automate trades.

• Free

Quantpedia transforms academic financial research into usable trading strategies, providing a comprehensive platform for portfolio modeling, strategy screening, and in-depth quantitative analysis for traders and investors.

• Paid
• From 49$

MarketGrader provides independent, data-driven research and ratings for over 40,000 global stocks, helping investors make informed decisions using a proven GARP methodology.

• Free Trial
• From 100$

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

Opxni leverages advanced analytics and machine learning to transform complex financial market data into actionable insights for strategic investing and trading decisions.

• Contact for Pricing

Telescope is an AI-powered financial technology platform that provides customizable investment tools and insights for brokers, publishers, and fintech companies. It offers intelligent portfolio generation, stock analysis, and compliance-focused solutions.

• Contact for Pricing

Folionomics is a multi-chain cryptocurrency portfolio management platform that enables users to analyze and optimize their crypto investments across 50+ blockchains while maintaining anonymity and security.

• Free Trial

GromasTech provides AI-enhanced Forex trading signals via Telegram and automated trading tools including Expert Advisors, indicators, and scripts to help traders make informed decisions and maximize profits.

• Freemium

Equitest is an AI-powered business valuation software that enables financial professionals to create comprehensive valuation reports up to 100 times faster than traditional methods, with guaranteed accuracy and expert support.

• Free Trial

Reiance is a comprehensive real estate CRM and deal management system designed to help investors and professionals organize property information, manage contacts, and collaborate effectively on real estate deals.

• Freemium
• From 25$