Top AI tools for Investment Banker

Trading Technologies provides a comprehensive multi-asset trading platform for futures, options, fixed income, FX, and cryptocurrencies, featuring industry-leading execution tools, global infrastructure, and data analytics.

• Contact for Pricing

ConnectFlux is an AI-powered sales assistant specialized in finding and connecting with C-Suite Executives and Founders of funded companies, offering personalized outreach automation and a database of over 200 million business records.

• Free Trial
• From 39$

AI-Signals provides a reliable AI-based trading indicator augmenting trading processes. The latest AI technology offers simplified and streamlined trading through visual data for better trading decisions.

• Paid
• From 47$
• API

Thunder is a tech-enabled investment bank leveraging AI to assist startups with capital raising (equity, debt), M&A, and strategic growth by connecting them with relevant investors and buyers.

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Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

• Contact for Pricing

Affinity CRM is a relationship intelligence platform designed for private capital investors to source, manage, and close deals more effectively. It leverages AI and data to provide insights and drive investment decisions.

• Contact for Pricing

Street Solutions, Inc. provides SaaS solutions for secondary loan market participants to finance, buy, manage, and sell residential whole loans through automated, streamlined processes.

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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$

Searcher Insights offers a well-curated platform for search fund entrepreneurs, providing databases of investors, deals, and essential resources to support every stage of the search fund journey.

• Freemium

VantedgeAI offers AI-driven analytical assistants for financial and legal document analysis, bond research, data room insights, and table extraction, ensuring fast, accurate, and secure decision-making.

• Contact for Pricing

QTR.ai offers AI-powered real-time earnings call summaries, transcripts, and analysis for institutional investors, providing actionable insights from financial data.

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Susterra provides advanced analytics platforms using AI and ML for public finance stakeholders, aiming to enhance urban development and grow the Municipal Bond Market.

• Paid
• From 999$

Grata is a business development platform for proactive dealmakers. It provides AI-powered search and investment-grade data to help users source, research, and market deals effectively.

• Contact for Pricing

Slated AI leverages artificial intelligence to analyze thousands of transcripts, podcasts, product demos, and interviews, helping users identify key changes and insights for investment research.

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ShareVault is a secure virtual data room platform designed for high-stakes business transactions, offering advanced document-level security, seamless collaboration, and accelerated deal-making processes across industries like investment banking, private equity, and life sciences.

• 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

Farsight AI offers advanced AI-powered automation solutions tailored for the financial services industry, improving accuracy and efficiency in complex tasks.

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Auquan leverages AI agents and retrieval augmented generation (RAG) to automate complex financial workflows, reducing manual knowledge work by 80% or more. It provides comprehensive, accurate, and timely output for financial institutions.

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Multiples provides institutional-quality public comps and private valuation multiples, offering deep sector categorization, advanced analytics, and automation designed for VC, PE, and finance professionals.

• Free Trial
• From 239$

Compoundeer is an AI-powered investment platform offering discounted cash flow (DCF) analysis and stock screening tools for intelligent investors.

• Other