Top AI tools for # wealth management

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

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$

Basil is an AI-powered financial portfolio tracker app designed to help users manage investments by connecting various financial accounts, providing visualizations, and offering personalized insights.

• Freemium

Nextvestment offers an AI-native investment platform designed to enhance wealth management and investment research by integrating AI with portfolio management and compliance.

• Contact for Pricing

Figg Wealth is an AI-driven wealth management app designed to consolidate financial and physical assets, providing personalized insights, sentiment analysis, and instant asset valuation.

• Other

Global Predictions offers AI-powered financial tools for individuals, family offices, and institutions, providing investment insights, automated recommendations, and economic forecasting.

• Freemium

Unhedged is an AI-driven investment platform designed to help funds, wealth managers, and individual investors build optimized portfolios using advanced algorithms.

• Contact for Pricing

Strabo is a comprehensive portfolio tracker and wealth management platform designed to consolidate all your assets, offering multi-currency support and AI-driven insights.

• Free Trial
• From 12$

AllMind AI utilizes artificial intelligence to analyze vast financial data from over 6,000 sources, providing hedge funds with actionable insights and market predictions.

• 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$

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

Pebble Finance provides AI-driven tools for the financial services industry, transforming news and market data into actionable portfolio insights in real-time.

• Contact for Pricing

Daizy provides AI agents specifically designed for the financial services sector, empowering wealth and asset managers to enhance marketing, sales, research, and workflow automation.

• Free Trial

Reflexivity is an AI-powered platform enabling investors to analyze financial data and test hypotheses using natural language queries, supported by institutional-grade analytics.

• Contact for Pricing

Vyzer is a secure, automated, online investment portfolio tracking and wealth management platform designed for Limited Partnership (LP) investors.

• Freemium
• From 180$

Plenty was an AI-powered financial platform for couples, offering robo-advisory, budgeting, and net worth tracking. Plenty's product is now closed as the company has joined Wealthsimple.

• Freemium

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$

Secfi provides comprehensive liquidity solutions and wealth management services tailored for employees, executives, and investors with equity in private and public companies.

• Contact for Pricing

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

Moneyhub is an advanced Open Data platform that uses AI-powered analytics to help businesses deliver personalized digital financial services, streamline payments, and enable smarter decision-making.

• Contact for Pricing

Owner.One is an advanced platform leveraging AI algorithms to securely inventory, manage, and automate the transfer of asset data and legal rights for families across over 28 countries.

• Paid
• From 200$

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

• Contact for Pricing

HEXN is a digital asset platform enabling investors to manage cryptocurrency portfolios, earn high yields through savings accounts, and access premium wealth solutions with secure funding options.

• Other

Motif is a powerful investing platform that offers thematic investing portfolios, automated impact portfolios, and IPO access with transparency and low costs.

• Freemium
• From 10$

Calculator XYZ provides free, accurate financial calculators for future value, CD interest, and Social Security break-even analysis, helping users make smarter financial decisions.

• Free

PocketFinanceHub provides finance calculators, crypto trends, stock advice, and savings strategies for simple, smart financial growth online.

• Other

Planswell provides free AI-powered financial planning tools and personalized advice from local advisors to help users calculate retirement age, optimize debt, investments, and insurance.

• Free

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

Toggle AI (now Reflexivity) is an institutional-grade analytics platform that allows users to interact with financial data using natural language, providing data-backed insights for investment decisions.

• Contact for Pricing

DollarDrip is an AI-powered investment platform that helps users implement and optimize dollar-cost averaging strategies through portfolio management, AI-driven balancing, and community insights.

• Freemium
• From 5$

MyInvestment-AI is an AI-powered investment planning tool that analyzes your financial situation to create personalized investment strategies aligned with your goals and risk tolerance.

• Paid
• From 10$

Alphanso is an AI-powered investment platform that provides personalized financial advice, portfolio management, and market insights through advanced analytics and real-time monitoring of assets from over 12,000 brokers.

• Paid

FinanceGPT is an AI-powered financial analysis platform that transforms complex financial data into actionable insights, combining generative AI with financial data, charts, and expert knowledge for enhanced decision-making.

• Contact for Pricing

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$

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$

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$

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$

Mezzi is a financial management platform that uses AI to help users optimize their investments, reduce taxes, and minimize fees without the need for expensive financial advisors.

• Freemium
• From 10$

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

Canoe Intelligence is an AI-powered platform that automates alternative investment data management, offering document retrieval, data extraction, and workflow optimization for financial institutions managing alternative investments.

• Contact for Pricing

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

JIFFY.ai is an AI-powered no-code platform designed specifically for financial services firms, enabling rapid application development, workflow automation, and digital transformation with intelligent process automation capabilities.

• Contact for Pricing

Principal is a comprehensive financial management platform that allows users to track all their bank accounts, investments, and debts in one place, supporting over 11,000 financial institutions and offering AI-powered portfolio insights.

• Free Trial
• From 10$

Finance Rants is an AI-powered financial guidance platform that helps users understand their financial personality through a comprehensive quiz and provides personalized financial assistance through an AI assistant.

• Free

Keenai Global is an AI-powered wealth management platform that combines human expertise with artificial intelligence to provide comprehensive investment solutions for global investors and financial advisors.

• Contact for Pricing

A comprehensive financial management platform that helps users track subscriptions, manage spending, and automate savings through AI-powered insights and human expertise.

• Freemium

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

A personalized AI-powered investment platform that helps beginners understand and invest in ETFs by providing customized investment strategies and educational resources.

• Pay Once
• From 10$

Composer is an AI-powered trading platform that allows users to create, backtest, and automatically execute trading strategies without coding skills, offering both stock and crypto trading capabilities.

• Freemium
• From 24$

Boosted.ai is an AI-powered platform designed for investment and wealth managers, offering automated research, portfolio analysis, and data-driven investment insights through its AI assistant, Alfa.

• Contact for Pricing