Discover AI-Powered Financial Tools
Find the perfect AI financial tools to optimize your investments, trading, and wealth management
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Pricing
Betterment
Robo-AdvisorsA leading robo-advisor that uses AI to create and manage personalized investment portfolios.
Key Features:
Automated portfolio management, tax-loss harvesting, goal-based investing, access to financial advisors.
Wealthfront
Robo-AdvisorsA popular robo-advisor that provides automated investment management and financial planning services.
Key Features:
Automated investing, tax-loss harvesting, financial planning tools, high-yield savings accounts.
Personalcapital
Financial PlanningA digital wealth management company that combines a free financial dashboard with personalized advisory services.
Key Features:
Free financial tracking tools, retirement planner, investment checkup, access to financial advisors for a fee.
Acorns
Portfolio ManagementA micro-investing app that automatically invests your spare change.
Key Features:
Round-up investments, diversified portfolios, retirement accounts, checking account with a debit card.
Etoro
Trading PlatformsA social trading platform that allows users to copy the trades of experienced investors.
Key Features:
Copy trading, cryptocurrency trading, stock and ETF trading, social investing community.
Magnifi
Investment ResearchAn AI-powered investment marketplace that helps you find, compare, and buy investments.
Key Features:
Natural language search for investments, thematic investing, portfolio analysis, access to investment professionals.
Streetbeat
Trading PlatformsAn investment platform that uses AI to generate and automate trading strategies.
Key Features:
AI-powered trading strategies, thematic investing, access to alternative data.
Rockflow
Trading PlatformsAn AI-powered investing app designed for beginners.
Key Features:
AI-generated trading signals, fractional shares, paper trading, educational resources.
Origin
Financial PlanningAn all-in-one financial platform that combines AI-powered budgeting, investing, and financial planning.
Key Features:
AI financial advisor, budget and spending tracking, investment management, tax and estate planning.
Boldin
Financial PlanningA financial planning software that uses AI to help users create a detailed retirement plan.
Key Features:
Retirement calculators, investment planning tools, scenario analysis, option for access to a CFP.
Cleo
Personal FinanceAn AI-powered chatbot that helps you manage your money with a conversational interface.
Key Features:
AI chatbot for financial questions, automated savings, budgeting tools, credit score monitoring.
Copilot
Portfolio ManagementA premium budgeting and investment tracking app for iOS users.
Key Features:
AI-powered transaction categorization, dynamic budget adjustments, investment tracking.
Plum
Other ToolsAn AI-powered app that helps you save and invest money automatically.
Key Features:
Automated savings, round-ups, investment options, bill negotiation.
Empower
Financial PlanningA comprehensive financial platform that offers free financial tools and paid wealth management services.
Key Features:
Net worth tracker, retirement planner, investment checkup, budgeting tools.
Fidelity
Robo-AdvisorsA robo-advisor service from Fidelity that offers professionally managed portfolios.
Key Features:
Automated investment management, IRA and Roth IRA options, integration with other Fidelity accounts.
Vise
Financial PlanningAn AI-powered investment management platform for financial advisors.
Key Features:
Custom portfolio design, automated rebalancing, tax-loss harvesting, personalized investment strategies.
Forwardlane
Financial PlanningAn AI platform that provides personalized insights to help financial advisors engage with clients.
Key Features:
Client insights, conversation starters, personalized recommendations, proactive alerts.
Orionadvisor
Financial PlanningA comprehensive wealth management platform with AI-driven features for financial advisors.
Key Features:
AI-driven financial planning, interactive goal-setting tools, CRM and portfolio management integration.
Holistiplan
Financial PlanningAn AI-powered tax planning software for financial advisors.
Key Features:
Automated tax document analysis, proactive tax-saving strategies, clear and concise client reports.
Complysci
Trading PlatformsA provider of compliance and risk management solutions for financial services firms.
Key Features:
AI-powered compliance tracking, employee trade monitoring, gift and entertainment tracking.
Wealthbox
Financial PlanningA modern CRM platform for financial advisors with AI and automation features.
Key Features:
AI-driven reporting, automated workflows, contact form builder, integrations with other financial platforms.
Betterment
Robo-AdvisorsA platform that allows financial advisors to offer Betterment's robo-advisor services to their clients.
Key Features:
Automated portfolio management, tax-loss harvesting, advisor dashboard for managing multiple clients.
Fpa
Financial PlanningAn AI-driven financial planning tool that analyzes client documents to uncover planning opportunities.
Key Features:
Tax return and estate document analysis, identification of financial planning gaps, customizable client reports.
Nitrogenwealth
Financial PlanningA wealth management platform that uses AI to assess risk tolerance and align portfolios accordingly.
Key Features:
Risk assessment, portfolio analysis, stress testing, retirement planning tools.
Alpha-Sense
Investment ResearchAn AI-powered market intelligence and search platform for financial professionals.
Key Features:
AI-powered search across a vast library of financial documents, sentiment analysis, trend identification.
Sentieo
Investment ResearchA financial research platform that uses AI to streamline the research process.
Key Features:
AI-powered document search, data visualization tools, collaboration features.
Quantconnect
Trading PlatformsAn algorithmic trading platform that enables users to design, backtest, and deploy trading strategies.
Key Features:
AI-powered trading engine, backtesting capabilities, access to historical market data.
Spglobal
Investment ResearchAn AI and machine learning company that provides analytics for financial markets.
Key Features:
Event recognition, forecasting tools, natural language processing for financial documents.
Igenius
Financial PlanningAn advisory platform that uses AI to deliver personalized investment advice.
Key Features:
AI-driven investment recommendations, portfolio optimization, risk management.
Eidosearch
Investment ResearchA predictive market analysis platform that uses AI to identify historical patterns in financial data.
Key Features:
Pattern recognition, forecasting tools, quantitative analysis.
Plaid
Other ToolsA data network that powers fintech tools and enables a comprehensive view of a client's finances.
Key Features:
Securely connects to bank accounts, categorizes transaction data, provides a unified financial picture.
Datarails
Other ToolsAn FP&A platform that uses AI to automate financial reporting and planning within Excel.
Key Features:
AI-powered chatbot for financial queries, automated data consolidation, scenario planning.
Planful
Financial PlanningA cloud-based financial planning and analysis (FP&A) platform with AI-powered forecasting.
Key Features:
AI-driven forecasting (Predict: Projections), anomaly detection (Predict: Signals), scenario planning.
Workday
Other ToolsAn enterprise planning cloud with embedded AI and machine learning.
Key Features:
AI-powered forecasting, anomaly detection, scenario modeling, integration with Workday's HCM and Financial Management.
Tickeron
Trading PlatformsA marketplace for AI-powered stock trading tools and bots.
Key Features:
AI-powered trading signals, pattern recognition, automated trading bots, model portfolios.
Boosted
Investment ResearchAn AI platform for investment managers that enhances portfolio construction and risk management.
Key Features:
AI-powered stock screening, portfolio optimization, risk management tools.
Equbot
Trading PlatformsAn investment firm that uses AI and machine learning to power its exchange-traded funds (ETFs).
Key Features:
AI-powered ETFs that analyze global data to make investment decisions.
Sigfig
Robo-AdvisorsA digital wealth management platform that offers automated portfolio management and tracking.
Key Features:
Portfolio tracking, investment checkup, automated portfolio management.
Yewno
Investment ResearchAn AI-powered investment research platform that uncovers hidden relationships in data.
Key Features:
Knowledge graph technology, thematic investing, sentiment analysis.
Kavout
Trading PlatformsA platform that uses AI and machine learning to provide stock ratings and analysis.
Key Features:
AI-powered stock scoring (K-score), predictive analytics, portfolio management tools.
Tradesanta
Trading PlatformsA cloud-based platform for automating cryptocurrency trading.
Key Features:
Automated trading bots, grid and DCA strategies, copy trading.
Pionex
Trading PlatformsA cryptocurrency exchange with built-in trading bots.
Key Features:
16 free trading bots, grid trading, DCA bots, low trading fees.
Cryptohopper
Trading PlatformsAn automated crypto trading bot that supports a wide range of exchanges.
Key Features:
AI-powered trading, copy trading, strategy marketplace, paper trading.
Zocks
Financial PlanningAn AI meeting assistant designed for financial services professionals.
Key Features:
Compliant meeting recording and transcription, AI-powered meeting summaries, integration with CRM platforms.
Jump
Financial PlanningAn AI note-taking tool that integrates with popular CRM platforms for financial advisors.
Key Features:
Automated note-taking for client meetings, CRM integration, compliant record-keeping.
Fireflies
Financial PlanningAn AI meeting assistant that records, transcribes, and analyzes voice conversations.
Key Features:
Automated meeting transcription and summaries, sentiment analysis, integration with CRMs and other business tools.
Saifr
Other ToolsAn AI-powered platform for creating compliant marketing materials in the financial services industry.
Key Features:
AI-powered review of marketing content for compliance risks, brand guidelines, and readability.
Zenratings
Investment ResearchAn AI-powered stock analysis platform that provides a proprietary "Zen Score" for stocks.
Key Features:
AI-driven stock ratings, fundamental and technical analysis, top analyst recommendations.
Seekingalpha
Investment ResearchA premium subscription service that provides access to in-depth investment research and analysis, including AI-powered features.
Key Features:
Quant ratings, author ratings, dividend grades, exclusive articles and interviews.
Trade-Ideas
Trading PlatformsAn AI-powered stock scanner and trading platform for active traders.
Key Features:
AI-powered trade signals (Holly), real-time stock scanning, backtesting, simulated trading.
Inciteai
Investment ResearchA free AI-powered tool for stock market analysis.
Key Features:
Real-time market data, predictive analytics, personalized insights.
Sagehood
Investment ResearchAn AI-powered investment research platform that provides institutional-grade analysis to retail investors.
Key Features:
Multi-agent AI system for holistic analysis, portfolio analysis, data-driven insights.
Range
Financial PlanningAn online wealth management firm that combines human advice with AI-powered technology.
Key Features:
Comprehensive financial planning, investment management, tax and estate planning.