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52 tools for “Financial Advisors”

Searching forfinancialadvisorsLegal, finance & HR

IdeaBuddy
Business planning software with AI help for founders
Free trialLegal, finance & HR
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CoCounsel Legal
Thomson Reuters legal AI grounded in Westlaw and Practical Law
PaidLegal, finance & HRMade in Canada
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VisibleThreadNew
RFP and bid software with an AI assistant for proposal teams
Free trialLegal, finance & HR
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Hadrius
AI-native compliance platform for broker-dealers, RIAs and funds
PaidLegal, finance & HR
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RoeNew
Agentic investigation platform for fraud and AML teams
PaidLegal, finance & HR
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Flagright
AI-native AML compliance and fraud monitoring for fintechs
PaidLegal, finance & HR
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Feathery
AI workflow platform for insurance and wealth management firms
FreemiumLegal, finance & HRMade in United States
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FoundrAI
Validates startup ideas and drafts an investor-ready pitch
From $30/moLegal, finance & HR
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reAlpha
AI-assisted homebuying platform with cash back at closing
FreeLegal, finance & HRMade in United States
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Transparently.AINew
AI risk engine that flags accounting manipulation at listed companies
From $499/moLegal, finance & HR
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StockaivisorNew
Generative AI stock analysis, forecasts and signals
Freemium · $29/moLegal, finance & HRMade in United States
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Inscribe
Document fraud detection for banks, lenders and fintechs
PaidLegal, finance & HR
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NominalNew
Agentic AI platform that runs accounting close and reconciliations
PaidLegal, finance & HR
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Upmetrics
AI business plan writer with built-in three-year financial forecasts
PaidLegal, finance & HR
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Salient
AI agents for loan servicing, collections and compliance audits
PaidLegal, finance & HRMade in United States
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Navan
Business travel booking and expense management with an AI assistant
FreemiumLegal, finance & HRMade in United States
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InsightAI
AI for anti-money-laundering and fraud detection at banks
PaidLegal, finance & HRMade in India
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MoontowerNew
AI options analytics and volatility research for traders
PaidLegal, finance & HR
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Bretton AI
AI agents for bank compliance and back-office operations
PaidLegal, finance & HR
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Blue J
Generative AI tax research assistant for accountants and lawyers
Free trial · $1498/yrLegal, finance & HRMade in Canada
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Sift
Machine-learning fraud prevention for payments and user accounts
PaidLegal, finance & HRMade in United States
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Lofty
Real estate CRM and websites with AI assistants for agents
PaidLegal, finance & HRMade in United States
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