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57 tools for “Wealth Management”

JIFFYAINew
AI client engagement and onboarding suite for wealth management firms
Free trialLegal, finance & HR
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Finpilot
AI knowledge management for allocators and wealth managers
PaidLegal, finance & HR
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Alphathena
Direct indexing and portfolio personalization with agentic AI
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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FastTrackr AI
AI platform for moving advisor books between wealth firms
FreemiumLegal, finance & HR
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Mezzi
SEC-registered AI advisor for tax, retirement and portfolio planning
FreemiumLegal, finance & HRMade in United States
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VyzerNew
AI wealth tracking for complex portfolios and family offices
From $180/moLegal, finance & HR
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Napier AI ContinuumNew
AI-driven anti-money laundering screening and transaction monitoring
PaidLegal, finance & HRMade in United Kingdom
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Fortune App
AI accounting software for small businesses and finance teams
Free trial · $10.99/moLegal, finance & HR
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Asseti
Automated condition monitoring and reporting for property portfolios
PaidLegal, finance & HR
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Flagright
AI-native AML compliance and fraud monitoring for fintechs
PaidLegal, finance & HR
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Forescribe
Software asset management and governance with AI insights
FreemiumLegal, finance & HR
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ValidMindNew
AI governance and model risk platform for regulated finance
PaidLegal, finance & HR
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WeFIRENew
AI personal finance copilot for planning early retirement
From $14.99/moLegal, finance & HR
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Simetrik
AI-native reconciliation and financial controls for finance teams
PaidLegal, finance & HRMade in Colombia
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ccMonet
AI bookkeeping and reconciliation checked by licensed accountants
Free trialLegal, finance & HRMade in Singapore
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PortfolioGPTNew
AI generator for stock and ETF portfolio ideas
FreeLegal, finance & HR
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CloudVerse
Spend control plane for AI, cloud, data and SaaS costs
PaidLegal, finance & HR
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Bloks
AI assistant and CRM replacement for financial advisors
Free trialLegal, finance & HRMade in Canada
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FinanceGPT
AI platform for financial analysis, modelling and forecasting
FreemiumLegal, finance & HR
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MoontowerNew
AI options analytics and volatility research for traders
PaidLegal, finance & HR
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MinervaNew
AML screening and investigation platform run by AI agents
PaidLegal, finance & HR
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MetalNew
AI context layer for private equity and capital firms
PaidLegal, finance & HR
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QuantifindNew
AI-driven risk screening for AML and KYC investigations
PaidLegal, finance & HR
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Ramp
Corporate cards and spend management with AI finance agents
Freemium · $15/moLegal, finance & HRMade in United States
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Thrive FinancialNew
Divorce financial analysis software for tracing hidden assets
Freemium · $29/moLegal, finance & HR
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OversightNew
AI risk monitoring for spend, travel, vendor and compliance
PaidLegal, finance & HR
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SurmountNew
Automated investing with data-driven strategies and an AI strategy builder
FreemiumLegal, finance & HR
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MindBridge
AI that reviews every financial transaction for audit and risk
PaidLegal, finance & HRMade in Canada
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DealMachine
Property and owner data for real estate investors, with an AI search bar
From $99/moLegal, finance & HRMade in United States
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