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AI Financial Advisors
Overview
Focus
AI Financial Advisors
Accounting Software
Product
AI investment management platform for independent financial advisors.
Xero is a cloud-based accounting platform for small businesses and their advisors. It provides invoicing, bank reconciliation, expense claims, project tracking, and real-time financial reporting.
Headquarters
New York, New York
Wellington, New Zealand
Company size
51-200 employees
1,001-5,000 employees
Founded
2016
2006
Pricing details
Free options
Free trial
Source updated
Nov 2, 2026
Oct 29, 2026