Grok Financial
AI Financial Advisors
AI-powered financial planning platform for retail investors.
Financial ServicesFintech & Financial Services
Price$50 / month
Price position: at the category median.AI Financial Advisors
AI platforms that provide automated financial planning and investment advice.
Company size
Purchasing
Compliance (as stated by vendors)
Jasmine AI
AI for Accounting
AI accounting agent for small businesses automating bookkeeping, tax prep, and financial analysis.
Accounting SoftwareBookkeeping Practice Software
Price$99+ / month
Starting price: above the category median.
Candor AI
AI Financial Advisors
AI-powered personal financial advice platform for households.
Financial Planning & AnalysisFinancial Planning and Analysis
Price$50 / month
Price position: at the category median.
FP Alpha
Financial Planning & Analysis
AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.
Tiered plansFinancial Planning & AnalysisFinancial Planning and Analysis
Price$83.33 / month
Price position: above the category median.
Xero
Accounting Software
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 repor...
Free trialFree for 6 monthsISO 27001SOC 2PCI DSSTiered plans
Brightmoney
AI Financial Advisors
Bright: All-in-one money app with Cash Advance offers, Credit Builder, Loan offers, AI Assistant, Subscription Management, and Personalized Financial Plans.
Free planTiered plans
Price$3+ / month
Starting price: below the category median.
Dreamquark
Software
AI decision intelligence for wealth advisors.
Custom quoteWealth ManagementDecision Intelligence
PriceContact sales
Bond AI
AI Financial Advisors
AI platform for banks providing personalized financial experiences via analytics and empathy engine.
AI Personalization EnginesBackend-as-a-Service
Vise
AI Financial Advisors
AI investment management platform for independent financial advisors.
SOC 2Custom quoteInvestment Management SoftwareInvestment Portfolio Management
PriceContact sales
Abaka
Digital Banking Platforms
AI powered retail banking platform for financial guidance and engagement
GDPRCCPAUsage-basedBanking SoftwareCore Banking Systems
Verlata
Wealth Management Platforms
Wealth management platform for independent advisors with AI insights
Custom quoteWealth ManagementWealth Management Platforms
Covisum
Financial Advisory Practice
Social Security claiming and retirement income planning platform for financial advisors.
Free trialTiered plansFinancial Planning & AnalysisFinancial Planning and Analysis
Onestop Yoshi
AI Financial Advisors
Japanese applied AI platform offering voice and automation agents for enterprise operations.
Custom quoteAIOps PlatformsAI Voice Agents
PriceContact sales
Income Laboratory
Financial Planning & Analysis
Retirement income planning platform for advisors modeling distribution strategies and tax efficiency.
Free trialSOC 2ISO 27001PCI DSSTiered plansFinancial Planning & Analysis
Pontera
Wealth Management Platforms
Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
ISO 27001SOC 2CCPAClient Portal SoftwareWealth Management Platforms
TIFIN Wealth
AI Financial Advisors
AI-powered personalization platform for wealth enterprises with client insights and segmentation.
Custom quoteWealth ManagementAI Personalization Engines
PriceContact sales
Tamarac
Portfolio Management
RIA technology platform by Envestnet providing portfolio management, rebalancing, and CRM for independent advisors.
Investment Portfolio ManagementPortfolio Management
Who AI Financial Advisors is sold to
- Solo / freelancer
- Startup (1-50)
- Small business (51-200)
- Mid-market (201-1,000)
- Enterprise (1,000+)
What AI Financial Advisors certifies
- SOC 2
- ISO 27001
- GDPR
- CCPA
- PCI DSS