Finance & Investing AI Tools

AlphaSense

AI market intelligence and document search.

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Kensho

Financial analytics and knowledge graphs.

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Numerai

Crowdsourced AI hedge fund tournament.

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Finchat.io

AI answers for company fundamentals & filings.

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Composer

No-code algorithmic investing with AI helpers.

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Sentieo

Equity research platform with AI search.

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Quiver Quant

Alternative data for investors (Congress trades, etc).

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Kavout

AI stock ranking and factor models.

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Seeking Alpha (AI)

AI summaries and research screeners.

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Atom Finance

Modern research workspace with AI search.

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Morningstar

AI-powered investing tools for portfolio analysis.

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Quantpedia

A research platform with AI for quantitative finance strategies.

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Composer

A no-code platform for algorithmic trading with AI.

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FinGPT

A large language model for financial data and analysis.

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Simply Wall St

AI-driven analysis of stock fundamentals and valuations.

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StockGPT

An AI tool to analyze SEC filings for investment insights.

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FinMind

An open-source financial data platform with AI tools.

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TuringBot

AI trading bot with backtesting and strategy generation.

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PyTorch Forecasting

A library for time series forecasting with neural networks.

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Trefis

AI-based stock valuation and analysis.

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Plaid

AI-driven technology for connecting financial data and transaction categorization.

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Datarails

AI-powered FP&A software that automates data consolidation and reporting.

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Anaplan

An enterprise financial planning platform with AI-driven forecasting.

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Cube

A collaborative FP&A tool that connects spreadsheets and supports continuous planning.

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Planful

An AI software platform that helps financial planning teams with budgeting and forecasting.

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Vena Insights

Helps finance teams use data for informed decisions in budgeting and workforce planning.

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Booke AI, Inc.

Automates bookkeeping by fixing uncategorized transactions and coding errors.

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FloQast

A close-management platform with AI to auto-reconcile financial entries.

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Kick

A "self-driving bookkeeper" that categorizes transactions and reconciles accounts.

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Nanonets

Automates complex finance tasks by extracting and organizing financial data.

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QuickBooks

Uses AI to streamline accounting processes like bank reconciliation.

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Rillet

An AI-native ERP that automatically ingests data to deliver GAAP-ready financials.

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Sage Intacct

A cloud-based financial management platform that uses AI to streamline accounting.

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Stampli Inc

Streamlines accounts payable processes by extracting and organizing data from digital invoices.

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Xero

A cloud-based accounting software that integrates AI to automate accounting tasks.

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Actico

Helps businesses make informed decisions and comply with regulations.

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Crediflow AI

Uses AI agents for instant credit analysis, due diligence, and risk monitoring.

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Esker

Utilizes AI-driven credit management software to automate end-to-end credit processes.

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Emagia

An AI-powered platform that helps with credit risk management by integrating machine learning.

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Experian

Empowers businesses to optimize collection strategies and improve decision-making.

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FICO® Decision Management Suite

Enables businesses to optimize lending decisions and reduce risk.

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Gaviti

A comprehensive credit management software that uses AI to optimize the collections process.

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GiniMachine

Enables businesses to make informed lending decisions and mitigate risks.

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Gradient AI

Specializes in AI-powered underwriting and claims management for the insurance industry.

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HighRadius

A platform for order-to-cash management that includes AI-driven credit risk analysis and collections.

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MindBridge

An anomaly-detection and risk scoring platform that analyzes financial transactions for fraud.

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Serrala

Provides AI-powered credit risk management software to streamline credit and collections processes.

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Sidetrade

Leverages advanced AI to enhance predictive capabilities and optimize collection strategies.

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TransUnion CreditVision

Helps businesses optimize credit decisions and mitigate risks.

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Tratta

Offers a consumer self-serve payment platform that enhances user experience and increases payment conversions.

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YayPay by Quadient

Combines automation with predictive analytics to provide a holistic view of accounts receivable.

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Zest AI (ZAML)

Helps financial institutions make better lending decisions with AI-driven credit scoring models.

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Bloomberg

Provides AI-driven analytics and data for financial markets.

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Domo

A cloud-based data management platform that unifies business data and offers real-time reporting.

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EidoSearch

Leverages AI for predictive market analysis and forecasting financial market behaviors.

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Hebbia

An AI-powered tool for financial research that helps with content overload.

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Otio

An AI research assistant for financial analysis that helps with content overload.

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Perplexity

Helps users discover AI tools for market research and investment planning.

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Rogo

An AI tool for financial research that leverages natural language processing.

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Stocked AI

An AI-powered investing service that provides daily stock predictions.

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Verity

An AI tool for financial research that provides insights and analysis.

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YCharts

A financial research platform that includes AI tools for data visualization and analysis.

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Betterment

A robo-advisor that automates investment management and provides financial guidance.

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Fiscal.ai (FinChat.io)

An AI tool for financial research that provides real-time data and analysis.

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Harmonia AI

An AI-driven tool for AI-powered cryptocurrency investment and trading.

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Igenius.ai

An advisory platform that uses AI to deliver personalized investment advice.

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Macroaxis

A wealth optimization platform that helps professionals discover new investment opportunities.

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Nitrogen

Employs algorithms to analyze and mitigate risks in investment portfolios.

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Personal Capital

An AI engine that provides insights into spending patterns, net worth, and retirement planning.

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Salesforce Financial Services Cloud

A CRM that uses AI to help with wealth management tasks and client interactions.

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Trullion

Uses AI to connect structured and unstructured financial data for efficiency.

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Vanguard

Offers robo-advisors for automated investment management and portfolio optimization.

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Wealthfront

A leading platform for automated portfolio management and financial planning.

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ChatGPT

A versatile AI tool for finance professionals that can perform tasks like financial analysis and forecasting.

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Microsoft Copilot

An AI assistant that integrates with Excel to enhance its capabilities for financial tasks.

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Google Gemini

An AI tool tailored for teams in the Google Workspace ecosystem for data analysis and content generation.

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Coupa

A spend management software with embedded AI-driven spend analysis and forecasting.

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DataSnipper

An intelligent automation platform embedded in Excel that extracts and validates source documents.

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Ramp

An AI-first expense, bill-pay, and corporate card solution that automates spend capture.

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Workiva

A cloud platform that uses AI for financial reporting, compliance, and regulatory filings.

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AppZen

An AI platform for real-time spend auditing and fraud detection.

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EY Sarge

An AI tool for investment compliance automation and risk management.

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Greenlite

Helps triage screening alerts and automate customer due diligence for KYC and onboarding.

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Hadrius

Uses AI to monitor compliance at scale across various standards and regulations.

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Mastercard

Uses AI-driven authentication for a seamless user experience and fraud prevention.

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PayPal

Enhances security through behavioral analytics to detect fraudulent activities.

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QuantConnect

A platform that offers an algorithmic trading engine powered by AI and data science.

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StackAI

An AI agent platform that helps finance teams automate workflows and run forecasts.

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Alpaca

A trading API that allows developers to build and run trading algorithms.

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Trade Ideas

An AI-powered stock scanner and trading platform with real-time market insights.

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TrendSpider

An automated technical analysis platform using AI for trend recognition.

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Zignaly

A crypto trading platform that offers AI-driven bots and copy trading.

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SigDev

An AI-powered market intelligence platform for financial services firms.

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Dataiku

An all-in-one platform for data science and machine learning for finance.

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SAS

An analytics platform with AI and machine learning for risk and fraud management.

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Tableau

A data visualization platform with AI-powered analytics for financial data.

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Alteryx

A platform for data science and analytics with AI for financial modeling.

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Palantir

An AI-powered data integration and analytics platform for large financial institutions.

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UiPath

An RPA platform with AI for automating repetitive financial tasks.

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Automation Anywhere

A robotic process automation (RPA) tool with AI for automating financial processes.

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Celonis

A process mining and execution management platform with AI for finance operations.

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Snowflake

A data cloud platform with AI and machine learning for financial data management.

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DataRobot

An automated machine learning platform for financial services and other industries.

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H2O.ai

An open-source AI platform for building and deploying machine learning models in finance.

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ThoughtSpot

A search and AI-driven analytics platform for financial data insights.

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Splunk

A data analysis platform with AI for financial security and fraud detection.

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Fiddler AI

An AI platform for monitoring and explaining machine learning models in finance.

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TrueAccord

An AI-powered debt collection platform that automates customer engagement.

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Lemonade

An insurance company that uses AI to automate policy and claims management.

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Upstart

A lending platform that uses AI to analyze non-traditional data for credit decisions.

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Avaamo

A conversational AI platform for banking and financial services.

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Kasisto

A conversational AI platform for financial institutions, including chatbots and virtual assistants.

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Personetics

An AI-powered financial wellness platform for banks to provide personalized insights.

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Onfido

An identity verification platform with AI for financial services and other sectors.

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IDfy

An AI-powered platform for identity verification and fraud prevention.

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Socure

An AI platform for digital identity verification and fraud prevention.

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Clari

An AI-powered revenue operations platform for finance and sales teams.

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BlackLine

A cloud platform with AI for finance and accounting process automation.

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Hyperscience

An AI platform for intelligent document processing in financial services.

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OneStream

A corporate performance management platform with AI for financial processes.

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Zeni

An AI-powered bookkeeping and financial management platform for startups.

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Daloopa

An AI platform that extracts and analyzes financial data from documents.

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Narrative Science

An AI platform that generates narratives and reports from financial data.

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CervinAI

An AI-powered tool for financial risk management and fraud detection.

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Blue dot

An AI-driven platform for automated tax compliance and expense management.

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Trovata

A platform that uses AI for cash management and forecasting.

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HighBond

An integrated platform for risk, audit, and compliance management with AI.

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KYC Hub

An AI-powered platform for customer onboarding and KYC compliance.

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ComplyAdvantage

An AI-driven platform for anti-money laundering and risk management.

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Feedzai

An AI platform for financial crime prevention and fraud detection.

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Riskified

An AI-powered platform for e-commerce fraud prevention.

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Clari

An AI-powered revenue operations platform for finance and sales teams.

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BlackLine

A cloud platform with AI for finance and accounting process automation.

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Hyperscience

An AI platform for intelligent document processing in financial services.

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OneStream

A corporate performance management platform with AI for financial processes.

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Zeni

An AI-powered bookkeeping and financial management platform for startups.

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Daloopa

An AI platform that extracts and analyzes financial data from documents.

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Narrative Science

An AI platform that generates narratives and reports from financial data.

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CervinAI

An AI-powered tool for financial risk management and fraud detection.

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Blue dot

An AI-driven platform for automated tax compliance and expense management.

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Trovata

A platform that uses AI for cash management and forecasting.

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HighBond

An integrated platform for risk, audit, and compliance management with AI.

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KYC Hub

An AI-powered platform for customer onboarding and KYC compliance.

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ComplyAdvantage

An AI-driven platform for anti-money laundering and risk management.

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Feedzai

An AI platform for financial crime prevention and fraud detection.

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Riskified

An AI-powered platform for e-commerce fraud prevention.

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ClearTax

An AI tool for tax filing and financial planning.

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eToro

A social trading platform with AI for copy trading and portfolio management.

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Kofax

A platform with AI for automating financial document workflows.

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Pega

A digital transformation platform with AI for financial services.

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Symphony

A communication platform with AI for financial institutions.

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Tokenization by Visa

Uses AI for payment security and fraud prevention.

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Tractable

An AI platform for visual AI in the insurance industry.

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Zoot

A real-time credit decisioning platform with AI.

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Exiger

An AI platform for compliance and risk management.

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Quantifi

An AI platform for portfolio management and risk analytics.

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Envestnet

An AI platform for financial advisors and wealth management.

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Addepar

A wealth management platform with AI for data aggregation and portfolio analysis.

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Kapta

An AI tool for financial portfolio management and analysis.

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Wealthbox

A CRM for financial advisors with AI-powered features.

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Riskalyze

A platform with AI for risk assessment in wealth management.

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Asset-Map

A financial planning tool with AI for visualizing client data.

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Financial Engines

A robo-advisor with AI for financial planning and retirement management.

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eMoney Advisor

A financial planning software with AI for wealth management.

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MoneyGuidePro

A financial planning tool with AI for retirement and investment planning.

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Blueleaf

A wealth management platform with AI for client reporting and billing.

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Orion Advisor Solutions

A wealth management platform with AI for portfolio management and analytics.

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CircleBlack

An AI platform for financial advisors for data aggregation and client engagement.

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Folio Institutional

A platform with AI for automated portfolio trading and rebalancing.

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Vestmark

A wealth management platform with AI for unified managed accounts.

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Schwab Intelligent Portfolios

A robo-advisor with AI for automated portfolio management.

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Fidelity Go

A robo-advisor with AI for automated investing and financial guidance.

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E*TRADE Core Portfolios

A robo-advisor with AI for diversified portfolio management.

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M1 Finance

A platform with AI for automated investing and custom portfolio creation.

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Stash

An AI-powered investing platform for micro-investing and financial education.

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Acorns

An AI-powered micro-investing app that rounds up purchases and invests the change.

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Robinhood

A commission-free trading platform with AI for market analysis and trading.

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WeBull

A trading platform with AI for data analysis, charting, and trading.

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TD Ameritrade

A trading platform with AI for market analysis and trading.

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Interactive Brokers

A trading platform with AI for market analysis and trading.

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eSignal

A trading platform with AI for market analysis and trading.

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Quantopian

A platform with AI for algorithmic trading and strategy development.

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QuantStart

A platform with AI for quantitative finance and algorithmic trading.

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QuantRocket

A platform with AI for algorithmic trading and backtesting.

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Zipline

A Pythonic algorithmic trading library with AI for backtesting.

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Backtrader

A Pythonic backtesting and trading platform with AI.

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TradingView

A charting and social trading platform with AI-powered indicators.

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Finbox

An AI-powered platform for financial modeling and analysis.

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OpenAI

A general-purpose AI platform with applications in financial analysis.

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Microsoft Azure AI

A cloud platform with AI services for financial services.

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Amazon Web Services (AWS) AI

A cloud platform with AI services for financial services.

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Google Cloud AI

A cloud platform with AI services for financial services.

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IBM Watson

An AI platform for financial services with applications in fraud detection and customer service.

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SAP AI

An AI platform for enterprise resource planning and financial management.

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Oracle AI

An AI platform for enterprise resource planning and financial management.

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Salesforce Einstein

An AI platform for CRM and financial services.

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Zoho Finance Plus

A suite of financial tools with AI for small and medium-sized businesses.

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FreshBooks

A cloud-based accounting software with AI for small business financial management.

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Wave

A free accounting software with AI for small business financial management.

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FintechOS

A digital banking platform with AI for financial institutions.

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Temenos

A digital banking platform with AI for financial institutions.

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Mambu

A cloud-native banking platform with AI for financial institutions.

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N26

A digital bank with AI for personal finance management.

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Revolut

A digital bank with AI for personal finance management.

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Wise

A global money transfer platform with AI for fraud prevention.

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Stripe

A payment processing platform with AI for fraud detection.

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Square

A payment processing platform with AI for fraud detection.

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Adyen

A payment processing platform with AI for fraud detection.

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Klarna

A buy now, pay later platform with AI for credit decisions.

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Affirm

A buy now, pay later platform with AI for credit decisions.

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Afterpay

A buy now, pay later platform with AI for credit decisions.

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Plaid

AI-driven technology for connecting financial data and transaction categorization.

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OpenAI

A general-purpose AI platform with applications in financial analysis.

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