55+ AI tools for research, trading, risk, compliance and wealth management — curated and reviewed by finance professionals, not bots.
AI-powered market intelligence platform searching millions of research documents, filings and earnings transcripts.
Research & AnalysisEnterpriseAI agent platform (Matrix) for deep document analysis across filings, decks and data rooms.
Research & AnalysisEnterpriseS&P Global's AI unit: NLP, transcription and entity-linking for financial data.
Research & AnalysisEnterpriseAI-extracted fundamental data and auto-updating financial models from filings.
Research & AnalysisPaidChatGPT-style equity research copilot over SEC filings and earnings calls.
Research & AnalysisPaidAI analyst for investment banks and asset managers, trained on financial workflows.
Research & AnalysisEnterpriseAI research assistant generating investment research drafts from filings and news.
Research & AnalysisPaidAI-assisted fundamental data terminal with conversational stock research.
Research & AnalysisFreemiumEarnings call audio, transcripts and AI summaries for listed companies.
Research & AnalysisFreemiumReal-time event transcription and AI summarization for earnings and conferences.
Research & AnalysisEnterpriseOpen algorithmic trading platform with cloud backtesting and live deployment.
Trading & QuantFreemiumNo-code AI-assisted strategy builder and automated trading app.
Trading & QuantFreemiumAI stock scanner (Holly) generating intraday trade signals.
Trading & QuantPaidAI stock scoring (1-10) based on hundreds of technical and fundamental signals.
Trading & QuantFreemiumK-Score AI equity ranking and portfolio tools.
Trading & QuantFreemiumCrowdsourced hedge fund: data scientists submit ML models on encrypted data.
Trading & QuantFreeAI pattern recognition and trading bots for stocks, ETFs, forex and crypto.
Trading & QuantFreemiumAI credit underwriting models improving approval rates with fairness controls.
Credit & LendingEnterpriseAI lending marketplace using non-traditional variables for credit decisions.
Credit & LendingEnterpriseAI credit decisioning platform for banks and credit unions.
Credit & LendingEnterpriseAI-driven AML screening, sanctions and adverse media monitoring.
Risk & ComplianceEnterpriseNo-code fraud and AML operations platform with AI agents.
Risk & ComplianceEnterpriseBehavior-based fraud prevention and compliance platform.
Risk & ComplianceEnterpriseReal-time transaction fraud detection with machine learning.
Risk & ComplianceEnterpriseAdaptive behavioral analytics for fraud and financial crime.
Risk & ComplianceEnterpriseCompliance investigations and SAR filing workspace with AI assistance.
Risk & ComplianceEnterpriseAI agents automating AML/KYC alert review for fintechs and banks.
Risk & ComplianceEnterpriseAutomated investing and robo-advisory with tax-smart features.
Wealth ManagementFreemiumRobo-advisor with automated portfolios, tax-loss harvesting and cash accounts.
Wealth ManagementPaidConversational AI investing assistant for fund discovery and portfolio checkups.
Wealth ManagementPaidAI financial advisor giving portfolio scores and personalized recommendations.
Wealth ManagementFreemiumAI-powered wealth management platform for high earners.
Wealth ManagementPaidFP&A platform with AI insights on top of Excel workflows.
FP&A & AccountingEnterpriseSpreadsheet-native FP&A software with AI-assisted planning.
FP&A & AccountingEnterpriseExcel-based planning platform with Vena Copilot AI.
FP&A & AccountingEnterpriseCorporate cards and spend management with AI expense automation.
FP&A & AccountingFreemiumCorporate card and spend platform with AI assistants.
FP&A & AccountingFreemiumAI auditing of expenses and AP invoices.
FP&A & AccountingEnterpriseAutonomous AP invoice processing with AI.
FP&A & AccountingEnterpriseAI risk discovery for audit, detecting anomalies in full ledgers.
FP&A & AccountingEnterpriseIntelligent automation inside Excel for audit and finance documentation.
FP&A & AccountingPaidAI accounting workflows: lease accounting, revrec, audit.
FP&A & AccountingEnterpriseAI-native accounting and bookkeeping for startups.
FP&A & AccountingPaidAutomated bookkeeping for accounting firms using ML.
FP&A & AccountingEnterpriseAI document review for revenue accounting and compliance.
FP&A & AccountingEnterpriseML fraud prevention built into Stripe's payment network.
PaymentsUsage-basedBank data connectivity APIs with AI-powered insights and risk products.
PaymentsUsage-basedKAI conversational AI platform purpose-built for banking.
Customer ServiceEnterpriseAI voice and chat agents for banks and credit unions.
Customer ServiceEnterpriseConversational AI assistants for community banks.
Customer ServiceEnterpriseAI money assistant with budgeting, credit building and humor.
Personal FinanceFreemiumHousehold finance tracking with AI-assisted insights.
Personal FinancePaidSubscription cancellation, budgeting and bill negotiation with AI.
Personal FinanceFreemiumAll-in-one money app: planning, investing, taxes with AI advisor.
Personal FinancePaidAI-powered personal finance tracker for Apple ecosystem.
Personal FinancePaid