AI Wealth Management platforms transform financial planning and investment management through artificial intelligence. These tools provide sophisticated portfolio optimization, personalized investment strategies, and automated financial advisory services while ensuring compliance and risk management.
23 verified AI-first sites in Wealth Management.
Last reviewed .
Wealth management platform for portfolio analysis and optimization. Features include real-time insights, tax optimization strategies, risk assessment, and personalized AI chat for investment decisions. Provides automated portfolio tracking across stocks, ETFs, mutual funds, and crypto.
Pricing: Free tier available, contact for premium pricing
Investment platform that provides personalized financial advice, portfolio analysis, and commission-free trading through a conversational interface.
Pricing: Freemium
Wealth management platform for financial advisors. Features automated portfolio construction, tax optimization, and daily tax-loss harvesting. Includes real-time analytics and personalized portfolio insights. Supports customized investment strategies.
Pricing: Custom pricing based on AUM
Enterprise-level wealth management platform integrating Retrieval-Augmented Generation (RAG) AI technology with comprehensive portfolio management. Provides real-time market data analysis, automated compliance checks, and personalized client profiling through sentiment analysis. Platform includes live portfolio insights, custom data pipelines for market intelligence, conversational engagement tools, and transparent AI-driven recommendations with full audit trails. Offers extensive integration capabilities with existing CRM and portfolio systems.
Pricing: Enterprise pricing, contact for details
AI wealth app for self-directed retail investors, in limited early access. A personal AI analyst trained on financial data surfaces stock ideas matched to your investment profile and tracks holdings across stocks, funds, and alternatives.
Pricing: Waitlist; early access is limited.
AI robo-advisor with adaptive investment strategies that respond to market conditions. Wealth compounding, factor-based, and income-focused strategies; automated risk management and continuous learning. Accounts at Alpaca (SIPC); fiduciary. Deposit match bonuses up to $500.
Pricing: Up to $10k: $4/month. Above $10k: 0.5% AUM/year.
AI-powered SmartFolios with downside protection during market downturns. Subscription tiers for different portfolio sizes; zero trading commissions; mobile and web; manual trading unlimited. Free tier up to $3,000; custom SmartFolios and 24/7 support.
Pricing: Starter: Free (up to $3k). Intro: $5/mo. Lite: $17/mo. Advanced: $47/mo. Family: $147/mo for $100k+.
SEC-registered investment advisor combining AI with robo-advice. AI and ML across strategy, asset selection, and implementation; human professionals make final decisions. Individual and IRA accounts (Traditional, Roth, SEP). Lower fees than traditional advisors; no extra advisory fees beyond brokerage.
Pricing: Percentage-based fees; contact for details.
AI-assisted personal finance and investment advice from Global Predictions, an SEC-registered investment adviser. Aggregates net worth across banks, brokerages, retirement, crypto, real estate, and private assets; delivers portfolio assessment, continuous tax optimization, retirement and estate planning tools, and scenario modeling. Hybrid-AI positioning: personalized recommendations and assistant features while clients retain execution control. M6 financial forecasting competition recognition cited on site.
Pricing: Free tier; Gold and Platinum subscriptions; Pro from ~$99/month; see site and Form ADV.
AI infrastructure and applications for financial institutions, built around their own data and controls. AI Suite for Advisors covers next-best-action guidance, meeting prep, and automated rebalancing; a white-label Portfolio Engine and retail investing suite run under the client's brand, alongside back-office AI. SEC-registered investment adviser.
Pricing: Enterprise; request demo; see site.
SEC-registered automated investing and wealth platform for retail investors with AI copilot Allie for market education and Q&A. Expert-built diversified portfolios, automated recurring investing, stock profiles, and goal tracking; human advisor team reviews plans. Brokerage via DriveWealth (FINRA/SIPC). Targets younger investors combining guided portfolios with conversational AI support.
Pricing: Annual wealth management fee cited ~$120/year on site; see disclosures.
AI platform purpose-built for wealth management firms to automate advisor operations and client-service workflows. Features meeting summaries, automated task generation, smart prep briefs, unified search, client-ready email drafting, and account-opening automation. Designed to increase advisor capacity by reducing administrative overhead across the advisory lifecycle.
Pricing: Enterprise pricing; request demo for plans and implementation details.
AI-powered wealth platform for family offices and wealth managers with consolidated portfolio visibility, automated market research, bespoke investment workflows, and integrated CRM/KYC tools. Emphasizes operational efficiency and personalized strategy execution across multi-asset portfolios and client onboarding.
Pricing: Plans start around $29/month, with higher tiers and custom enterprise options available.
Privacy-first AI assistant for financial advisors and wealth firms. Automates meeting prep, notes, form filling, client email drafts, and CRM updates without call recordings. Integrates with Wealthbox, Black Diamond, Wealth.com, and MCP-connected tools. Supports solo advisors through enterprise wealth teams.
Pricing: Free trial; paid plans for advisors and firms; see zocks.io.
AI platform for wealth professionals built by Altruist after acquiring Thyme. Unifies meetings, emails, documents, CRM, and custodial data for Ask Hazel Q&A, meeting summaries, follow-ups, and AI tax planning from 1040s and paystubs. Zero data retention with third-party LLMs; no training on client data. Available standalone beyond Altruist custody.
Pricing: From $60/seat/month; tax planning tier higher; free trial at hazel.ai.
AI operating system for financial advisors. Meeting prep, notes, CRM updates, follow-ups, and an AI Associate that queries connected CRM, planning, and custody data. Used by 35,000+ advisors; $105M raised including Insight Partners Series B.
Pricing: Firm and enterprise plans; see jump.ai.
AI financial planning platform for advisors. Reads tax returns, wills, trusts, and insurance documents to surface planning opportunities and client-ready recommendations.
Pricing: Advisor subscription; see FP Alpha.
Personal AI financial advisor for budgeting, investing, and planning. Tracks accounts and net worth, then answers money questions grounded in your data.
Pricing: Consumer subscription; see Origin Financial.
Agentic AI operating system for wealth management firms. 50+ specialized agents capture client intelligence, automate meeting notes without recording, and orchestrate advisor workflows under enterprise SOC 2 controls.
Pricing: Enterprise wealth AI platform; contact Zeplyn.
AI co-pilot for RIAs covering the full investment cycle. Portfolio analysis, proposals, compliance monitoring, and Holi chat across linked accounts and firm book data.
Pricing: Advisor platform subscriptions; see Holistico.
AI-native RIA and wealth technology platform combining advice, planning, investments, and client services in one vertically integrated system for advisors and their clients.
Pricing: RIA platform; contact Wavvest.
Agentic operating system for wealth managers—coordinated AI agents across operations, investments, growth, and client workflows on the firm’s existing CRM and custody stack. Deployed as licensed software with shared context across personas.
Pricing: Enterprise licensed platform; contact TIFIN.
Agentic AI operating environment inside Savvy’s AI-native RIA platform. Unified client data across investments, tax, and planning with financial-planning agents that run household scenarios in minutes for independent advisors.
Pricing: Available to advisors on the Savvy Wealth platform; see Savvy Wealth for joining.