Magnifi
- Conversational AI over linked brokerage accounts.
- Portfolio Q&A, comparisons, and trade ideas in plain English.
- Suggests execution paths where broker links allow.
- Retail AI investing layer on held-away accounts.
Popular Wealth Management AI tools
8 category leaders in Wealth Management, selected from the full directory.
Vise
- Model and implementation stack for RIAs.
- Auto rebalance and tax-aware changes on linked custodians.
- ML and LLMs for diagnostics and client copy where enabled.
- Advisor keeps the client; Vise runs sleeve-level trading.
Jump
- AI OS for advisor meetings, notes, CRM, and follow-up.
- AI Associate queries CRM, plans, and custody data.
- 35,000+ advisors; $105M raised led by Insight Partners.
- Category leader in advisor AI per Kitces and T3 surveys.
Zocks
- Privacy-first AI assistant for financial advisors.
- Meeting prep, notes, forms, and CRM updates without call recording.
- Hooks into Wealthbox, Black Diamond, and Wealth.com stacks.
- Rising advisor-ops rival beside Jump and Hazel.
Hazel
- Altruist AI platform for wealth professionals.
- Meeting notes, plans, and tax scenarios from firm data.
- Ask Hazel across CRM, docs, and client history.
- Leading custodian-adjacent AI suite for advisors.
FP Alpha
- AI reads tax, estate, and insurance documents.
- Surfaces planning opportunities beyond investments.
- Client-ready summaries for advisor conversations.
- Go-to AI advanced-planning layer for RIAs.
TIFIN
- Agentic OS for wealth operations and advice workflows.
- Coordinated agents on existing CRM and custody stacks.
- Covers ops, investments, growth, and client personas.
- Major wealth-tech AI platform backed by large LPs.
Savvy Intelligence
- Agentic planning layer on an AI-native RIA stack.
- Unified investments, tax, and plan data per household.
- Scenario agents compress hours of planning into minutes.
- Built for independent advisors scaling complex clients.