Caddi
AI tools
AI agents that find and automate repetitive back-office work for RIAs and law firms
- Built for
- RIAs
- Pricing · Region
- Tiered · US
- Works with
- Orion, Envestnet, Black Diamond, Salesforce +3 more
AI assistants and agents
AI meeting notetakers, assistants and agents, research and document analysis, and prospecting tools for advisors.
- 44 vendors
- Updated October 27, 2026
- Free, editorial
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44 AI assistants and agents vendors
Most complete profiles first, then A to Z · No company pays to be listed or for where it appears
Contio
AI tools
MeetingOS: AI meeting prep, live meeting insight and follow-up drafting, with an edition for financial advisors.
- Built for
- RIAs
- Pricing · Region
- Free tier, paid plans · US
- Works with
- Salesforce, Microsoft Teams, Zoom, Gmail +5 more
Nevis
AI tools
AI operating platform for wealth firms: meeting prep, tasks, email and automated account-opening workflows.
- Built for
- RIAs
- Pricing · Region
- Custom quote · US
- Works with
- Schwab, Fidelity, Orion, Salesforce +12 more
Performativ
Portfolio management
Cloud wealth management operating system for European wealth managers, family offices and private banks
- Built for
- Family offices, Asset managers, Banks and trust companies, RIAs
- Pricing · Region
- Custom quote · Europe
- Works with
- Interactive Brokers, ABN Amro, Avanza, Danske Bank +10 more
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PREZENTD
Data & research
AI workspace that turns advisor meeting notes and files into branded client presentations and proposals
- Built for
- RIAs
- Pricing · Region
- Tiered · US
- Works with
- eMoney, MoneyGuide, RightCapital
AllocateRite
Portfolio management
AI-driven portfolio management, direct indexing, trading and OCIO platform for RIAs, family offices and asset managers
- Built for
- RIAs, Family offices, Banks and trust companies, Asset managers
- Pricing · Region
- Custom quote · US
- Works with
- Schwab, Salesforce, Wealthbox, Microsoft Teams +3 more
Altitude CRM
CRM
AI-native CRM for RIAs and wealth managers from the team behind Bill Good Marketing
- Built for
- RIAs
- Pricing · Region
- Per seat · US
- Works with
- Microsoft Teams, Zoom, Google Workspace, Outlook
Finmate AI
AI tools
AI meeting notetaker and custom agent builder for financial advisors, with CRM and planning-software sync.
- Built for
- RIAs
- Pricing · Region
- Subscription · US
- Works with
- Salesforce, Redtail, Wealthbox, eMoney +11 more
Finpace
Client experience
AI document reader and forms tool that fills custodian paperwork from client documents and syncs advisor CRMs
- Built for
- RIAs
- Pricing · Region
- Tiered · US
- Works with
- Schwab, Fidelity, Salesforce, Redtail +4 more
Grantd
Financial planning
AI equity compensation planning platform for advisors and for employers' stock plan participants
- Built for
- RIAs
- Pricing · Region
- Custom quote · US
- Works with
- None listed yet
Hadrius
Compliance & risk
AI compliance software for RIAs, broker-dealers and private funds
- Built for
- RIAs, Broker-dealers
- Pricing · Region
- Custom quote · US
- Works with
- None listed yet
Deal, relationship and distribution CRM for private capital firms and family offices
- Built for
- Family offices, Asset managers
- Pricing · Region
- Custom quote · US
- Works with
- Microsoft 365, Microsoft Azure
Maximizer
CRM
CRM with a financial services edition for advisors and dealers
- Built for
- RIAs, Broker-dealers
- Pricing · Region
- Per seat · Other
- Works with
- Microsoft Teams, Continuum, Microsoft 365 / Outlook
Unblu
Client experience
Secure messaging, video and co-browsing platform for banks and wealth managers
- Built for
- Banks and trust companies, RIAs
- Pricing · Region
- Custom quote · Europe
- Works with
- Avaloq, Backbase, Broadridge Advisor Workstation, Finnova +2 more
Wavvest
Financial planning
AI-based operating platform for independent advisors, starting from financial planning and adding CRM and accounting
- Built for
- RIAs
- Pricing · Region
- US
- Works with
- Apex Clearing
Zeplyn
AI tools
AI meeting notes and agent workflows for wealth management firms
- Built for
- RIAs, Broker-dealers, Banks and trust companies, Family offices
- Pricing · Region
- Custom quote · US
- Works with
- Schwab
Zocks
AI tools
AI meeting assistant and notetaker for financial advisors
- Built for
- RIAs, Broker-dealers
- Pricing · Region
- Per seat · US
- Works with
- Salesforce, Redtail, eMoney, RightCapital +6 more
Arta Finance
AI tools
AI platform and wealth infrastructure for private banks and wealth managers
- Built for
- Banks and trust companies
- Pricing · Region
- Not published
- Works with
- None listed yet
AutoCIO
Portfolio management
AI portfolio construction and optimisation platform from Arabesque AI for institutions and wealth advisors
- Built for
- Asset managers, RIAs, Banks and trust companies
- Pricing · Region
- Tiered · UK
- Works with
- None listed yet
Aveni
AI tools
AI meeting notes, advice file review and conduct monitoring for UK advice firms
- Built for
- RIAs, Banks and trust companies
- Pricing · Region
- UK
- Works with
- None listed yet
Bridgewise
AI tools
Embedded AI investment analysis and chat for brokerages and advisory firms
- Built for
- Broker-dealers, Banks and trust companies
- Pricing · Region
- Custom quote
- Works with
- Amazon Bedrock, Devexperts, SIX iD, SmartBrain
CogniCor
AI tools
AI copilot for wealth firms covering meeting prep, notes, CRM updates and household-level opportunity alerts
- Built for
- RIAs
- Pricing · Region
- US
- Works with
- Schwab, Pershing, Salesforce, Redtail +1 more
Conquest
Financial planning
Financial planning engine with AI strategy ranking for wealth firms
- Built for
- RIAs, Broker-dealers, Banks and trust companies
- Pricing · Region
- Custom quote · Other
- Works with
- Shaping Wealth (Lydia)
Continuum
AI tools
Botless AI meeting notes, client profiles and CRM sync for Canadian financial advisors, with data stored in Canada.
- Built for
- RIAs, Broker-dealers
- Pricing · Region
- Per seat · Other
- Works with
- Salesforce, Wealthbox, Act!, Cloven +8 more
DeepVest
AI tools
AI workspace for RIAs covering prospect proposals, portfolio analysis, planning, market data and monitoring
- Built for
- RIAs
- Pricing · Region
- Per seat · US
- Works with
- None listed yet
AI-native CRM for RIAs with built-in model allocation, cash sweep and meeting notes
- Built for
- RIAs
- Pricing · Region
- Tiered
- Works with
- Orion, Microsoft Teams, Zoom, Gmail +5 more
Focal
AI tools
AI assistant for advisors covering meeting notes, CRM sync, performance coaching and onboarding workflows.
- Built for
- RIAs, Broker-dealers
- Pricing · Region
- Subscription
- Works with
- Salesforce, Cloven, Equisoft, Maximizer +3 more
Hazel AI
AI tools
AI meeting, tax and financial planning agents for advisory firms
- Built for
- RIAs
- Pricing · Region
- Per seat
- Works with
- None listed yet
Holistico
Data & research
AI assistant and portfolio analysis platform for RIAs covering proposals, screening, rebalancing and compliance risk
- Built for
- RIAs
- Pricing · Region
- Free tier, paid plans · US
- Works with
- Orion, Blueleaf, Morningstar, Plaid
Jump
AI tools
AI meeting assistant and onboarding software for financial advisors
- Built for
- RIAs, Broker-dealers, Banks and trust companies, Asset managers
- Pricing · Region
- Per seat
- Works with
- Schwab, Fidelity, Salesforce, Redtail +12 more
Lydia
AI tools
Agentic AI coach from Shaping Wealth that helps advisors prepare for difficult client conversations
- Built for
- RIAs, Broker-dealers
- Pricing · Region
- Free tier, paid plans · US
- Works with
- None listed yet
Mili
AI tools
AI meeting notes and task agents for wealth advisory firms
- Built for
- RIAs, Broker-dealers
- Pricing · Region
- Free tier, paid plans · US
- Works with
- Black Diamond, Salesforce, eMoney, Holistiplan +16 more
Moment
Portfolio management
Investment management platform for portfolio construction, trading and compliance agents
- Built for
- RIAs, Broker-dealers
- Pricing · Region
- US
- Works with
- None listed yet
Panoramix
Portfolio management
Billing and performance reporting software for RIAs
- Built for
- RIAs
- Pricing · Region
- Tiered
- Works with
- Schwab, Fidelity, Pershing, Altruist +21 more
Qdeck
AI tools
AI copilot for advisors to research client questions, draft proposals and client content, and act from one platform
- Built for
- RIAs
- Pricing · Region
- US
- Works with
- None listed yet
Saifr
Compliance & risk
AI marketing review, communications surveillance and adverse media screening for financial firms
- Built for
- RIAs, Broker-dealers, Asset managers, Banks and trust companies
- Pricing · Region
- US
- Works with
- Adobe GenStudio for Performance Marketing, Microsoft Azure AI Foundry, ServiceNow Financial Services Operations, Superhuman (formerly Grammarly)
Enterprise CRM and AI agents for wealth management firms
- Built for
- RIAs, Broker-dealers, Asset managers
- Pricing · Region
- US
- Works with
- AgentExchange, MuleSoft, Tableau
Saturn
AI tools
AI meeting notes, paperwork and compliance checks for UK advice firms
- Built for
- RIAs
- Pricing · Region
- Custom quote · UK
- Works with
- None listed yet
Sherpas
AI tools
AI agents that extract client data from documents and draft financial plans and investment proposals for advisors
- Built for
- RIAs
- Pricing · Region
- Custom quote
- Works with
- None listed yet
TIFIN
AI tools
AI agent platform for wealth, asset management and insurance firms
- Built for
- Family offices, Asset managers
- Pricing · Region
- US
- Works with
- FactSet Workstation