Total Products under this Category: 52
Last updated: November 02, 2026
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Highlighted products: Zocks, Salesforce Financial Services Cloud, Jump, GReminders, Auquan, and Practifi.
Underlying data: [Grid® JSON](https://www.g2.com/categories/ai-assistants-for-financial-services/grids.json?focus%5B%5D=zocks&focus%5B%5D=agentforce-financial-services-formerly-salesforce-financial-services-cloud&focus%5B%5D=jump-2026-06-29&focus%5B%5D=greminders&focus%5B%5D=auquan&focus%5B%5D=practifi)
Go beyond AI note-taking and meeting prep with the enterprise-grade AI meeting assistant for advisors that delivers performance coaching and agentic workflow automation.
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Hazel is an AI platform built by Altruist to help wealth managers transform their practice. By unifying a firm’s knowledge from conversations, emails, documents, CRM data, and calendars, with market, regulatory, and custodial insights, Hazel automates the core work of advisory firms. Hazel can capture and summarize discussions, draft follow-ups, answer questions instantly, prioritize tasks, help create personalized tax plans, and anticipate what comes next, enabling advisors to deepen their relationships with clients and achieve better outcomes. Used by more than 1,000 wealth managers since its launch in September 2025, Hazel safeguards client data with robust encryption, enterprise-grade security, zero data retention arrangements with third-party AI providers, and a strict commitment against using customer data to train AI models. Learn more at hazel.ai.
Many people struggle with collecting money for their Group Trip. They spend all their time setting up payment plans, accepting payments, tracking payments, hassling people to pay via email/text, and making it all look professional with a nice site, invoices, and receipts. Collecting payments for your Group Trip doesnt have to be this hard. We created SquadTrip to make it easier for you to automatically charge travelers who sign up for payment plans so that you can focus on your trip and put the payments and billing on autopilot.
Investipal is software for financial advisors, RIAs and wealth management firms. One platform covers statement scanning, investment proposals, investment policy statements (IPS), portfolio construction, client onboarding, billing and payments, and a client portal, with Alpha, an AI agent that works across all of it as each advisor's AI associate. Built for advisory teams that want to grow without adding tools or headcount in lockstep. Integrations include Schwab, Altruist, Wealthbox, Salesforce and Redtail.
Jota, the AI agent that controls your business's expenses and income. And anything else you ask for.
Kleev is a Sydney-based personal finance platform that helps Australians understand their finances just like their AI CFO. The platform brings spending, property, budgeting, and net worth into one view. It automatically categorises transactions, surfaces recurring subscriptions and spending patterns, drafts budgets and tracks progress against savings goals. For property investors, Kleev models per-property yield, cashflow, equity, offset projections and depreciation, and produces EOFY-ready deduction reporting. A wealth view tracks net worth across accounts and assets over time. Kleev AI, the platform's assistant layer, answers natural-language questions about a user's own financial data and generates monthly CFO-style reports. Kleev also matches OzBargain deals to a user's actual spending habits.
Lambda is an AI-driven investment management platform designed to empower individual investors by providing comprehensive tools for portfolio and company analysis. Leveraging advanced technologies like GPT-5 and financial engineering, Lambda offers a suite of features that enable users to make informed investment decisions with confidence. Key Features and Functionality: - Portfolio Analysis: - Asset Allocation: Classify assets by stock, sector, country, and asset type to assess diversification. - Dividend Management: Monitor historical dividend performance, upcoming schedules, and yield calculations based on current prices. - Risk Management: Visualize portfolio risk and determine optimal holding ratios using modern portfolio theory. - Return Analysis: Analyze performance through monthly heatmaps and multi-factor evaluations. - Company Analysis: - Financial Statements Analysis: Evaluate a company's financial health through comprehensive financial statement reviews. - Segment and Regional Sales Analysis: Examine sales data by segment and region for U.S.-listed companies. - Key Metrics Analysis: Review essential metrics such as Return on Equity (ROE), Price-to-Book Ratio (PBR), and Price-to-Earnings Ratio (PER). - Generative AI: Utilize AI-powered real-time chat for insights based on financial statements and company data. Primary Value and User Solutions: Lambda addresses the complexities of investment management by offering an integrated platform that combines AI capabilities with financial analysis tools. It simplifies the investment process for individual investors by providing clear, data-driven insights into portfolio performance and company fundamentals. By automating tasks such as risk assessment, asset allocation, and financial analysis, Lambda enables users to make informed decisions efficiently, ultimately enhancing their investment strategies and outcomes.
Lumino connects your bank accounts and investments in one dashboard to track spending, manage net worth, and make smarter decisions.
Nextvestment is an AI-native investment platform designed to help financial institutions deliver personalized, compliant advice at scale without the need for re-platforming. By integrating artificial intelligence, portfolio management, and compliance into a unified, scalable architecture, Nextvestment enables banks, wealth management firms, brokerages, and family offices to provide tailored investment solutions efficiently. Key Features and Functionality: - AI-Powered Client Engagement: Utilizes generative AI to facilitate real-time, personalized conversations with clients, offering insights and recommendations based on individual portfolios and market conditions. - Comprehensive Portfolio Management: Provides tools for real-time portfolio tracking, performance analysis, and risk assessment, enabling advisors to monitor and optimize client investments effectively. - Automated Compliance and Security: Incorporates built-in compliance checks and robust security measures, ensuring that all client interactions and data handling meet regulatory standards. - Seamless Integration: Designed to integrate with existing financial systems, allowing institutions to enhance their services without overhauling their current infrastructure. Primary Value and Solutions Provided: Nextvestment addresses the challenge of delivering personalized wealth management in a digital-first world. Traditional financial infrastructures often struggle to meet modern clients' expectations for instant, seamless, and personalized services. By leveraging AI, Nextvestment enables financial institutions to bridge this gap, offering clients real-time insights and tailored investment advice. This approach not only enhances client engagement and satisfaction but also improves advisor productivity and operational efficiency. Institutions using Nextvestment have reported significant improvements, including a 40% client engagement rate achieved without outbound marketing and a combined $65 billion in assets under management across powered institutions.
Orbitfin.ai is an award-winning AI intelligence platform tailored for the financial services sector. It seamlessly integrates an advanced AI Studio with extensive knowledge base datasets and financial expertise, delivering unparalleled accuracy, transparency, and scalability. By processing over 70 million documents annually across more than 71,000 companies in 50 countries, Orbitfin.ai empowers financial professionals to extract actionable insights from unstructured data efficiently. Key Features and Functionality: - Orbit AI Studio: This engine drives advanced data analysis and workflow automation, offering capabilities such as data sourcing, metadata management, PDF pre-processing, integration with Large Language Models (LLMs), and workflow automation. - Orbit Data: A comprehensive knowledge base that includes pre-built industry-specific datasets and allows for the creation of custom knowledge bases by converting internal data into structured formats. - Chat and Search Capabilities: Features semantic search and interactive chat functionalities, enabling users to retrieve relevant information quickly and engage in natural language conversations for real-time insights. - Bot Marketplace: Offers a variety of pre-defined bots for automating common tasks and the ability to develop custom bots tailored to specific needs, enhancing workflow efficiency. Primary Value and Solutions Provided: Orbitfin.ai addresses the challenge of managing and analyzing vast amounts of unstructured financial data. By automating data extraction and analysis processes, it significantly reduces the time and effort required for investment research, due diligence, risk assessment, and compliance monitoring. The platform's AI-driven approach ensures high accuracy and transparency, enabling financial professionals to make informed, data-driven decisions with confidence.
