Expert AI agents marketplace for financial advisors: Find assistants by premier AI automation agency professionals.

AI Agents for financial advisors | AI Agent Store

Nextvestment is an AI-driven investment management platform designed to assist financial institutions, family offices, and advisors in providing proactive, personalized, and compliant investment guidance. By integrating Generative AI with portfolio management and compliance tools, Nextvestment enables users to deliver context-aware recommendations, automate financial conversations, and access real-time portfolio insights. The platform's customizable and modular architecture ensures seamless integration with existing systems, facilitating growth and scalability in wealth management practices.

Nextvestment

nextvestment

AI-powered platform delivering personalized, compliant investment guidance at scale.

Deckdrop.io is an AI-powered research agent designed for venture capitalists, private equity investors, and investment analysts. By simply emailing a company's pitch deck or URL to [email protected], users receive a comprehensive, investor-ready report within minutes. The AI analyzes thousands of sources to provide insights such as company summaries, fundraising history, leadership profiles, business models, competitor analysis, market details, web traffic data, and employee feedback. This tool streamlines the due diligence process, ensuring investors have access to critical information efficiently.

Deckdrop.io

deckdrop-io

An AI research agent providing data enrichment and competitor mapping for investors.

My-Legacy.ai is an innovative platform dedicated to revolutionizing estate planning by leveraging advanced technologies such as Generative AI, Blockchain, and smart contracts. It provides personalized recommendations and secure solutions for managing digital assets, ensuring users can create and share their digital legacy effortlessly. The platform offers features like the LegacyScore™, a legal readiness assessment, and a conversational chatbot to guide users through the estate planning process. My-Legacy.ai emphasizes accessibility, security, and user-friendliness, making estate planning a seamless process for all.

My-Legacy.ai

my-legacy-ai

An AI-powered estate planning platform offering personalized guidance and secure digital legacy management.

aixbt by Virtuals is an AI-powered platform that offers cryptocurrency market intelligence, aiming to give token holders a competitive advantage in the fast-paced crypto environment. By utilizing sophisticated narrative detection and analysis focused on generating alpha, aixbt automates the monitoring and interpretation of market trends, enabling users to extract actionable insights. The initiative prioritizes the integration of diverse data sources and platforms to facilitate thorough analysis and informed decision-making.

aixbt by Virtuals

aixbt-by-virtuals

An AI-driven crypto market intelligence platform designed to provide token holders with a strategic edge in the rapidly evolving crypto space.

TaxGPT is an AI-driven platform that enhances the productivity and profitability of accounting and tax firms by automating complex tasks such as tax research, memo drafting, and client correspondence. Utilizing advanced AI algorithms and proprietary hallucination control techniques, TaxGPT provides accurate, up-to-date tax information, ensuring compliance and maximizing deductions. The platform integrates seamlessly with existing tools, offering features like document management and real-time tax law updates, thereby enabling professionals to focus more on strategic advisory roles.

TaxGPT

taxgpt

An AI-powered tax assistant designed to streamline tax research, writing, and client communication for accounting and tax professionals.

DeepFlows AI offers secure AI agents tailored for financial advisors and investors, including professionals in Mergers & Acquisitions (M&A), Equity Capital Markets (ECM), Strategy, Asset Management (AM), Wealth Management (WM), and Private Equity (PE). The platform assists in researching complex information and automating the drafting and analysis of financial and legal documents, thereby streamlining time-consuming tasks in investment processes. By connecting its technology to clients' databases, DeepFlows creates in-house AI solutions that ensure data sovereignty and security, adhering to stringent protocols such as ISO 27001 and employing 256-bit encryption.

DeepFlows AI

deepflows-ai

AI-powered assistants designed to enhance productivity for financial advisors and investors by automating complex document drafting and information analysis.