Directory of AI agents for Financial Services: Find intelligent solutions with closed-source code from premier AI agencies and automation specialists globally in the Financial Services sector.

Closed-Source AI Agents for Financial Services

Cryptohopper is a comprehensive cryptocurrency trading platform founded in 2017 by Dutch brothers Ruud and Pim Feltkamp. It allows users to automate their trading strategies using AI-driven bots, manage portfolios across various exchanges, and utilize advanced tools such as backtesting, market-making, and arbitrage. The platform supports integration with major cryptocurrency exchanges, providing a centralized interface for executing trades and monitoring investments. With features like social trading, strategy design, and trailing stop-loss, Cryptohopper caters to both novice and experienced traders seeking to optimize their trading performance.

Cryptohopper

cryptohopper

AI-driven cryptocurrency trading platform that enables users to automate trades, manage portfolios, and implement custom strategies across multiple exchanges.

interface.ai provides AI solutions, including voice, chat, and co-pilot experiences, tailored for financial institutions like banks and credit unions. Their platform aims to enhance customer engagement, automate call center operations, and improve overall customer experience through advanced AI technologies.

interface.ai

interface-ai

AI platform offering voice, chat, and co-pilot solutions for banks and credit unions.

Vairo AI serves as a virtual data analyst, providing enterprise-level data analysis capabilities to businesses lacking dedicated data teams. By connecting to various data sources, Vairo automates the process of uncovering insights, generating reports, and answering data-related questions in real-time. Its user-friendly interface allows team members to engage with data effortlessly, facilitating informed decision-making and operational efficiency.

Vairo AI

vairo-ai

An AI-powered platform offering automated data analysis and insights for businesses without dedicated data teams.

Lyzr AI offers the Agent Studio platform, enabling users to build, deploy, and manage AI agents tailored to their business needs. With a no-code interface and over 100 ready-to-use templates, it facilitates the automation of tasks across various industries, including banking, sales, marketing, HR, and customer service. The platform supports both developers and business users, providing powerful APIs for custom agent development and seamless integration with existing systems. Lyzr AI emphasizes safe and responsible AI deployment, offering solutions for on-premise and cloud-based implementations.

Lyzr AI

lyzr-ai

A platform to create, deploy, and manage AI agents for automating business workflows.

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.

MiA Analyst is an AI-driven platform tailored for the insurance industry, offering agentic AI solutions to enhance efficiency and decision-making. It automates tasks such as bordereaux reconciliation, intelligent submissions processing, and claims management, enabling carriers, MGAs, reinsurers, and mutuals to scale operations and reduce manual workloads. By integrating seamlessly with existing systems, MiA provides real-time data insights, helping teams work smarter and achieve better outcomes.

MiA Analyst

mia-analyst

AI platform streamlining insurance operations with agentic AI solutions.

SandboxAQ is a company specializing in AI and advanced computing solutions, focusing on Large Quantitative Models (LQMs) to tackle challenges in drug discovery, materials science, financial services, and cybersecurity. Their AI sensing applications are revolutionizing healthcare and navigation, while their cryptography management platform safeguards organizations against current and future cyber threats. In January 2025, SandboxAQ partnered with Google Cloud to make their LQMs accessible on the Google Cloud Marketplace, aiming to accelerate the deployment of quantitative AI solutions across various industries.

SandboxAQ

sandboxaq

Delivers AI and advanced computing solutions for drug discovery, materials science, finance, and cybersecurity.

Liquid AI, an MIT spinoff, specializes in creating efficient and adaptive AI systems through liquid neural networks inspired by the nervous system of C. elegans. Their Liquid Foundation Models (LFMs) offer scalable solutions across various industries, providing enhanced performance with reduced energy consumption. In December 2024, Liquid AI secured $250 million in funding led by AMD to further advance their innovative AI technologies.

Liquid AI

liquid-ai

Develops efficient AI systems using liquid neural networks inspired by C. elegans.

Juno AI is a generative AI-powered operating system developed by Juno Technologies, designed to revolutionize loan processing for lenders and brokers specializing in business and property finance. The platform automates traditionally manual tasks such as onboarding, document collection, and data enrichment, enhancing efficiency and accuracy in loan origination and packaging processes. By guiding small business clients through the loan application process and ensuring all information is accurate and complete, Juno AI streamlines workflows, reduces processing times and costs, and improves access to capital for small businesses.

Juno AI

juno-ai

An AI-powered platform automating business loan processing for lenders and brokers.

Theoriq AI is a decentralized AI protocol that combines blockchain technology with artificial intelligence to develop modular, on-chain agents capable of autonomously handling tasks such as portfolio management and trend analysis. By leveraging advanced agent swarms, Theoriq enables collaborative intelligence within decentralized finance (DeFi), fostering an open and transparent AI economy. The platform's architecture supports seamless integration of data sources, AI models, and computational infrastructure, allowing for adaptable and scalable agentic solutions.

Theoriq AI

theoriq-ai

A decentralized AI protocol integrating blockchain to create modular, on-chain agents for autonomous tasks.

NetX is a modular economic network developed by TRIAS ECO, seamlessly integrating artificial intelligence and blockchain technologies. It pioneers AI agent-based interaction models, enabling autonomous agents to perform various tasks within a decentralized ecosystem. NetX's mainnet launch signifies a significant advancement in AI-powered blockchain applications, offering a platform where AI agents can operate, interact, and transact autonomously. This integration facilitates innovative solutions across industries, enhancing efficiency and fostering new economic models.

NetX

netx

A modular economic network integrating AI and blockchain for agent-based interactions.

Nova Agent is a premier AI consulting firm dedicated to empowering small and medium-sized businesses through innovative artificial intelligence solutions. Their comprehensive services include strategic AI consulting, global talent acquisition, and the development of bespoke AI agents designed to tackle complex business challenges. By leveraging cutting-edge technology and deep industry expertise, Nova Agent helps companies optimize operations, enhance customer experiences, and unlock new growth opportunities.

Nova Agent

nova-agent

An AI-driven platform offering strategic consulting, talent acquisition, and bespoke AI agents for SMBs.

Closed-Source AI Agents for "Financial Services" Industry