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

Dynamiq is a low-code GenAI platform to design, build, orchestrate, deploy and monitor multi-agent AI workflows—secure, compliant, and scalable across cloud, hybrid, and on-prem environments.

Dynamiq

dynamiq

Enterprise-grade low-code AI agent platform for building, orchestrating, and deploying compliant multi-agent workflows.

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.

Aisera’s AI Agent Platform provides agentic AI & assistants purpose-built for enterprises. It enables no/low-code agent creation, workflow automation, multi-agent orchestration, domain-specific LLMs, and integrations with IT, HR, Finance, customer service and other functions. The platform emphasizes responsible, auditable, private operation. :contentReference[oaicite:0]{index=0}

Aisera AI Agent Platform

aisera-ai-agent-platform

A unified enterprise platform offering agentic AI that automates workflows, support, and multi-agent orchestration.

Amelia AI, originally developed by IPsoft and now part of SoundHound, is a conversational AI platform delivering voice-first and text-based digital workforce capabilities. Amelia automates complex workflows across IT, HR, customer service, finance, and AIOps. It integrates with enterprise systems, understands natural language, remembers context, and scales across multiple channels. With its agentic AI approach, Amelia empowers organizations to deliver efficient, consistent, and intelligent employee and customer experiences.

Amelia AI

amelia-ai

Conversational AI and digital workforce platform automating enterprise support, HR, IT, and customer workflows.

Boost.ai is a leading conversational AI platform tailored for regulated industries. It enables organizations to build, manage, and scale hybrid virtual agents leveraging both advanced NLU and generative AI, with full control, security, and seamless integration across chat and voice channels.

Boost.ai

boost-ai

An enterprise conversational AI platform that empowers secure, hybrid virtual agents across chat and voice channels.

AlphaSense is a market intelligence and search platform that leverages AI agents—including Generative Search, Deep Research, and Agent Interviewer—to autonomously source, analyze, and synthesize insights from over 500 million business documents and investor interview transcripts, accelerating decision-ready research workflows.

AlphaSense

alphasense

An AI-powered market intelligence platform that autonomously sources expert insights and delivers analyst-level research at scale.

Yield Seeker is an AI‑driven platform that deploys a personalized agent to scan DeFi protocols in real time and optimize stablecoin yields (like USDC), automatically allocating deposits across opportunities based on risk and return profiles.

Yield Seeker

yield-seeker

AI‑powered DeFi agent for automated stablecoin yield optimization.

Sema4.ai provides a full‑lifecycle, enterprise‑grade platform for creating autonomous AI agents that execute complex workflows, reason transparently, integrate with enterprise systems, and scale securely across organizations.

Sema4.ai

sema4-ai

Enterprise AI agent platform for building, deploying, and managing autonomous agents at scale.

Model ML is an AI-driven platform designed to accelerate research and due diligence processes within the financial sector, including investment banks, private equity firms, and asset managers. The platform integrates with existing workflows to automate data retrieval and analysis, enabling professionals to generate reports, charts, and summaries through natural language prompts. By reducing manual tasks, Model ML enhances efficiency and allows users to focus on strategic decision-making. Founded in 2023 by Chaz and Arnie Englander, the company has secured $12.5 million in funding from investors such as Y Combinator and LocalGlobe.

Model ML

model-ml

An AI-powered workspace streamlining research and due diligence for financial services.

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.

Closed-Source AI Agents for "Financial Services" Industry