Bridgewise
Embedded AI investment analysis and chat for brokerages and advisory firms
- Broker-dealers
- Banks and trust companies
AI toolsCustom quote
Alternatives to Boosted.ai
Boosted.ai makes Alfa, an AI investment research platform. Alfa Pro is aimed at analysts, portfolio managers and RIAs; Alfa Prime serves institutional teams; Alfa Powered and the Alfa Platform API let brokerages and other platforms embed it; a consumer version serves individual investors. Read the Boosted.ai profile.
Finmate AI
AI meeting notetaker and custom agent builder for financial advisors, with CRM and planning-software sync.
- RIAs
AI toolsSubscription
Fintellion
AI equity research and market-event monitoring tied to client portfolios, for wealth firms with investment teams
- RIAs
- Asset managers
AI toolsTiered
ZeplynIn the news
AI meeting notes and agent workflows for wealth management firms
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
AI toolsCustom quote
ZocksIn the news
AI meeting assistant and notetaker for financial advisors
- RIAs
- Broker-dealers
AI toolsPer seat
Arta Finance
AI platform and wealth infrastructure for private banks and wealth managers
- Banks and trust companies
