Alternatives to DeepVest
DeepVest sells an AI front-office workspace to RIAs and advisory teams, from new single-advisor firms to larger firms that want it next to their current CRM and custodian stack. Modules: AdvisorLab turns a prospect's account statements into a diagnostic of fees, tax drag, concentration and allocation gaps, plus a proposal; AgentLab answers portfolio questions with optimization, scenario modeling, stress tests and rebalancing; PlanLab, added in October 2026, builds one household plan across 11 areas with fixed calculators for Social Security, Roth conversions, withdrawals, RMDs and estate tax; DataLab is a cross-asset market data terminal; MonitorLab runs plain-English alerts on securities, portfolios and macro events. Read the DeepVest profile.
Bridgewise
Embedded AI investment analysis and chat for brokerages and advisory firms
- Broker-dealers
- Banks and trust companies
AI toolsCustom quote
Boosted.ai
Alfa, an AI research agent that monitors holdings and writes sourced briefs for RIAs, analysts and investment teams
- RIAs
- Asset managers
AI toolsFree tier, paid plans
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