Bridgewise
Embedded AI investment analysis and chat for brokerages and advisory firms
- Broker-dealers
- Banks and trust companies
AI toolsCustom quote
Alternatives to Fintellion
Fintellion is an AI research platform aimed at wealth management firms where a CIO, investment committee or research team supports several client-facing advisors. Research-only buyers such as asset managers and independent research shops can also subscribe to the research products on their own. Read the Fintellion profile.
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
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
