Bridgewise
Embedded AI investment analysis and chat for brokerages and advisory firms
- Broker-dealers
- Banks and trust companies
AI toolsCustom quote
Alternatives to Sherpas
Sherpas, from Sherpas Wealth, Inc., is an AI platform for financial advisors and advisory firms that want to cut the time between receiving a prospect's paperwork and delivering a plan or proposal. It is sold by demo to advisors and to larger advisory organizations. Read the Sherpas 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
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
