PortfolioPilot
portfoliopilot.com
#1
AI financial advisor that aggregates net worth, scores portfolio risk, and gives tax and investing tips for DIY investors.
#Investment Research#Finance Trading
verifiedFreemium · from $20/mo
Category · 14 tools verified
Best AI Financial Planning Advice Tools of 2026
All 14 Financial Planning Advice tools that are actually alive — cross-checked against multiple directories, liveness-verified, and ranked by real traffic. Dead links and clones removed. Verified means we checked — not that someone paid.
See the ranked list ↓14
TOOLS VERIFIED
9
FREE OPTIONS
2
WITH VIDEO REVIEWS
The ranked list
Showing 14 of 14 live tools · ranked by real traffic
Mezzi
mezzi.com
#2
AI wealth-management app giving SEC-registered fiduciary advice on taxes, allocation, and retirement with no AUM fees.
#Investment Research#Finance Trading
verifiedPaid
Tendi AI
tendi.ai
#3
AI financial advisor app that links to bank accounts to analyze spending and deliver personalized budgeting and debt-payoff guidance.
#Investment Research#Finance Trading
verifiedFreemium
Kniru: AI-Powered Finance
kniru.com
#4
Kniru is an AI personal-finance app that syncs accounts to track net worth, spending, investments and debt with insights.
#Investment Research#Finance Trading
verifiedFreemium · from $39.99/mo
Alphanso
alphanso.ai
#5
Flat-fee digital wealth advisory pairing human fiduciaries with AI tools; charges no AUM percentage across investing, tax and estate help.
#Investment Research#Finance Trading
verifiedFree trial · from $2/mo
Financial Fitness Passport
financialfitnesspassport.com
#6
Privacy-first financial-wellness app with a scoring system, retirement calculator, and AI coach; no bank linking required.
#Investment Research#Finance Trading
verifiedFreemium · from $9.99/mo
Cash Coach AI
cashcoach.ai
#7
AI-powered finance app for budgeting, expense tracking, and personalized financial insights.
#Investment Research#Finance Trading
—
Pocket Adviser
pocketadviser.com.au
#8
Pre-launch app aiming to auto-generate personalized financial plans and ongoing investment guidance for specific savings goals.
#Investment Research#Finance Trading
verifiedFree
EQUO
tryequo.com
#9
AI financial advisor for young professionals that gives explainable, credit-based investing guidance from connected accounts.
#Investment Research#Finance Trading
verifiedFreemium · from $9.99/mo
Onesta
onestafinance.com
#10
Directory and AI chatbot for finding and vetting SEC-registered financial advisors, with reviews, disclosures and anonymous messaging.
#Investment Research#Finance Trading
verifiedFree
Aisance
aisance.io
#11
AI-driven personal budgeting app that learns spending patterns and gives tailored saving and budgeting guidance.
#Investment Research#Finance Trading
verifiedPaid
Kairos Financial
kairos.financial
#12
Kairos Financial helps users find and optimize financial products using AI.
#Investment Research#Finance Trading
—
Maxint
maxint.com
#13
Maxint is a personal-finance 'operating system' with an AI CFO that unifies net worth, budgeting, investing and invoicing.
#Investment Research#Finance Trading
verifiedFreemium · from $12.99/mo
FinanceRants
financerants.com
#14
Quiz-based financial-personality tool that pairs users with a tailored AI assistant for budgeting, saving, and investing guidance.
#Investment Research#Finance Trading
verifiedFree
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Financial Planning Advice tools compared
| Tool | Best for | Free tier | Price | Monthly visits |
|---|---|---|---|---|
| PortfolioPilot | AI financial advisor that aggregates net worth, scores portfolio risk, and gives tax and investing tips for DIY investors. | Yes | $20/mo | 124K |
| Mezzi | AI wealth-management app giving SEC-registered fiduciary advice on taxes, allocation, and retirement with no AUM fees. | — | Paid | 22K |
| Tendi AI | AI financial advisor app that links to bank accounts to analyze spending and deliver personalized budgeting and debt-payoff guidance. | Yes | Freemium | 15K |
| Kniru: AI-Powered Finance | Kniru is an AI personal-finance app that syncs accounts to track net worth, spending, investments and debt with insights. | Yes | $39.99/mo | 14K |
| Alphanso | Flat-fee digital wealth advisory pairing human fiduciaries with AI tools; charges no AUM percentage across investing, tax and estate help. | Trial | $2/mo | 4.8K |
Verified by Toolspool