About Best AI for Advisors

Best AI for Advisors is an independent directory of 47 real AI tools for financial advisors and wealth managers, organized by the job you need done: meeting notes, CRM follow-up, financial planning, proposals, compliance review, marketing and more.

Who runs Best AI for Advisors

Best AI for Advisors is founded and edited by William Foster, who writes the blog and the weekly newsletter. Find him on X at @BestAIAdvisors or email bestaiforadvisors@gmail.com.

How we list tools

Every tool is checked against its own website before it's listed. Descriptions summarize what the vendor says the product does. We don't publish prices unless they come from the vendor's own site with an “as of” date, because pricing changes often.

How we make money

We earn money from clearly labeled Featured and sponsored placements and from some affiliate links. Neither affects which tools are listed or how they're described. See our affiliate disclosure.

Corrections

Spotted something out of date? Email bestaiforadvisors@gmail.com and we'll fix it.