Best AI for AdvisorsShow you're listed on Best AI for Advisors
Every tool in our directory of 65 AI tools for financial advisors and wealth managers can show a free “Listed on” badge that links to its tool page. “Featured on” and “Sponsor of” badges are for vendors with an active paid placement. A badge says where your tool is listed, not that we tested, rated or endorsed it.
Which badge can you use?
| Badge | Who can use it | Where it links |
|---|---|---|
| Listed on | Any tool in our directory. Free. | Your tool page, /tools/your-tool/ |
| Featured onPaid placement | Tools with an active Featured placement (paid, or during a free Featured trial). | Your tool page, /tools/your-tool/ |
| Sponsor ofPaid placement | Vendors with an active paid placement of any kind: founding package, category slot or sponsorship, logo bar, newsletter issue or sponsored page. | Your tool page, /tools/your-tool/ |
Badge gallery
Three badges in three versions. Light and Dark are 240×60 px; Compact is 136×48 px. Each is shown on a light and a dark background.
Listed on
Featured on(paid placements only)
Sponsor of(paid placements only)
Get your embed code
Pick your tool, the badge and the version. Copy the HTML for your website or the Markdown for a README.
65 tools
Embed code updated: Listed on badge, Light, for Addepar.
HTML
<a href="https://bestaiforadvisors.com/tools/addepar/" title="Addepar on Best AI for Advisors"><img src="https://bestaiforadvisors.com/badges/listed-light.svg" alt="Addepar is listed on Best AI for Advisors" width="240" height="60" loading="lazy"></a>Markdown
[](https://bestaiforadvisors.com/tools/addepar/ "Addepar on Best AI for Advisors")Prefer to copy it by hand?
Replace [your-tool-slug] with the last part of your tool page's address, and [Your tool] with your tool's name.
<a href="https://bestaiforadvisors.com/tools/[your-tool-slug]/" title="[Your tool] on Best AI for Advisors"><img src="https://bestaiforadvisors.com/badges/listed-light.svg" alt="[Your tool] is listed on Best AI for Advisors" width="240" height="60" loading="lazy"></a>Find your tool page address (65 tools)
- Addepar /tools/addepar/
- Advisor Websites /tools/advisor-websites/
- Advyzon /tools/advyzon/
- Altruist /tools/altruist/
- Asset-Map /tools/asset-map/
- Bento Engine /tools/bento-engine/
- Buffer /tools/buffer/
- Canva /tools/canva/
- Catchlight /tools/catchlight/
- ChatGPT /tools/chatgpt/
- Claude /tools/claude/
- Conquest Planning /tools/conquest/
- DeepVest /tools/deepvest/
- Descript /tools/descript/
- eMoney Advisor /tools/emoney/
- Fathom /tools/fathom/
- Finmate AI /tools/finmate/
- FINNY /tools/finny/
- FINTRX /tools/fintrx/
- FinTurk /tools/finturk/
- FMG /tools/fmg/
- FP Alpha /tools/fp-alpha/
- Gemini /tools/gemini/
- Global Relay /tools/global-relay/
- Grammarly /tools/grammarly/
- GReminders /tools/greminders/
- Holistiplan /tools/holistiplan/
- Hootsuite /tools/hootsuite/
- Income Lab /tools/income-lab/
- Indyfin /tools/indyfin/
- Jasper /tools/jasper/
- JIFFYAI /tools/jiffyai/
- Jump /tools/jump/
- Kwanti /tools/kwanti/
- Levitate /tools/levitate/
- LinkedIn Sales Navigator /tools/linkedin-sales-navigator/
- Luminary /tools/luminary/
- Microsoft 365 Copilot /tools/microsoft-copilot/
- Mili /tools/mili/
- MoneyGuide /tools/moneyguide/
- Nitrogen /tools/nitrogen/
- OnTrade /tools/ontrade/
- OpusClip /tools/opus-clip/
- Orion /tools/orion/
- Otter.ai /tools/otter/
- Practifi /tools/practifi/
- Red Oak /tools/red-oak/
- Redtail CRM /tools/redtail/
- RightCapital /tools/rightcapital/
- Saifr /tools/saifr/
- Salesforce Financial Services Cloud /tools/salesforce-financial-services-cloud/
- Smarsh /tools/smarsh/
- Snappy Kraken /tools/snappy-kraken/
- StratiFi /tools/stratifi/
- Theta Lake /tools/theta-lake/
- Trust & Will /tools/trust-and-will/
- Twenty Over Ten /tools/twenty-over-ten/
- Vanilla /tools/vanilla/
- Vise /tools/vise/
- Wealth.com /tools/wealth-com/
- Wealthbox /tools/wealthbox/
- YCharts /tools/ycharts/
- YourStake /tools/yourstake/
- Zeplyn /tools/zeplyn/
- Zocks /tools/zocks/
Badge rules
- Use the Listed badge only for a tool that has a page in our directory.
- Use a Featured or Sponsor badge only while your placement is active, and take it down within 30 days after the placement ends.
- Don't change the artwork, colors or wording. You may scale a badge up or down, keeping its proportions.
- Don't use a badge to suggest that we tested, rated, ranked, endorsed or certified your product.
- We may ask you to remove a badge that's used in a misleading way.
- The badge links to your tool page, which stays independent: you can correct facts, but you can't buy conclusions. See our sponsor terms and advertising options.
What a badge means, and what it doesn't
It means
- Your tool is in our directory of AI tools for advisors.
- For Featured and Sponsor badges: you have an active paid placement with us.
It doesn't mean
- We tested, rated, ranked, endorsed or certified your product.
- Your tool is suitable for any particular firm. Advisors still check every tool with their own compliance team.
Want the Featured badge?
New vendors can try a Featured placement free for 2 weeks. Every paid placement is labeled, and none of them changes our listings.
FAQ
Is the badge free?
The Listed badge is free for every tool in our directory. Featured and Sponsor badges come with an active paid placement and are only for use while it lasts.
Do I have to link back?
The embed code links the badge to your tool page on our site. If you remove the link, please keep the alt text accurate.
Will using a badge change my ranking?
No. Badges and payments never affect which tools we list, how our guides order them or how we describe them.
Can I use the badge in email signatures or slide decks?
Yes, at its original proportions. The same rules apply: don't change the artwork, and don't suggest that we tested, rated, endorsed or certified your product.
Who do I contact to fix my listing?
Email bestaiforadvisors@gmail.com with the correction and a link to the page on your website that shows it. To suggest a tool we don't list yet, use our submit page.
Can I get a badge if my tool isn't listed?
Submit your tool on our submit page first. We list tools that fit our criteria for advisors, so listing isn't guaranteed. Once your tool has a page, the Listed badge is yours to use.