34 AI tools found
Verified facts for 34 AI tools in Invest & Finance: pricing, free tiers, compliance claims and site status, last checked 2026-10-02.
Browse AI and software tools for investing, market research, portfolio analysis, and financial workflows.
Pricing, free tier, compliance claims and site status for tools in this category. Values we have not verified are shown as “Not verified”.
| Tool | Pricing model | Free tier | Starting price | Compliance claims | Official site | Last verified |
|---|---|---|---|---|---|---|
 LedgerBox - Process Documents Intelligently with AI | Usage-based | Yes: 14-day trial: starts with 10 pages, 200 pages after completing one action; API, we… | $25 / month | Not verified | Online (2026-09-27) | 2026-10-01 |
 Paystub.org - Generator for All Types of Businesses | Paid | No free plan | $27.88 / month | Not verified | Online (2026-09-27) | 2026-10-01 |
 Reforgify - AI Discover and Adapt Global Startup Ideas | Free | Yes: Currently in its alpha phase, Reforgify is free to use. We plan to introduce paid … | Not verified | Not verified | Online (2026-09-28) | 2026-09-26 |
 Check Stub Generator | Usage-based | Yes: First classic pay stub free for new users (watermark removed) | Not verified | Not verified | Online (2026-09-30) | 2026-10-01 |
 VIX Central - Real-Time VIX Term Structure | Not verified | Yes: VIX futures term-structure chart and historical prices shown without login; no pla… | Not verified | 1 : COPPA | Online (redirects) (2026-09-26) | 2026-09-26 |
 Globalfy | Paid | Not verified | Not verified | Not verified | Online (2026-09-24) | 2026-10-01 |
 Online Paystub Generator | Not verified | Not verified | Not verified | Not verified | Online (2026-09-30) | 2026-10-01 |
 Finplus - AI Investment Research Copilot | Freemium | Not verified | Not verified | Not verified | Online (2026-09-28) | Not yet |
 Trymesha | Freemium | Not verified | Not verified | Not verified | Online (2026-10-02) | Not yet |
 Calm Sea | Freemium | Not verified | Not verified | Not verified | Online (2026-09-24) | Not yet |
Laws, rules and official guidance that commonly apply when AI is used in Invest & Finance.
| Name | Applies to | Official source | When it applies |
|---|---|---|---|
| SEC — investment adviser rules & marketing rule | US | sec.gov | Giving investment advice or recommendations |
| FINRA rules & AI guidance | US | finra.org | Broker-dealer use |
| FinCEN — MSB / AML | US | fincen.gov | Crypto-asset exchange and money transfer |
| EU MiCA | EU | esma.europa.eu | Crypto-asset services |
| ECOA / Regulation B | US | consumerfinance.gov | Automated credit decisions |
| PCI DSS | International (industry standard) | pcisecuritystandards.org | Handling payment card data |
| GDPR / GLBA | EU / US | ftc.gov | Financial personal data |
This list is a starting point for your own compliance review, not legal advice. Last reviewed 2026-09-24.
Last verified: 2026-10-01 · auto-checked 2026-10-02
Globalfy is a U.S. company formation and compliance service for international founders, combining remote business setup, EIN support, banking guidance, tax services, and ongoing compliance tools, with an AI-supported bookkeeping option in selected plans.
Calm Sea provides visual financial planning and retirement tools for modeling cash flow, assets, and long-term scenarios.
AI deal flow platform for venture capital teams covering sourcing, due diligence, and CRM workflows.
Free financial calculator hub with 300+ tools for mortgage, tax, retirement, salary, debt, and real estate planning, plus optional AI explanations.
Tax Copilot | Max - Accounting Agent | Marcus - Billing Agent | Client Management Software Tax | Automate invoicing | AI Agents for Overdue Payments
Fin+ is your AI copilot for investment research, delivering superior market insights and precision to empower your investment strategy.
Google for startup ideas
Professional Paystub Generator for All Types Of Businesses!
Process Documents Intelligently with AI
Morpher AI is a comprehensive tool for financial market analysis that acts as your personal investment analyst.
Stocked AI's use of machine...
dual-patented forecasting tool predicts moves on Tesla, Nvidia, Apple, and more(!) with up to 87.4% proven accuracy
Use bank data and Ntropy's AI. Parse bank feeds and statements, extract revenue and COGs, automatically re-create a P&L within milliseconds. Any industry, any geo.
Trade smarter with Surmount AI. Manage your investments using data-driven strategies with proven track records.
Generated by Lemonstocks
AI for Business Intelligence & Deals. Unlock Insights with Secure, Automated Project Plan & Financial Statement Analysis! Dive deep into your deal's key metrics and assumptions, understanding their impact on objectives and results. Data protection and privacy built-in.
Get the latest stock announcement information within 2 minutes
Contra is the Independent-first, commission-free freelance marketplace shaping the future of work. You bring the skills, we provide the tools and opportunities.
enhance Business Intelligence by simplifying the analysis of complex financial documents like 10-Ks and 10-Qs.
FinChat is Free Chat GPT for investors. FinChat accurately provides verified data on public companies.
Build trading algorithms with AI, backtest them, then execute—all in one platform. No coding skills required.
Stocktwits is a social platform for investors and traders.
VIX Term Structure
Receipt Management with AI and Text Messages
Relay—AI-powered portfolio analyzer, driven by your inbox Contact sales Get started
AI-powered stock analytics platform designed to assist investors in making informed decisions about their stock investments. The platform utilizes Explainable Artificial Intelligence to rate stocks and ETFs, providing users with an easy-to-understand global AI Score.
aiwatch.ai is a google shee...
Danelfin is a stock analytics platform powered by AI. It helps investors pick the best stocks, optimize their portfolios, and make data-driven investment decisions [1]. The platform uses artificial intelligence technology to analyze stock market data and provide insights to users. It offers features such as stock picking, portfolio optimization, and data-driven decision-making tools