Find the right AI tools for any job, task or industry.SECTOR
Asset & wealth management
Asset managers, mutual fund houses, wealth managers, registered investment advisers and family offices. Specialist tools include Nitrogen, RightCapital, Screener and Trendlyne.
Common tasks
Roles in this sector
Portfolio managerWealth adviserCFA charterholderInvestment banking analystGraduate analyst in financeEquity research analystQuantitative analystQuantitative researcherRisk analystModel risk analystHead of research at a bankCFA candidateInvestment analyst traineeEquity research associateInvestment analystFinancial modellerSEBI registered research analystFixed income analystPerformance and attribution analystInvestment risk analystESG investment analystInvestment operations analystCertified financial plannerParaplannerPrivate bankerRegistered investment adviserMutual fund distributorFamily office analystStockbrokerSenior equity research analystSenior portfolio analystHead of wealth managementInvestment directorChief investment officerWealth management firm owner
Plus 32 general business roles such as project manager.
Specialist tools
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| NitrogenNitrogen | Connected suite of AI adviser products for risk tolerance, proposals and retirement readiness. | Pricing not verified | Tool | Site checked |
| RightCapitalRightCapital | Financial planning software with AI data entry and an AI planning agent for advisers. | Pricing not verified | Tool | Site checked |
| ScreenerScreener | Stock screener and fundamental analysis for Indian stocks, with a Screener AI feature. | Pricing not verified | Tool | Site checked |
| TrendlyneTrendlyne | Stock research platform with screeners, analysis, portfolio reports and MarketMind AI. | Pricing not verified | Tool | Site checked |
| YChartsYCharts | Financial research and proposal platform for advisers and asset managers, with an AI agent. | Pricing not verified | Tool + MCP | Site checked |
| AieraAiera | AI platform for financial research built on event transcripts and sell-side content. | Pricing not verified | Tool + MCP | Site checked |
| CaptideCaptide | Agentic AI systems and APIs built on public companies’ disclosures for hedge funds and investment banks. | Pricing not verified | Tool | Site checked |
| DaloopaDaloopa | Financial data and AI automation for the public-equity investment research cycle. | Pricing not verified | Tool + MCP | Site checked |
| Fiscal.aiFiscal.ai | Investment research platform combining financial data, analytics and conversational AI; formerly FinChat. | Pricing not verified | Tool + MCP | Site checked |
| LSEG WorkspaceLSEG | Financial data, market news and analytics with AI-powered intelligence in one workspace. | Pricing not verified | Tool + MCP | Site checked |
| AxiocairnNot verified | Portfolio risk MCP: exposure values with data dates, method notes and coverage gaps. | Pricing not verified | Tool + MCP | Site checked |
| WallibleNot verified | Your Wallible portfolios, holdings and backtests, plus ETF, share and bond search and simulations. | Pricing not verified | Tool + MCP | Site checked |
| Gale FinanceNot verified | Risk and return metrics for stocks, ETFs, crypto and commodities, with citable Gale Finance sources. | Pricing not verified | MCP | Site checked |
| FactSetFactSet | Financial data and analytics platform with a generative AI assistant. | Pricing not verified | Tool | Site checked |
| QuantConnectQuantConnect | Algorithmic trading research platform built on the open-source LEAN engine. | Pricing not verified | Tool | Site checked |
| Moody’sMoody’s | Credit ratings, research and data for capital markets, with GenAI research capabilities. | Pricing not verified | Tool + MCP | Site checked |
| PitchBookPitchBook | Private market data, research and tools, with AI-powered data extraction and tracking. | Pricing not verified | Tool + MCP | Site checked |
| S&P Capital IQ ProS&P Global Market Intelligence | Financial market intelligence platform with AI-powered insights across public and private company data. | Pricing not verified | Tool | Site checked |
| Bloomberg TerminalBloomberg | Financial data and analytics terminal with AI-powered summaries and search. | Pricing not verified | Tool | Unconfirmed listing |
| QuartrQuartr | Structured, real-time access to everything public companies say and publish, for AI and research use. | Pricing not verified | Tool + MCP | Site checked |
| FP AlphaFP Alpha | AI that reads client financial documents, summarises key data and identifies planning opportunities, including tax planning. | Pricing not verified | Tool | Site checked |
| JumpJump | AI assistant for financial advisers that turns meetings, emails and documents into notes, workflows and records. | Pricing not verified | Tool | Site checked |
| WealthboxWealthbox | AI-powered CRM workspace for financial advisers to collaborate on clients and automate busywork. | Pricing not verified | Tool | Site checked |
| ZocksZocks | AI assistant for financial services firms that automates meeting prep, notes, onboarding and financial plans. | Pricing not verified | Tool | Site checked |
| ChronographChronograph | Portfolio monitoring for private equity investors with analytics, data management and AI enablement. | Pricing not verified | Tool + MCP | Site checked |
| Allvue SystemsAllvue Systems | AI-powered software for private capital operations, fund accounting, investor relations and portfolios. | Pricing not verified | Tool | Site checked |
| Third BridgeThird Bridge | Expert network and research library with AI-led expert calls and MCP access to insights. | Pricing not verified | Tool | Site checked |
General tools that also apply
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| ClaudeAnthropic | A conversational assistant for documents, research, analysis, and software work. | Free + paid | Tool | Source reviewed |
| HowToRomaniaNot verified | Romanian company data, e-Factura and legislation: CUI lookup, courts, risk, invoices, laws. | Pricing not verified | MCP | Site checked |
| ABN ExpertNot verified | Search Australian businesses and look up ABN and GST records from the Australian Business Register. | Pricing not verified | MCP | Site checked |
| OneTrustOneTrust | Privacy, consent and AI-governance software for enterprises. | Contact sales | Tool | Site checked |
| JPVerifyNot verified | Japan company, T-number, invoice issuer and address checks for AI agents. | Pricing not verified | Tool + MCP | Site checked |
| World MonitorNot verified | Real-time global intelligence on conflict, markets, energy, trade, shipping and cyber. 104 tools. | Pricing not verified | Tool + MCP | Site checked |
| Credo AICredo AI | Governance platform for registering, assessing and tracking AI systems. | Pricing not verified | Tool + MCP | Site checked |
| Verified HandlesNot verified | Look up people, organisations and things, and their official social media accounts and identifiers. | Pricing not verified | Tool + MCP | Site checked |
| LightRayNot verified | Send a company name and city, get a report on its owners, directors, filings, courts and press. | Pricing not verified | MCP | Site checked |
| SugraNot verified | Connect AI agents to primary sources - markets, macro, news, earth, network, entities and research. | Pricing not verified | MCP | Site checked |
| AI Use Policy DraftNot verified | Drafts a short AI use policy for a small business from eight questions. Answers not stored. | Pricing not verified | MCP | Site checked |
| VerifyGridNot verified | Sub-50ms verification for FMCSA USDOT/MC, CMS NPI, OFAC/OIG/SAM sanctions, and TCPA phone risk. | Pricing not verified | MCP | Site checked |
ToolGrail gives general information about AI tools. It is not financial, investment, tax, legal, medical or other professional advice, and a listing is not an endorsement. No paid ranking. Catalog updated 2026-11-13; each tool shows its own review date and evidence level. Tool fit is an editorial suggestion based on published capabilities. See sources & methodology →