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AI for investment, trading and wealth

Every product we track in investment, trading and wealth, with its pricing, what it does and where it ranks on public evidence.

200 products99 companies6 rankingsUpdated Oct 27, 2026

Where they rank. Scored out of 100 on public evidence.

All rankings

Financial services and insurance

Research markets

  1. 1GladeAIDataglade
  2. 2Co-AnalystHudson Labs
  3. 3DiligenceSquared
18 products reviewedUpdated Oct 20

Financial services and insurance

Analyze data

  1. 1Sharpe
  2. 2Crunched PlatformCrunched AS
  3. 3Finbarfinbar
31 products reviewedUpdated Oct 20

Products

200 products from 99 companies

  • Astor — AI Investment Advisor by Astor

    AI-powered non-discretionary investment advisor iOS app.

    Free trialFrom $9.99/month

    #1 in Analyze data

  • GladeAI by Dataglade

    AI tool for company deep-dives covering supplier relationships, industry trends, competitive pressures, management commentary.

    Custom pricingAlso from Dataglade: Data API, Embed GladeAI, Terminal

    #1 in Research markets, financial services and insurance

  • Co-Analyst by Hudson Labs

    AI-powered financial research with multi-period, multi-document results with accuracy and complete auditability; captures guidance and tracks hard-to-find metrics from…

    Free trialFrom $99/monthAlso from Hudson Labs: Co-Analyst Agents, Coverage Universe, Forensic Risk Assessment and 2 more

    #2 in Research markets, financial services and insurance

  • AI Allie by Alinea Invest, Inc.

    AI copilot providing conversational financial education, real-time market insights, and personalized investment recommendations.

    From $120/yearAlso from Alinea Invest, Inc.: Alinea

    #3 in Recommend next actions

  • FactIQ

    Investment research data platform built for AI agents, accessible via Claude Code plugin, ChatGPT, and Claude connectors.

    Free planAlso from FactIQ: FactIQ Pro

    #9 in Access data and knowledge

  • Sharpe

    Autonomous Jupyter-native AI research agent for quantitative finance that plans and executes complete multi-step analyses and produces publication-ready Jupyter…

    Free plan

    #1 in Analyze data, financial services and insurance

  • Revi

    A private market intelligence platform that uses AI and proprietary data to identify M&A targets, validate investment theses, and surface competitive intelligence for…

    #4 in Research markets, financial services and insurance

  • Finbar by finbar

    AI-native investment research platform offering company and market analysis, automated financial modelling in browser and Excel, global financial data access, and an AI…

    Free planCustom pricing

    #3 in Analyze data, financial services and insurance

  • Context Graph by Metal

    Turns your firm’s scattered documents, data rooms, and systems into one living, deal-ready source of truth.

    Also from Metal: Deal Intelligence, Workflows

    #1 in Integrate data, financial services and insurance

  • Inven

    AI for M&A. Built on proprietary data, Inven helps teams see the full private market — map entire markets in minutes, find off-market targets, and automate research…

    #5 in Research markets, financial services and insurance

  • Diligence Platform by Keye, Inc.

    AI-powered diligence engine that transforms raw deal files into structured, investor-ready insights with deterministic calculations, audit trails, and Excel-ready…

    #7 in Analyze data, financial services and insurance

  • Portfolio and Risk Monitoring by InferEdge

    Continuous ingestion across 14+ sources with semantic deduplication and portfolio-aware impact scoring, delivering synthesized alerts via Slack, email, OMS, or PDF brief.

    Also from InferEdge: Agent Platform, Skills Library

    #2 in Monitor new evidence, financial services and insurance
Showing 12 of 99 companies

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