AI Agents for financial advisors

Have a job in mind?

Your AI agent should keep working when this tab closes.

Describe one recurring task. We turn it into a hosted worker with saved memory, browser chat, and optional Telegram, WhatsApp, or Slack.

Runs without your laptopBrowser + messaging appsBackups and clonesMemory survives restarts

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Plans start at $29/month. Cancel anytime.

Hosted agent

OpenClaw or Hermes

saved state

Browser

Slack

“I checked the inbox, handled the routine messages, and sent you the one question that needs a decision.”

Create an AI worker that keeps running after this tab closes.

Open Agent Factory

Get Your Agent or Agency Featured

Upmetrics

AI-powered business planning software that generates business plans, financial forecasts, and pitch decks with guided, step-by-step assistance.

Nextvestment

AI-powered platform delivering personalized, compliant investment guidance at scale.

Deckdrop.io

An AI research agent providing data enrichment and competitor mapping for investors.

My-Legacy.ai

An AI-powered estate planning platform offering personalized guidance and secure digital legacy management.

aixbt by Virtuals

An AI-driven crypto market intelligence platform designed to provide token holders with a strategic edge in the rapidly evolving crypto space.

TaxGPT

AI tax copilot for professionals: research, writing, and document workflows for accountants and tax teams.

DeepFlows AI

AI-powered assistants designed to enhance productivity for financial advisors and investors by automating complex document drafting and information analysis.

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