80of 100 · 2026 Edition
AI operating system for financial advisers, used by ~1 in 10 US advisers.
Jump turns adviser meetings, emails and documents into notes, CRM updates, workflows and audit-ready records, and is expanding into an AI operating system for advisory firms.
Automates post-meeting workflows and compliance records.
Widely adopted AI tool for financial advisers (company-reported).
ZocksPrivacy-first AI for financial advisers that automates meeting prep, notes, onboarding and follow-ups.
StreetbeatStreetbeatPRO gives wealth managers off-the-shelf and custom AI agents for trading, risk and portfolio analysis.
AvantosAI-native operating system for client onboarding and servicing at wealth managers and insurers.
NevisAI systems that automate end-to-end RIA operations: meeting prep, client management, onboarding, servicing and compliance.JumpAI operating system for financial advisers, used by ~1 in 10 US advisers.Selection and ranking are independent of commercial relationships with AI InterConnect.