Compare every AI tool on price, connections and firm size

Every tool we have checked that is still sold to advisors, plus general meeting tools that advisors use but that weren't built for them (each one is marked). Each price shows where it came from and the date we read it. Where a vendor doesn't publish its price, we say so.

30tools listed

20publish a price on their own site

20prices we checked ourselves in the 30 days to Oct 28

22list a connection to a CRM on their own site

What these AI tools connect to most

Number of AI tools whose own site lists a connection to each. Click one to filter the table.

How much vendors tell you

Price30 AI tools

20 publish it on their site10 no price we could find

Connections243 listed

134 say which way data moves49 sign-on or some detail60 a logo or name only

Showing 30 of 30 AI tools

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		Firm size	Connects to your CRM
Aculis AI operating system for RIAs that connects CRM, email and custodian tools to automate advisor admin.	No price found No price on their site · looked Oct 13	Not assessed yet	No CRM or custodian connection listed
Caddi AI operating system for back-office operations at wealth and law firms.	Free plan Checked on the vendor's site · Oct 13	Not assessed yet	Attio · Listed, no detail given checkedHubSpot · Listed, no detail given checkedPractifi · Listed, no detail given checkedSalesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedand 1 more on the profile
CogniCor AI copilot that preps meetings, writes notes, drafts follow-ups and updates the CRM for advisors.	No price found No price on their site · looked Oct 13	Not assessed yet	Salesforce · Data link, direction not stated checkedHubSpot · Data link, direction not stated checkedPipedrive · Data link, direction not stated checkedZoho CRM · Data link, direction not stated checkedAdvyzon · Data link, direction not stated checkedand 1 more on the profile
Continuum AI meeting notes with relationship memory, built in Toronto for Canadian advisors.	From CAD 79/seat/month Checked on the vendor's site · Oct 13	Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says	Salesforce · Data out checkedWealthbox · Data out checkedMaximizer · Data out checkedHubSpot · Data out checkedMicrosoft Dynamics 365 · Data out checkedand 7 more on the profile
Contio AI meeting prep, notes and follow-up drafts, with logging to Salesforce.	Free plan Checked on the vendor's site · Oct 13	Not assessed yet	Salesforce · Data in and out checked
DataDasher AI meeting assistant for advisors that preps meetings, takes notes and updates the CRM.	From $120/user/mo Checked on the vendor's site · Oct 13	Not assessed yet	Redtail · Data out checkedSalesforce · Data out checkedWealthbox · Data out checkedHubSpot · Listed, no detail given checked
Fathom AI note-taker that summarizes meetings and pushes call notes into Salesforce or HubSpot. A meeting note-taker for teams in any line of work (sales, hiring, product), not built for financial advisors.	Free plan Checked on the vendor's site · Oct 13	Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says	Salesforce · Data out checkedHubSpot · Data out checked
Filenote.ai AI file notes, client emails and mind maps from recorded adviser meetings.	From AUD 132/user/mo Checked on the vendor's site · Oct 26	Not assessed yet	No CRM or custodian connection listed
Finmate AI AI note-taker that summarizes client meetings and syncs notes and action items to the CRM.	From $39/mo, billed annually Checked on the vendor's site · Oct 13	Not assessed yet	Redtail · Data out checkedWealthbox · Data out checkedSalesforce · Data out checkedPractifi · Data out checkedXLR8 · Data out checkedand 3 more on the profile
Fireflies AI assistant that transcribes, summarizes and searches team meetings. A general meeting assistant for any team, not built for financial advisors.	Free plan Checked on the vendor's site · Oct 13	Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says	Redtail · Listed, no detail given checkedWealthbox · Data out checkedSalesforce · Data link, direction not stated checkedHubSpot · Listed, no detail given checkedMicrosoft Dynamics 365 · Data out checkedand 9 more on the profile
Focal AI assistant for financial advisors that takes meeting notes and updates CRM and planning tools.	From $100/mo Checked on the vendor's site · Oct 13	Not assessed yet	Salesforce · Listed, no detail given checkedZoho · Listed, no detail given checkedEquisoft · Listed, no detail given checkedCloven · Listed, no detail given checkedRedtail · Listed, no detail given checkedand 3 more on the profile
Grain AI notetaker that records meetings and passes transcripts to Claude, ChatGPT or other AI tools. A general meeting notetaker for product, research, sales and customer-success teams, not built for financial advisors.	Free plan Checked on the vendor's site · Oct 13	Not assessed yet	HubSpot · Data out checkedSalesforce · Data out checkedPipedrive · Data out checked
Hazel AI platform for advisory firms: meeting notes, client profiles, tax and financial plans.	From $60/month/seat Checked on the vendor's site · Oct 13	Not assessed yet	No CRM or custodian connection listed
Jump AI meeting prep, notes, follow-ups and an assistant for financial advisors, priced per advisor.	From $100/advisor/mo Checked on the vendor's site · Oct 13	Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says	Salesforce · Data link, direction not stated checkedWealthbox · Data out checkedRedtail · Data link, direction not stated checkedHubSpot · Data in and out checkedDynamics 365 Sales · Data link, direction not stated checkedand 9 more on the profile
Knapsack AI agents built on your email and calendar that draft replies, prep meetings and track follow-ups. A general AI-agent platform for anyone automating work; financial advisors are one case study.	From $50/mo Checked on the vendor's site · Oct 13	Not assessed yet	Salesforce · Data out checkedWealthbox · Data out checkedZoho · Data out checkedSevanta · Data out checkedCopper · Data out checkedand 2 more on the profile
Mili AI agents for advisory firms that take meeting notes, update the CRM and send follow-ups.	No price found No price on their site · looked Oct 13	Not assessed yet	Advyzon · Data in and out + single sign-on checkedDynamics 365 · Data in and out checkedSalentica Elements · Data in and out checkedHubSpot · Data in and out checkedPractifi · Data in and out checkedand 7 more on the profile
Moxo Workflow platform with a branded portal for each group, such as clients and vendors. A workflow and client-portal platform for operations teams in many industries, financial services among them.	No price found No price on their site · looked Oct 13	Not assessed yet	No CRM or custodian connection listed
Munin Turns advisor client meetings into structured notes, action items and a follow-up email draft.	From $29/user/mo Checked on the vendor's site · Oct 13	Not assessed yet	No CRM or custodian connection listed
Nevis AI operating system for wealth firms: agents, data connections and back-office workflows.	No price found No price on their site · looked Oct 13	Not assessed yet	Salesforce · Listed, no detail given checked
Paradino AI platform built for the Australian advice process, by Australian financial-planning experts.	From AUD 134/advisor/mo Checked on the vendor's site · Oct 13	Not assessed yet	No CRM or custodian connection listed
PitCrew AI agents plus human experts that handle financial firms' client, billing and compliance operations.	No price found No price on their site · looked Oct 13	Not assessed yet	Salesforce · Listed, no detail given checkedWealthbox · Listed, no detail given checkedRedtail · Listed, no detail given checkedPractifi · Listed, no detail given checked
Quin Digital assistant for inbox, calendar and CRM that handles notes, follow-ups and updates.	From $49/mo for the 10 hrs setting Checked on the vendor's site · Oct 13	Solo2-56-2021+ Solo advisor, Small team (2 to 5), Growing firm (6 to 20), Large firm (21+) Vendor says	Salesforce · Data out checkedWealthbox · Data out checkedRedtail · Data out checkedSlant · Data out checkedHubSpot · Data out checkedand 16 more on the profile
Strata AI AI assistant for advisors covering email, meetings, client profiles and compliance checks.	No price found No price on their site · looked Oct 13	Not assessed yet	Wealthbox · Data in checkedRedtail · Data in checked
Synopsist Branded, client-ready meeting summaries, filed into your CRM. A meeting-summary tool for client-facing professionals in general, not written for financial advisers specifically.	From $25/mo Checked on the vendor's site · Oct 13	Not assessed yet	Salesforce · Data out checkedHubSpot · Data out checkedWealthbox · Data out checked
Tandems AI meeting prep, follow-up, growth and investing tools for banks, wealth firms and insurers.	No price found No price on their site · looked Oct 13	Not assessed yet	Salesforce · Listed, no detail given checked
Vega AI associate for advisors' day-to-day work: meeting notes, email drafts and CRM updates.	From $42/mo Checked on the vendor's site · Oct 13	Not assessed yet	Salesforce · Data link, direction not stated checkedHubSpot · Data link, direction not stated checkedMicrosoft Dynamics · Data link, direction not stated checkedPractifi · Data link, direction not stated checkedQuivr · Data link, direction not stated checkedand 4 more on the profile
WealthStream AI decision support that surfaces planning recommendations, with its reasoning, for the advisor to review.	No price found No price on their site · looked Oct 6	Not assessed yet	No CRM or custodian connection listed
YourStake AI assistants for advisors covering meeting notes, document extraction and portfolio analysis.	From $600 per seat per year One person: about $50 a month (our sum) Checked on the vendor's site · Oct 13	Not assessed yet	Wealthbox · Listed, no detail given checkedRedtail · Listed, no detail given checked
Zeplyn AI platform for wealth management firms that captures meetings and does the follow-up work.	No price found No price on their site · looked Oct 13	Not assessed yet	No CRM or custodian connection listed
Zocks AI assistant that preps meetings, takes notes, and updates the CRM and planning tools.	From $67/user/mo Checked on the vendor's site · Oct 13	Not assessed yet	Salesforce · Two-way checkedRedtail · Data out checkedSmartOffice · Data link, direction not stated checkedWealthbox · Data link, direction not stated checkedPractifi · Data link, direction not stated checkedand 6 more on the profile