Pitch Book Freemium
PitchBook provides the best private market data through the PitchBook Platform, a suite of award-winning software applications. Learn more now!
AI Tools Directory by Application Domain
Invest & Finance AI Tools
34 AI tools found
Verified facts for 34 AI tools in Invest & Finance: pricing, free tiers, compliance claims and site status, last checked 2026-10-25.
Browse AI and software tools for investing, market research, portfolio analysis, and financial workflows.
Invest & Finance AI tools: verified facts
Pricing, free tier, compliance claims and site status for tools in this category. Values we have not verified are shown as “Not verified”.
| Tool | Pricing model | Free tier | Starting price | Compliance claims | Official site | Last verified |
|---|---|---|---|---|---|---|
 LedgerBox - Process Documents Intelligently with AI | Usage-based | Yes: 14-day trial: starts with 10 pages, 200 pages after completing one action; API, we… | $25 / month | Not verified | Online (2026-10-25) | 2026-10-01 |
 Paystub.org - Generator for All Types of Businesses | Paid | No free plan | $27.88 / month | Not verified | Online (2026-09-27) | 2026-10-01 |
 Reforgify - AI Discover and Adapt Global Startup Ideas | Free | Yes: Currently in its alpha phase, Reforgify is free to use. We plan to introduce paid … | Not verified | Not verified | Online (2026-09-28) | 2026-09-26 |
 Check Stub Generator | Usage-based | Yes: First classic pay stub free for new users (watermark removed) | Not verified | Not verified | Online (2026-09-30) | 2026-10-01 |
 VIX Central - Real-Time VIX Term Structure | Not verified | Yes: VIX futures term-structure chart and historical prices shown without login; no pla… | Not verified | 1 : COPPA | Online (redirects) (2026-10-24) | 2026-09-26 |
 Globalfy | Paid | Not verified | Not verified | Not verified | Online (2026-10-05) | 2026-10-01 |
 Online Paystub Generator | Not verified | Not verified | Not verified | Not verified | Online (2026-09-30) | 2026-10-01 |
 Finplus - AI Investment Research Copilot | Freemium | Not verified | Not verified | Not verified | Online (2026-09-28) | Not yet |
 Trymesha | Freemium | Not verified | Not verified | Not verified | Online (2026-10-02) | Not yet |
 Calm Sea | Freemium | Not verified | Not verified | Not verified | Online (2026-10-04) | Not yet |
Regulation & risk: Invest & Finance
Laws, rules and official guidance that commonly apply when AI is used in Invest & Finance.
| Name | Applies to | Official source | When it applies |
|---|---|---|---|
| SEC — investment adviser rules & marketing rule | US | sec.gov | Giving investment advice or recommendations |
| FINRA rules & AI guidance | US | finra.org | Broker-dealer use |
| FinCEN — MSB / AML | US | fincen.gov | Crypto-asset exchange and money transfer |
| EU MiCA | EU | esma.europa.eu | Crypto-asset services |
| ECOA / Regulation B | US | consumerfinance.gov | Automated credit decisions |
| PCI DSS | International (industry standard) | pcisecuritystandards.org | Handling payment card data |
| GDPR / GLBA | EU / US | ftc.gov | Financial personal data |
This list is a starting point for your own compliance review, not legal advice. Last reviewed 2026-09-24.
Recent changes in this category
Last verified: 2026-10-01 · auto-checked 2026-10-25
- Online Paystub Generator · pricing model · — → unknown ·
- Check Stub Generator · pricing page URL · — → https://www.checkstubgenerator.com/cr… ·
- Check Stub Generator · free tier · — → {"exists":true,"limits":"First classi… ·
- Check Stub Generator · pricing model · — → Usage-based ·
- Paystub.org - Generator for All Types of Businesses · pricing page URL · — → https://paystub.org/pricing ·
- Paystub.org - Generator for All Types of Businesses · starting price · — → 27.88 ·
- Paystub.org - Generator for All Types of Businesses · free tier · — → {"exists":false,"limits":"We do not o… ·
- Paystub.org - Generator for All Types of Businesses · pricing model · — → Paid ·
IVolatility.com Freemium
The world's deepest database of options and futures prices, volatility, surfaces, and more with analytical tools for retail traders
AI Tools Directory by Application Domain
Cboe Global Markets Freemium
Cboe Global Markets, a leading provider of market infrastructure and tradable products, delivers cutting-edge trading, clearing and investment solutions to market participants around the world.
AI Tools Directory by Application Domain
FINVIZ.com Freemium
Stock screener for investors and traders, financial visualizations.
AI Tools Directory by Application Domain