The Best Private AI for Finance
Okara is a private and secure AI chat built for finance teams, analysts, and accountants who work with sensitive financial data. With encrypted chat, zero data training, and 20+ open-source AI models, Okara helps you analyze, model, and generate insights in a fully compliant environment.
Powered by the best open-source AI models, self-hosted on Okara
Why Finance Teams Are Switching to Okara
If you work in banking, investment, fintech, consulting, or financial analysis, Okara gives you the privacy, transparency, and control mainstream AI tools lack. From financial modeling to report automation, Okara lets you collaborate securely with shared intelligence — without exposing your client or company data to external systems.
Privacy-First by Design
Most AI tools process or store your data in ways you can't control. Okara takes a fundamentally different approach:
Encrypted-at-rest chat & file storage
Your conversations, uploads, and workspace memory remain encrypted and safe.
Zero training on your data
Your prompts, documents, PDFs, and conversations never train the models.
Client-side key generation
Your private keys never leave your device.
Full data sovereignty
Your ideas remain yours, never repurposed, never harvested.
Okara is Better Than a Single Closed Model
Okara is the best Finance alternative for experts who want flexibility across writing, research, code, design, and analysis.
Latest open-source LLMs
Get access to the latest models from leading open-source LLMs such as Llama, Kimi, GLM, DeepSeek, Mistral, etc.
Real-time Search
Execute web, Reddit, X/Twitter, and YouTube research using AI and prompting.
Multi-model switching
Switch between different AI models inside the same chat interface without losing context.
All types of models
Get access to reasoning models, Coding assistants, Summarization models, Research models, Image generation models, and more.
Collaborative AI for Teams
Finance is designed for personal chats and isolated history. Okara is the first private AI workspace for teams:
Shared AI Chat
Collaborate with your team inside one AI thread.
Shared context
Everyone works with the same information.
Shared memory
The workspace remembers everything allowed inside it.
Shared intelligence
Your team builds a collective AI that compounds knowledge across people, files, and workflows.
Here's How Financial Consultants Are Using Okara
Specialized AI for Finance
Wealth Managers
Confidential Portfolio Analysis
- Portfolio Review: Analyze client portfolios without data exposure
- Investment Research: Research market trends securely
- Client Reports: Generate performance reports confidentially
- Strategy Planning: Develop investment strategies privately
Tax Advisors
Secure Tax Planning & Compliance
- Tax Research: Research tax codes and regulations securely
- Client Analysis: Analyze client financials confidentially
- Planning Strategies: Develop tax strategies without leaks
- Documentation: Prepare tax documents privately
Investment Analysts
Market Research & Analysis
- Market Analysis: Analyze market data without exposure
- Company Research: Research companies confidentially
- Risk Assessment: Evaluate investment risks securely
- Report Generation: Create analysis reports privately
Financial Planners
Comprehensive Financial Planning
- Retirement Planning: Plan retirement strategies securely
- Estate Planning: Develop estate plans confidentially
- Insurance Analysis: Analyze insurance needs privately
- Goal Setting: Help clients set financial goals securely
What others are saying about Okara, the best Finance Alternative
“Okara helps me break down financial reports and models securely. ChatGPT was never compliant enough for our workflows.”
Kevin D.
Investment Analyst
“All my client information stays private. Okara is the only AI platform that meets our compliance needs.”
Rachel S.
Wealth Manager
“The shared workspace transformed how our team analyzes markets together. Total game-changer.”
Brandon C
FinTech Strategist
Simple pricing for everyone
Start free, upgrade when you're ready. No hidden fees, no surprises.
Free
5 credits (~50 messages)
All Pro features, limited to 5 credits
Max
2000 credits (~20000 messages)
Unlimited Lite model usage
Reddit Agent + All upcoming agentsFounding User
2000 credits/month
Lifetime access, lifetime commitment.
Only 100 founding member spots
Okara Helps You 10X Your Financial Advisory
Transform how you work with AI-powered tools designed specifically for financial professionals
Research & Analysis
Query AI on market data, regulations, or financial reports with uploaded documents for instant insights.
Report Generation
Generate client reports, investment summaries, and financial plans while maintaining confidentiality.
Client Confidentiality
Keep all client data private and secure, no training on your data, no third-party access.
Collaborative Edge
Upload spreadsheets, financial statements, or market data for AI-assisted analysis.
Frequently Asked Questions
Everything you need to know about using Okara for financial consultants
What is Okara, and how does it benefit financial consultants?
Okara is a private and secure AI chat to access open-source AI models like Deepseek, Llama, Qwen, GLM, and Mistral securely. It helps consultants analyze financial data, research markets, and prepare reports without compromising privacy or confidentiality.
Why should financial consultants choose Okara over other AI chat apps?
Big AI often trains on user inputs, risking client data leaks or compliance issues. Okara offers unmatched privacy with data encryption and privately-hosted secure models. Over 1,000 professionals use it for confidential, efficient workflows.
How does Okara ensure privacy and security for consultants?
In secure mode, you chat with privately-hosted AI models where all data remains encrypted and never used for training. This ensures compliance and fiduciary standards.
Which AI models are available on Okara?
You can access 20+ open-source models including Deepseek, Llama, Qwen, GLM, and Mistral. Switch between them in standard or secure mode to get the best insights.
What types of files can I upload and analyze with Okara?
Upload PDFs, DOCX, TXT, MD, CSV, XLSX, JSON, and images (charts, reports). Analyze financial statements, client portfolios, and regulatory filings securely in chat.
How does Okara boost productivity for consultants?
Consultants draft reports, summarize market data, prepare strategies, and review portfolios much faster with AI. Instant summaries and analysis features help save hours daily.
How can wealth managers use Okara?
You can securely draft portfolio reviews, analyze allocations, prepare client memos, and model investment risks with full confidentiality.
How does Okara aid in financial documentation?
Okara can generate compliant summaries, valuation notes, strategy briefs, and client communication documents with complete data privacy.
How does Okara ensure confidentiality with collaborative features?
All chats are encrypted and securely stored. Consultants can securely share anonymized insights with colleagues through selective chat-sharing.
Can I use Okara for multimodal analysis, like spreadsheets or datasets?
Yes, upload spreadsheets, CSV files, or JSON datasets for AI-assisted portfolio, valuation, and scenario analysis—all securely.
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