Alternatives to Addepar

Next-generation operating system for wealth management.

Financial technology company providing wealth management solutions and data aggregation.

Intelligent Wealth Management

Maximize property returns with tailored strategies

Digital Experience Platform for wealth management firms to engage clients and grow.

Stratton Oak provides AI-powered solutions for financial advisory and wealth management.

WealthAi automates workflows for private banks and family offices using AI.

Digital wealth management platform for financial advisors and their clients.

Digital wealth management platform for financial advisors to grow their businesses.

A financial services company providing a platform and services for independent financial advisors.

AI-powered platform for wealth management and family office operations.

An AI operating system for private capital.

An AI-native wealth operating system for financial advisors, unifying client management and operations.

AI-native treasury and investment operations systems for modern family offices.

A financial advice startup.

eToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.

Pontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.

Meeting intelligence and analytics platform.

Unlocking revenue for investors by enabling stock and bond lending.

AI-powered investment platform aiming to replace traditional investing apps.