Alternatives to Advisor X
The top Fintech companies similar to Advisor X, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
Wealthbox10FintechNorth Palm Beach, United States
Perspective AI55EnterpriseSan Francisco, United States$12.0M
Jumps54FintechSalt Lake City, United States- HAHarmonica45Customer Service AutomationTel Aviv, Israel
UPSCALE TECHNOLOGIES23AI Tools & AppsSan Francisco, United States$1.5M
Gorgias63Customer Service AutomationMontreal, Canada$101.3M
hellopatient62HealthcareTel Aviv, Israel$57.6M
Strada62InsuranceSan Francisco, United States$7.5M- FNFNZ Advisor AI61Wealth Management PlatformsLondon, United Kingdom$650.0M
- ADAdaptive AI61Conversational AISan Francisco, United States$6.8M
Kore.ai59Agentic AIOrlando, United States$165.0M
Harbinger58Conversational AISan Francisco, United States$393.0M
rogo56FinanceNew York, United States$322.0M
Valerie Health56HealthcareSan Francisco, United States$39.0M
Lua Global55Agentic AISan Francisco, United States$15.8M- HAHala55Agentic AISan Francisco, United States$180.0M
- SEservient54Customer Service AutomationSan Francisco, United States$12.0M
Solda.AI54FintechTel Aviv, Israel$9.0M
Leo54FintechNew York, United States$7.6M
Tuvis52EnterpriseTel Aviv, Israel$11.0M
Mongoose AI49HealthTechNew York, USA$63.0M
Gail49InsuranceNew York, United States$8.2M
Hypercore48FintechNew York, United States- VIVicentra48Customer Service AutomationTel Aviv, Israel$157.2M
- EMemmi48Conversational AINew York, United States$8.0M
Domos47Agentic AINew York, United States
Cercli46Conversational AITel Aviv, Israel$13.2M
Sierra AI46Agentic AISan Francisco, United States$505.0M
Zgmund45PsychologyTel Aviv, Israel$1.5M- OBoBot.ai45Conversational AITel Aviv, Israel$4.7M
Luminal45Customer Service AutomationSan Francisco, United States$5.3M- Cloud Bear45Agentic AITel Aviv, Israel$2.0M
Arcade AI, Inc44Agentic AISan Francisco, United States$15.0M
Tidalwave44Conversational AISan Francisco, United States$22.0M
Hyper44Conversational AISan Francisco, United States$12.3M
Rivvun AI44Conversational AIBengaluru, India$7.5M
Circuit44Conversational AISan Francisco, United States$48.3M
HiJiffy44Travel TechLisbon, Portugal$1.0M
Cube942AI AgentTel Aviv, Israel$1.5M
Canid42Customer Service AutomationSan Francisco, United States$10.0M
https://www.acira.ai42Customer Service AutomationTel Aviv, Israel$12.0M- HIHiverge41Customer Service AutomationTel Aviv, Israel$6.1M
SnatchBot41ChatbotTel Aviv, Israel- COConduct41Agentic AISan Francisco, United States$98.1M
Alltius AI40AI Tools & AppsSan Francisco, United States$1.5M- Cortega40Conversational AISan Francisco, United States$12.0M
Clara Ai40Conversational AISan Francisco, United States$13.0M
Avalo40Customer Service AutomationSan Francisco, United States
Kyntera40Conversational AITel Aviv, Israel$12.0M- Damara40Conversational AISan Francisco, United States$12.0M
- Johnlunn40Agentic AISan Francisco, United States$12.0M
OTHELLO TECHNOLOGIES39Agentic AISan Francisco, United States$10.0M- TUTurtle39Customer Service AutomationSan Francisco, United States$5.0M
- PLPlexision39Agentic AISan Francisco, United States$11.9M
Easyway38HospitalityTel Aviv, Israel$1.0M
Leonai37Conversational AITel Aviv, Israel
Parapluie Software37Agentic AITel Aviv, Israel$1.5M
Caseflood.ai37LegalTech$500K
Quo36Conversational AISan Francisco, United States$10.0M- Corton36Customer Service AutomationSan Francisco, United States$12.0M
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Wealthbox | Fintech | North Palm Beach, United States | — | 10 |
| Perspective AI | Enterprise | San Francisco, United States | $12.0M | 55 |
| Jumps | Fintech | Salt Lake City, United States | — | 54 |
| HAHarmonica | Customer Service Automation | Tel Aviv, Israel | — | 45 |
| UPSCALE TECHNOLOGIES | AI Tools & Apps | San Francisco, United States | $1.5M | 23 |
| Gorgias | Customer Service Automation | Montreal, Canada | $101.3M | 63 |
| hellopatient | Healthcare | Tel Aviv, Israel | $57.6M | 62 |
| Strada | Insurance | San Francisco, United States | $7.5M | 62 |
| FNFNZ Advisor AI | Wealth Management Platforms | London, United Kingdom | $650.0M | 61 |
| ADAdaptive AI | Conversational AI | San Francisco, United States | $6.8M | 61 |
| Kore.ai | Agentic AI | Orlando, United States | $165.0M | 59 |
| Harbinger | Conversational AI | San Francisco, United States | $393.0M | 58 |
| rogo | Finance | New York, United States | $322.0M | 56 |
| Valerie Health | Healthcare | San Francisco, United States | $39.0M | 56 |
| Lua Global | Agentic AI | San Francisco, United States | $15.8M | 55 |
| HAHala | Agentic AI | San Francisco, United States | $180.0M | 55 |
| SEservient | Customer Service Automation | San Francisco, United States | $12.0M | 54 |
| Solda.AI | Fintech | Tel Aviv, Israel | $9.0M | 54 |
| Leo | Fintech | New York, United States | $7.6M | 54 |
| Tuvis | Enterprise | Tel Aviv, Israel | $11.0M | 52 |
| Mongoose AI | HealthTech | New York, USA | $63.0M | 49 |
| Gail | Insurance | New York, United States | $8.2M | 49 |
| Hypercore | Fintech | New York, United States | — | 48 |
| VIVicentra | Customer Service Automation | Tel Aviv, Israel | $157.2M | 48 |
| EMemmi | Conversational AI | New York, United States | $8.0M | 48 |
| Domos | Agentic AI | New York, United States | — | 47 |
| Cercli | Conversational AI | Tel Aviv, Israel | $13.2M | 46 |
| Sierra AI | Agentic AI | San Francisco, United States | $505.0M | 46 |
| Zgmund | Psychology | Tel Aviv, Israel | $1.5M | 45 |
| OBoBot.ai | Conversational AI | Tel Aviv, Israel | $4.7M | 45 |
| Luminal | Customer Service Automation | San Francisco, United States | $5.3M | 45 |
| Agentic AI | Tel Aviv, Israel | $2.0M | 45 | |
| Arcade AI, Inc | Agentic AI | San Francisco, United States | $15.0M | 44 |
| Tidalwave | Conversational AI | San Francisco, United States | $22.0M | 44 |
| Hyper | Conversational AI | San Francisco, United States | $12.3M | 44 |
| Rivvun AI | Conversational AI | Bengaluru, India | $7.5M | 44 |
| Circuit | Conversational AI | San Francisco, United States | $48.3M | 44 |
| HiJiffy | Travel Tech | Lisbon, Portugal | $1.0M | 44 |
| Cube9 | AI Agent | Tel Aviv, Israel | $1.5M | 42 |
| Canid | Customer Service Automation | San Francisco, United States | $10.0M | 42 |
| https://www.acira.ai | Customer Service Automation | Tel Aviv, Israel | $12.0M | 42 |
| HIHiverge | Customer Service Automation | Tel Aviv, Israel | $6.1M | 41 |
| SnatchBot | Chatbot | Tel Aviv, Israel | — | 41 |
| COConduct | Agentic AI | San Francisco, United States | $98.1M | 41 |
| Alltius AI | AI Tools & Apps | San Francisco, United States | $1.5M | 40 |
| Conversational AI | San Francisco, United States | $12.0M | 40 | |
| Clara Ai | Conversational AI | San Francisco, United States | $13.0M | 40 |
| Avalo | Customer Service Automation | San Francisco, United States | — | 40 |
| Kyntera | Conversational AI | Tel Aviv, Israel | $12.0M | 40 |
| Conversational AI | San Francisco, United States | $12.0M | 40 | |
| Agentic AI | San Francisco, United States | $12.0M | 40 | |
| OTHELLO TECHNOLOGIES | Agentic AI | San Francisco, United States | $10.0M | 39 |
| TUTurtle | Customer Service Automation | San Francisco, United States | $5.0M | 39 |
| PLPlexision | Agentic AI | San Francisco, United States | $11.9M | 39 |
| Easyway | Hospitality | Tel Aviv, Israel | $1.0M | 38 |
| Leonai | Conversational AI | Tel Aviv, Israel | — | 37 |
| Parapluie Software | Agentic AI | Tel Aviv, Israel | $1.5M | 37 |
| Caseflood.ai | LegalTech | — | $500K | 37 |
| Quo | Conversational AI | San Francisco, United States | $10.0M | 36 |
| Customer Service Automation | San Francisco, United States | $12.0M | 36 |