Alternatives to AdvisorEngine
The top Fintech companies similar to AdvisorEngine, 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.
Orion Advisor Solutions67FintechOmaha, United States$223.0M
Addepar61FintechNew York City, United States$412.1M
FINNY33FintechAustin, United States$1.5M
Wealthbox10FintechNorth Palm Beach, United States
Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0M- ADAdvvyzon48WealthTechChicago, United States
NEVIS62FintechNew York, United States$40.0M
Gridline62Energy ManagementAtlanta, USA$52.7M
Powder60Document / Data ManagementLos Altos, United States$5.0M
Jump58WealthTechSalt Lake City, United States$100.0M
EasySend56InsuranceTel Aviv, Israel$71.5M
Practifi55FintechSydney, Australia$3.0M
Chip54FintechLondon, United Kingdom$68.8M
Nutmeg47FintechUnited Kingdom$69.3M
fp alpha40FintechNew York, United States$1.0M- REReady Life40FintechSan Francisco, United States$12.0M
Altura38FintechSan Francisco, United States$16.0M
SKIENCE34Document / Data ManagementHerndon, United States
RELE.ai33FintechTel Aviv, Israel$1.5M
knomee29WealthTechFoster City, United States- INIncomeDiscovery28FintechLiberty Corner, United States$3.8M
Empower22FintechGreenwood Village, United States
WealthAi22FintechLondon, United Kingdom$837K
Waterlily21FintechTel Aviv, Israel$1.0M
holistiplan10FintechAustin, United States- PortuFintechTel Aviv, Israel$1.0M
- FollowmateCRM
- HcapitalFintechTel Aviv, Israel$1.0M
The Access Group85Enterprise SoftwareLeicester, United Kingdom$1.0B
Reval85FintechNew York, United States$20.0M
Index Ventures85Venture CapitalLondon, United Kingdom$9.1B- FOFounders Fund85Venture CapitalSan Francisco, USA$19.9B
Avalara85Tax ComplianceDurham, United States$500.0M
Cvent85Event Management SoftwareTysons, United States$232.0M
eToro85Fintech$524.0M
Bloomberg L.P.82FintechNew York, United States$60.1B
Salesforce80Enterprise SoftwareSan Francisco, United States$65.0M
Talos77BlockchainNew York, United States$145.0M
Oracle Corporation77Enterprise SoftwareAustin, United States$77.9M
Outreach75Sales Engagement PlatformSeattle, United States$552.5M
ActiveCampaign75Agentic AIChicago, United States$70.0M
Gong.io74Machine LearningSan Francisco, United States$944.1M
Fireblocks74BlockchainNew York City, United States$1.0B
StarkWare73BlockchainTel Aviv, Israel$196.0M
Hebbia72Agentic AINew York, United States$100.0M- MIMillTech71FintechLondon, United Kingdom$60.0M
NetSuite70Enterprise SoftwareAustin, United States$120.0M
Abacum70FintechTel Aviv, Israel$224.5M
Stampli70FintechLos Angeles, United States$142.7M
FIS70FintechJacksonville, United States$10.5B
Gainsight Customer Success70B2B SaaSSan Francisco, United States$405.3M
CloudPay70FintechNew York, United States$239.0M- UPUpvest69FintechBerlin, Germany$392.0M
- COCoverMyMeds69HealthTechColumbus, United States$205.0M
- ALAlibaba Group69E-commerceHangzhou, China$4.8B
Outreach.io68Sales EngagementSeattle, United States$293.5M
Workday Human Capital68Enterprise SoftwarePleasanton, United States$364.6M
DevRev Inc.67AI-native platformPalo Alto, United States$151.0M
Kyriba Corporation67FintechSan Diego, United States$230.6M- PAPaytm67FintechNoida, India$1.0B
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Orion Advisor Solutions | Fintech | Omaha, United States | $223.0M | 67 |
| Addepar | Fintech | New York City, United States | $412.1M | 61 |
| FINNY | Fintech | Austin, United States | $1.5M | 33 |
| Wealthbox | Fintech | North Palm Beach, United States | — | 10 |
| Dynasty Financial Partners | Financial Services | St. Petersburg, USA | $100.0M | 48 |
| ADAdvvyzon | WealthTech | Chicago, United States | — | 48 |
| NEVIS | Fintech | New York, United States | $40.0M | 62 |
| Gridline | Energy Management | Atlanta, USA | $52.7M | 62 |
| Powder | Document / Data Management | Los Altos, United States | $5.0M | 60 |
| Jump | WealthTech | Salt Lake City, United States | $100.0M | 58 |
| EasySend | Insurance | Tel Aviv, Israel | $71.5M | 56 |
| Practifi | Fintech | Sydney, Australia | $3.0M | 55 |
| Chip | Fintech | London, United Kingdom | $68.8M | 54 |
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 |
| fp alpha | Fintech | New York, United States | $1.0M | 40 |
| REReady Life | Fintech | San Francisco, United States | $12.0M | 40 |
| Altura | Fintech | San Francisco, United States | $16.0M | 38 |
| SKIENCE | Document / Data Management | Herndon, United States | — | 34 |
| RELE.ai | Fintech | Tel Aviv, Israel | $1.5M | 33 |
| knomee | WealthTech | Foster City, United States | — | 29 |
| INIncomeDiscovery | Fintech | Liberty Corner, United States | $3.8M | 28 |
| Empower | Fintech | Greenwood Village, United States | — | 22 |
| WealthAi | Fintech | London, United Kingdom | $837K | 22 |
| Waterlily | Fintech | Tel Aviv, Israel | $1.0M | 21 |
| holistiplan | Fintech | Austin, United States | — | 10 |
| Fintech | Tel Aviv, Israel | $1.0M | — | |
| CRM | — | — | — | |
| Fintech | Tel Aviv, Israel | $1.0M | — | |
| The Access Group | Enterprise Software | Leicester, United Kingdom | $1.0B | 85 |
| Reval | Fintech | New York, United States | $20.0M | 85 |
| Index Ventures | Venture Capital | London, United Kingdom | $9.1B | 85 |
| FOFounders Fund | Venture Capital | San Francisco, USA | $19.9B | 85 |
| Avalara | Tax Compliance | Durham, United States | $500.0M | 85 |
| Cvent | Event Management Software | Tysons, United States | $232.0M | 85 |
| eToro | Fintech | — | $524.0M | 85 |
| Bloomberg L.P. | Fintech | New York, United States | $60.1B | 82 |
| Salesforce | Enterprise Software | San Francisco, United States | $65.0M | 80 |
| Talos | Blockchain | New York, United States | $145.0M | 77 |
| Oracle Corporation | Enterprise Software | Austin, United States | $77.9M | 77 |
| Outreach | Sales Engagement Platform | Seattle, United States | $552.5M | 75 |
| ActiveCampaign | Agentic AI | Chicago, United States | $70.0M | 75 |
| Gong.io | Machine Learning | San Francisco, United States | $944.1M | 74 |
| Fireblocks | Blockchain | New York City, United States | $1.0B | 74 |
| StarkWare | Blockchain | Tel Aviv, Israel | $196.0M | 73 |
| Hebbia | Agentic AI | New York, United States | $100.0M | 72 |
| MIMillTech | Fintech | London, United Kingdom | $60.0M | 71 |
| NetSuite | Enterprise Software | Austin, United States | $120.0M | 70 |
| Abacum | Fintech | Tel Aviv, Israel | $224.5M | 70 |
| Stampli | Fintech | Los Angeles, United States | $142.7M | 70 |
| FIS | Fintech | Jacksonville, United States | $10.5B | 70 |
| Gainsight Customer Success | B2B SaaS | San Francisco, United States | $405.3M | 70 |
| CloudPay | Fintech | New York, United States | $239.0M | 70 |
| UPUpvest | Fintech | Berlin, Germany | $392.0M | 69 |
| COCoverMyMeds | HealthTech | Columbus, United States | $205.0M | 69 |
| ALAlibaba Group | E-commerce | Hangzhou, China | $4.8B | 69 |
| Outreach.io | Sales Engagement | Seattle, United States | $293.5M | 68 |
| Workday Human Capital | Enterprise Software | Pleasanton, United States | $364.6M | 68 |
| DevRev Inc. | AI-native platform | Palo Alto, United States | $151.0M | 67 |
| Kyriba Corporation | Fintech | San Diego, United States | $230.6M | 67 |
| PAPaytm | Fintech | Noida, India | $1.0B | 67 |