Alternatives to Allfolios
The top Fintech companies similar to Allfolios, 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- FitzroywealthFintech
Gyde57InsuranceNew York, United States$60.0M- ADAdvvyzon48WealthTechChicago, United States
- FAFalkin39FintechTel Aviv, Israel$5.0M
- BEBelfort32FintechTel Aviv, Israel$8.0M
- SASaporo32FintechTel Aviv, Israel$19.6M
Income Solver (T. Rowe Price)20FintechBaltimore, United States- Iyield17FintechTel Aviv, Israel$1.5M
- PLPlannixFintechLisbon, Portugal
- HcapitalFintechTel Aviv, Israel$1.0M
- Novarius PartnersFintech
- HostaxFintech
- FondsenFintechAmsterdam, Netherlands$1.5M
truewind63Accounting AutomationSan Francisco, United States$16.0M
Avo63HRTel Aviv, Israel$45.0M
Auquan63Agentic AILondon, United Kingdom$10.5M
Rowspace62FinanceNew York, United States$40.0M
NEVIS62FintechNew York, United States$40.0M
Addepar61FintechNew York City, United States$412.1M
CONQUEST61FintechWinnipeg, Canada$3.0M
Warmly61Agentic AISan Francisco, United States$19.7M- ADAdaptive AI61Conversational AISan Francisco, United States$6.8M
zocks58AI AssistantSan Francisco, United States$128.6M
Salient58Voice AgentSan Francisco, United States$78.4M- OMOmnius56Agentic SEONew York, United States$70.9M
Valerie Health56HealthcareSan Francisco, United States$39.0M
Axiom Trust Company55FintechLas Vegas, United States$11.8M
Briq55Construction TechSan Mateo, United States$68.0M
Safebooks AI54FintechSan Francisco, United States$18.0M
Jeen AI54FintechTel Aviv, Israel$1.0M
giniX54Generative AITel Aviv, Israel
Mod AI54Agentic AISan Francisco, United States$10.0M
Solda.AI54FintechTel Aviv, Israel$9.0M
Ellevest53FintechNew York, United States$100.0M
Geniez AI52Artificial IntelligenceNew York, United States$6.0M
B.AI52Agentic AITel Aviv, Israel$10.0M
AiSDR51AI SDR$2.7M
nFuse51Artificial IntelligenceTel Aviv, Israel$2.0M
Quilter50FintechLondon, United Kingdom$725.0M- CUCUDIS50WearablesMiami, United States$5.0M
Gail49InsuranceNew York, United States$8.2M
Fazeshift, Inc.48Agentic AISan Francisco, United States$21.0M
Nutmeg47FintechUnited Kingdom$69.3M
Imagine AI44Agentic AISan Francisco, United States$1.5M
Moby Analytics43Agentic AINew York, United States$2.0M
Teton.ai43Agentic AISan Francisco, United States$26.3M
Gain42FintechTel Aviv, Israel$12.0M
umAI41InsuranceTel Aviv, Israel
Samaya AI41FintechNew York, United States
fp alpha40FintechNew York, United States$1.0M
Aurva40FintechSan Francisco, United States$3.7M- REReady Life40FintechSan Francisco, United States$12.0M
Cofactory39Agentic AISan Francisco, United States- PLPlexision39Agentic AISan Francisco, United States$11.9M
Mylo AI38FintechLondon, United Kingdom$1.0M
Altura38FintechSan Francisco, United States$16.0M
Praxipal38FintechTel Aviv, Israel$8.2M
Selfin38FintechSan Francisco, United States
MouseCat37Agentic AISan Francisco, United States
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Orion Advisor Solutions | Fintech | Omaha, United States | $223.0M | 67 |
| Fintech | — | — | — | |
| Gyde | Insurance | New York, United States | $60.0M | 57 |
| ADAdvvyzon | WealthTech | Chicago, United States | — | 48 |
| FAFalkin | Fintech | Tel Aviv, Israel | $5.0M | 39 |
| BEBelfort | Fintech | Tel Aviv, Israel | $8.0M | 32 |
| SASaporo | Fintech | Tel Aviv, Israel | $19.6M | 32 |
| Income Solver (T. Rowe Price) | Fintech | Baltimore, United States | — | 20 |
| Fintech | Tel Aviv, Israel | $1.5M | 17 | |
| PLPlannix | Fintech | Lisbon, Portugal | — | — |
| Fintech | Tel Aviv, Israel | $1.0M | — | |
| Fintech | — | — | — | |
| Fintech | — | — | — | |
| Fintech | Amsterdam, Netherlands | $1.5M | — | |
| truewind | Accounting Automation | San Francisco, United States | $16.0M | 63 |
| Avo | HR | Tel Aviv, Israel | $45.0M | 63 |
| Auquan | Agentic AI | London, United Kingdom | $10.5M | 63 |
| Rowspace | Finance | New York, United States | $40.0M | 62 |
| NEVIS | Fintech | New York, United States | $40.0M | 62 |
| Addepar | Fintech | New York City, United States | $412.1M | 61 |
| CONQUEST | Fintech | Winnipeg, Canada | $3.0M | 61 |
| Warmly | Agentic AI | San Francisco, United States | $19.7M | 61 |
| ADAdaptive AI | Conversational AI | San Francisco, United States | $6.8M | 61 |
| zocks | AI Assistant | San Francisco, United States | $128.6M | 58 |
| Salient | Voice Agent | San Francisco, United States | $78.4M | 58 |
| OMOmnius | Agentic SEO | New York, United States | $70.9M | 56 |
| Valerie Health | Healthcare | San Francisco, United States | $39.0M | 56 |
| Axiom Trust Company | Fintech | Las Vegas, United States | $11.8M | 55 |
| Briq | Construction Tech | San Mateo, United States | $68.0M | 55 |
| Safebooks AI | Fintech | San Francisco, United States | $18.0M | 54 |
| Jeen AI | Fintech | Tel Aviv, Israel | $1.0M | 54 |
| giniX | Generative AI | Tel Aviv, Israel | — | 54 |
| Mod AI | Agentic AI | San Francisco, United States | $10.0M | 54 |
| Solda.AI | Fintech | Tel Aviv, Israel | $9.0M | 54 |
| Ellevest | Fintech | New York, United States | $100.0M | 53 |
| Geniez AI | Artificial Intelligence | New York, United States | $6.0M | 52 |
| B.AI | Agentic AI | Tel Aviv, Israel | $10.0M | 52 |
| AiSDR | AI SDR | — | $2.7M | 51 |
| nFuse | Artificial Intelligence | Tel Aviv, Israel | $2.0M | 51 |
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 |
| CUCUDIS | Wearables | Miami, United States | $5.0M | 50 |
| Gail | Insurance | New York, United States | $8.2M | 49 |
| Fazeshift, Inc. | Agentic AI | San Francisco, United States | $21.0M | 48 |
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 |
| Imagine AI | Agentic AI | San Francisco, United States | $1.5M | 44 |
| Moby Analytics | Agentic AI | New York, United States | $2.0M | 43 |
| Teton.ai | Agentic AI | San Francisco, United States | $26.3M | 43 |
| Gain | Fintech | Tel Aviv, Israel | $12.0M | 42 |
| umAI | Insurance | Tel Aviv, Israel | — | 41 |
| Samaya AI | Fintech | New York, United States | — | 41 |
| fp alpha | Fintech | New York, United States | $1.0M | 40 |
| Aurva | Fintech | San Francisco, United States | $3.7M | 40 |
| REReady Life | Fintech | San Francisco, United States | $12.0M | 40 |
| Cofactory | Agentic AI | San Francisco, United States | — | 39 |
| PLPlexision | Agentic AI | San Francisco, United States | $11.9M | 39 |
| Mylo AI | Fintech | London, United Kingdom | $1.0M | 38 |
| Altura | Fintech | San Francisco, United States | $16.0M | 38 |
| Praxipal | Fintech | Tel Aviv, Israel | $8.2M | 38 |
| Selfin | Fintech | San Francisco, United States | — | 38 |
| MouseCat | Agentic AI | San Francisco, United States | — | 37 |