Alternatives to Archer Davies
The top Financial Planning companies similar to Archer Davies, 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.
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Quilter50FintechLondon, United Kingdom$725.0M - Website
Nutmeg47FintechUnited Kingdom$69.3M - Website
New York Life Insurance Company85InsuranceNew York, United States$4.1B - Website
RevisaPrev7Financial Planning - Website FIFinFlow33FintechTel Aviv, Israel$1.5M
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Old Mutual32Financial ServicesJohannesburg, South Africa$5.7M - Website
OMERS70Pension FundToronto, Canada$104.5M - Website
Pontera69FintechNew York, United States$152.3M - Website
First Reserve68Private EquityGreenwich, USA$21.3B - Website
Ellevest53FintechNew York, United States - Website
Envestnet67FintechChicago, United States$4.5B - Website
Nationwide Insurance65InsurTechColumbus, United States$35.0B - Website
Addepar61FintechNew York City, United States$412.1M - Website
Farther61FintechNew York, USA$150.0M - Website
State Farm Insurance85InsurTechBloomington, United States - Website ANAnt International59FintechHangzhou, China$2.2B
- Website FIFidelity Investments4InvestmentsBoston, United States
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White Oak Global Advisors58Financial ServicesSan Francisco, USA$547.0M - Website
zocks58AI AssistantSan Francisco, United States$128.6M - Website
Atomic Invest56FintechNew York, USA$25.0M - Website
ACORE CAPITAL55Commercial Real EstateSan Francisco, United States$3.2B - Website
Fabric by Gerber Life54InsurTechNew York, United States$18.0M - Website
The Globe Resources Group54Financial ServicesWichita, United States$117.5M - Website
Warren53FintechGhent, Belgium$10.0M - Website
collation.ai51Document / Data ManagementStamford, United States$12.0M - Website NENeuberger Berman75Financial ServicesNew York, United States
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Adenia Partners50Private EquityPort Louis, Mauritius$180.0M - Website
Cappitech49FintechTel Aviv, Israel$4.0M - Website
BondIT48FintechTel Aviv, Israel$46.8M - Website
Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0M - Website
Destiny XYZ48FintechNew York, United States$5.0M - Website LALadder Capital48Commercial Real EstateNew York, USA$80.0M
- Website MOMorningstar47Financial ServicesChicago, USA$63.0M
- Website PRPrismic Life Holding Company47Financial ServicesHamilton, Bermuda$1.9B
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eToro85FintechLimassol, Cyprus$524.0M - Website
Liberty Mutual Insurance85InsuranceBoston, USA$45.0B - Website
Intuit85Financial ServicesMountain View, United States$8.5B - Website
Aligned Climate Capital45Renewable EnergySan Francisco, USA$33.0M - Website
Axonic Capital45Financial ServicesNew York, USA$112.0M - Website
SyntheticFi45FintechSan Francisco, USA$13.0M - Website
Finphil30Fintech - Website
Safeshare30FintechTel Aviv, Israel - Website
AIA29InsurTechHong Kong, Hong Kong - NENebari Partners LLC43Investment ManagementNew York, United States$101.5M
- Website SHSherpas43Wealth ManagementNew York, United States$3.2M
- Website EQEquitize28Fintech
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Libertify28FintechParis, France - Website
Bloomberg L.P.82FintechNew York, United States$60.1B - RIRise Growth Partners42Financial ServicesSt. Petersburg, USA$63.0M
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Gain42FintechTel Aviv, Israel$12.0M - Website
WakeUp Pension Robo Advisor27FintechTel Aviv, Israel - Website
Femi41FintechTel Aviv, Israel$2.5M - Website
Brevet Capital Management40Financial ServicesNew York, USA$150.0M - Website FAFalkin39FintechTel Aviv, Israel$5.0M
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Robin Hood pro39FintechTel Aviv, Israel$2.0M - Website FYFyren38FintechTel Aviv, Israel$1.0M
- Website Mfj Tech38FintechTel Aviv, Israel$1.0M
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PayPal77FintechSan Jose, United States$9.9B - Website
Chime77FintechSan Francisco, United States$12.7B - Website
EOS Investors37Real EstateNew York, USA$265.0M
| Company | Sector | HQ | Funding | Score | Website |
|---|---|---|---|---|---|
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 | Website |
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 | Website |
| New York Life Insurance Company | Insurance | New York, United States | $4.1B | 85 | Website |
| RevisaPrev | Financial Planning | — | — | 7 | Website |
| FIFinFlow | Fintech | Tel Aviv, Israel | $1.5M | 33 | Website |
| Old Mutual | Financial Services | Johannesburg, South Africa | $5.7M | 32 | Website |
| OMERS | Pension Fund | Toronto, Canada | $104.5M | 70 | Website |
| Pontera | Fintech | New York, United States | $152.3M | 69 | Website |
| First Reserve | Private Equity | Greenwich, USA | $21.3B | 68 | Website |
| Ellevest | Fintech | New York, United States | — | 53 | Website |
| Envestnet | Fintech | Chicago, United States | $4.5B | 67 | Website |
| Nationwide Insurance | InsurTech | Columbus, United States | $35.0B | 65 | Website |
| Addepar | Fintech | New York City, United States | $412.1M | 61 | Website |
| Farther | Fintech | New York, USA | $150.0M | 61 | Website |
| State Farm Insurance | InsurTech | Bloomington, United States | — | 85 | Website |
| ANAnt International | Fintech | Hangzhou, China | $2.2B | 59 | Website |
| FIFidelity Investments | Investments | Boston, United States | — | 4 | Website |
| White Oak Global Advisors | Financial Services | San Francisco, USA | $547.0M | 58 | Website |
| zocks | AI Assistant | San Francisco, United States | $128.6M | 58 | Website |
| Atomic Invest | Fintech | New York, USA | $25.0M | 56 | Website |
| ACORE CAPITAL | Commercial Real Estate | San Francisco, United States | $3.2B | 55 | Website |
| Fabric by Gerber Life | InsurTech | New York, United States | $18.0M | 54 | Website |
| The Globe Resources Group | Financial Services | Wichita, United States | $117.5M | 54 | Website |
| Warren | Fintech | Ghent, Belgium | $10.0M | 53 | Website |
| collation.ai | Document / Data Management | Stamford, United States | $12.0M | 51 | Website |
| NENeuberger Berman | Financial Services | New York, United States | — | 75 | Website |
| Adenia Partners | Private Equity | Port Louis, Mauritius | $180.0M | 50 | Website |
| Cappitech | Fintech | Tel Aviv, Israel | $4.0M | 49 | Website |
| BondIT | Fintech | Tel Aviv, Israel | $46.8M | 48 | Website |
| Dynasty Financial Partners | Financial Services | St. Petersburg, USA | $100.0M | 48 | Website |
| Destiny XYZ | Fintech | New York, United States | $5.0M | 48 | Website |
| LALadder Capital | Commercial Real Estate | New York, USA | $80.0M | 48 | Website |
| MOMorningstar | Financial Services | Chicago, USA | $63.0M | 47 | Website |
| PRPrismic Life Holding Company | Financial Services | Hamilton, Bermuda | $1.9B | 47 | Website |
| eToro | Fintech | Limassol, Cyprus | $524.0M | 85 | Website |
| Liberty Mutual Insurance | Insurance | Boston, USA | $45.0B | 85 | Website |
| Intuit | Financial Services | Mountain View, United States | $8.5B | 85 | Website |
| Aligned Climate Capital | Renewable Energy | San Francisco, USA | $33.0M | 45 | Website |
| Axonic Capital | Financial Services | New York, USA | $112.0M | 45 | Website |
| SyntheticFi | Fintech | San Francisco, USA | $13.0M | 45 | Website |
| Finphil | Fintech | — | — | 30 | Website |
| Safeshare | Fintech | Tel Aviv, Israel | — | 30 | Website |
| AIA | InsurTech | Hong Kong, Hong Kong | — | 29 | Website |
| NENebari Partners LLC | Investment Management | New York, United States | $101.5M | 43 | |
| SHSherpas | Wealth Management | New York, United States | $3.2M | 43 | Website |
| EQEquitize | Fintech | — | — | 28 | Website |
| Libertify | Fintech | Paris, France | — | 28 | Website |
| Bloomberg L.P. | Fintech | New York, United States | $60.1B | 82 | Website |
| RIRise Growth Partners | Financial Services | St. Petersburg, USA | $63.0M | 42 | |
| Gain | Fintech | Tel Aviv, Israel | $12.0M | 42 | Website |
| WakeUp Pension Robo Advisor | Fintech | Tel Aviv, Israel | — | 27 | Website |
| Femi | Fintech | Tel Aviv, Israel | $2.5M | 41 | Website |
| Brevet Capital Management | Financial Services | New York, USA | $150.0M | 40 | Website |
| FAFalkin | Fintech | Tel Aviv, Israel | $5.0M | 39 | Website |
| Robin Hood pro | Fintech | Tel Aviv, Israel | $2.0M | 39 | Website |
| FYFyren | Fintech | Tel Aviv, Israel | $1.0M | 38 | Website |
| Fintech | Tel Aviv, Israel | $1.0M | 38 | Website | |
| PayPal | Fintech | San Jose, United States | $9.9B | 77 | Website |
| Chime | Fintech | San Francisco, United States | $12.7B | 77 | Website |
| EOS Investors | Real Estate | New York, USA | $265.0M | 37 | Website |