Open source focus
Open Source Alternatives to Archer Davies
54 open source Financial Planning options similar to Archer Davies, ranked by named competitors first, sector overlap, and our 0-100 AI-readiness score. Each profile notes license and self-hosting where we have it.
AIA29InsurTechHong Kong, Hong KongOpen source
BanyanbridgecapitalFintechOpen source
New York Life Insurance Company85InsuranceNew York, United States$4.1BOpen source
Nationwide Insurance65InsurTechColumbus, United States$35.0BOpen source
Addepar61FintechNew York City, United States$412.1MOpen source
- BRBrinker Capital24Wealth ManagementBerwyn, United States
Open source
Malta Investment Visa20Immigration ServicesSan Ġiljan, MaltaOpen source
AllfoliosFintechLondon, United KingdomOpen source
AllcorFintechOpen source
DirectvestFintechOpen source
MymoneyguideFintechOpen source
eToro85FintechLimassol, Cyprus$524.0MOpen source
Bloomberg L.P.82FintechNew York, United States$60.1BOpen source
Plaid74FintechSan Francisco, United States$734.3MOpen source
WekaIO70ComputingCampbell, United States$565.0MOpen source
- UPUpvest69FintechBerlin, Germany$392.0M
Open source
Orion Advisor Solutions67FintechOmaha, United States$223.0MOpen source
H2O.ai64Foundation ModelMountain View, United States$228.1MOpen source · Self-hostable
Rewire63FintechTel Aviv, Israel$57.0MOpen source
OpenGamma60FintechLondon, United Kingdom$10.0MOpen source
Fair Isaac Corporation (FICO)60Financial ServicesBozeman, United StatesOpen source
- BLBlackstone Life Sciences56Life SciencesNew York, USA$6.2B
Open source
ROX Financial53FintechNew York, United StatesOpen source
Drift Protocol49CryptocurrencyMiami, USA$147.5MOpen source
Crowdsense48EnterpriseTel Aviv, Israel$880KOpen source
CyberGuard AI47CybersecurityDurham, United Kingdom$1.0BOpen source
Cma Intelligence47FintechLondon, United Kingdom$1.0MOpen source
Bluprynt47FintechNew York, United States$6.0MOpen source
- BABAND42Artificial IntelligenceKochav Ya'ir, Israel$17.0M
Open source
Gryphon Investors41Private EquitySan Francisco, United States$63.0MOpen source
Fair Isaac38Credit ScoringBozeman, United StatesOpen source
Phoebe35FintechNew York, United States$18.2MOpen source
KNAV34Financial ServicesAtlanta, USA$1.0MOpen source
Centora30AccountingLeatherhead, United KingdomOpen source
Blackstone30Financial ServicesNew York City, United StatesOpen source
Halluminate28Agentic AISan Francisco, United StatesOpen source
Blue Capital Group25Financial ServicesLondon, United KingdomOpen source
- LOLongacre Square Partners21Financial ServicesNew York, USA
Open source
- EUEurazeo21Venture CapitalParis, France
Open source
Generational Health20M&A AdvisoryAustin, United StatesOpen source
Kavaro Holdings15Property DevelopmentStockton-On-Tees, EnglandOpen source
RetirementgpsFintechOpen source
Pyme360Business ConsultingOpen source
WealthdeskaiFintechOpen source
101countholdingsFintechOpen source
WealthidentityFintechTel Aviv, IsraelOpen source
- PrecisionfindevFintechLondon, United Kingdom
Open source
NetgaindaoFintechOpen source
FxframeworkFintechLondon, United KingdomOpen source
CarineFintechTel Aviv, IsraelOpen source
AntennafundsFintechLondon, United KingdomOpen source
JohnhopebryantFintechOpen source
InvestmentgenieFintechOpen source
FengerFintechTel Aviv, IsraelOpen source
| Company | Sector | License | HQ | Funding | Score | Website |
|---|---|---|---|---|---|---|
| AIA | InsurTech | Open source | Hong Kong, Hong Kong | — | 29 | |
| Banyanbridgecapital | Fintech | Open source | — | — | — | |
| New York Life Insurance Company | Insurance | Open source | New York, United States | $4.1B | 85 | |
| Nationwide Insurance | InsurTech | Open source | Columbus, United States | $35.0B | 65 | |
| Addepar | Fintech | Open source | New York City, United States | $412.1M | 61 | |
| BRBrinker Capital | Wealth Management | Open source | Berwyn, United States | — | 24 | |
| Malta Investment Visa | Immigration Services | Open source | San Ġiljan, Malta | — | 20 | |
| Allfolios | Fintech | Open source | London, United Kingdom | — | — | |
| Allcor | Fintech | Open source | — | — | — | |
| Directvest | Fintech | Open source | — | — | — | |
| Mymoneyguide | Fintech | Open source | — | — | — | |
| eToro | Fintech | Open source | Limassol, Cyprus | $524.0M | 85 | |
| Bloomberg L.P. | Fintech | Open source | New York, United States | $60.1B | 82 | |
| Plaid | Fintech | Open source | San Francisco, United States | $734.3M | 74 | |
| WekaIO | Computing | Open source | Campbell, United States | $565.0M | 70 | |
| UPUpvest | Fintech | Open source | Berlin, Germany | $392.0M | 69 | |
| Orion Advisor Solutions | Fintech | Open source | Omaha, United States | $223.0M | 67 | |
| H2O.ai | Foundation Model | Open source · Self-hostable | Mountain View, United States | $228.1M | 64 | |
| Rewire | Fintech | Open source | Tel Aviv, Israel | $57.0M | 63 | |
| OpenGamma | Fintech | Open source | London, United Kingdom | $10.0M | 60 | |
| Fair Isaac Corporation (FICO) | Financial Services | Open source | Bozeman, United States | — | 60 | |
| BLBlackstone Life Sciences | Life Sciences | Open source | New York, USA | $6.2B | 56 | |
| ROX Financial | Fintech | Open source | New York, United States | — | 53 | |
| Drift Protocol | Cryptocurrency | Open source | Miami, USA | $147.5M | 49 | |
| Crowdsense | Enterprise | Open source | Tel Aviv, Israel | $880K | 48 | |
| CyberGuard AI | Cybersecurity | Open source | Durham, United Kingdom | $1.0B | 47 | |
| Cma Intelligence | Fintech | Open source | London, United Kingdom | $1.0M | 47 | |
| Bluprynt | Fintech | Open source | New York, United States | $6.0M | 47 | |
| BABAND | Artificial Intelligence | Open source | Kochav Ya'ir, Israel | $17.0M | 42 | |
| Gryphon Investors | Private Equity | Open source | San Francisco, United States | $63.0M | 41 | |
| Fair Isaac | Credit Scoring | Open source | Bozeman, United States | — | 38 | |
| Phoebe | Fintech | Open source | New York, United States | $18.2M | 35 | |
| KNAV | Financial Services | Open source | Atlanta, USA | $1.0M | 34 | |
| Centora | Accounting | Open source | Leatherhead, United Kingdom | — | 30 | |
| Blackstone | Financial Services | Open source | New York City, United States | — | 30 | |
| Halluminate | Agentic AI | Open source | San Francisco, United States | — | 28 | |
| Blue Capital Group | Financial Services | Open source | London, United Kingdom | — | 25 | |
| LOLongacre Square Partners | Financial Services | Open source | New York, USA | — | 21 | |
| EUEurazeo | Venture Capital | Open source | Paris, France | — | 21 | |
| Generational Health | M&A Advisory | Open source | Austin, United States | — | 20 | |
| Kavaro Holdings | Property Development | Open source | Stockton-On-Tees, England | — | 15 | |
| Retirementgps | Fintech | Open source | — | — | — | |
| Pyme360 | Business Consulting | Open source | — | — | — | |
| Wealthdeskai | Fintech | Open source | — | — | — | |
| 101countholdings | Fintech | Open source | — | — | — | |
| Wealthidentity | Fintech | Open source | Tel Aviv, Israel | — | — | |
| Fintech | Open source | London, United Kingdom | — | — | ||
| Netgaindao | Fintech | Open source | — | — | — | |
| Fxframework | Fintech | Open source | London, United Kingdom | — | — | |
| Carine | Fintech | Open source | Tel Aviv, Israel | — | — | |
| Antennafunds | Fintech | Open source | London, United Kingdom | — | — | |
| Johnhopebryant | Fintech | Open source | — | — | — | |
| Investmentgenie | Fintech | Open source | — | — | — | |
| Fenger | Fintech | Open source | Tel Aviv, Israel | — | — |