Alternatives to Brinker Capital
The top Wealth Management companies similar to Brinker Capital, 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.
Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0M
Envestnet67FintechChicago, United States$4.5B
Quilter50FintechLondon, United Kingdom$725.0M
SS&C Technologies26Automation & RPAWindsor, United States
FNZ23FintechEdinburgh, United Kingdom- SUSun Life18Financial ServicesToronto, Canada$549.0M
- MAManulife10InsuranceToronto, Canada
Goldman SachsInvestment BankingNew York City, United States
New York Life Insurance Company85InsuranceNew York, United States$4.1B- NENeuberger Berman75Financial ServicesNew York, United States
Deutsche Bank75Financial ServicesFrankfurt, Germany
Keyrock67FintechBrussels, Belgium$176.3M
Nationwide Insurance65InsurTechColumbus, United States$35.0B
Percent61FintechNew York, United States$42.2M
Edmond de Rothschild Group60Private BankingGeneva, Switzerland
Performativ60FintechCopenhagen, Denmark$20.2M
Kanastra Securitizadora S.a.60FintechUberlândia, Brazil$64.0M
zocks58AI AssistantSan Francisco, United States$128.6M
Overbay Capital Partners55Financial ServicesToronto, Canada$63.0M
collation.ai51Document / Data ManagementStamford, United States$12.0M
C1 Fund47Digital AssetsPalo Alto, USA$100.0M
Nutmeg47FintechUnited Kingdom$69.3M
AXYON.AI47InvestmentsLondon, United Kingdom
Verflow44FintechLondon, United Kingdom$1.0M- RIRise Growth Partners42Financial ServicesSt. Petersburg, USA$63.0M
LinqAlpha, .40Agentic AINew York, United States$1.0M- SHSherpas38Wealth ManagementNew York, United States$3.2M
Focus Financial Partners36FintechNew York, United States$35.0M
Cyndeo Wealth Partners35Financial ServicesSt. Petersburg, USA$63.0M
Onecup AI33Fintech
RELE.ai33FintechTel Aviv, Israel$1.5M
Advisor.com32FintechNew York, United States$9.0M
Alphaedge Labs32InsurTechNew York, United States$1.0M
Finphil30Fintech
Blackstone30Financial ServicesNew York City, United States
Eagle Point Income Company30Investment ManagementGreenwich, USA
Safeshare30FintechTel Aviv, Israel
TBC Bank30BankingTbilisi, Georgia$50.7M- COComerica30Financial ServicesDallas, United States
Garanti BBVA27BankingIstanbul, Turkey- TRTrueNorth26FintechNew York, United States$1.0M
- PAPANTA23FintechLondon, United Kingdom
ARI Algo23Fintech
Datalign Advisory, .22Fintech
Jordan Park Group18FintechSan Francisco, United States
Woori Financial Group17FintechSeoul, South Korea
BlackRock14FinanceNew York, United States
Caldera Real Estate Ventures10Real EstateNew York, United States
WisdomTree10FintechNew York, United States- NUNuveen Covered Call Closed-End Funds9Financial ServicesChicago, USA
- QRQRIA, Inc. (Colorado)2Financial ServicesColorado Springs, United States
CastlelakeInvestment ManagementMinneapolis, United States
Hana Financial GroupFinancial ServicesSeoul, South Korea- Carlylese .Private EquityWashington, United States
BanyanbridgecapitalFintech
KB Financial GroupFintechSeoul, South Korea- SCScotiabankBankingToronto, Canada
- PLPlannixFintechLisbon, Portugal
- Novarius PartnersFintech
Investment ProfessionalsFinancial ServicesNew York City, United States
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Dynasty Financial Partners | Financial Services | St. Petersburg, USA | $100.0M | 48 |
| Envestnet | Fintech | Chicago, United States | $4.5B | 67 |
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 |
| SS&C Technologies | Automation & RPA | Windsor, United States | — | 26 |
| FNZ | Fintech | Edinburgh, United Kingdom | — | 23 |
| SUSun Life | Financial Services | Toronto, Canada | $549.0M | 18 |
| MAManulife | Insurance | Toronto, Canada | — | 10 |
| Goldman Sachs | Investment Banking | New York City, United States | — | — |
| New York Life Insurance Company | Insurance | New York, United States | $4.1B | 85 |
| NENeuberger Berman | Financial Services | New York, United States | — | 75 |
| Deutsche Bank | Financial Services | Frankfurt, Germany | — | 75 |
| Keyrock | Fintech | Brussels, Belgium | $176.3M | 67 |
| Nationwide Insurance | InsurTech | Columbus, United States | $35.0B | 65 |
| Percent | Fintech | New York, United States | $42.2M | 61 |
| Edmond de Rothschild Group | Private Banking | Geneva, Switzerland | — | 60 |
| Performativ | Fintech | Copenhagen, Denmark | $20.2M | 60 |
| Kanastra Securitizadora S.a. | Fintech | Uberlândia, Brazil | $64.0M | 60 |
| zocks | AI Assistant | San Francisco, United States | $128.6M | 58 |
| Overbay Capital Partners | Financial Services | Toronto, Canada | $63.0M | 55 |
| collation.ai | Document / Data Management | Stamford, United States | $12.0M | 51 |
| C1 Fund | Digital Assets | Palo Alto, USA | $100.0M | 47 |
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 |
| AXYON.AI | Investments | London, United Kingdom | — | 47 |
| Verflow | Fintech | London, United Kingdom | $1.0M | 44 |
| RIRise Growth Partners | Financial Services | St. Petersburg, USA | $63.0M | 42 |
| LinqAlpha, . | Agentic AI | New York, United States | $1.0M | 40 |
| SHSherpas | Wealth Management | New York, United States | $3.2M | 38 |
| Focus Financial Partners | Fintech | New York, United States | $35.0M | 36 |
| Cyndeo Wealth Partners | Financial Services | St. Petersburg, USA | $63.0M | 35 |
| Onecup AI | Fintech | — | — | 33 |
| RELE.ai | Fintech | Tel Aviv, Israel | $1.5M | 33 |
| Advisor.com | Fintech | New York, United States | $9.0M | 32 |
| Alphaedge Labs | InsurTech | New York, United States | $1.0M | 32 |
| Finphil | Fintech | — | — | 30 |
| Blackstone | Financial Services | New York City, United States | — | 30 |
| Eagle Point Income Company | Investment Management | Greenwich, USA | — | 30 |
| Safeshare | Fintech | Tel Aviv, Israel | — | 30 |
| TBC Bank | Banking | Tbilisi, Georgia | $50.7M | 30 |
| COComerica | Financial Services | Dallas, United States | — | 30 |
| Garanti BBVA | Banking | Istanbul, Turkey | — | 27 |
| TRTrueNorth | Fintech | New York, United States | $1.0M | 26 |
| PAPANTA | Fintech | London, United Kingdom | — | 23 |
| ARI Algo | Fintech | — | — | 23 |
| Datalign Advisory, . | Fintech | — | — | 22 |
| Jordan Park Group | Fintech | San Francisco, United States | — | 18 |
| Woori Financial Group | Fintech | Seoul, South Korea | — | 17 |
| BlackRock | Finance | New York, United States | — | 14 |
| Caldera Real Estate Ventures | Real Estate | New York, United States | — | 10 |
| WisdomTree | Fintech | New York, United States | — | 10 |
| NUNuveen Covered Call Closed-End Funds | Financial Services | Chicago, USA | — | 9 |
| QRQRIA, Inc. (Colorado) | Financial Services | Colorado Springs, United States | — | 2 |
| Castlelake | Investment Management | Minneapolis, United States | — | — |
| Hana Financial Group | Financial Services | Seoul, South Korea | — | — |
| Private Equity | Washington, United States | — | — | |
| Banyanbridgecapital | Fintech | — | — | — |
| KB Financial Group | Fintech | Seoul, South Korea | — | — |
| SCScotiabank | Banking | Toronto, Canada | — | — |
| PLPlannix | Fintech | Lisbon, Portugal | — | — |
| Fintech | — | — | — | |
| Investment Professionals | Financial Services | New York City, United States | — | — |