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.
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Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0MA financial services company providing a platform and services for independent financial advisors.
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Envestnet67FintechChicago, United States$4.5BFinancial technology company providing wealth management solutions and data aggregation.
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Sherpas43Wealth ManagementNew York, United States$3.2MThe AI Operating Layer for Wealth Management
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Aisot Technologies54FintechZurich, Switzerland$2.3MAI-driven portfolio intelligence for institutional investors, offering solutions for portfolio optimization and risk management to asset and wealth managers and family offices.
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Quilter50FintechLondon, United Kingdom$725.0MFinancial planning and investment management platform for individuals and financial advisors.
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New York Life Insurance Company85InsuranceNew York, United States$4.1BA leading mutual life insurance company offering a wide range of financial security and investment solutions.
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A financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing.
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Old Mutual32Financial ServicesJohannesburg, South Africa$5.7MA leading financial services group offering insurance, savings, investments, and banking across Africa.
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Keyrock67FintechBrussels, Belgium$176.3MA digital asset services firm providing market making, asset management, and options trading.
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Nationwide Insurance65InsurTechColumbus, United States$35.0BA diversified insurance and financial services company offering a wide range of products.
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Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.
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Percent61FintechNew York, United States$29.7MA tech-powered marketplace for private credit investing, connecting borrowers, investors, and underwriters.
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Nutmeg60FintechUnited Kingdom$69.3MA financial advice startup.
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Kanastra Securitizadora S.a.60FintechUberlândia, Brazil$64.0MTech-driven back office platform for private credit funds and securitizations in Brazil.
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Sun Life18Financial ServicesToronto, Canada$549.0MCanadian financial services company offering insurance, wealth, and asset management solutions globally.
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Performativ58FintechCopenhagen, Denmark$20.2MNext-generation operating system for wealth management.
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Prime Capital Financial58Financial ServicesOverland Park, USA$600.0MA financial firm receiving significant hybrid capital from Carlyle.
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Warren55FintechGhent, Belgium$10.0MReforming workplace pensions and offering financial coaching in Belgium.
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Overbay Capital Partners55Financial ServicesToronto, Canada$63.0MAlternative asset manager focused on the secondaries market.
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zocks53AI AssistantSan Francisco, United States$128.6MAI assistant for meetings and communication.
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collation.ai51Document / Data ManagementStamford, United States$12.0MAI for document collation
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Destiny XYZ48FintechNew York, United States$5.0MDestiny XYZ creates exchange-traded products providing everyday investors access to top venture-backed private technology companies.
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BondIT48FintechTel Aviv, Israel$46.8MBondIT provides fixed-income investment managers with a SaaS platform for data-driven portfolio construction, optimization, and analysis.
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Farther48FintechNew York, USA$150.0MIntelligent Wealth Management
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Prismic Life Holding Company48Financial ServicesHamilton, Bermuda$1.9BA reinsurance company backed by Prudential Financial and Warburg Pincus.
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C1 Fund47Digital AssetsPalo Alto, USA$100.0MA publicly traded closed-end fund providing public-market investors with exposure to late-stage digital asset services and technology companies.
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SyntheticFi47FintechSan Francisco, USA$13.0MFintech platform helping RIAs access low-cost, tax-efficient financing solutions for clients.
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LinqAlpha, .44Agentic AINew York, United States$22.0MDomain-specialized multi-agent AI platform for investment research for hedge funds and asset managers.
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Bloomberg L.P.82FintechNew York, United States$60.1BGlobal financial, software, data, and media company providing real-time information and analytics.
- Website Betmenext7Wealth Management
BetaNXT provides wealth management infrastructure software with real-time data and enhanced advisor experience.
- Website FIFidelity Investments27InvestmentsBoston, United States
A multinational financial services corporation providing a wide range of investment products, wealth management, and retirement planning services.
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SS&C Technologies27Automation & RPAWindsor, United StatesGlobal financial services software and services provider for investment management.
- RIRise Growth Partners42Financial ServicesSt. Petersburg, USA$63.0M
A private equity firm focused on investing in and growing independent registered investment advisors (RIAs).
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FNZ25FintechEdinburgh, United KingdomGlobal financial technology platform for wealth management and insurance.
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Sanlam23Financial ServicesBellville, South AfricaDiversified financial services group operating across Africa, Europe, and Asia.
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PayPal77FintechSan Jose, United States$9.9BA global leader in digital payments, enabling individuals and businesses to send, receive, and manage money online.
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Chime77FintechSan Francisco, United States$12.7BChime is a US neobank offering mobile-first banking services with no monthly fees, automated savings, and early paycheck access.
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Axonius76CybersecurityNew York, United States$595.0MCyber asset attack surface management and SaaS management platform for IT and security teams.
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Indian banking and financial services group offering a wide range of solutions across customer and geographic segments.
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Cyndeo Wealth Partners35Financial ServicesSt. Petersburg, USA$63.0MIndependent registered investment advisor (RIA) focused on wealth management.
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TBC Bank34BankingTbilisi, Georgia$50.7MTBC Bank is a Georgian bank headquartered in Tbilisi, Georgia. The name, TBC Bank, traces its root to its original name, Tbilisi Business Center, dating back to
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eToro74FintechLimassol, Cyprus$524.0MeToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.
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AlphaSense73AI Search EngineNew York, United States$1.4BAI-powered market intelligence platform for financial and corporate professionals.
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Advisor.com32FintechNew York, United States$9.0MPlatform connecting consumers with financial advisors and investment professionals.
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Intuit72Financial ServicesMountain View, United States$8.5BIntuit is a global financial technology company providing software and services for consumers and small businesses.
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Equifax71Credit ReportingAtlanta, United States$1.0MGlobal leader in information solutions, data analytics, and technology for credit reporting and workforce insights.
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Altruist71FintechCulver City, United States$169.0MAI-forward custodian and wealth platform for independent financial advisors.
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Garanti BBVA56BankingIstanbul, TurkeyTurkey's leading private bank offering comprehensive financial services.
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Monzo71Financial ServicesLondon, United Kingdom$1.8BA leading UK-based challenger bank offering a mobile-first banking experience.
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Plaid70FintechSan Francisco, United States$734.3MPlaid provides a data transfer network powering fintech and digital finance products.
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Rialto70Real Estate Finance & ServicesMiami, United States$300.0MCommercial real estate investment and asset management platform.
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DANA70FintechJakarta, Indonesia$200.0MAn all-in-one digital wallet to simplify daily transactions.
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Grove70FintechMiami, USA$15.9MInstitutional-grade credit infrastructure protocol for onchain finance.
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WekaIO70ComputingCampbell, United States$565.0MWEKA is a data platform for AI and HPC workloads, delivering extreme performance for GPU clusters, genomics pipelines, and data-intensive applications.
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Payoneer69FintechNew York, United States$544.0MPayoneer is a global payment platform enabling businesses and freelancers to send, receive, and manage cross-border payments in multiple currencies.
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Chase Bank69FintechNew York City, United States$450.0BA leading U.S. financial services firm offering a wide range of banking and investment services.
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FIS69FintechJacksonville, United States$10.5BGlobal leader in financial technology providing solutions for payments, banking, and capital markets.
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Level Four Advisory Services34Wealth ManagementScottsdale, United StatesIndependent wealth management firm providing fee-based financial advice and planning.
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Percepto69DronesTel Aviv, Israel$136.8MPercepto provides an autonomous inspection and monitoring platform for industrial sites using drones and robotics.
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Corgi Insurance68InsurTechSan Francisco, United States$268.0MAn AI-native insurance carrier built for startups.
Compare Brinker Capital head to head
Side by side on what each one does, what it costs, and what real users report.
- Brinker Capital vs Dynasty Financial Partners
- Brinker Capital vs Envestnet
- Brinker Capital vs Sherpas
- Brinker Capital vs Aisot Technologies
- Brinker Capital vs Quilter
- Brinker Capital vs New York Life Insurance Company
- Brinker Capital vs Coastline Wealth Management
- Brinker Capital vs Old Mutual
- Brinker Capital vs Keyrock
- Brinker Capital vs Nationwide Insurance

