Alternatives to Broadspan

A global technology and data platform empowering investment professionals with insights and tools.

eToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.

Digital asset treasury company focused on accumulating HYPE tokens and maximizing shareholder value.

Technology platform for financial advisors to manage client relationships and operations.

SaaS platform for real-time liquidity performance, treasury, risk, payments, and working capital optimization.

Indian multinational financial technology company specializing in digital payments, financial services, and e-commerce solutions.

Meeting intelligence and analytics platform.

Unlocking revenue for investors by enabling stock and bond lending.

Digital asset trading and technology firm providing institutional liquidity and OTC trading services.

AI-powered platform for financial risk management and treasury operations.

A financial advice startup.

A business banking platform offering corporate cards, crypto payment integration, and automated financial management tools.

Next-generation operating system for wealth management.

FX hedging and treasury management platform for fund managers and corporates automating currency risk.

Automates treasury operations to help finance teams control complexity and optimize cash.

Investment platform enabling employees to allocate salary to savings with institutional benefits.

AI-powered finance automation platform.

Digital platform for comprehensive wealth management, tracking traditional and alternative investments.

AI-powered treasury management solution for modern finance teams.

AI-powered finance automation across treasury, accounts payable, and payroll.

AI-powered asset manager for the US senior hard money lending market, optimizing risk and performance.

A B2B SaaS investment infrastructure platform enabling firms to offer digital investment services.

Financial planning and client engagement platform.

Build credit and savings with Self. The Credit Builder Account and Self Visa® Credit Card help you establish payment history. Access cash fast with Self Cash.

A fintech company offering a subscription-based platform for micro-investing, financial advice, and wealth-building tools.

Financial advisor prospecting and lead generation tools.

Global provider of software solutions for wealth management, life insurance, and funds administration.

Transform your B2B support with our AI customer support platform: omni-channel ticketing, AI chat agents, Slack/Email/MS Teams integrations, & smart routing.

AI-powered platform simplifying retirement decumulation for financial advisors and institutions.

AI-powered investment platform.

AI-powered investment platform analyzing markets for objective and practical investing solutions.

An investment platform for retail investors.

Investment platform providing retail investors access to emissions allowance markets.

AI-powered financial advisor for retail investors, offering personalized investment strategies.

Publicly traded company establishing an official Dogecoin treasury and acquiring DOGE as a reserve asset.

An NFT marketplace designed for professional traders, offering fast execution and advanced analytics tools.

Enterprise blockchain and crypto solutions for global financial institutions.

Document processing and management

Maximize property returns with tailored strategies

AI-powered treasury management platform for modern businesses.

Real estate investment platform providing market insights and data for informed decisions.

Adviser Labs provides AI-powered tools for financial advisors to enhance client engagement and operational efficiency.

AI-powered platform for financial advisors to automate client communication and engagement.

AI-powered fiduciary services for managing digital assets and trusts.

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A financial holding company providing commercial and personal banking, treasury management, and wealth solutions.

WealthAi automates workflows for private banks and family offices using AI.

Treasury.com is a financial technology company focused on modernizing treasury management for businesses.

One SQL connection for your agents to get governed access to data across all of your SaaS and internal systems.