Alternatives to Chapter

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

AI-powered financial planning and wealth management platform for individuals.

Pontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.

Financial planning and investment management platform for individuals and financial advisors.

Retirement portfolio optimization and future planning platform for individuals.

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

AI-forward custodian and wealth platform for independent financial advisors.

Financial technology company providing wealth management solutions and data aggregation.

ONE ZERO is Israel's first fully digital bank, offering AI-powered private banking services including accounts, credit, investments, and foreign currency management with no physical branches.

Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.

Guideline provides a modern, all-in-one platform for managing employee benefits and retirement plans.

Meeting intelligence and analytics platform.

AI-powered payroll and production management platform for film and TV productions.

AI-powered financial planning software for advisors, banks, and wealth management firms.

A financial advice startup.

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

AI-powered banking software for customer-facing workflows, offering an autonomous operating platform for financial services.

Digital brokerage and wealth management solutions provider for financial institutions.

Next-generation operating system for wealth management.

AI-powered investment platform aiming to replace traditional investing apps.

Reforming workplace pensions and offering financial coaching in Belgium.

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

AI-driven portfolio intelligence for institutional investors, offering solutions for portfolio optimization and risk management to asset and wealth managers and family offices.

Digital banking and wealth management platform for salaried individuals in India.

AI platform for wealth management firms to deliver estate and tax planning.

A leading European fintech company providing a platform for investing in cryptocurrencies, precious metals, and other digital assets.

Financial infrastructure for private tech liquidity, managing wealth concentration risk for founders and shareholders.

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

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 digital asset financial services group providing comprehensive digital asset solutions.

Financial wellness platform for independent workers, offering health insurance, retirement, and financial planning.

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

Intelligent Wealth Management

BondIT provides fixed-income investment managers with a SaaS platform for data-driven portfolio construction, optimization, and analysis.

Destiny XYZ creates exchange-traded products providing everyday investors access to top venture-backed private technology companies.

AI-native trust company modernizing trust administration for the Great Wealth Transfer.

Fintech platform helping RIAs access low-cost, tax-efficient financing solutions for clients.

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

All-in-one personal finance management platform for tracking investments and assets.

The operating system for the creator economy. Connecting creators to resources, platforms, community and technology where trust shifts to individuals.

Empowering financial platforms to embed safety into every tap, click, and message.

Mfj Tech is developing an AI-powered platform for personalized financial advice and management.

A financial firm receiving significant hybrid capital from Carlyle.

Nadia is an AI-powered platform for personalized financial planning and wealth management.

Digital Experience Platform for wealth management firms to engage clients and grow.

Retirement income planning software for financial advisors, developed by T. Rowe Price's subsidiary Retiree Inc.

Accessible Professional-Grade AI for Benefits Consultants

AI-driven personalized financial planning and investment management.

HomeServe provides home repair and maintenance plans.

Platform connecting consumers with financial advisors and investment professionals.