Alternatives to Claritus

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

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

A financial advice startup.

Next-generation operating system for wealth management.

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

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

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.

Meeting intelligence and analytics platform.

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

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.

AI-powered personal finance tool to maintain positive cash flow in checking accounts.

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

Personalized investment suggestion system empowering retail investors with portfolio control and decision tools.

An investment platform for retail investors.

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

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

WakeUp is the first robo pension advisor in Israel, simplifying pension management by replacing traditional agents with technology.

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 platform offering real-time football scores, results, league standings, and live betting odds for over 500 global leagues.

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

Chime is a US neobank offering mobile-first banking services with no monthly fees, automated savings, and early paycheck access.

Automates portfolio rebalancing and dividend reinvestment for individual investors.

Accessible Professional-Grade AI for Benefits Consultants

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

AI-powered financial planning and investment management platform for individuals and businesses.

Personalized investment portfolios for millennial retail investors via a SaaS layer for banks.

Own serena.ai today. Secure checkout and guided transfer support. No hidden fees.

AI-driven personalized financial planning and investment management.

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

A partnership of independent, fiduciary wealth management firms providing strategic support and capital resources.

Fintech company providing credit-building tools for individuals with limited or no credit history.

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

Financial technology company providing wealth management solutions and data aggregation.

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

A free personal finance platform offering credit scores, reports, monitoring, and personalized financial product recommendations.

AI-powered global stock research platform bridging knowledge gaps for investors.

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.