Alternatives to Cyndeo Wealth Partners
Cyndeo Wealth Partners is a Financial Services tool: independent registered investment advisor (RIA) focused on wealth management. Here are the 60 closest alternatives, compared on pricing, features and what real users say.
Cyndeo Wealth Partners profileMore Financial Services alternatives
The 20 closest Financial Services companies to Cyndeo Wealth Partners
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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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Sun Life18Financial ServicesToronto, Canada$549.0MCanadian financial services company offering insurance, wealth, and asset management solutions globally.
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Prime Capital Financial58Financial ServicesOverland Park, USA$600.0MA financial firm receiving significant hybrid capital from Carlyle.
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White Oak Global Advisors58Financial ServicesSan Francisco, USA$547.0MA global investment firm providing capital solutions to businesses.
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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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Marloo50Financial ServicesLondon, United Kingdom$15.4MAn AI partner for financial advisers.
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The Globe Resources Group47Financial ServicesWichita, United States$117.5MFamily office owner of GeoWealth.
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Morningstar46Financial ServicesChicago, USA$63.0MFinancial services firm providing investment research and 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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Nutmeg60FintechUnited Kingdom$69.3MA financial advice startup.
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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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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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Old Mutual32Financial ServicesJohannesburg, South Africa$5.7MA leading financial services group offering insurance, savings, investments, and banking across Africa.
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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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Sherpas43Wealth ManagementNew York, United States$3.2MThe AI Operating Layer for Wealth Management
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Quartr62Financial ServicesStockholm, Sweden$34.0MThe AI infrastructure for company research.
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Carta61Financial ServicesSan Francisco, USA$1.7BThe all-in-one platform for company capitalization.
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Quantexa60Financial ServicesLondon, United Kingdom$233.0MQuantexa provides a contextual decision intelligence platform.
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iA Groupe financier57Financial ServicesQuebec City, Canada$1.5BA financial services group committed to innovation and community.
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spektr56Financial ServicesCopenhagen, Denmark$25.4MAI infrastructure for financial services compliance.
Showing the 20 closest matches. See the rest on the Cyndeo Wealth Partners profile.
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