Alternatives to Dealcase

CRM, marketing, sales, and customer service software.

A sales CRM and pipeline management tool designed for simplicity and ease of use.

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

AI-powered SaaS platform for automated, comprehensive background checks in the investment space.

The leader in real estate data and insight, connecting decision-makers to property and market information.

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

Meeting intelligence and analytics platform.

Unlocking revenue for investors by enabling stock and bond lending.

TipRanks is a financial accountability engine that measures and ranks financial experts and corporate insiders based on their performance.

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.

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

Delivers key customer data to financial services using web intelligence and contextual AI.

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

AI-powered platform for financial advisors to identify, engage, and retain prospects through money-in-motion insights.

Capitalise.ai allows users to automate trading scenarios using natural language, making investment ideas actionable without coding.

Company intelligence data provider tracking early-stage investment signals and business relationships.

Cappitech provides regulatory reporting, best execution analysis, and business intelligence solutions for financial services.

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