Alternatives to Dynasty Financial Partners

Financial services firm providing investment research and management.

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

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

Automated financial planning and investment management platform for digital natives.

A multinational financial services corporation providing a wide range of investment products, wealth management, and retirement planning services.

Brinker Capital is a wealth management firm providing investment consulting and outsourced investment management services.

Digital wealth management platform for financial advisors to grow their businesses.

SaaS platform for private capital markets, streamlining fundraising, investor relations, and deal management.

Leading financial planning software empowering advisors to build stronger client relationships and drive growth.

Provides custody, trading, technology, and support services for independent investment advisors.

Provider of software and services for investment management firms.

Independent registered investment advisor (RIA) focused on wealth management.

A financial firm receiving significant hybrid capital from Carlyle.

Canadian financial services company offering insurance, wealth, and asset management solutions globally.

A global investment firm providing capital solutions to businesses.

An AI partner for financial advisers.

Family office owner of GeoWealth.

A financial advice startup.

A financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing.

Indian banking and financial services group offering a wide range of solutions across customer and geographic segments.

Intuit is a global financial technology company providing software and services for consumers and small businesses.

A leading financial services group offering insurance, savings, investments, and banking across Africa.

A leading UK-based challenger bank offering a mobile-first banking experience.

The AI Operating Layer for Wealth Management

The AI infrastructure for company research.

The all-in-one platform for company capitalization.

Quantexa provides a contextual decision intelligence platform.

A financial services group committed to innovation and community.

AI infrastructure for financial services compliance.

Alternative asset manager focused on the secondaries market.

Gigacover provides flexible and affordable insurance and healthcare products for freelancers and SMEs.

AI-native private markets tax data platform.

A full-service global rating agency.

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

AI-driven map of the global economy for financial institutions.

AI-native loan origination system helping credit unions and banks replace legacy software.

Provides equipment financing solutions.

Agentic commerce platform enabling AI agents for payments, identity, and services.

AI-powered regulatory intelligence for financial services.

Financial services platform specializing in cohort financing and market intelligence for consumer applications.

A SPAC combining with a developer of micro-modular nuclear reactor technology.

A private market lender providing flexible capital solutions.

AI Decision Intelligence Platform for Modern Finance Teams

A financial services company focused on life insurance and retirement solutions.

A community-focused bank preparing for its IPO.

A commodity futures exchange and clearinghouse.

A reinsurance company backed by Prudential Financial and Warburg Pincus.

A digital engagement platform for collection agencies.

Automating KYC and AML workflows using AI agents.

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

A leading global investment bank and financial services company headquartered in Frankfurt, Germany.

A leading employee purchase program (EPP) provider.

A financial services company headquartered in Dallas, Texas, offering commercial and retail banking, and wealth management.

A bank holding company providing commercial and personal banking services primarily in the New York metropolitan area.

Alternative investment management firm specializing in structured credit and real estate debt.

A special purpose acquisition company (SPAC) formed to acquire a private company and take it public.

Consumer finance company

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