Alternatives to Dynasty Financial Partners
The top Financial Services companies similar to Dynasty Financial Partners, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
Orion Advisor Solutions67FintechOmaha, United States$223.0M
Addepar61FintechNew York City, United States$412.1M- MOMorningstar47Financial ServicesChicago, USA$63.0M
- BRBrinker Capital24Wealth ManagementBerwyn, United States
Wealthfront63FintechPalo Alto, United States$204.7M
AdvisorEngine55FintechNew York, United States
eMoney Advisor19FintechRadnor, United States
Schwab Advisor Services10FintechWestlake, United States
Altvia28SaaSBroomfield, United States$18K- BLBlack Diamond10
- SSSS&C Advent6FintechBoston, United States
- FIFidelity Investments4Investments
Cyndeo Wealth Partners35Financial ServicesSt. Petersburg, USA$63.0M
Nutmeg47FintechUnited Kingdom$69.3M- SHSherpas38Wealth ManagementNew York, United States$3.2M
Focus Financial Partners36FintechNew York, United States$35.0M
Finphil30Fintech- SUSun Life18Financial ServicesToronto, Canada$549.0M
Jordan Park Group18FintechSan Francisco, United States
Goldman SachsInvestment BankingNew York City, United States- SCScotiabankBankingToronto, Canada
Deutsche Bank75Financial ServicesFrankfurt, Germany- UPUpvest69FintechBerlin, Germany$392.0M
NEVIS62FintechNew York, United States$40.0M
Performativ60FintechCopenhagen, Denmark$20.2M
Edmond de Rothschild Group60Private BankingGeneva, Switzerland
Bpifrance60Venture CapitalMaisons-Alfort, France
White Oak Global Advisors58Financial ServicesSan Francisco, USA$547.0M
zocks58AI AssistantSan Francisco, United States$128.6M
Practifi55FintechSydney, Australia$3.0M
Vyzer54FintechTel Aviv, Israel$6.0M
Zephlyn54Meeting Assistants / Client EngagementNew York, United States$6.0M
Jumps54FintechSalt Lake City, United States
The Globe Resources Group54Financial ServicesWichita, United States$117.5M
collation.ai51Document / Data ManagementStamford, United States$12.0M
Marloo50Financial ServicesLondon, United Kingdom$15.4M
Quilter50FintechLondon, United Kingdom$725.0M- BRBravura Solutions49FintechSydney, Australia$28.4M
Finq Finance46FintechTel Aviv, Israel$6.0M
Aption43Fintech$2.4M- RIRise Growth Partners42Financial ServicesSt. Petersburg, USA$63.0M
Claritus40Fintech
Business First40FintechBaton Rouge, United States$66.0M
LinqAlpha, .40Agentic AINew York, United States$1.0M- CACATCHLIGHT34AI-powered Lead GenerationBoston, United States
RELE.ai33FintechTel Aviv, Israel$1.5M
Advisor.com32FintechNew York, United States$9.0M- COComerica30Financial ServicesDallas, United States
TBC Bank30BankingTbilisi, Georgia$50.7M
Safeshare30FintechTel Aviv, Israel
Bank of America30FintechCharlotte, United States$4.5B
Cashmere30FintechLos Angeles, United States$3.6M
Garanti BBVA27BankingIstanbul, Turkey
SS&C Technologies26Automation & RPAWindsor, United States
FNZ23FintechEdinburgh, United Kingdom
Empower22FintechGreenwood Village, United States
Datalign Advisory, .22Fintech- LOLongacre Square Partners21Financial ServicesNew York, USA
ATLAS Infrastructure19Financial ServicesLondon, United Kingdom
Woori Financial Group17FintechSeoul, South Korea
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Orion Advisor Solutions | Fintech | Omaha, United States | $223.0M | 67 |
| Addepar | Fintech | New York City, United States | $412.1M | 61 |
| MOMorningstar | Financial Services | Chicago, USA | $63.0M | 47 |
| BRBrinker Capital | Wealth Management | Berwyn, United States | — | 24 |
| Wealthfront | Fintech | Palo Alto, United States | $204.7M | 63 |
| AdvisorEngine | Fintech | New York, United States | — | 55 |
| eMoney Advisor | Fintech | Radnor, United States | — | 19 |
| Schwab Advisor Services | Fintech | Westlake, United States | — | 10 |
| Altvia | SaaS | Broomfield, United States | $18K | 28 |
| BLBlack Diamond | — | — | — | 10 |
| SSSS&C Advent | Fintech | Boston, United States | — | 6 |
| FIFidelity Investments | Investments | — | — | 4 |
| Cyndeo Wealth Partners | Financial Services | St. Petersburg, USA | $63.0M | 35 |
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 |
| SHSherpas | Wealth Management | New York, United States | $3.2M | 38 |
| Focus Financial Partners | Fintech | New York, United States | $35.0M | 36 |
| Finphil | Fintech | — | — | 30 |
| SUSun Life | Financial Services | Toronto, Canada | $549.0M | 18 |
| Jordan Park Group | Fintech | San Francisco, United States | — | 18 |
| Goldman Sachs | Investment Banking | New York City, United States | — | — |
| SCScotiabank | Banking | Toronto, Canada | — | — |
| Deutsche Bank | Financial Services | Frankfurt, Germany | — | 75 |
| UPUpvest | Fintech | Berlin, Germany | $392.0M | 69 |
| NEVIS | Fintech | New York, United States | $40.0M | 62 |
| Performativ | Fintech | Copenhagen, Denmark | $20.2M | 60 |
| Edmond de Rothschild Group | Private Banking | Geneva, Switzerland | — | 60 |
| Bpifrance | Venture Capital | Maisons-Alfort, France | — | 60 |
| White Oak Global Advisors | Financial Services | San Francisco, USA | $547.0M | 58 |
| zocks | AI Assistant | San Francisco, United States | $128.6M | 58 |
| Practifi | Fintech | Sydney, Australia | $3.0M | 55 |
| Vyzer | Fintech | Tel Aviv, Israel | $6.0M | 54 |
| Zephlyn | Meeting Assistants / Client Engagement | New York, United States | $6.0M | 54 |
| Jumps | Fintech | Salt Lake City, United States | — | 54 |
| The Globe Resources Group | Financial Services | Wichita, United States | $117.5M | 54 |
| collation.ai | Document / Data Management | Stamford, United States | $12.0M | 51 |
| Marloo | Financial Services | London, United Kingdom | $15.4M | 50 |
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 |
| BRBravura Solutions | Fintech | Sydney, Australia | $28.4M | 49 |
| Finq Finance | Fintech | Tel Aviv, Israel | $6.0M | 46 |
| Aption | Fintech | — | $2.4M | 43 |
| RIRise Growth Partners | Financial Services | St. Petersburg, USA | $63.0M | 42 |
| Claritus | Fintech | — | — | 40 |
| Business First | Fintech | Baton Rouge, United States | $66.0M | 40 |
| LinqAlpha, . | Agentic AI | New York, United States | $1.0M | 40 |
| CACATCHLIGHT | AI-powered Lead Generation | Boston, United States | — | 34 |
| RELE.ai | Fintech | Tel Aviv, Israel | $1.5M | 33 |
| Advisor.com | Fintech | New York, United States | $9.0M | 32 |
| COComerica | Financial Services | Dallas, United States | — | 30 |
| TBC Bank | Banking | Tbilisi, Georgia | $50.7M | 30 |
| Safeshare | Fintech | Tel Aviv, Israel | — | 30 |
| Bank of America | Fintech | Charlotte, United States | $4.5B | 30 |
| Cashmere | Fintech | Los Angeles, United States | $3.6M | 30 |
| Garanti BBVA | Banking | Istanbul, Turkey | — | 27 |
| SS&C Technologies | Automation & RPA | Windsor, United States | — | 26 |
| FNZ | Fintech | Edinburgh, United Kingdom | — | 23 |
| Empower | Fintech | Greenwood Village, United States | — | 22 |
| Datalign Advisory, . | Fintech | — | — | 22 |
| LOLongacre Square Partners | Financial Services | New York, USA | — | 21 |
| ATLAS Infrastructure | Financial Services | London, United Kingdom | — | 19 |
| Woori Financial Group | Fintech | Seoul, South Korea | — | 17 |