Alternatives to Edmond de Rothschild Group

A digital asset services firm providing market making, asset management, and options trading.

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

A diversified insurance and financial services company offering a wide range of products.

A tech-powered marketplace for private credit investing, connecting borrowers, investors, and underwriters.

A financial advice startup.

Tech-driven back office platform for private credit funds and securitizations in Brazil.

Next-generation operating system for wealth management.

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

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 asset manager for the US senior hard money lending market, optimizing risk and performance.

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

An AI partner for financial advisers.

Financial advisor prospecting and lead generation tools.

Meeting scheduling and management

A reinsurance company backed by Prudential Financial and Warburg Pincus.

A publicly traded closed-end fund providing public-market investors with exposure to late-stage digital asset services and technology companies.

Family office owner of GeoWealth.

Financial services firm providing investment research and management.

German asset manager providing debt financing to fintech companies and alternative lending platforms in Europe.

Domain-specialized multi-agent AI platform for investment research for hedge funds and asset managers.