Alternatives to Edmond de Rothschild Group
The top Private Banking companies similar to Edmond de Rothschild Group, 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.
- SUSun Life18Financial ServicesToronto, Canada$549.0M
Blackstone Energy Transition Partners87Energy TransitionNew York, USA$5.6B
New York Life Insurance Company85InsuranceNew York, United States$4.1B- NENeuberger Berman75Financial ServicesNew York, United States
Deutsche Bank75Financial ServicesFrankfurt, Germany
Orion Advisor Solutions67FintechOmaha, United States$223.0M
Keyrock67FintechBrussels, Belgium$176.3M
Nationwide Insurance65InsurTechColumbus, United States$35.0B
Percent61FintechNew York, United States$42.2M
Kanastra Securitizadora S.a.60FintechUberlândia, Brazil$64.0M
Performativ60FintechCopenhagen, Denmark$20.2M
Overbay Capital Partners55Financial ServicesToronto, Canada$63.0M
Practifi55FintechSydney, Australia$3.0M
Zephlyn54Meeting Assistants / Client EngagementNew York, United States$6.0M
Jumps54FintechSalt Lake City, United States
The Globe Resources Group54Financial ServicesWichita, United States$117.5M
Marloo50Financial ServicesLondon, United Kingdom$15.4M
Quilter50FintechLondon, United Kingdom$725.0M
Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0M- MOMorningstar47Financial ServicesChicago, USA$63.0M
AXYON.AI47InvestmentsLondon, United Kingdom
C1 Fund47Digital AssetsPalo Alto, USA$100.0M
Nutmeg47FintechUnited Kingdom$69.3M
KYC Station42KYC$3.0M
Business First40FintechBaton Rouge, United States$66.0M
LinqAlpha, .40Agentic AINew York, United States$1.0M- SHSherpas38Wealth ManagementNew York, United States$3.2M
Focus Financial Partners36FintechNew York, United States$35.0M
Cyndeo Wealth Partners35Financial ServicesSt. Petersburg, USA$63.0M- CACATCHLIGHT34AI-powered Lead GenerationBoston, United States
RELE.ai33FintechTel Aviv, Israel$1.5M
Onecup AI33Fintech
Alphaedge Labs32InsurTechNew York, United States$1.0M
Blackstone30Financial ServicesNew York City, United States
Cashmere30FintechLos Angeles, United States$3.6M
Finphil30Fintech
Eagle Point Income Company30Investment ManagementGreenwich, USA
Garanti BBVA27BankingIstanbul, Turkey- TRTrueNorth26FintechNew York, United States$1.0M
SS&C Technologies26Automation & RPAWindsor, United States- BRBrinker Capital24Wealth ManagementBerwyn, United States
ARI Algo23Fintech- PAPANTA23FintechLondon, United Kingdom
FNZ23FintechEdinburgh, United Kingdom
WealthAi22FintechLondon, United Kingdom$837K
Empower22FintechGreenwood Village, United States
ATLAS Infrastructure19Financial ServicesLondon, United Kingdom
Jordan Park Group18FintechSan Francisco, United States
Woori Financial Group17FintechSeoul, South Korea
AQR Capital Management15Investment ManagementGreenwich, United States
BlackRock14FinanceNew York, United States
Western Alliance Bank13Financial ServicesPhoenix, USA- MAManulife10InsuranceToronto, Canada
UBS Group10FintechZurich, Switzerland
Caldera Real Estate Ventures10Real EstateNew York, United States
WisdomTree10FintechNew York, United States- NUNuveen Covered Call Closed-End Funds9Financial ServicesChicago, USA
WealthidentityFintechTel Aviv, Israel
Goldman SachsInvestment BankingNew York City, United States
Hana Financial GroupFinancial ServicesSeoul, South Korea
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| SUSun Life | Financial Services | Toronto, Canada | $549.0M | 18 |
| Blackstone Energy Transition Partners | Energy Transition | New York, USA | $5.6B | 87 |
| New York Life Insurance Company | Insurance | New York, United States | $4.1B | 85 |
| NENeuberger Berman | Financial Services | New York, United States | — | 75 |
| Deutsche Bank | Financial Services | Frankfurt, Germany | — | 75 |
| Orion Advisor Solutions | Fintech | Omaha, United States | $223.0M | 67 |
| Keyrock | Fintech | Brussels, Belgium | $176.3M | 67 |
| Nationwide Insurance | InsurTech | Columbus, United States | $35.0B | 65 |
| Percent | Fintech | New York, United States | $42.2M | 61 |
| Kanastra Securitizadora S.a. | Fintech | Uberlândia, Brazil | $64.0M | 60 |
| Performativ | Fintech | Copenhagen, Denmark | $20.2M | 60 |
| Overbay Capital Partners | Financial Services | Toronto, Canada | $63.0M | 55 |
| Practifi | Fintech | Sydney, Australia | $3.0M | 55 |
| 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 |
| Marloo | Financial Services | London, United Kingdom | $15.4M | 50 |
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 |
| Dynasty Financial Partners | Financial Services | St. Petersburg, USA | $100.0M | 48 |
| MOMorningstar | Financial Services | Chicago, USA | $63.0M | 47 |
| AXYON.AI | Investments | London, United Kingdom | — | 47 |
| C1 Fund | Digital Assets | Palo Alto, USA | $100.0M | 47 |
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 |
| KYC Station | KYC | — | $3.0M | 42 |
| Business First | Fintech | Baton Rouge, United States | $66.0M | 40 |
| LinqAlpha, . | Agentic AI | New York, United States | $1.0M | 40 |
| SHSherpas | Wealth Management | New York, United States | $3.2M | 38 |
| Focus Financial Partners | Fintech | New York, United States | $35.0M | 36 |
| Cyndeo Wealth Partners | Financial Services | St. Petersburg, USA | $63.0M | 35 |
| CACATCHLIGHT | AI-powered Lead Generation | Boston, United States | — | 34 |
| RELE.ai | Fintech | Tel Aviv, Israel | $1.5M | 33 |
| Onecup AI | Fintech | — | — | 33 |
| Alphaedge Labs | InsurTech | New York, United States | $1.0M | 32 |
| Blackstone | Financial Services | New York City, United States | — | 30 |
| Cashmere | Fintech | Los Angeles, United States | $3.6M | 30 |
| Finphil | Fintech | — | — | 30 |
| Eagle Point Income Company | Investment Management | Greenwich, USA | — | 30 |
| Garanti BBVA | Banking | Istanbul, Turkey | — | 27 |
| TRTrueNorth | Fintech | New York, United States | $1.0M | 26 |
| SS&C Technologies | Automation & RPA | Windsor, United States | — | 26 |
| BRBrinker Capital | Wealth Management | Berwyn, United States | — | 24 |
| ARI Algo | Fintech | — | — | 23 |
| PAPANTA | Fintech | London, United Kingdom | — | 23 |
| FNZ | Fintech | Edinburgh, United Kingdom | — | 23 |
| WealthAi | Fintech | London, United Kingdom | $837K | 22 |
| Empower | Fintech | Greenwood Village, United States | — | 22 |
| ATLAS Infrastructure | Financial Services | London, United Kingdom | — | 19 |
| Jordan Park Group | Fintech | San Francisco, United States | — | 18 |
| Woori Financial Group | Fintech | Seoul, South Korea | — | 17 |
| AQR Capital Management | Investment Management | Greenwich, United States | — | 15 |
| BlackRock | Finance | New York, United States | — | 14 |
| Western Alliance Bank | Financial Services | Phoenix, USA | — | 13 |
| MAManulife | Insurance | Toronto, Canada | — | 10 |
| UBS Group | Fintech | Zurich, Switzerland | — | 10 |
| Caldera Real Estate Ventures | Real Estate | New York, United States | — | 10 |
| WisdomTree | Fintech | New York, United States | — | 10 |
| NUNuveen Covered Call Closed-End Funds | Financial Services | Chicago, USA | — | 9 |
| Wealthidentity | Fintech | Tel Aviv, Israel | — | — |
| Goldman Sachs | Investment Banking | New York City, United States | — | — |
| Hana Financial Group | Financial Services | Seoul, South Korea | — | — |