Alternatives to Ellevest
The top Fintech companies similar to Ellevest, 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.
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Nutmeg60FintechUnited Kingdom$69.3MA financial advice startup.
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Betterment29Betterment is an investing and savings app that helps you grow your money with goal-setting tools, automatic deposit, and trading features.
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Quilter50FintechLondon, United Kingdom$725.0MFinancial planning and investment management platform for individuals and financial advisors.
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AI-driven personalized financial planning and investment management.
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Envestnet67FintechChicago, United States$4.5BFinancial technology company providing wealth management solutions and data aggregation.
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Pontera62FintechNew York, United States$152.3MPontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.
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Addepar60FintechNew York City, United States$412.1MA global technology and data platform empowering investment professionals with insights and tools.
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Atomic Invest56FintechNew York, USA$25.0MAI-powered investment platform aiming to replace traditional investing apps.
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BondIT48FintechTel Aviv, Israel$46.8MBondIT provides fixed-income investment managers with a SaaS platform for data-driven portfolio construction, optimization, and analysis.
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WakeUp Pension Robo Advisor27FintechTel Aviv, IsraelWakeUp is the first robo pension advisor in Israel, simplifying pension management by replacing traditional agents with technology.
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Femi41FintechTel Aviv, Israel$2.5M - Website
Gain41FintechTel Aviv, Israel$12.0MAI-powered platform for personalized financial planning and investment management.
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Falkin39FintechTel Aviv, Israel$5.0MEmpowering financial platforms to embed safety into every tap, click, and message.
- Website Mfj Tech39FintechTel Aviv, Israel$1.0M
Mfj Tech is developing an AI-powered platform for personalized financial advice and management.
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Prime Capital Financial58Financial ServicesOverland Park, USA$600.0MA financial firm receiving significant hybrid capital from Carlyle.
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Robin Hood pro38FintechTel Aviv, Israel$2.0MRetirement portfolio optimization and future planning platform for individuals.
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Simple Life36FintechSan Francisco, United States$38.5MA platform designed to simplify personal finance management and financial planning.
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A blockchain-based digital dollar and yield infrastructure for on-chain traders and savers.
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Finmate34FintechTel Aviv, Israel$1.5MAI-powered financial planning and investment management platform for individuals and businesses.
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- Website SESesame34FintechNew York, United States$750.0M
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Serena34FintechNew York, United States$10.0MOwn serena.ai today. Secure checkout and guided transfer support. No hidden fees.
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eToro74FintechLimassol, Cyprus$524.0MeToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.
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- Website SASaporo32FintechTel Aviv, Israel$17.6M
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Prestige Wealth31FintechNew York, United States$161.0MDigital wealth management platform for financial advisors and their clients.
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Nevewealth provides an AI-driven platform for democratizing wealth management with personalized financial planning and investment recommendations.
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Altruist71FintechCulver City, United States$169.0MAI-forward custodian and wealth platform for independent financial advisors.
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Sandra9FintechTel Aviv, IsraelOwn sandra.ai today. Secure checkout and guided transfer support. No hidden fees.
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ONE ZERO64FintechTel Aviv, Israel$152.0MONE ZERO is Israel's first fully digital bank, offering AI-powered private banking services including accounts, credit, investments, and foreign currency management with no physical branches.
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Cousin8FintechParis, FranceCousin is a French startup that helps individuals and families manage their finances and investments through a user-friendly platform.
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Intelligo63FintechTel Aviv, Israel$43.8MAI-powered SaaS platform for automated, comprehensive background checks in the investment space.
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Gencapital8FintechA wealth management and financial advisory firm providing personalized investment strategies for families and executives.
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Cherre62FintechNew York, United States$105.0MThe leader in real estate data and insight, connecting decision-makers to property and market information.
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Personetics62FintechTel Aviv, Israel$178.0MPersonetics provides AI-powered personalized financial insights and money management solutions for banks and financial institutions.
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Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.
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NEVIS62FintechNew York, United States$40.0MMeeting intelligence and analytics platform.
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Guideline62FintechSan Francisco, United States$334.5MGuideline provides a modern, all-in-one platform for managing employee benefits and retirement plans.
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CONQUEST61FintechWinnipeg, Canada$3.0MAI-powered financial planning software for advisors, banks, and wealth management firms.
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Digital personal finance company offering debt relief, loans, and home equity solutions.
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Sharegain61FintechLondon, United Kingdom$79.0MUnlocking revenue for investors by enabling stock and bond lending.
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DRIVEWEALTH59FintechLong Branch, United States$485.0MDigital brokerage and wealth management solutions provider for financial institutions.
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Performativ58FintechCopenhagen, Denmark$20.2MNext-generation operating system for wealth management.
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A financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing.
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Epsor42FintechParis, FrancePlatform for managing and optimizing employee savings and retirement plans.
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Abacum57FintechTel Aviv, Israel$224.5MAn FP&A platform empowering finance teams with AI-driven tools for business planning, forecasting, and reporting.
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B2B SaaS enabling employees to access earned salary on demand, with financial wellness tools.
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EarnUp55FintechSan Francisco, United States$56.0MIntelligently automates loan payments for consumers to improve financial well-being and pay off debt faster.
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Huntress Wealth Co.FintechAustin, United StatesPersonalized financial planning and wealth management for individuals and families.
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Warren55FintechGhent, Belgium$10.0MReforming workplace pensions and offering financial coaching in Belgium.
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MoneyLion55FintechNew York, United States$150.0MDigital financial services platform offering banking, investing, and crypto.
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Niyo54FintechBengaluru, India$144.0MDigital banking and wealth management platform for salaried individuals in India.
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Vyzer54FintechTel Aviv, Israel$6.0MDigital platform for comprehensive wealth management, tracking traditional and alternative investments.
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Wealth.com54FintechNew York, USA$65.0MAI platform for wealth management firms to deliver estate and tax planning.
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Aisot Technologies54FintechZurich, Switzerland$2.3MAI-driven portfolio intelligence for institutional investors, offering solutions for portfolio optimization and risk management to asset and wealth managers and family offices.
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PocketGuard53FintechSan Mateo, United States$10.0MPersonal finance app that helps users track spending, create budgets, and save money.
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Capitalise.ai53FintechTel Aviv, Israel$15.0MCapitalise.ai allows users to automate trading scenarios using natural language, making investment ideas actionable without coding.
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