Alternatives to eMoney Advisor
eMoney Advisor is a Fintech tool: leading financial planning software empowering advisors to build stronger client relationships and drive growth. Here are the 60 closest alternatives, compared on pricing, features and what real users say.
The 20 closest Fintech companies to eMoney Advisor
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CONQUEST61FintechWinnipeg, Canada$3.0MAI-powered financial planning software for advisors, banks, and wealth management firms.
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Waterlily21FintechTel Aviv, IsraelFinancial planning and advisory software for wealth managers.
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Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0MA financial services company providing a platform and services for independent financial advisors.
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fp alpha40FintechNew York, United StatesAI-driven platform for financial advisors to scale advanced planning services.
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holistiplan10FintechAustin, United StatesHolistic financial planning software for advisors.
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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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Altruist71FintechCulver City, United States$169.0MAI-forward custodian and wealth platform for independent financial advisors.
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Envestnet67FintechChicago, United States$4.5BFinancial technology company providing wealth management solutions and data aggregation.
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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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NEVIS62FintechNew York, United States$40.0MMeeting intelligence and analytics platform.
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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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Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.
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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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Nutmeg60FintechUnited Kingdom$69.3MA financial advice startup.
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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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Atomic Invest56FintechNew York, USA$25.0MAI-powered investment platform aiming to replace traditional investing apps.
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Warren55FintechGhent, Belgium$10.0MReforming workplace pensions and offering financial coaching in Belgium.
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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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Wealth.com54FintechNew York, USA$65.0MAI platform for wealth management firms to deliver estate and tax planning.
Showing the 20 closest matches. See the rest on the eMoney Advisor profile.
Compare eMoney Advisor head to head
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