Alternatives to Fidelity Investments
The top Investments companies similar to Fidelity Investments, 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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Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0MA financial services company providing a platform and services for independent financial advisors.
- Website NENeuberger Berman26Financial ServicesNew York, United States
A global, private, employee-owned investment management firm serving institutional and private clients worldwide.
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BlackRock24FinanceNew York, United StatesWorld's largest asset manager providing investment management and financial services
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Robinhood63FintechMenlo Park, United States$539.0MCommission-free investing and trading platform for stocks, ETFs, and cryptocurrencies.
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PretiumReal EstateNew York, USAA specialized investment firm focused on residential real estate debt.
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Nutmeg60FintechUnited Kingdom$69.3MA financial advice startup.
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Prime Capital Financial58Financial ServicesOverland Park, USA$600.0MA financial firm receiving significant hybrid capital from Carlyle.
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Quilter50FintechLondon, United Kingdom$725.0MFinancial planning and investment management platform for individuals and financial advisors.
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AXYON.AI47InvestmentsLondon, United KingdomAI for quantitative investment strategies.
- Website COCoastline Wealth Management55Financial ServicesPort Jefferson, United States$100.0M
A financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing.
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Old Mutual32Financial ServicesJohannesburg, South Africa$5.7MA leading financial services group offering insurance, savings, investments, and banking across Africa.
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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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AI assistant for investment professionals to automate research and analysis.
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Boosted.ai62InvestmentsToronto, CanadaAI-powered investment management platform for asset managers and hedge funds.
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Atomic Invest56FintechNew York, USA$25.0MAI-powered investment platform aiming to replace traditional investing apps.
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Groww56FintechBengaluru, India$393.2MIndia's leading investment platform for stocks, mutual funds, ETFs, and digital gold.
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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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avanzai33InvestmentsTel Aviv, Israel$1.5M - Website
Saxo Bank36FintechCopenhagen, DenmarkSaxo Bank is a Danish investment bank specializing in online trading and investment services, offering access to global financial markets.
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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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New York Life Insurance Company85InsuranceNew York, United States$4.1BA leading mutual life insurance company offering a wide range of financial security and investment solutions.
- FUFund Management3Investments
AI-driven solutions for efficient management of investment funds, streamlining operations and optimizing strategies for financial institutions.
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Sanlam23Financial ServicesBellville, South AfricaDiversified financial services group operating across Africa, Europe, and Asia.
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Robin Hood pro38FintechTel Aviv, IsraelRetirement portfolio optimization and future planning platform for individuals.
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AI for systematic trading and investment strategies.
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AI-driven personalized financial planning and investment management.
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Rialto70Real Estate Finance & ServicesMiami, United States$300.0MCommercial real estate investment and asset management platform.
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Ellevest53FintechNew York, United StatesFinancial wellness and investment platform for women, focused on closing the gender pay gap.
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OMERS28Pension FundToronto, Canada$104.5MOne of Canada's largest defined benefit pension plans for Ontario municipal employees.
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First Reserve67Private EquityGreenwich, USA$21.3BA global private equity investment firm focused exclusively on energy and infrastructure.
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Envestnet67FintechChicago, United States$4.5BFinancial technology company providing wealth management solutions and data aggregation.
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Sapiatasset12Financial PlanningFee-only fiduciary financial advisors specializing in comprehensive planning and digital asset investments.
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Keyrock67FintechBrussels, Belgium$176.3MA digital asset services firm providing market making, asset management, and options trading.
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Nationwide Insurance65InsurTechColumbus, United States$35.0BA diversified insurance and financial services company offering a wide range of products.
- Website Archer Davies8Financial PlanningBiggleswade, England
Archer Davies provides comprehensive financial planning and wealth management services, specializing in pensions, investments, and protection for individuals and businesses.
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Arcline Investment Management62Investment ManagementNashville, United States$1.5BA private equity firm focused on investing in and operating industrial businesses.
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Everion7Financial ServicesFinancial solutions for life insurance, wealth building, retirement planning, and financial education.
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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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Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.
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Percent61FintechNew York, United States$29.7MA tech-powered marketplace for private credit investing, connecting borrowers, investors, and underwriters.
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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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Kanastra Securitizadora S.a.60FintechUberlândia, Brazil$64.0MTech-driven back office platform for private credit funds and securitizations in Brazil.
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Faropoint59FintechNew York, United States$1.6BFaropoint is a data-driven industrial real estate asset manager targeting market inefficiencies for superior risk-adjusted returns.
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White Oak Global Advisors58Financial ServicesSan Francisco, USA$547.0MA global investment firm providing capital solutions to businesses.
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Sun Life18Financial ServicesToronto, Canada$549.0MCanadian financial services company offering insurance, wealth, and asset management solutions globally.
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Performativ58FintechCopenhagen, Denmark$20.2MNext-generation operating system for wealth management.
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Rowspace57FinanceNew York, United States$40.0MAI-native research workspace for investment firms to compound proprietary research.
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Stocknews AI36InvestmentsNew York, United States$1.0M - Website
Overbay Capital Partners55Financial ServicesToronto, Canada$63.0MAlternative asset manager focused on the secondaries market.
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Warren55FintechGhent, Belgium$10.0MReforming workplace pensions and offering financial coaching in Belgium.
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Huntress Wealth Co.FintechAustin, United StatesPersonalized financial planning and wealth management for individuals and families.
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Niyo54FintechBengaluru, India$144.0MDigital banking and wealth management platform for salaried individuals in India.
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Futora53FintechTel Aviv, Israel$6.0MDigital platform enabling financial institutions to offer tailored, on-the-fly financial products.
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zocks53AI AssistantSan Francisco, United States$128.6MAI assistant for meetings and communication.
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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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AI-powered financial chatbot for investors.
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Sibli18InvestmentsTel Aviv, IsraelAI-powered platform for investment insights.
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Cappitech51FintechTel Aviv, Israel$4.0MCappitech provides regulatory reporting, best execution analysis, and business intelligence solutions for financial services.
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collation.ai51Document / Data ManagementStamford, United States$12.0MAI for document collation
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Hudson Labs55InvestmentsNew York, United StatesAI solutions for financial markets.
Compare Fidelity Investments head to head
Side by side on what each one does, what it costs, and what real users report.
- Fidelity Investments vs Dynasty Financial Partners
- Fidelity Investments vs Neuberger Berman
- Fidelity Investments vs BlackRock
- Fidelity Investments vs Robinhood
- Fidelity Investments vs Pretium
- Fidelity Investments vs Nutmeg
- Fidelity Investments vs Prime Capital Financial
- Fidelity Investments vs Quilter
- Fidelity Investments vs AXYON.AI
- Fidelity Investments vs Coastline Wealth Management

