Top Financial Planning Alternatives

AI solutions for financial planning and forecasting.

F

Financial Planning

AI solutions for financial planning and forecasting.

Planning and Analysis
Financial Planning
Financial Analysis

20 Similar Companies in Planning and Analysis

Ranked by total score and funding data on StartupHub.ai

Envestnet
Envestnet

Envestnet

Financial technology company providing wealth management solutions and data aggregation.

Fintech
Wealth Management
$5.2B
Chicago, United States
2774 employees
Wealthsimple Inc.
Wealthsimple Inc.

Wealthsimple Inc.

A Canadian fintech company offering investing, trading, and financial planning services.

Fintech
Investments
$1.1B
Toronto, Canada
2136 employees
Alteryx
Alteryx

Alteryx

Provides an end-to-end platform for data analytics, blending data preparation, blending, and advanced analytics.

Data Analytics
Business Intelligence
$163.0M
Irvine, United States
2302 employees
Abacum
Abacum

Abacum

An FP&A platform empowering finance teams with AI-driven tools for business planning, forecasting, and reporting.

Fintech
FP&A Software
$241.5M
Tel Aviv, Israel
153 employees
MindBridge
MindBridge

MindBridge

AI-powered financial risk intelligence platform for detecting fraud and accounting anomalies.

Planning and Analysis
Fintech
Ottawa, Canada
262 employees
Cube Software
Cube Software

Cube Software

Cube is a no-code FP&A platform that unifies financial and operational data, enhancing spreadsheet workflows.

FP&A Software
Financial Planning
$127.0M
New York, United States
161 employees
Mint
Mint

Mint

Personal finance service that helps users track spending, budget, and manage investments.

Fintech
Personal Finance
$32.0M
Mountain View, United States
Vena Solutions
Vena Solutions

Vena Solutions

AI-powered Complete FP&A Platform natively integrated with Microsoft technology for planning, collaboration, and growth.

FP&A Software
Financial Planning
$456.0M
New York, United States
696 employees
Ellevest
Ellevest

Ellevest

Financial wellness and investment platform for women, focused on closing the gender pay gap.

Fintech
Investment Management
$100.0M
New York, United States
50 employees
Akkio
Akkio

Akkio

Akkio provides a no-code AI platform for businesses to build and deploy machine learning models and generative analytics.

No-code AI
No Code
$18.0M
Cambridge, United States
54 employees
Mosaic
Mosaic

Mosaic

Strategic Finance Platform for high-growth SMBs and mid-market companies.

Fintech
Enterprise Software
$37.0M
San Francisco, United States
24 employees
PocketGuard
PocketGuard

PocketGuard

Personal finance app that helps users track spending, create budgets, and save money.

Fintech
Personal Finance
$10.0M
San Mateo, United States
18 employees
zebra ai
zebra ai

zebra ai

AI-powered platform for business planning, analysis, and insights.

Planning and Analysis
Business Intelligence
$20.0M
Tel Aviv, Israel
Fabric by Gerber Life
Fabric by Gerber Life

Fabric by Gerber Life

A digital life insurance platform simplifying family financial planning with term life insurance, investing for kids, and free wills.

InsurTech
Fintech
$18.0M
New York, United States
RiseUp
RiseUp

RiseUp

Personal finance management app helping users track expenses and achieve financial goals.

Cost Reduction
Personal
$30.0M
Tel Aviv, Israel
175 employees
Finmark
Finmark

Finmark

Finmark simplifies financial planning and cash flow insights for SMBs by consolidating data from various business systems into real-time dashboards.

SMB Software
Financial Planning
$20.0M
San Francisco, United States
48 employees
betty
betty

betty

An online casino and casual mobile gaming platform targeting underserved female players.

Fintech
Personal Finance
$12.3M
Porto, Portugal
Celery
Celery

Celery

Automated audit layer for finance teams to reduce costs and identify financial discrepancies.

Finance
Fintech
$9.3M
New York, United States
35 employees
S

Sesame

AI-powered platform for personalized financial planning and advice.

Fintech
Personal Finance
$510.0M
New York, United States
Quilter
Quilter

Quilter

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

Fintech
Wealth Management
$725.0M
London, United Kingdom

About Financial Planning and Alternatives

Financial Planning is a Planning and Analysis company ai solutions for financial planning and forecasting.. If you're evaluating Planning and Analysis solutions, these 20 alternatives offer similar capabilities and market positioning. StartupHub.ai tracks funding, team composition, and competitive positioning across 11,000+ AI startups to help you make informed decisions. Browse each profile to compare founders, investors, and funding history.