Alternatives to Finary

Digital platform for comprehensive wealth management, tracking traditional and alternative investments.

Financial technology company providing wealth management solutions and data aggregation.

A financial advice startup.

Next-generation operating system for wealth management.

A personal portfolio management solution for tracking, understanding, and nurturing invested assets in one place.

AI-powered investment platform analyzing markets for objective and practical investing solutions.

The operating system for the creator economy. Connecting creators to resources, platforms, community and technology where trust shifts to individuals.

Mfj Tech is developing an AI-powered platform for personalized financial advice and management.

Empowering financial platforms to embed safety into every tap, click, and message.

Retirement portfolio optimization and future planning platform for individuals.

Nadia is an AI-powered platform for personalized financial planning and wealth management.

Chime is a US neobank offering mobile-first banking services with no monthly fees, automated savings, and early paycheck access.

Accessible Professional-Grade AI for Benefits Consultants

eToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.

AI-driven personalized financial planning and investment management.

AI-forward custodian and wealth platform for independent financial advisors.

Plaid provides a data transfer network powering fintech and digital finance products.

Fintech company providing credit-building tools for individuals with limited or no credit history.

European open banking platform enabling financial data access, payments, and financial service development.

AI-powered platform for wealth management and family office operations.

Monarch Money is a comprehensive platform for managing personal finances, offering tools for tracking, budgeting, planning, and collaborating with partners or professionals.

A free personal finance platform offering credit scores, reports, monitoring, and personalized financial product recommendations.

ONE 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.

Rewellthapp is a platform focused on personal finance management and wealth building through AI-driven insights and tools.

Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.

Pontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.

Belvo is the leading open finance data and payments platform in Latin America.

Meeting intelligence and analytics platform.

AI-powered financial planning software for advisors, banks, and wealth management firms.

A global technology and data platform empowering investment professionals with insights and tools.

Automated savings and investment app helping users grow their wealth effortlessly.

Verflow connects your fragmented assets, Banks, Crypto, and Deeds, into one verified stream for digital legacy planning.

Digital brokerage and wealth management solutions provider for financial institutions.

AI financial assistant for younger generations to manage money with personality.

AI-powered investment platform aiming to replace traditional investing apps.

Reforming workplace pensions and offering financial coaching in Belgium.

NerdWallet is a personal finance company providing tools and advice to help consumers make smart financial decisions.

Brazilian fintech platform providing Open Finance solutions for data aggregation, analytics, and APIs.

ID Finance provides accessible financial services and personal well-being solutions through its MoneyMan app.

AI-driven portfolio intelligence for institutional investors, offering solutions for portfolio optimization and risk management to asset and wealth managers and family offices.

Digital banking and wealth management platform for salaried individuals in India.

AI platform for wealth management firms to deliver estate and tax planning.

A leading European fintech company providing a platform for investing in cryptocurrencies, precious metals, and other digital assets.

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

Financial infrastructure for private tech liquidity, managing wealth concentration risk for founders and shareholders.

A B2B SaaS investment infrastructure platform enabling firms to offer digital investment services.

All-in-one bill pay platform letting consumers pay any bill, any biller, in one place.

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

Build credit and savings with Self. The Credit Builder Account and Self Visa® Credit Card help you establish payment history. Access cash fast with Self Cash.

A digital asset financial services group providing comprehensive digital asset solutions.