Alternatives to Finphil

A financial advice startup.

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

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

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

A financial firm receiving significant hybrid capital from Carlyle.

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

A partnership of independent, fiduciary wealth management firms providing strategic support and capital resources.

Technology platform for financial advisors to manage client relationships and operations.

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

Meeting intelligence and analytics platform.

Unlocking revenue for investors by enabling stock and bond lending.

Next-generation operating system for wealth management.

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

Reforming workplace pensions and offering financial coaching in Belgium.

Financial advisory platform

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

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

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

Cappitech provides regulatory reporting, best execution analysis, and business intelligence solutions for financial services.