Alternatives to Fynancial

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

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

CRM and practice management software for financial advisors.

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

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

Financial technology company providing wealth management solutions and data aggregation.

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.

Meeting intelligence and analytics platform.

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.

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

A financial advice startup.

Digital brokerage and wealth management solutions provider for financial institutions.

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.

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

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

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

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

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

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.

Subscription infrastructure for mobile apps, simplifying in-app purchases and subscriptions.

ModernFi is a fintech company that provides a platform for managing and optimizing deposits for financial institutions.

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

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

BondIT provides fixed-income investment managers with a SaaS platform for data-driven portfolio construction, optimization, and analysis.

AI-native trust company modernizing trust administration for the Great Wealth Transfer.

Intelligent Wealth Management

Global provider of software solutions for wealth management, life insurance, and funds administration.

Destiny XYZ creates exchange-traded products providing everyday investors access to top venture-backed private technology companies.

Fintech platform helping RIAs access low-cost, tax-efficient financing solutions for clients.

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

All-in-one personal finance management platform for tracking investments and assets.

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

AI-powered retirement planning.

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.

Accessible Professional-Grade AI for Benefits Consultants

AI-driven personalized financial planning and investment management.

Platform connecting consumers with financial advisors and investment professionals.

Digital wealth management platform for financial advisors and their clients.

A multinational investment bank and financial services holding company.

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