Alternatives to give INTERACTIVE
The top Estate / Tax Planning companies similar to give INTERACTIVE, 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.
Altruist71FintechCulver City, United States$219.0M
Green-Got70FintechBerlin, Germany$10.0M- UPUpvest69FintechBerlin, Germany$392.0M
Pontera69Fintech$152.3M
Equitybee68FintechPalo Alto, United States$83.1M
Envestnet67FintechChicago, United States$4.5B
Benevity65Corporate Social ResponsibilityCalgary, Canada$260.0M
Wealth.com63FintechNew York, USA$65.0M
NEVIS62FintechNew York, United States$40.0M
CONQUEST61FintechWinnipeg, Canada$3.0M
Addepar61FintechNew York City, United States$412.1M
ONE ZERO61FintechTel Aviv, Israel$152.0M
Performativ60FintechCopenhagen, Denmark$20.2M
DRIVEWEALTH59FintechLong Branch, United States$585.8M
Square Yards59ProptechGurugram, India$125.0M
zocks58AI AssistantSan Francisco, United States$128.6M
Gyde57InsuranceNew York, United States$60.0M
Chapter55FintechNew York, USA$100.0M
Axiom Trust Company55FintechLas Vegas, United States$11.8M- ICICONIQ Capital55Venture CapitalSan Francisco, United States$10.0B
Vyzer54FintechTel Aviv, Israel$6.0M
Niyo54FintechBengaluru, India$144.0M
UPTIQ54Agentic AIMcKinney, United States$49.0M
Amartha53FintechJakarta, Indonesia$51.0M
Ellevest53FintechNew York, United States$100.0M
Accumulator52FintechSan Francisco, United States$46.0M
collation.ai51Document / Data ManagementStamford, United States$12.0M
Triple B51Venture CapitalAmsterdam, Netherlands$5.6M- HAHashKey50FintechHong Kong, Hong Kong$100.0M
Quilter50FintechLondon, United Kingdom$725.0M
Lendable49FintechNairobi, Kenya$18.5M- BRBravura Solutions49FintechSydney, Australia$28.4M
INCOMELAB49Financial SoftwareGolden, United States$6.0M
Nutmeg47FintechUnited Kingdom$69.3M
Finq Finance46FintechTel Aviv, Israel$6.0M
Plum Fintech45FintechAthens, Greece
Verflow44FintechLondon, United Kingdom$1.0M
Finary44FintechParis, France$37.2M
Aption43Fintech$2.4M
Steven.com42FintechNew York, United States$20.8M- FIFirenze41FintechManchester, United Kingdom$7.3M
Aurva40FintechSan Francisco, United States$3.7M
Claritus40Fintech- FAFalkin39FintechTel Aviv, Israel$5.0M
- SHSherpas38Wealth ManagementNew York, United States$3.2M
Mylo AI38FintechLondon, United Kingdom$1.0M
Nadia37FintechNew York, United States$52.0M
Focus Financial Partners36FintechNew York, United States$35.0M- LILifelee35FintechSan Francisco, United States$1.0M
Anna AI35FintechLondon, United Kingdom$1.0M
PlanYear35FintechSan Francisco, United States$17.0M
Femi34FintechTel Aviv, Israel$2.5M
Onecup AI33Fintech- KLKlein33FintechNew York, United States$1.3M
- MAMaha33FintechSan Francisco, United States$450.0M
RELE.ai33FintechTel Aviv, Israel$1.5M- SASaporo32FintechTel Aviv, Israel$19.6M
- BEBelfort32FintechTel Aviv, Israel$8.0M
Advisor.com32FintechNew York, United States$9.0M
Prestige Wealth31FintechNew York, United States$161.0M
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Altruist | Fintech | Culver City, United States | $219.0M | 71 |
| Green-Got | Fintech | Berlin, Germany | $10.0M | 70 |
| UPUpvest | Fintech | Berlin, Germany | $392.0M | 69 |
| Pontera | Fintech | — | $152.3M | 69 |
| Equitybee | Fintech | Palo Alto, United States | $83.1M | 68 |
| Envestnet | Fintech | Chicago, United States | $4.5B | 67 |
| Benevity | Corporate Social Responsibility | Calgary, Canada | $260.0M | 65 |
| Wealth.com | Fintech | New York, USA | $65.0M | 63 |
| NEVIS | Fintech | New York, United States | $40.0M | 62 |
| CONQUEST | Fintech | Winnipeg, Canada | $3.0M | 61 |
| Addepar | Fintech | New York City, United States | $412.1M | 61 |
| ONE ZERO | Fintech | Tel Aviv, Israel | $152.0M | 61 |
| Performativ | Fintech | Copenhagen, Denmark | $20.2M | 60 |
| DRIVEWEALTH | Fintech | Long Branch, United States | $585.8M | 59 |
| Square Yards | Proptech | Gurugram, India | $125.0M | 59 |
| zocks | AI Assistant | San Francisco, United States | $128.6M | 58 |
| Gyde | Insurance | New York, United States | $60.0M | 57 |
| Chapter | Fintech | New York, USA | $100.0M | 55 |
| Axiom Trust Company | Fintech | Las Vegas, United States | $11.8M | 55 |
| ICICONIQ Capital | Venture Capital | San Francisco, United States | $10.0B | 55 |
| Vyzer | Fintech | Tel Aviv, Israel | $6.0M | 54 |
| Niyo | Fintech | Bengaluru, India | $144.0M | 54 |
| UPTIQ | Agentic AI | McKinney, United States | $49.0M | 54 |
| Amartha | Fintech | Jakarta, Indonesia | $51.0M | 53 |
| Ellevest | Fintech | New York, United States | $100.0M | 53 |
| Accumulator | Fintech | San Francisco, United States | $46.0M | 52 |
| collation.ai | Document / Data Management | Stamford, United States | $12.0M | 51 |
| Triple B | Venture Capital | Amsterdam, Netherlands | $5.6M | 51 |
| HAHashKey | Fintech | Hong Kong, Hong Kong | $100.0M | 50 |
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 |
| Lendable | Fintech | Nairobi, Kenya | $18.5M | 49 |
| BRBravura Solutions | Fintech | Sydney, Australia | $28.4M | 49 |
| INCOMELAB | Financial Software | Golden, United States | $6.0M | 49 |
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 |
| Finq Finance | Fintech | Tel Aviv, Israel | $6.0M | 46 |
| Plum Fintech | Fintech | Athens, Greece | — | 45 |
| Verflow | Fintech | London, United Kingdom | $1.0M | 44 |
| Finary | Fintech | Paris, France | $37.2M | 44 |
| Aption | Fintech | — | $2.4M | 43 |
| Steven.com | Fintech | New York, United States | $20.8M | 42 |
| FIFirenze | Fintech | Manchester, United Kingdom | $7.3M | 41 |
| Aurva | Fintech | San Francisco, United States | $3.7M | 40 |
| Claritus | Fintech | — | — | 40 |
| FAFalkin | Fintech | Tel Aviv, Israel | $5.0M | 39 |
| SHSherpas | Wealth Management | New York, United States | $3.2M | 38 |
| Mylo AI | Fintech | London, United Kingdom | $1.0M | 38 |
| Nadia | Fintech | New York, United States | $52.0M | 37 |
| Focus Financial Partners | Fintech | New York, United States | $35.0M | 36 |
| LILifelee | Fintech | San Francisco, United States | $1.0M | 35 |
| Anna AI | Fintech | London, United Kingdom | $1.0M | 35 |
| PlanYear | Fintech | San Francisco, United States | $17.0M | 35 |
| Femi | Fintech | Tel Aviv, Israel | $2.5M | 34 |
| Onecup AI | Fintech | — | — | 33 |
| KLKlein | Fintech | New York, United States | $1.3M | 33 |
| MAMaha | Fintech | San Francisco, United States | $450.0M | 33 |
| RELE.ai | Fintech | Tel Aviv, Israel | $1.5M | 33 |
| SASaporo | Fintech | Tel Aviv, Israel | $19.6M | 32 |
| BEBelfort | Fintech | Tel Aviv, Israel | $8.0M | 32 |
| Advisor.com | Fintech | New York, United States | $9.0M | 32 |
| Prestige Wealth | Fintech | New York, United States | $161.0M | 31 |