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.
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eToro74FintechLimassol, Cyprus$524.0MeToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.
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Altruist71FintechCulver City, United States$169.0MAI-forward custodian and wealth platform for independent financial advisors.
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Classy69CrowdfundingSan Diego, United States$148.0MA giving platform that enabled nonprofits to connect supporters with causes, offering peer-to-peer fundraising, events, and direct donations.
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Envestnet67FintechChicago, United States$4.5BFinancial technology company providing wealth management solutions and data aggregation.
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ONE ZERO64FintechTel Aviv, Israel$152.0MONE 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.
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Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.
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Pontera62FintechNew York, United States$152.3MPontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.
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NEVIS62FintechNew York, United States$40.0MMeeting intelligence and analytics platform.
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CONQUEST61FintechWinnipeg, Canada$3.0MAI-powered financial planning software for advisors, banks, and wealth management firms.
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Addepar60FintechNew York City, United States$412.1MA global technology and data platform empowering investment professionals with insights and tools.
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Nutmeg60FintechUnited Kingdom$69.3MA financial advice startup.
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DRIVEWEALTH59FintechLong Branch, United States$485.0MDigital brokerage and wealth management solutions provider for financial institutions.
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Performativ58FintechCopenhagen, Denmark$20.2MNext-generation operating system for wealth management.
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Prime Capital Financial58Financial ServicesOverland Park, USA$600.0MA financial firm receiving significant hybrid capital from Carlyle.
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Vee57AI AgentsSan Francisco, United States$19.0MAI-powered platform empowering nonprofit teams to start, grow, and achieve their missions.
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Gyde57InsuranceNew York, United States$60.0MAI-powered brokerage platform for insurance, health, and wealth guidance.
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Atomic Invest56FintechNew York, USA$25.0MAI-powered investment platform aiming to replace traditional investing apps.
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Divert55Waste ManagementWest Concord, USA$103.8MScaling circular infrastructure to reduce food waste and create value.
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Warren55FintechGhent, Belgium$10.0MReforming workplace pensions and offering financial coaching in Belgium.
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ICONIQ Capital55Venture CapitalSan Francisco, United States$10.0BA global investment firm and hybrid family office serving ultra-high-net-worth individuals and institutional clients.
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Wealth.com54FintechNew York, USA$65.0MAI platform for wealth management firms to deliver estate and tax planning.
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Aisot Technologies54FintechZurich, Switzerland$2.3MAI-driven portfolio intelligence for institutional investors, offering solutions for portfolio optimization and risk management to asset and wealth managers and family offices.
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Vyzer54FintechTel Aviv, Israel$6.0MDigital platform for comprehensive wealth management, tracking traditional and alternative investments.
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Niyo54FintechBengaluru, India$144.0MDigital banking and wealth management platform for salaried individuals in India.
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Amartha53FintechJakarta, Indonesia$11.0MA fintech platform connecting investors with micro-entrepreneurs, focusing on inclusive financial services.
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Bitpanda53FintechVienna, Austria$485.0MA leading European fintech company providing a platform for investing in cryptocurrencies, precious metals, and other digital assets.
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UPTIQ53Agentic AIMcKinney, United States$49.0MAI platform for financial services, enabling intelligent automation and agentic solutions for banks and fintechs.
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zocks53AI AssistantSan Francisco, United States$128.6MAI assistant for meetings and communication.
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Upvest52FintechBerlin, Germany$392.0MA B2B SaaS investment infrastructure platform enabling firms to offer digital investment services.
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Accumulator52FintechSan Francisco, United States$46.0MFinancial infrastructure for private tech liquidity, managing wealth concentration risk for founders and shareholders.
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Aption52Fintech$2.4M - Website
Spiral51FintechNew York, United States$14.0MSpiral is an Impact-as-a-Service platform empowering financial institutions to drive community and environmental impact.
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collation.ai51Document / Data ManagementStamford, United States$12.0MAI for document collation
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A digital asset financial services group providing comprehensive digital asset solutions.
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Quilter50FintechLondon, United Kingdom$725.0MFinancial planning and investment management platform for individuals and financial advisors.
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Triple B50Venture CapitalAmsterdam, Netherlands$5.6MInternational family group investing in real estate, growth opportunities, and venture-stage companies for positive impact.
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INCOMELAB49Financial SoftwareGolden, United States$6.0MInvestment and financial planning platform.
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Axiom Trust Company48FintechLas Vegas, United States$11.8MAI-native trust company modernizing trust administration for the Great Wealth Transfer.
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BondIT48FintechTel Aviv, Israel$46.8MBondIT provides fixed-income investment managers with a SaaS platform for data-driven portfolio construction, optimization, and analysis.
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Green-Got48FintechBerlin, Germany$10.0MA digital bank for conscious consumers, offering ethical banking and investment options.
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Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0MA financial services company providing a platform and services for independent financial advisors.
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Bravura Solutions48FintechSydney, Australia$28.4MGlobal provider of software solutions for wealth management, life insurance, and funds administration.
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Destiny XYZ48FintechNew York, United States$5.0MDestiny XYZ creates exchange-traded products providing everyday investors access to top venture-backed private technology companies.
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Farther48FintechNew York, USA$150.0MIntelligent Wealth Management
- DEDecade47FintechSão Paulo, Brazil$85.0M
An AI-native wealth advisory company that combines artificial intelligence with human expertise to provide personalized wealth management services.
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SyntheticFi47FintechSan Francisco, USA$13.0MFintech platform helping RIAs access low-cost, tax-efficient financing solutions for clients.
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The Sanergy Collaborative46Waste ManagementNairobi, Kenya$2.5MSanergy builds healthy, prosperous communities by providing safe, affordable sanitation and converting waste into valuable agricultural products.
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Finq Finance46FintechTel Aviv, Israel$6.0MAI-powered investment platform analyzing markets for objective and practical investing solutions.
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Finary44FintechParis, France$37.2MAll-in-one personal finance management platform for tracking investments and assets.
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Lendable43FintechNairobi, Kenya$18.5MLendable builds technology and financial products to make impact investing a competitive asset class for Africans.
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Sherpas43Wealth ManagementNew York, United States$3.2MThe AI Operating Layer for Wealth Management
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Steven.com42FintechNew York, United States$10.8MThe operating system for the creator economy. Connecting creators to resources, platforms, community and technology where trust shifts to individuals.
- RIRise Growth Partners42Financial ServicesSt. Petersburg, USA$63.0M
A private equity firm focused on investing in and growing independent registered investment advisors (RIAs).
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Chapter41FintechNew York, USA$100.0MAI-powered retirement planning.
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TPG41Private EquityFort Worth, United States$63.0MA global investment firm focused on private equity, impact investing, and real estate.
- Website Lumni41Fintech$1.4M
Financing higher education through Income Share Agreements (ISAs) for students in Latin America and the US.
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Fintech-insurtech startup digitizing pensions savings and personal capital management with AI.
- FIFirenze41FintechManchester, United Kingdom$7.3M
Democratizing Lombard lending for the mass affluent.
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Femi41FintechTel Aviv, Israel$2.5M - Website
Aurva40FintechSan Francisco, United States$3.7M
Compare give INTERACTIVE head to head
Side by side on what each one does, what it costs, and what real users report.

