Alternatives to holistiplan

Leading financial planning software empowering advisors to build stronger client relationships and drive growth.

AI-powered platform simplifying retirement decumulation for financial advisors and institutions.

AI-driven platform for financial advisors to scale advanced planning services.

Tipalti is a global payables automation platform that streamlines mass payments, supplier onboarding, and financial compliance for mid-market companies.

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

Digital wealth management platform for financial advisors to grow their businesses.

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

Indian multinational financial technology company specializing in digital payments, financial services, and e-commerce solutions.

Integrated payment processing and recurring billing solutions for software platforms and businesses.

Augustus is building the Global Dollar Bank, a modern clearing bank providing international financial institutions with direct, 24/7 access to US Dollar payment rails.

Full-Stack AI Accounting for B2B payments and commerce.

Justt helps merchants fight and win chargeback disputes using AI and industry expertise.

AI-driven cross-channel risk management platform for online sellers, ensuring a safer e-commerce ecosystem.

Financial operating system for startups and scale-ups with business banking, corporate cards, and treasury services.

Global payment infrastructure enabling embedded payments for businesses and partners.

Modern corporate spend management platform for global enterprises, simplifying travel and expense.

Meeting intelligence and analytics platform.

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

Software and financing platform for decentralized energy projects, connecting installers, manufacturers, households, and investors.