Alternatives to holistiplan
The top Fintech companies similar to holistiplan, 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.
eMoney Advisor19FintechRadnor, United States
fp alpha40FintechNew York, United States$1.0M
AdvisorEngine55FintechNew York, United States- ADAdvvyzon48WealthTechChicago, United States
- REReady Life40FintechSan Francisco, United States$12.0M
Altura38FintechSan Francisco, United States$16.0M
Finphil30Fintech- INIncomeDiscovery28FintechLiberty Corner, United States$3.8M
Income Solver (T. Rowe Price)20FintechBaltimore, United States- PortuFintechTel Aviv, Israel$1.0M
- FitzroywealthFintech
- HcapitalFintechTel Aviv, Israel$1.0M
eToro85Fintech$524.0M
Talos77BlockchainNew York, United States$145.0M
Stripe74FintechSouth San Francisco, United States$7.1B
Stripe, Inc.73BillingSouth San Francisco, United States$11.4B
Mesh Payments69FintechNew York, United States$123.0M- UPUpvest69FintechBerlin, Germany$392.0M
Zenskar67Artificial IntelligenceNew York, USA$28.5M- PAPaytm67FintechNoida, India$1.0B
Mize67TravelTel Aviv, Israel$15.8M
Orion Advisor Solutions67FintechOmaha, United States$223.0M
Divvy (acquired by Bill.com)66FintechSalt Lake City, United States$529.0M
Stax Payments64FintechOrlando, United States$250.0M
PHIL64HealthTechScottsdale, USA$102.5M
Spendesk63FintechParis, France$71.0M
TransferMate Global Payments63FintechKilkenny, Ireland$91.0M
Sharegain63FintechLondon, United Kingdom$79.0M
truewind63Accounting AutomationSan Francisco, United States$16.0M
Balance63FintechNew York, United States$86.5M
NEVIS62FintechNew York, United States$40.0M
Gridline62Energy ManagementAtlanta, USA$52.7M
Payhawk61FintechLondon, United Kingdom$101.0M
CONQUEST61FintechWinnipeg, Canada$3.0M
CertifID61Real Estate TechAustin, USA$61.7M
Addepar61FintechNew York City, United States$412.1M
Reap61FintechHong Kong, Hong Kong$45.0M
Expensya60Expense ManagementTunis, Tunisia$22.0M
Armada60FintechSan Francisco, United States$426.0M- ARARCH60Document / Data ManagementNew York, United States$30.0M
Performativ60FintechCopenhagen, Denmark$20.2M
Powder60Document / Data ManagementLos Altos, United States$5.0M
Mondu60FintechBerlin, Germany$159.0M
Lama AI59FintechNew York, United States$9.0M
PayEm59FintechTel Aviv, Israel$207.0M
Billtrust59FintechHamilton, United States$150.0M
Jump58WealthTechSalt Lake City, United States$100.0M
Iyzico58FintechIstanbul, Turkey$50.6M
Monto57EnterpriseTel Aviv, Israel$9.0M- ARArturo57AISouth Jordan, United States$33.0M
Catena Labs56Agentic AISan Francisco, United States$36.0M
Payouts.com56FintechSan Francisco, United States$27.1M- OMOmnius56Agentic SEONew York, United States$70.9M
BitPay56FintechAtlanta, United States$72.5M
Payrails56FintechBerlin, Germany$59.7M
Corbel55ManufacturingNew York, United States$6.7M
CapitalOS55FintechSan Francisco, United States$9.0M
Precise Finance55FintechNew York, United States
FreshBooks55FintechToronto, Canada$5.0M
Stash55FintechNew York City, United States$460.5M
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| eMoney Advisor | Fintech | Radnor, United States | — | 19 |
| fp alpha | Fintech | New York, United States | $1.0M | 40 |
| AdvisorEngine | Fintech | New York, United States | — | 55 |
| ADAdvvyzon | WealthTech | Chicago, United States | — | 48 |
| REReady Life | Fintech | San Francisco, United States | $12.0M | 40 |
| Altura | Fintech | San Francisco, United States | $16.0M | 38 |
| Finphil | Fintech | — | — | 30 |
| INIncomeDiscovery | Fintech | Liberty Corner, United States | $3.8M | 28 |
| Income Solver (T. Rowe Price) | Fintech | Baltimore, United States | — | 20 |
| Fintech | Tel Aviv, Israel | $1.0M | — | |
| Fintech | — | — | — | |
| Fintech | Tel Aviv, Israel | $1.0M | — | |
| eToro | Fintech | — | $524.0M | 85 |
| Talos | Blockchain | New York, United States | $145.0M | 77 |
| Stripe | Fintech | South San Francisco, United States | $7.1B | 74 |
| Stripe, Inc. | Billing | South San Francisco, United States | $11.4B | 73 |
| Mesh Payments | Fintech | New York, United States | $123.0M | 69 |
| UPUpvest | Fintech | Berlin, Germany | $392.0M | 69 |
| Zenskar | Artificial Intelligence | New York, USA | $28.5M | 67 |
| PAPaytm | Fintech | Noida, India | $1.0B | 67 |
| Mize | Travel | Tel Aviv, Israel | $15.8M | 67 |
| Orion Advisor Solutions | Fintech | Omaha, United States | $223.0M | 67 |
| Divvy (acquired by Bill.com) | Fintech | Salt Lake City, United States | $529.0M | 66 |
| Stax Payments | Fintech | Orlando, United States | $250.0M | 64 |
| PHIL | HealthTech | Scottsdale, USA | $102.5M | 64 |
| Spendesk | Fintech | Paris, France | $71.0M | 63 |
| TransferMate Global Payments | Fintech | Kilkenny, Ireland | $91.0M | 63 |
| Sharegain | Fintech | London, United Kingdom | $79.0M | 63 |
| truewind | Accounting Automation | San Francisco, United States | $16.0M | 63 |
| Balance | Fintech | New York, United States | $86.5M | 63 |
| NEVIS | Fintech | New York, United States | $40.0M | 62 |
| Gridline | Energy Management | Atlanta, USA | $52.7M | 62 |
| Payhawk | Fintech | London, United Kingdom | $101.0M | 61 |
| CONQUEST | Fintech | Winnipeg, Canada | $3.0M | 61 |
| CertifID | Real Estate Tech | Austin, USA | $61.7M | 61 |
| Addepar | Fintech | New York City, United States | $412.1M | 61 |
| Reap | Fintech | Hong Kong, Hong Kong | $45.0M | 61 |
| Expensya | Expense Management | Tunis, Tunisia | $22.0M | 60 |
| Armada | Fintech | San Francisco, United States | $426.0M | 60 |
| ARARCH | Document / Data Management | New York, United States | $30.0M | 60 |
| Performativ | Fintech | Copenhagen, Denmark | $20.2M | 60 |
| Powder | Document / Data Management | Los Altos, United States | $5.0M | 60 |
| Mondu | Fintech | Berlin, Germany | $159.0M | 60 |
| Lama AI | Fintech | New York, United States | $9.0M | 59 |
| PayEm | Fintech | Tel Aviv, Israel | $207.0M | 59 |
| Billtrust | Fintech | Hamilton, United States | $150.0M | 59 |
| Jump | WealthTech | Salt Lake City, United States | $100.0M | 58 |
| Iyzico | Fintech | Istanbul, Turkey | $50.6M | 58 |
| Monto | Enterprise | Tel Aviv, Israel | $9.0M | 57 |
| ARArturo | AI | South Jordan, United States | $33.0M | 57 |
| Catena Labs | Agentic AI | San Francisco, United States | $36.0M | 56 |
| Payouts.com | Fintech | San Francisco, United States | $27.1M | 56 |
| OMOmnius | Agentic SEO | New York, United States | $70.9M | 56 |
| BitPay | Fintech | Atlanta, United States | $72.5M | 56 |
| Payrails | Fintech | Berlin, Germany | $59.7M | 56 |
| Corbel | Manufacturing | New York, United States | $6.7M | 55 |
| CapitalOS | Fintech | San Francisco, United States | $9.0M | 55 |
| Precise Finance | Fintech | New York, United States | — | 55 |
| FreshBooks | Fintech | Toronto, Canada | $5.0M | 55 |
| Stash | Fintech | New York City, United States | $460.5M | 55 |