Alternatives to Huntress Wealth Co.

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

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

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

A financial firm receiving significant hybrid capital from Carlyle.

Retirement portfolio optimization and future planning platform for individuals.

AI-driven personalized financial planning and investment management.

Financial wellness and investment platform for women, focused on closing the gender pay gap.

Financial technology company providing wealth management solutions and data aggregation.

A wealth management and financial advisory firm providing personalized investment strategies for families and executives.

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

A financial advice startup.

A financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing.

AI-powered investment platform aiming to replace traditional investing apps.

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

WakeUp is the first robo pension advisor in Israel, simplifying pension management by replacing traditional agents with technology.

AI-powered platform for personalized financial planning and investment management.

AI-powered retirement planning.

Empowering financial platforms to embed safety into every tap, click, and message.

Mfj Tech is developing an AI-powered platform for personalized financial advice and management.

A platform designed to simplify personal finance management and financial planning.

A blockchain-based digital dollar and yield infrastructure for on-chain traders and savers.

AI-powered financial planning and investment management platform for individuals and businesses.

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

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Nevewealth provides an AI-driven platform for democratizing wealth management with personalized financial planning and investment recommendations.

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

Digital wealth management platform for financial advisors and their clients.

Independent wealth management firm providing fee-based financial advice and planning.

Professional calculators for wealth management, investment bonds, and tax planning. Track allowances and model scenarios.

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.

Own sandra.ai today. Secure checkout and guided transfer support. No hidden fees.

AI-powered SaaS platform for automated, comprehensive background checks in the investment space.

Cousin is a French startup that helps individuals and families manage their finances and investments through a user-friendly platform.

A platform that helps individuals and families plan and manage their financial future for life.

A multinational financial services corporation providing a wide range of investment products, wealth management, and retirement planning services.

Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.

An AI-powered platform providing institutional-grade wealth management tools for high-net-worth families and individuals.

Meeting intelligence and analytics platform.

Guideline provides a modern, all-in-one platform for managing employee benefits and retirement plans.

The leader in real estate data and insight, connecting decision-makers to property and market information.

Unlocking revenue for investors by enabling stock and bond lending.

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

Digital brokerage and wealth management solutions provider for financial institutions.

Verflow connects your fragmented assets, Banks, Crypto, and Deeds, into one verified stream for digital legacy planning.

Next-generation operating system for wealth management.

April provides embedded tax solutions for modern financial platforms, offering tax filing and planning capabilities.

Platform for managing and optimizing employee savings and retirement plans.

An FP&A platform empowering finance teams with AI-driven tools for business planning, forecasting, and reporting.

Reforming workplace pensions and offering financial coaching in Belgium.

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

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

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