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.