Alternatives to Investment Professionals

The top Financial Services companies similar to Investment Professionals, 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.

Open source alternatives to Investment Professionals (46) →

Company	Sector	HQ	Funding	Score
HARLAND CLARKE CORPORATION	Marketing Technology	Spartanburg, United States	—	19
Finphil	Fintech	—	—	30
PLPlannix	Fintech	Lisbon, Portugal	—	—
Pontera	Fintech	New York, United States	$152.3M	69
Quilter	Fintech	London, United Kingdom	$725.0M	50
Nutmeg	Fintech	United Kingdom	$69.3M	47
Old Mutual	Financial Services	Johannesburg, South Africa	$5.7M	32
Safeshare	Fintech	Tel Aviv, Israel	—	30
EQEquitize	Fintech	—	—	28
FIFidelity Investments	Investments	Boston, United States	—	4
Keystead	AI Agent	—	—	—
Banyanbridgecapital	Fintech	—	—	—
Novarius Partners	Fintech	—	—	—
Tradebase AI	Fintech	United Kingdom	—	—
NENeuberger Berman	Financial Services	New York, United States	—	75
OMERS	Pension Fund	Toronto, Canada	$104.5M	70
First Reserve	Private Equity	Greenwich, USA	$21.3B	68
Addepar	Fintech	New York City, United States	$412.1M	61
Farther	Fintech	New York, USA	$150.0M	61
ANAnt International	Fintech	Hangzhou, China	$1.0B	59
zocks	AI Assistant	San Francisco, United States	$128.6M	58
White Oak Global Advisors	Financial Services	San Francisco, USA	$547.0M	58
Atomic Invest	Fintech	New York, USA	$25.0M	56
ACORE CAPITAL	Commercial Real Estate	San Francisco, United States	$3.2B	55
The Globe Resources Group	Financial Services	Wichita, United States	$117.5M	54
Ellevest	Fintech	New York, United States	—	53
Warren	Fintech	Ghent, Belgium	$10.0M	53
collation.ai	Document / Data Management	Stamford, United States	$12.0M	51
Adenia Partners	Private Equity	Port Louis, Mauritius	$180.0M	50
Cappitech	Fintech	Tel Aviv, Israel	$4.0M	49
Destiny XYZ	Fintech	New York, United States	$5.0M	48
LALadder Capital	Commercial Real Estate	New York, USA	$80.0M	48
Dynasty Financial Partners	Financial Services	St. Petersburg, USA	$100.0M	48
BondIT	Fintech	Tel Aviv, Israel	$46.8M	48
MOMorningstar	Financial Services	Chicago, USA	$63.0M	47
Aligned Climate Capital	Renewable Energy	San Francisco, USA	$33.0M	45
Axonic Capital	Financial Services	New York, USA	$112.0M	45
SyntheticFi	Fintech	San Francisco, USA	$13.0M	45
NENebari Partners LLC	Investment Management	New York, United States	$101.5M	43
ISIslamic Corporation for the Development of the Private Sector (ICD)	Financial Services	Jeddah, Saudi Arabia	—	43
SHSherpas	Wealth Management	New York, United States	$3.2M	43
RIRise Growth Partners	Financial Services	St. Petersburg, USA	$63.0M	42
Brevet Capital Management	Financial Services	New York, USA	$150.0M	40
FAFalkin	Fintech	Tel Aviv, Israel	$5.0M	39
EOS Investors	Real Estate	New York, USA	$265.0M	37
Focus Financial Partners	Fintech	New York, United States	$35.0M	36
ARX	Intelligence	—	—	35
Cyndeo Wealth Partners	Financial Services	St. Petersburg, USA	$63.0M	35
ASAS Invest Capital	Financial Services	London, United Kingdom	$50.0M	34
ASAS Group	Real Assets	Berlin, Germany	$50.0M	34
FIFinFlow	Fintech	Tel Aviv, Israel	$1.5M	33
DRDrizz	Fintech	San Francisco, United States	$2.7M	33
RELE.ai	Fintech	Tel Aviv, Israel	—	33
Alphaedge Labs	InsurTech	New York, United States	—	32
SASaporo	Fintech	Tel Aviv, Israel	$17.6M	32
Advisor.com	Fintech	New York, United States	$9.0M	32
BEBelfort	Fintech	Tel Aviv, Israel	$6.5M	32
SOSolowin	Fintech	Tel Aviv, Israel	$360.0M	31
COComerica	Financial Services	Dallas, United States	—	30
Eagle Point Income Company	Investment Management	Greenwich, USA	—	30