Alternatives to Investment Professionals
Investment Professionals is a Financial Services tool: morgan Stanley's online resource for financial advisors and wealth management professionals. Here are the 60 closest alternatives, compared on pricing, features and what real users say.
Investment Professionals profileMore Financial Services alternatives
The 20 closest Financial Services companies to Investment Professionals
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HARLAND CLARKE CORPORATION19Marketing TechnologySpartanburg, United StatesVericast provides data-driven marketing, payment, and identity solutions for businesses.
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Prime Capital Financial58Financial ServicesOverland Park, USA$600.0MA financial firm receiving significant hybrid capital from Carlyle.
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A financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing.
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Old Mutual32Financial ServicesJohannesburg, South Africa$5.7MA leading financial services group offering insurance, savings, investments, and banking across Africa.
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White Oak Global Advisors58Financial ServicesSan Francisco, USA$547.0MA global investment firm providing capital solutions to businesses.
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Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0MA financial services company providing a platform and services for independent financial advisors.
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The Globe Resources Group47Financial ServicesWichita, United States$117.5MFamily office owner of GeoWealth.
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Morningstar46Financial ServicesChicago, USA$63.0MFinancial services firm providing investment research and management.
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Axonic Capital44Financial ServicesNew York, USA$112.0MAlternative investment management firm specializing in structured credit and real estate debt.
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Pontera62FintechNew York, United States$152.3MPontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.
- RIRise Growth Partners42Financial ServicesSt. Petersburg, USA$63.0M
A private equity firm focused on investing in and growing independent registered investment advisors (RIAs).
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Nutmeg60FintechUnited Kingdom$69.3MA financial advice startup.
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Brevet Capital Management36Financial ServicesNew York, USA$150.0MA private credit investment firm.
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Cyndeo Wealth Partners35Financial ServicesSt. Petersburg, USA$63.0MIndependent registered investment advisor (RIA) focused on wealth management.
- ASAS Invest Capital34Financial ServicesLondon, United Kingdom$50.0M
Capital markets-oriented growth strategy with a focus on real assets.
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Intuit72Financial ServicesMountain View, United States$8.5BIntuit is a global financial technology company providing software and services for consumers and small businesses.
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Monzo71Financial ServicesLondon, United Kingdom$1.8BA leading UK-based challenger bank offering a mobile-first banking experience.
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Quilter50FintechLondon, United Kingdom$725.0MFinancial planning and investment management platform for individuals and financial advisors.
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Finphil30FintechWealth management personalization platform for advisors to refine proposals and unlock client potential.
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Quartr62Financial ServicesStockholm, Sweden$34.0MThe AI infrastructure for company research.
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