Alternatives to Invst

A financial firm receiving significant hybrid capital from Carlyle.

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

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

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

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

AI investment platform for professional investment teams to automate and scale research and portfolio management processes.

Generative AI solution embedded in FNZ's wealth platform to boost advisor productivity and client personalization.

AI-driven personalized financial planning and investment management.

A leading financial services group offering insurance, savings, investments, and banking across Africa.

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

Financial technology company providing wealth management solutions and data aggregation.

Windward provides AI-powered maritime predictive intelligence to help clients understand the maritime ecosystem and its impact on security, finance, and business.

AI-native platform for the full insurance policy lifecycle, enabling faster product launches and improved operations.

The AI Operating Layer for Wealth Management

Software automating risk and compliance workflows for real estate owners, property managers, and construction.

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

A financial advice startup.

AI-powered platform connecting insurance and capital markets for risk transfer and investment.

Data-driven fleet insurance that rewards safety with savings using AI and telematics.

AI-powered brokerage platform for insurance, health, and wealth guidance.