Alternatives to Luminary

Digital wealth management platform for financial advisors to grow their businesses.

Adviser Labs provides AI-powered tools for financial advisors to enhance client engagement and operational efficiency.

Document processing and management

Financial advisor prospecting and lead generation tools.

AI-powered platform simplifying retirement decumulation for financial advisors and institutions.

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

AI-powered risk platform for fraud prevention, compliance, and credit underwriting.

Technology platform for financial advisors to manage client relationships and operations.

Indian multinational financial technology company specializing in digital payments, financial services, and e-commerce solutions.

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

Blockchain data platform providing compliance, investigation, and risk management software for global institutions and governments.

AI-powered platform for valuation, monitoring, and data intelligence in private capital markets.

Meeting intelligence and analytics platform.

Customer intelligence platform for modern banking, transforming transaction data into revenue opportunities.

Unlocking revenue for investors by enabling stock and bond lending.

A financial advice startup.

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

Next-generation operating system for wealth management.

AI-enabled marketplace for commercial insurance distribution, streamlining the quote-bind-issue process.