Alternatives to Margin Insight

A financial firm receiving significant hybrid capital from Carlyle.

Financial technology company providing wealth management solutions and data aggregation.

AI-powered Complete FP&A Platform natively integrated with Microsoft technology for planning, collaboration, and growth.

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

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

An FP&A platform empowering finance teams with AI-driven tools for business planning, forecasting, and reporting.

Axiom Tax, P.C. is a full-service tax, accounting, and business consulting firm in Tucson, Arizona, specializing in tax preparation for individuals, businesses, and estates/trusts.

Personal finance management app helping users track expenses and achieve financial goals.

Personal finance app that helps users track spending, create budgets, and save money.

Personal finance service that helps users track spending, budget, and manage investments.

Strategic Finance Platform for high-growth SMBs and mid-market companies.

Financial technology and bank holding company providing banking and payment solutions for consumers and businesses.

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

AI-powered financial planning and analysis platform for the hospitality industry.

A digital life insurance platform simplifying family financial planning with term life insurance, investing for kids, and free wills.

Zirra provides AI-powered financial intelligence by analyzing vast data sources to rate private companies.

Mondra builds a live digital twin of every food product

AI-driven platform for financial modelling.

Financial planning and analysis platform for growing businesses.

AI-powered platform for personalized financial planning and investment management.

Mfj Tech is developing an AI-powered platform for personalized financial advice and management.

A Canadian fintech company offering investing, trading, and financial planning services.

Retirement portfolio optimization and future planning platform for individuals.

An AI-first financial intelligence platform transforming complex financial data into accessible research and decision support.

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

A platform designed to simplify personal finance management and financial planning.

Building the financial system of record for households.

A blockchain-based digital dollar and yield infrastructure for on-chain traders and savers.

Provider of financial intelligence and analytical tools for risk management and decision-making.

Fertility support platform.

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AI-driven personalized financial planning and investment management.

AI-powered financial planning and investment management platform for individuals and businesses.

Digital wealth management platform for financial advisors and their clients.

Finmark simplifies financial planning and cash flow insights for SMBs by consolidating data from various business systems into real-time dashboards.

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

Cube is a no-code FP&A platform that unifies financial and operational data, enhancing spreadsheet workflows.

Personal finance platform providing tools and data to help consumers make smarter financial decisions.

Monarch Money is a comprehensive platform for managing personal finances, offering tools for tracking, budgeting, planning, and collaborating with partners or professionals.

An online casino and casual mobile gaming platform targeting underserved female players.

Brightbridge Advisory provides expert financial and strategic advice to businesses, specializing in mergers, acquisitions, and corporate finance.

RevisaPrev offers personalized pension planning and retirement analysis services to help individuals achieve their retirement goals.

Global professional services network offering assurance, tax, consulting, and strategy services.

Smart Business Technologies provides professional bookkeeping, VAT returns, payroll, self-assessment, company formation, and accounting services, alongside website design, custom software, and AI solutions for UK businesses.

Nationwide Family Solutions offers expert financial guidance and support to individuals and businesses, focusing on credit, accounting, and strategic planning.

Financial concierge for tech employees, optimizing savings across mortgages, pensions, taxes, and insurance.

AI-powered financial management platform for creators and small businesses.