Alternatives to NEVIS

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

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

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

A financial advice startup.

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

Next-generation operating system for wealth management.

Digital platform for comprehensive wealth management, tracking traditional and alternative investments.

A B2B SaaS investment infrastructure platform enabling firms to offer digital investment services.

Global provider of software solutions for wealth management, life insurance, and funds administration.

AI-powered investment platform analyzing markets for objective and practical investing solutions.

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

CRM and workflow automation platform for financial services.

A partnership of independent, fiduciary wealth management firms providing strategic support and capital resources.

Financial technology company providing wealth management solutions and data aggregation.

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

ONE ZERO is Israel's first fully digital bank, offering AI-powered private banking services including accounts, credit, investments, and foreign currency management with no physical branches.

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

Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.

Unlocking revenue for investors by enabling stock and bond lending.

AI-powered financial planning software for advisors, banks, and wealth management firms.

TipRanks is a financial accountability engine that measures and ranks financial experts and corporate insiders based on their performance.

Digital brokerage and wealth management solutions provider for financial institutions.

AI-powered banking software for customer-facing workflows, offering an autonomous operating platform for financial services.

AI-powered investment platform aiming to replace traditional investing apps.

Investment platform enabling employees to allocate salary to savings with institutional benefits.

Reforming workplace pensions and offering financial coaching in Belgium.

AI platform that extracts insights from unstructured text data for financial professionals.

AI-driven portfolio intelligence for institutional investors, offering solutions for portfolio optimization and risk management to asset and wealth managers and family offices.

Digital banking and wealth management platform for salaried individuals in India.

AI platform for wealth management firms to deliver estate and tax planning.

A leading European fintech company providing a platform for investing in cryptocurrencies, precious metals, and other digital assets.

Capitalise.ai allows users to automate trading scenarios using natural language, making investment ideas actionable without coding.

AI-powered platform for financial advisors to identify, engage, and retain prospects through money-in-motion insights.

Financial infrastructure for private tech liquidity, managing wealth concentration risk for founders and shareholders.

AI-powered asset manager for the US senior hard money lending market, optimizing risk and performance.

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

A digital asset financial services group providing comprehensive digital asset solutions.

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Financial planning and client engagement platform.

A personal portfolio management solution for tracking, understanding, and nurturing invested assets in one place.

A fintech company offering a subscription-based platform for micro-investing, financial advice, and wealth-building tools.

AI-powered platform for financial market data analysis and insights.

Financial advisor prospecting and lead generation tools.

Destiny XYZ creates exchange-traded products providing everyday investors access to top venture-backed private technology companies.

Intelligent Wealth Management

Communication platform for private banking to enhance client relationships and bank performance.

BondIT provides fixed-income investment managers with a SaaS platform for data-driven portfolio construction, optimization, and analysis.

AI-native trust company modernizing trust administration for the Great Wealth Transfer.

AI-powered investment platform.

Connectd is a platform that helps startups manage their investor relations and fundraising.

Fintech platform helping RIAs access low-cost, tax-efficient financing solutions for clients.

Infosys subsidiary developing AI, automation, and analytics platforms for enterprise digital transformation.

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

An investment platform for retail investors.

Wealth management personalization platform for advisors to refine proposals and unlock client potential.

AI-powered financial advisor for retail investors, offering personalized investment strategies.