Alternatives to Plannix

Automated financial planning and investment management platform for digital natives.

Betterment is an investing and savings app that helps you grow your money with goal-setting tools, automatic deposit, and trading features.

A financial services company providing a platform and services for independent financial advisors.

Connect with a trusted fiduciary financial advisor in minutes. Our free-to-use, SEC‑registered platform matches you with a vetted advisor aligned to your goals.

AI-powered platform providing automated financial advisory and wealth management solutions for individual investors.

Leading Brazilian financial services and investment platform, offering a wide range of products and advisory services.

Stratton Oak provides AI-powered solutions for financial advisory and wealth management.

A debt market data and analytics platform for financial services businesses.

Nummularii provides an AI-based platform that automates and scales investment advisory services for banks and similar financial enterprises.

AI-powered wealth management platform for financial advisors, automating client engagement and portfolio management.

Adwisers provides AI-powered tools to help financial advisors deliver smarter advice and achieve better outcomes for their clients.

An advisory practice operating system for South African financial advisors, offering compliance, workflow automation, and AI insights.

Financial planning and advisory software for wealth managers.

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

An AI partner for financial advisers.

A financial advice startup.

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

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

A financial firm receiving significant hybrid capital from Carlyle.

Automates the production work behind every valuation, generating reports, models, and decks from a single workflow.

Meridian Financial Group is a financial technology company focused on providing innovative solutions for financial advisors.

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

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

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

Reforming workplace pensions and offering financial coaching in Belgium.

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

Cappitech provides regulatory reporting, best execution analysis, and business intelligence solutions for financial services.

Intelligent Wealth Management

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

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

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

Enabled startup employees to diversify and manage their stock options by creating community pools.

Valpro is an investment bank and financial advisory firm that facilitates fundraising, M&A, and provides strategic counsel.

Global financial, software, data, and media company providing real-time information and analytics.

Empowering financial platforms to embed safety into every tap, click, and message.

Fintech company offering structured investment products with capital protection.

Chime is a US neobank offering mobile-first banking services with no monthly fees, automated savings, and early paycheck access.

A global leader in digital payments, enabling individuals and businesses to send, receive, and manage money online.

Libertify transforms complex documents into engaging video storytelling with AI chatbots and analytics.

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

AI-driven personalized financial planning and investment management.

Platform connecting consumers with financial advisors and investment professionals.

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

An all-in-one digital wallet to simplify daily transactions.

Plaid provides a data transfer network powering fintech and digital finance products.

A leading U.S. financial services firm offering a wide range of banking and investment services.

Metaplanet is a Japanese company focused on Bitcoin adoption, offering Bitcoin-denominated bonds and aiming to become a Bitcoin-first treasury company.

Payoneer is a global payment platform enabling businesses and freelancers to send, receive, and manage cross-border payments in multiple currencies.

Global leader in financial technology providing solutions for payments, banking, and capital markets.

South African digital bank offering accessible, affordable, and transparent financial services.

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

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

European open banking platform enabling financial data access, payments, and financial service development.

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