Alternatives to Pontera
Pontera is a Fintech tool: pontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs. Here are the 60 closest alternatives, compared on pricing, features and what real users say.
The 20 closest Fintech companies to Pontera
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knomee29WealthTechFoster City, United StatesBehavioral finance-powered platform for wealth management firms to convert and retain clients.
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BondIT48FintechTel Aviv, Israel$46.8MBondIT provides fixed-income investment managers with a SaaS platform for data-driven portfolio construction, optimization, and analysis.
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Quilter50FintechLondon, United Kingdom$725.0MFinancial planning and investment management platform for individuals and financial advisors.
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Prime Capital Financial58Financial ServicesOverland Park, USA$600.0MA financial firm receiving significant hybrid capital from Carlyle.
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Altruist71FintechCulver City, United States$169.0MAI-forward custodian and wealth platform for independent financial advisors.
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CONQUEST61FintechWinnipeg, Canada$3.0MAI-powered financial planning software for advisors, banks, and wealth management firms.
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Addepar60FintechNew York City, United States$412.1MA global technology and data platform empowering investment professionals with insights and tools.
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Nutmeg60FintechUnited Kingdom$69.3MA financial advice startup.
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Atomic Invest56FintechNew York, USA$25.0MAI-powered investment platform aiming to replace traditional investing apps.
- DEDecade47FintechSão Paulo, Brazil$85.0M
An AI-native wealth advisory company that combines artificial intelligence with human expertise to provide personalized wealth management services.
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Finphil30FintechWealth management personalization platform for advisors to refine proposals and unlock client potential.
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WakeUp Pension Robo Advisor27FintechTel Aviv, IsraelWakeUp is the first robo pension advisor in Israel, simplifying pension management by replacing traditional agents with technology.
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Chapter41FintechNew York, USA$100.0MAI-powered retirement planning.
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Falkin39FintechTel Aviv, Israel$5.0MEmpowering financial platforms to embed safety into every tap, click, and message.
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Robin Hood pro38FintechTel Aviv, IsraelRetirement portfolio optimization and future planning platform for individuals.
- Website Iwapele35Fintech$1.0M
- Website FIFinFlow34FintechTel Aviv, Israel$1.5M
AI-driven personalized financial planning and investment management.
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eToro74FintechLimassol, Cyprus$524.0MeToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.
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Showing the 20 closest matches. See the rest on the Pontera profile.
Compare Pontera head to head
Side by side on what each one does, what it costs, and what real users report.