Alternatives to Practifi

CRM and practice management software for financial advisors.

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

Meeting intelligence and analytics platform.

A financial advice startup.

A financial operating platform for SMEs with integrated lending and AI-driven tools.

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

Financial advisor prospecting and lead generation tools.

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

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

Empower provides a platform for financial advisors to manage client relationships and grow their businesses.

A financial holding company providing commercial and personal banking, treasury management, and wealth solutions.

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

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

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

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

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

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

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

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

AI-powered meeting workflow platform for financial advisors covering preparation, note-taking, compliance, and follow-up.

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

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

Payment operations software to automate money movement, tracking, and reconciliation for businesses.

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

An all-in-one financial services platform providing point-of-sale systems, payment processing, and business management tools.

A digital asset services firm providing market making, asset management, and options trading.

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

Financial services and digital payments company.

Augustus is building the Global Dollar Bank, a modern clearing bank providing international financial institutions with direct, 24/7 access to US Dollar payment rails.

A free personal finance platform offering credit scores, reports, monitoring, and personalized financial product recommendations.

A marketplace that connects startup employees with investors to fund the exercise of their stock options, enabling employees to become shareholders without upfront costs.

Fintech platform providing affordable smartphones and digital financial services to 'Every Day Earners' in Sub-Saharan Africa.

Trustly is a global leader in Pay by Bank solutions, enabling consumers and merchants to make and receive instant, secure payments directly from bank accounts.

Online cross-border financial services platform for international workers and migrants.

Automated financial planning and investment management platform for digital natives.

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

A leading Indian digital payments and financial services platform enabling seamless money transfers and investments.

Automates lead capture, AI follow-up, and appointment booking for independent financial advisors.

A mobile payment platform that allows users to send and receive money, invest in stocks, and buy Bitcoin.

Belvo is the leading open finance data and payments platform in Latin America.

AI-powered payroll and production management platform for film and TV productions.

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

A retirement savings platform making 401(k)s accessible and affordable for small and medium-sized businesses.

Vyapar is a business accounting and inventory management software for small businesses in India.

Noetica provides AI-powered knowledge extraction from complex financial documents.

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

A tech-powered marketplace for private credit investing, connecting borrowers, investors, and underwriters.

A global fintech company providing an online platform for international money transfers and related financial services.

AI-driven diagnostics company predicting cancer treatment response from pathology slides.

Unlocking revenue for investors by enabling stock and bond lending.

A European fintech company providing payment and business management solutions for SMEs.

Financial technology company providing solutions to unlock capital and improve capital markets efficiency.

Tech-driven back office platform for private credit funds and securitizations in Brazil.

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

Provides a cloud-native platform for risk analytics and derivatives trading for financial institutions.

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

A Wyoming-chartered special purpose depository institution (SPDI) that provides regulated digital asset banking services and direct access to the Federal Reserve's payment infrastructure.

A leading fintech company offering payment and credit solutions.