Alternatives to Quilter

Sustainability-driven asset management firm focused on real assets, agriculture, and carbon transition infrastructure.

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

Intelligent Wealth Management

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

Professional UK financial planning tools for wealth management and investment tracking.

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

A financial advice startup.

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

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

Retirement portfolio optimization and future planning platform for individuals.

A financial firm receiving significant hybrid capital from Carlyle.

AI-driven personalized financial planning and investment management.

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

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

Financial technology company providing wealth management solutions and data aggregation.

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

The leader in real estate data and insight, connecting decision-makers to property and market information.

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

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.

Next-generation operating system for wealth management.

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

Personalized financial planning and wealth management for individuals and families.

Reforming workplace pensions and offering financial coaching in Belgium.

A leading financial services group offering insurance, savings, investments, and banking across Africa.

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

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.

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

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

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

WakeUp is the first robo pension advisor in Israel, simplifying pension management by replacing traditional agents with technology.

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

AI-powered retirement planning.

Global financial technology platform for wealth management and insurance.

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

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

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 diversified financial services and investment management firm specializing in the digital asset, cryptocurrency, and blockchain technology sectors.

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

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

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

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

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

Own serena.ai today. Secure checkout and guided transfer support. No hidden fees.

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

Platform connecting consumers with financial advisors and investment professionals.

Next-generation asset manager using AI and machine learning for quantitative and fundamental REIT analysis.

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

Nevewealth provides an AI-driven platform for democratizing wealth management with personalized financial planning and investment recommendations.