Alternatives to Schwab Advisor Services
The top Fintech companies similar to Schwab Advisor Services, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0M
White Oak Global Advisors58Financial ServicesSan Francisco, USA$547.0M
The Globe Resources Group54Financial ServicesWichita, United States$117.5M
Quilter50FintechLondon, United Kingdom$725.0M
Nutmeg47FintechUnited Kingdom$69.3M- MOMorningstar47Financial ServicesChicago, USA$63.0M
Safeshare30FintechTel Aviv, Israel- CHCHARLI.ai26InvestmentsNew York, United States$1.5M
- TRTrueNorth26FintechNew York, United States$1.0M
ARI Algo23Fintech
Empower22FintechGreenwood Village, United States
ATLAS Infrastructure19Financial ServicesLondon, United Kingdom- DRDraco Evolution2Financial ServicesSan Francisco, USA
BanyanbridgecapitalFintech- PLPlannixFintechLisbon, Portugal
EdgeprovenFintech- Novarius PartnersFintech
Intuit85Financial ServicesMountain View, United States$8.5B
Bloomberg L.P.82FintechNew York, United States$60.1B
PayPal77FintechSan Jose, United States$9.9B
Chime77FintechSan Francisco, United States$12.7B
Deutsche Bank75Financial ServicesFrankfurt, Germany- NENeuberger Berman75Financial ServicesNew York, United States
Plaid74FintechSan Francisco, United States$1.4B
Grab73Ride-hailingSingapore, Singapore$9.1B
MarketAxess71FintechSão Paulo, Brazil$24.0M
Monzo71Financial ServicesLondon, United Kingdom$1.8B
Corgi Insurance71InsurTechSan Francisco, United States$268.0M
Moneytree70FintechTokyo, Japan$1.0B
DANA70FintechJakarta, Indonesia$200.0M
OMERS70Pension FundToronto, Canada$104.5M
FIS70FintechJacksonville, United States$10.5B- PAPayU70FintechHoofddorp, Netherlands$35.1M
PhonePe69FintechBengaluru, India$350.0M
Chase Bank68FintechNew York City, United States$450.0B
First Reserve68Private EquityGreenwich, USA$21.3B
Capitec Bank68FintechCape Town, South Africa$18.1M
Orion Advisor Solutions67FintechOmaha, United States$223.0M
Block67FintechSan Francisco, USA$10.0M
Keyrock67FintechBrussels, Belgium$176.3M
Tink67FintechStockholm, Sweden$299.0M
Alan66InsurTechParis, France$193.0M
Credit Karma66FintechOakland, United States$893.3M
Square64FintechSan Francisco, United States$408.0M
Bud63FintechLondon, United Kingdom$105.4M
9fin63FintechLondon, United Kingdom$170.0M
Gemini63Generative AINew York, USA$50.0M
Intelligo63FintechTel Aviv, Israel$43.8M
Auquan63Agentic AILondon, United Kingdom$10.5M
Sharegain63FintechLondon, United Kingdom$79.0M
truewind63Accounting AutomationSan Francisco, United States$16.0M
Wealthfront63FintechPalo Alto, United States$204.7M
Cleafy62CybersecurityMilan, Italy$24.8M
Noetica62FintechNew York, United States$28.0M
Cherre62FintechNew York, United States$105.0M
Rowspace62FinanceNew York, United States$40.0M
Capitolis62FintechNew York, United States$360.0M
Belvo62FintechMexico City, Mexico$71.0M
Gridline62Energy ManagementAtlanta, USA$52.7M
Cash App62FintechSan Francisco, USA$63.0M
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Dynasty Financial Partners | Financial Services | St. Petersburg, USA | $100.0M | 48 |
| White Oak Global Advisors | Financial Services | San Francisco, USA | $547.0M | 58 |
| The Globe Resources Group | Financial Services | Wichita, United States | $117.5M | 54 |
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 |
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 |
| MOMorningstar | Financial Services | Chicago, USA | $63.0M | 47 |
| Safeshare | Fintech | Tel Aviv, Israel | — | 30 |
| CHCHARLI.ai | Investments | New York, United States | $1.5M | 26 |
| TRTrueNorth | Fintech | New York, United States | $1.0M | 26 |
| ARI Algo | Fintech | — | — | 23 |
| Empower | Fintech | Greenwood Village, United States | — | 22 |
| ATLAS Infrastructure | Financial Services | London, United Kingdom | — | 19 |
| DRDraco Evolution | Financial Services | San Francisco, USA | — | 2 |
| Banyanbridgecapital | Fintech | — | — | — |
| PLPlannix | Fintech | Lisbon, Portugal | — | — |
| Edgeproven | Fintech | — | — | — |
| Fintech | — | — | — | |
| Intuit | Financial Services | Mountain View, United States | $8.5B | 85 |
| Bloomberg L.P. | Fintech | New York, United States | $60.1B | 82 |
| PayPal | Fintech | San Jose, United States | $9.9B | 77 |
| Chime | Fintech | San Francisco, United States | $12.7B | 77 |
| Deutsche Bank | Financial Services | Frankfurt, Germany | — | 75 |
| NENeuberger Berman | Financial Services | New York, United States | — | 75 |
| Plaid | Fintech | San Francisco, United States | $1.4B | 74 |
| Grab | Ride-hailing | Singapore, Singapore | $9.1B | 73 |
| MarketAxess | Fintech | São Paulo, Brazil | $24.0M | 71 |
| Monzo | Financial Services | London, United Kingdom | $1.8B | 71 |
| Corgi Insurance | InsurTech | San Francisco, United States | $268.0M | 71 |
| Moneytree | Fintech | Tokyo, Japan | $1.0B | 70 |
| DANA | Fintech | Jakarta, Indonesia | $200.0M | 70 |
| OMERS | Pension Fund | Toronto, Canada | $104.5M | 70 |
| FIS | Fintech | Jacksonville, United States | $10.5B | 70 |
| PAPayU | Fintech | Hoofddorp, Netherlands | $35.1M | 70 |
| PhonePe | Fintech | Bengaluru, India | $350.0M | 69 |
| Chase Bank | Fintech | New York City, United States | $450.0B | 68 |
| First Reserve | Private Equity | Greenwich, USA | $21.3B | 68 |
| Capitec Bank | Fintech | Cape Town, South Africa | $18.1M | 68 |
| Orion Advisor Solutions | Fintech | Omaha, United States | $223.0M | 67 |
| Block | Fintech | San Francisco, USA | $10.0M | 67 |
| Keyrock | Fintech | Brussels, Belgium | $176.3M | 67 |
| Tink | Fintech | Stockholm, Sweden | $299.0M | 67 |
| Alan | InsurTech | Paris, France | $193.0M | 66 |
| Credit Karma | Fintech | Oakland, United States | $893.3M | 66 |
| Square | Fintech | San Francisco, United States | $408.0M | 64 |
| Bud | Fintech | London, United Kingdom | $105.4M | 63 |
| 9fin | Fintech | London, United Kingdom | $170.0M | 63 |
| Gemini | Generative AI | New York, USA | $50.0M | 63 |
| Intelligo | Fintech | Tel Aviv, Israel | $43.8M | 63 |
| Auquan | Agentic AI | London, United Kingdom | $10.5M | 63 |
| Sharegain | Fintech | London, United Kingdom | $79.0M | 63 |
| truewind | Accounting Automation | San Francisco, United States | $16.0M | 63 |
| Wealthfront | Fintech | Palo Alto, United States | $204.7M | 63 |
| Cleafy | Cybersecurity | Milan, Italy | $24.8M | 62 |
| Noetica | Fintech | New York, United States | $28.0M | 62 |
| Cherre | Fintech | New York, United States | $105.0M | 62 |
| Rowspace | Finance | New York, United States | $40.0M | 62 |
| Capitolis | Fintech | New York, United States | $360.0M | 62 |
| Belvo | Fintech | Mexico City, Mexico | $71.0M | 62 |
| Gridline | Energy Management | Atlanta, USA | $52.7M | 62 |
| Cash App | Fintech | San Francisco, USA | $63.0M | 62 |