Alternatives to Serena
The top Fintech companies similar to Serena, 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.
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Wealthfront63FintechPalo Alto, United States$204.7MAutomated financial planning and investment management platform for digital natives.
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Comerc Energia75EnergySão Paulo, Brazil$589.0MComerc Energia provides comprehensive energy and decarbonization solutions for the free energy market.
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Betterment29Betterment is an investing and savings app that helps you grow your money with goal-setting tools, automatic deposit, and trading features.
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Self Co50FintechSan Francisco, United States$157.7MAI-powered platform for personalized financial planning and advice.
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Nutmeg47FintechUnited Kingdom$69.3MA financial advice startup.
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Finq Finance46FintechTel Aviv, Israel$6.0MAI-powered investment platform analyzing markets for objective and practical investing solutions.
- Website STStoic45FintechSingapore, Singapore$3.5M
AI-powered financial advisor for retail investors, offering personalized investment strategies.
- Website FRFreya42FintechNew York, United States$2.5M
AI-powered platform for personalized financial planning and investment management.
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Gain42FintechTel Aviv, Israel$12.0MAI-powered platform for personalized financial planning and investment management.
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AI-powered platform for personalized financial planning and life goals.
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Femi41FintechTel Aviv, Israel$2.5MAI-powered platform for personalized financial planning and wealth management.
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Nobify40FintechTel Aviv, Israel$800KAI-powered platform for personalized financial planning and investment management.
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Aurva40FintechSan Francisco, United States$3.7MAI-powered platform for personalized financial planning and wealth management.
- Website FAFalkin39FintechTel Aviv, Israel$5.0M
AI-powered platform for personalized financial planning and investment management.
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Robin Hood pro39FintechTel Aviv, Israel$2.0MRetirement portfolio optimization and future planning platform for individuals.
- Website FYFyren38FintechTel Aviv, Israel$1.0M
AI-powered platform for personalized financial planning and investment management.
- Website KAKashimi37FintechTel Aviv, Israel$15.8M
AI-powered platform for personalized financial planning and investment management.
- Website KLKlein37FintechNew York, United States$1.3M
AI-powered platform for personalized financial planning and wealth management.
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Simple Life36FintechSan Francisco, United States$38.5MA platform designed to simplify personal finance management and financial planning.
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AI-powered platform for personalized financial planning and investment management.
- Website Iwapele35Fintech$1.0M
AI-powered platform for personalized financial planning and wealth management.
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Qant35FintechTel Aviv, Israel$1.4MAI-powered platform for personalized financial planning and investment management.
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Phoebe35FintechNew York, United States$18.2MAI-powered platform for personalized financial planning and investment management.
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Altura35FintechSan Francisco, United States$16.0MAI-powered platform for personalized financial planning and investment management.
- Website Haimi35Fintech$1.0M
AI-powered platform for personalized financial planning and investment management.
- Website STStandard Money35FintechSan Francisco, United States$8.0M
A blockchain-based digital dollar and yield infrastructure for on-chain traders and savers.
- Website Vestmind34Fintech$1.5M
AI-powered platform for personalized financial planning and investment management.
- Website SESesame34FintechNew York, United States$750.0M
AI-powered platform for personalized financial planning and advice.
- Website FIFinFlow34FintechTel Aviv, Israel$1.5M
AI-driven personalized financial planning and investment management.
- Website DRDrizz34FintechSan Francisco, United States$2.7M
AI-powered platform for personalized financial planning and investment management.
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Finmate34FintechTel Aviv, Israel$1.5MAI-powered financial planning and investment management platform for individuals and businesses.
- Website Goldendawn33Fintech$1.5M
AI-powered platform for personalized financial planning and investment management.
- Website FIFinezza33FintechTel Aviv, Israel$1.5M
AI-powered platform for personalized financial planning and wealth management.
- Website BEBelfort32FintechTel Aviv, Israel$6.5M
AI-powered platform for personalized financial planning and investment management.
- Website SASaporo32FintechTel Aviv, Israel$17.6M
AI-powered platform for personalized financial planning and investment management.
- Website SOSolowin31FintechTel Aviv, Israel$360.0M
AI-powered platform for personalized financial planning and investment management.
- Website Affordly31Fintech$1.5M
AI-powered platform for personalized financial planning and investment management.
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Planck65FintechNew York, United States$71.0MCommercial insurance data platform enabling instant and accurate business underwriting.
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Sharegain63FintechLondon, United Kingdom$79.0MUnlocking revenue for investors by enabling stock and bond lending.
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NEVIS62FintechNew York, United States$40.0MMeeting intelligence and analytics platform.
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Addepar61FintechNew York City, United States$412.1MA global technology and data platform empowering investment professionals with insights and tools.
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Axiom Trust Company55FintechLas Vegas, United States$11.8MAI-native trust company modernizing trust administration for the Great Wealth Transfer.
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Stash55FintechNew York City, United States$460.5MA fintech company offering a subscription-based platform for micro-investing, financial advice, and wealth-building tools.
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Rich Data Co (RDC)55FintechSydney, Australia$10.0MRich Data Co (RDC) is an AI company focused on financial data.
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Vyzer54FintechTel Aviv, Israel$6.0MDigital platform for comprehensive wealth management, tracking traditional and alternative investments.
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Chip54FintechLondon, United Kingdom$68.8MAn investment platform for retail investors.
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Reigo Investments54FintechRamat Gan, Israel$113.0MAI-powered asset manager for the US senior hard money lending market, optimizing risk and performance.
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Predicti54FintechAarhus, Denmark$42.0MAI-powered customer intelligence platform for financial institutions, predicting life events to enhance engagement.
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PocketGuard52FintechSan Mateo, United States$10.0MPersonal finance app that helps users track spending, create budgets, and save money.
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Mint52FintechMountain View, United States$32.0MPersonal finance service that helps users track spending, budget, and manage investments.
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Capitalise.ai52FintechTel Aviv, Israel$15.0MCapitalise.ai allows users to automate trading scenarios using natural language, making investment ideas actionable without coding.
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Quilter50FintechLondon, United Kingdom$725.0MFinancial planning and investment management platform for individuals and financial advisors.
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Parambil34FintechSan Francisco, United StatesAI-powered platform for personalized financial planning and wealth management.
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AI-powered fraud prevention and risk management for financial services.
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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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Souppe33FintechTel Aviv, IsraelPersonalized investment suggestion system empowering retail investors with portfolio control and decision tools.
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HoopsAI33FintechAI-powered web application providing real-time stock trading insights and analysis for retail investors.
- Website VIVickii47FintechBerlin, Germany$63.0M
AI-powered investment platform.
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ChangeLabs47Fintech$2.2MAI-powered personal finance tool to maintain positive cash flow in checking accounts.
- DEDecade47FintechSão Paulo, Brazil$85.0M
An AI-native wealth advisory company that combines artificial intelligence with human expertise to provide personalized wealth management services.