Alternatives to Serena

Automated financial planning and investment management platform for digital natives.

Comerc Energia provides comprehensive energy and decarbonization solutions for the free energy market.

Betterment is an investing and savings app that helps you grow your money with goal-setting tools, automatic deposit, and trading features.

A financial advice startup.

One SQL connection for your agents to get governed access to data across all of your SaaS and internal systems.

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

AI-driven personalized financial planning and investment management.

Build credit and savings with Self. The Credit Builder Account and Self Visa® Credit Card help you establish payment history. Access cash fast with Self Cash.

AI-powered investment platform analyzing markets for objective and practical investing solutions.

AI-powered financial advisor for retail investors, offering personalized investment strategies.

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