Open Source Alternatives to Serena

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

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

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

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AI-powered platform for personalized investment portfolio management and financial advice.

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

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AI-powered platform for wealth management and financial identity verification.

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

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AI-powered platform for personalized financial management and smart spending.

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AI-powered platform for financial services.

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Retirement planning service launching soon, offering personalized guidance and tools for a secure future.

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AI-powered financial advisor for personalized money management and investment guidance.

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Allfolios is an AI-powered platform that automates the creation and management of investment portfolios for financial advisors.

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Your premier investment platform, offering innovative financial services to enhance your investment journey.

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

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OpenAI is an AI research and deployment company dedicated to ensuring that artificial general intelligence benefits all of humanity.

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

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A B2B SaaS investment infrastructure platform enabling firms to offer digital investment services.

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

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AI-powered identity verification and AML compliance solutions for global businesses.

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AI-powered platform for managing private investment operations and investor communications.

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April provides embedded tax solutions for modern financial platforms, offering tax filing and planning capabilities.

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Scaling formal verification to accelerate scientific discovery

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AI-powered customer service solution for the insurance industry, simplifying agent-consumer interactions.

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AI-powered platform for managing and optimizing decentralized finance (DeFi) protocols.

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Insurtech platform simplifying insurance for small businesses and freelancers.

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AI-powered platform for managing and optimizing B2B payment workflows.

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Generative AI platform for creating and managing AI agents for business automation.

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AI-powered platform for secure and compliant data handling in regulated industries.

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AI-driven ledger management solutions for financial technology operations.

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Open-source Python framework for building autonomous AI agents and agentic workflows, purpose-built for FinTech operations.

Open source · Self-hostable

Marssian provides an AI-powered platform for automated financial accounting and real-time business insights.

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Orminel provides an AI-powered platform for automated financial data extraction and document processing.

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Aemetis is a renewable fuels and biochemicals company focused on low-carbon solutions like RNG and SAF.

Open source · Self-hostable

AI-powered DeFi trading and portfolio management operating system for structured products and indexes.

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AI-powered platform for automating and optimizing financial operations.

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An open, neutral standard for internet-native payments, enabling programmatic payments directly within HTTP requests.

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AI-powered platform providing advanced insights and analytics for the decentralized finance ecosystem.

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AI-powered platform for automating and optimizing real estate transactions.

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AI-powered platform for real estate investment analysis and deal management.

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AI-powered platform for automating document analysis and knowledge extraction.

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AI-powered platform for secure and compliant data handling in regulated industries.

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An AI CFO agent that watches your bank, Stripe, and payroll with cryptographically auditable ledgers.

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AI-powered platform for automated financial reconciliation and accounting.

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Decentralized platform for managing and optimizing digital assets and investments.

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Mimrix develops AI-powered tools for software development, focusing on code generation and analysis.

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AI-powered platform for automating and optimizing financial workflows for businesses.

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AI-powered cybersecurity platform for cloud-native applications and infrastructure.

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Lians provides a financial-grade memory layer for AI agents operating in regulated environments, ensuring point-in-time correct and tamper-evident recall.

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A pre-launch company preparing to offer services related to financial investments and management.

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AI-driven trading automation and strategy generation for financial markets.

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AI-powered platform for analyzing and understanding tokenized assets and blockchain data.

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Banyan Bridge Capital offers expert capital investment and financial services, helping clients discover optimal investment opportunities.

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AI-powered platform for automating financial trading strategies and risk management.

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Antennafunds is an AI-powered platform for venture capital deal sourcing and investment analysis.

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Delta19 provides AI-powered solutions for financial institutions to enhance risk management and compliance.

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Quantlend offers innovative AI lending solutions in alternative lending and quantitative finance.

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A platform designed to help users stay organized with their credit management and financial reminders.

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Building in AI & finance.

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Capital market solutions designed to drive success for financial services firms and investment opportunities.

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AI-generated, backtested trading strategies for stocks and cryptocurrencies, deployable on popular bot frameworks.

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