Alternatives to Serwat

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

AI-powered financial planning software for advisors, banks, and wealth management firms.

A financial advice startup.

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

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

AI platform for wealth management firms to deliver estate and tax planning.

Financial planning and investment management platform for individuals and financial advisors.

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

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

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

Accessible Professional-Grade AI for Benefits Consultants

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

AI-driven personalized financial planning and investment management.

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

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

Financial technology company providing wealth management solutions and data aggregation.