Alternatives to Sherpas

A financial advice startup.

A financial services company providing a platform and services for independent financial advisors.

Generative AI solution embedded in FNZ's wealth platform to boost advisor productivity and client personalization.

Independent registered investment advisor (RIA) focused on wealth management.

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

A partnership of independent, fiduciary wealth management firms providing strategic support and capital resources.

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

Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.

Meeting intelligence and analytics platform.

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

Brinker Capital is a wealth management firm providing investment consulting and outsourced investment management services.

Next-generation operating system for wealth management.

Canadian financial services company offering insurance, wealth, and asset management solutions globally.

A financial firm receiving significant hybrid capital from Carlyle.

Reforming workplace pensions and offering financial coaching in Belgium.

A financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing.

AI-driven portfolio intelligence for institutional investors, offering solutions for portfolio optimization and risk management to asset and wealth managers and family offices.

Digital platform for comprehensive wealth management, tracking traditional and alternative investments.

AI assistant for meetings and communication.

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