Alternatives to Strattonoak

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

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

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

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

Meeting intelligence and analytics platform.

A financial advice startup.

Next-generation operating system for wealth management.

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

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

AI-powered asset manager for the US senior hard money lending market, optimizing risk and performance.

A fintech company offering a subscription-based platform for micro-investing, financial advice, and wealth-building tools.

Global provider of software solutions for wealth management, life insurance, and funds administration.

AI-native trust company modernizing trust administration for the Great Wealth Transfer.

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

Wealth management personalization platform for advisors to refine proposals and unlock client potential.

AI-driven personalized financial planning and investment management.

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

Own serena.ai today. Secure checkout and guided transfer support. No hidden fees.

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

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

Financial technology company providing wealth management solutions and data aggregation.

Indian multinational financial technology company specializing in digital payments, financial services, and e-commerce solutions.

Commercial insurance data platform enabling instant and accurate business underwriting.

AI-powered network enabling financial institutions to expand customer access and scale lending.

ONE ZERO is Israel's first fully digital bank, offering AI-powered private banking services including accounts, credit, investments, and foreign currency management with no physical branches.

Trustly is a global leader in Pay by Bank solutions, enabling consumers and merchants to make and receive instant, secure payments directly from bank accounts.

Global provider of intelligent insurance and banking operations with agile, composable, real-time solutions.

A unified digital payment gateway connecting consumers, merchants, and financial institutions globally, enabling seamless cross-border payments through QR code scanning and other digital solutions.

AI-powered transaction monitoring for fintech and banks to enable trusted cross-border payments.

Global AI-powered financial asset management firm providing growth capital to tech companies.

Digital insurance company using AI and behavioral economics to offer affordable, transparent, and socially impactful insurance.

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

Unlocking revenue for investors by enabling stock and bond lending.

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

Klarna is a global payments and shopping service that offers direct payments, pay after delivery options and instalment plans. It makes online shopping simple,

AI-powered platform for financial crime prevention and digital trust.

AI-driven financial crime risk management platform for real-time intelligence and compliance.

Digital brokerage and wealth management solutions provider for financial institutions.

AI-powered platform connecting insurance and capital markets for risk transfer and investment.

Blue Dot develops a technology-based financial platform for automating employee-driven transactions and tax compliance.

AI-powered finance operations platform that unifies procurement, treasury, AP/AR, and cashflow management for finance teams.

AI-powered private debt platform for institutional investors, starting with real estate.

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

Bilrost automates the most complicated commercial loan processing. $680K ARR in 5 weeks and 7 figure deal closing shortly

Investment platform enabling employees to allocate salary to savings with institutional benefits.

AI-powered platform for commercial real estate investment, outperforming benchmarks through data mining and predictive analytics.

Reforming workplace pensions and offering financial coaching in Belgium.

Usage-based InsurTech for drones, aircraft, motorcycles, e-bikes, rideshare, delivery, and modern fleets.

Capitola optimizes insurance distribution with AI-driven placement and risk appetite matching.

Rich Data Co (RDC) is an AI company focused on financial data.

Intelligently automates loan payments for consumers to improve financial well-being and pay off debt faster.

Digital banking and wealth management platform for salaried individuals in India.

AI compliance automation for registered investment advisors and broker-dealers