Alternatives to Sun Life
The top Financial Services companies similar to Sun Life, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
iA Groupe financier58Financial ServicesQuebec City, Canada$1.5B
SS&C Technologies26Automation & RPAWindsor, United States
FNZ23FintechEdinburgh, United Kingdom- MAManulife10InsuranceToronto, Canada
New York Life Insurance Company85InsuranceNew York, United States$4.1B
Performativ60FintechCopenhagen, Denmark$20.2M
Edmond de Rothschild Group60Private BankingGeneva, Switzerland
Quilter50FintechLondon, United Kingdom$725.0M
Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0M
Nutmeg47FintechUnited Kingdom$69.3M- SHSherpas38Wealth ManagementNew York, United States$3.2M
Focus Financial Partners36FintechNew York, United States$35.0M
Cyndeo Wealth Partners35Financial ServicesSt. Petersburg, USA$63.0M
Alphaedge Labs32InsurTechNew York, United States$1.0M
Finphil30Fintech
TBC Bank30BankingTbilisi, Georgia$50.7M
Garanti BBVA27BankingIstanbul, Turkey- BRBrinker Capital24Wealth ManagementBerwyn, United States
Jordan Park Group18FintechSan Francisco, United States
Woori Financial Group17FintechSeoul, South Korea
KB Financial GroupFintechSeoul, South Korea
Goldman SachsInvestment BankingNew York City, United States
Hana Financial GroupFinancial ServicesSeoul, South Korea
Blackstone Energy Transition Partners87Energy TransitionNew York, USA$5.6B
Liberty Mutual Insurance85InsuranceBoston, USA$45.0B
State Farm Insurance85InsurTechBloomington, United States- NENeuberger Berman75Financial ServicesNew York, United States
Deutsche Bank75Financial ServicesFrankfurt, Germany- NANassau Financial Group70Financial ServicesHartford, USA$1.0B
- UPUpvest69FintechBerlin, Germany$392.0M
Orion Advisor Solutions67FintechOmaha, United States$223.0M
Keyrock67FintechBrussels, Belgium$176.3M
Nationwide Insurance65InsurTechColumbus, United States$35.0B
NEVIS62FintechNew York, United States$40.0M
Addepar61FintechNew York City, United States$412.1M
Percent61FintechNew York, United States$42.2M
Kanastra Securitizadora S.a.60FintechUberlândia, Brazil$64.0M
zocks58AI AssistantSan Francisco, United States$128.6M
Gyde57InsuranceNew York, United States$60.0M
Commencis57Enterprise SoftwareLondon, United Kingdom$63.0M
Overbay Capital Partners55Financial ServicesToronto, Canada$63.0M- SASageSure55InsurTechJersey City, United States$320.0M
Practifi55FintechSydney, Australia$3.0M
Jumps54FintechSalt Lake City, United States
Vyzer54FintechTel Aviv, Israel$6.0M
PlanetWatchers54AgritechLondon, United Kingdom$5.3M
The Globe Resources Group54Financial ServicesWichita, United States$117.5M
Zephlyn54Meeting Assistants / Client EngagementNew York, United States$6.0M
collation.ai51Document / Data ManagementStamford, United States$12.0M
Marloo50Financial ServicesLondon, United Kingdom$15.4M
Gail49InsuranceNew York, United States$8.2M- BRBravura Solutions49FintechSydney, Australia$28.4M
AXYON.AI47InvestmentsLondon, United Kingdom- MOMorningstar47Financial ServicesChicago, USA$63.0M
C1 Fund47Digital AssetsPalo Alto, USA$100.0M
Finq Finance46FintechTel Aviv, Israel$6.0M
REG Technologies44Financial ServicesLondon, United Kingdom
Verflow44FintechLondon, United Kingdom$1.0M
EXL43Business Process OutsourcingNew York, United States$10.0M
Aption43Fintech$2.4M
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| iA Groupe financier | Financial Services | Quebec City, Canada | $1.5B | 58 |
| SS&C Technologies | Automation & RPA | Windsor, United States | — | 26 |
| FNZ | Fintech | Edinburgh, United Kingdom | — | 23 |
| MAManulife | Insurance | Toronto, Canada | — | 10 |
| New York Life Insurance Company | Insurance | New York, United States | $4.1B | 85 |
| Performativ | Fintech | Copenhagen, Denmark | $20.2M | 60 |
| Edmond de Rothschild Group | Private Banking | Geneva, Switzerland | — | 60 |
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 |
| Dynasty Financial Partners | Financial Services | St. Petersburg, USA | $100.0M | 48 |
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 |
| SHSherpas | Wealth Management | New York, United States | $3.2M | 38 |
| Focus Financial Partners | Fintech | New York, United States | $35.0M | 36 |
| Cyndeo Wealth Partners | Financial Services | St. Petersburg, USA | $63.0M | 35 |
| Alphaedge Labs | InsurTech | New York, United States | $1.0M | 32 |
| Finphil | Fintech | — | — | 30 |
| TBC Bank | Banking | Tbilisi, Georgia | $50.7M | 30 |
| Garanti BBVA | Banking | Istanbul, Turkey | — | 27 |
| BRBrinker Capital | Wealth Management | Berwyn, United States | — | 24 |
| Jordan Park Group | Fintech | San Francisco, United States | — | 18 |
| Woori Financial Group | Fintech | Seoul, South Korea | — | 17 |
| KB Financial Group | Fintech | Seoul, South Korea | — | — |
| Goldman Sachs | Investment Banking | New York City, United States | — | — |
| Hana Financial Group | Financial Services | Seoul, South Korea | — | — |
| Blackstone Energy Transition Partners | Energy Transition | New York, USA | $5.6B | 87 |
| Liberty Mutual Insurance | Insurance | Boston, USA | $45.0B | 85 |
| State Farm Insurance | InsurTech | Bloomington, United States | — | 85 |
| NENeuberger Berman | Financial Services | New York, United States | — | 75 |
| Deutsche Bank | Financial Services | Frankfurt, Germany | — | 75 |
| NANassau Financial Group | Financial Services | Hartford, USA | $1.0B | 70 |
| UPUpvest | Fintech | Berlin, Germany | $392.0M | 69 |
| Orion Advisor Solutions | Fintech | Omaha, United States | $223.0M | 67 |
| Keyrock | Fintech | Brussels, Belgium | $176.3M | 67 |
| Nationwide Insurance | InsurTech | Columbus, United States | $35.0B | 65 |
| NEVIS | Fintech | New York, United States | $40.0M | 62 |
| Addepar | Fintech | New York City, United States | $412.1M | 61 |
| Percent | Fintech | New York, United States | $42.2M | 61 |
| Kanastra Securitizadora S.a. | Fintech | Uberlândia, Brazil | $64.0M | 60 |
| zocks | AI Assistant | San Francisco, United States | $128.6M | 58 |
| Gyde | Insurance | New York, United States | $60.0M | 57 |
| Commencis | Enterprise Software | London, United Kingdom | $63.0M | 57 |
| Overbay Capital Partners | Financial Services | Toronto, Canada | $63.0M | 55 |
| SASageSure | InsurTech | Jersey City, United States | $320.0M | 55 |
| Practifi | Fintech | Sydney, Australia | $3.0M | 55 |
| Jumps | Fintech | Salt Lake City, United States | — | 54 |
| Vyzer | Fintech | Tel Aviv, Israel | $6.0M | 54 |
| PlanetWatchers | Agritech | London, United Kingdom | $5.3M | 54 |
| The Globe Resources Group | Financial Services | Wichita, United States | $117.5M | 54 |
| Zephlyn | Meeting Assistants / Client Engagement | New York, United States | $6.0M | 54 |
| collation.ai | Document / Data Management | Stamford, United States | $12.0M | 51 |
| Marloo | Financial Services | London, United Kingdom | $15.4M | 50 |
| Gail | Insurance | New York, United States | $8.2M | 49 |
| BRBravura Solutions | Fintech | Sydney, Australia | $28.4M | 49 |
| AXYON.AI | Investments | London, United Kingdom | — | 47 |
| MOMorningstar | Financial Services | Chicago, USA | $63.0M | 47 |
| C1 Fund | Digital Assets | Palo Alto, USA | $100.0M | 47 |
| Finq Finance | Fintech | Tel Aviv, Israel | $6.0M | 46 |
| REG Technologies | Financial Services | London, United Kingdom | — | 44 |
| Verflow | Fintech | London, United Kingdom | $1.0M | 44 |
| EXL | Business Process Outsourcing | New York, United States | $10.0M | 43 |
| Aption | Fintech | — | $2.4M | 43 |