Alternatives to Waterlily

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

Leading financial planning software empowering advisors to build stronger client relationships and drive growth.

Develops financial planning and policy administration software for large financial institutions.

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

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.

Financial technology company providing wealth management solutions and data aggregation.

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.

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

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.

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

A financial advice startup.

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

Digital brokerage and wealth management solutions provider for financial institutions.

Next-generation operating system for wealth management.

Reforming workplace pensions and offering financial coaching in Belgium.

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.