Alternatives to Wealth365
The top Fintech companies similar to Wealth365, 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.
Nutmeg47FintechUnited Kingdom$69.3M
Envestnet67FintechChicago, United States$4.5B
Vyzer54FintechTel Aviv, Israel$6.0M
Ellevest53FintechNew York, United States
Quilter50FintechLondon, United Kingdom$725.0M
Finary44FintechParis, France$37.2M
Anna AI35FintechLondon, United Kingdom
Femi34FintechTel Aviv, Israel$2.5M
Prestige Wealth31FintechNew York, United States$161.0M
Finphil30Fintech- Mfj Tech28FintechTel Aviv, Israel$1.0M
Longtale AI20FintechTel Aviv, Israel
Income Solver (T. Rowe Price)20FintechBaltimore, United States
Sandra10FintechTel Aviv, Israel- FIFidelity Investments4InvestmentsBoston, United States
- FIFinFlow2FintechTel Aviv, Israel$1.5M
AllfoliosFintechLondon, United Kingdom- PLPlannixFintechLisbon, Portugal
CousinFintechParis, France- FitzroywealthFintech
- AdwisersFintechTel Aviv, Israel
Huntress Wealth Co.FintechAustin, United States
Stripe74FintechSouth San Francisco, United States$7.1B
Stripe, Inc.73BillingSouth San Francisco, United States$11.4B
Altruist71FintechCulver City, United States$169.0M
Abacum70FintechTel Aviv, Israel$224.5M- UPUpvest69FintechBerlin, Germany$392.0M
Mesh Payments69FintechNew York, United States$123.0M
Pontera69Fintech$152.3M
Equitybee68FintechPalo Alto, United States$83.1M
Zenskar67Artificial IntelligenceNew York, USA$28.5M
Mize67TravelTel Aviv, Israel$15.8M
Divvy (acquired by Bill.com)66FintechSalt Lake City, United States$417.5M
PHIL64HealthTechScottsdale, USA$102.5M
Wealthsimple Inc.64FintechToronto, Canada
Stax Payments64FintechOrlando, United States$245.0M
Balance63FintechNew York, United States$86.5M
Wealth.com63FintechNew York, USA$65.0M
Spendesk63FintechParis, France$71.0M
TransferMate Global Payments63FintechKilkenny, Ireland$91.0M
truewind63Accounting AutomationSan Francisco, United States$16.0M
Bolt63FintechSan Francisco, United States
NEVIS62FintechNew York, United States$40.0M
Reap61FintechHong Kong, Hong Kong$45.0M
ONE ZERO61FintechTel Aviv, Israel$152.0M
CONQUEST61FintechWinnipeg, Canada$3.0M
CertifID61Real Estate TechAustin, USA$61.7M
Addepar61FintechNew York City, United States$412.1M
Payhawk61FintechLondon, United Kingdom$81.0M
Mondu60FintechBerlin, Germany$159.0M
Performativ60FintechCopenhagen, Denmark$20.2M
Expensya60Expense ManagementTunis, Tunisia$22.0M
Armada60FintechSan Francisco, United States$426.0M
PayEm59FintechTel Aviv, Israel$207.0M
Lama AI59FintechNew York, United States$9.0M
DRIVEWEALTH59FintechLong Branch, United States$485.0M
Billtrust59FintechHamilton, United States$150.0M
Square Yards59ProptechGurugram, India
zocks58AI AssistantSan Francisco, United States$128.6M
Iyzico58FintechIstanbul, Turkey$30.6M
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 |
| Envestnet | Fintech | Chicago, United States | $4.5B | 67 |
| Vyzer | Fintech | Tel Aviv, Israel | $6.0M | 54 |
| Ellevest | Fintech | New York, United States | — | 53 |
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 |
| Finary | Fintech | Paris, France | $37.2M | 44 |
| Anna AI | Fintech | London, United Kingdom | — | 35 |
| Femi | Fintech | Tel Aviv, Israel | $2.5M | 34 |
| Prestige Wealth | Fintech | New York, United States | $161.0M | 31 |
| Finphil | Fintech | — | — | 30 |
| Fintech | Tel Aviv, Israel | $1.0M | 28 | |
| Longtale AI | Fintech | Tel Aviv, Israel | — | 20 |
| Income Solver (T. Rowe Price) | Fintech | Baltimore, United States | — | 20 |
| Sandra | Fintech | Tel Aviv, Israel | — | 10 |
| FIFidelity Investments | Investments | Boston, United States | — | 4 |
| FIFinFlow | Fintech | Tel Aviv, Israel | $1.5M | 2 |
| Allfolios | Fintech | London, United Kingdom | — | — |
| PLPlannix | Fintech | Lisbon, Portugal | — | — |
| Cousin | Fintech | Paris, France | — | — |
| Fintech | — | — | — | |
| Fintech | Tel Aviv, Israel | — | — | |
| Huntress Wealth Co. | Fintech | Austin, United States | — | — |
| Stripe | Fintech | South San Francisco, United States | $7.1B | 74 |
| Stripe, Inc. | Billing | South San Francisco, United States | $11.4B | 73 |
| Altruist | Fintech | Culver City, United States | $169.0M | 71 |
| Abacum | Fintech | Tel Aviv, Israel | $224.5M | 70 |
| UPUpvest | Fintech | Berlin, Germany | $392.0M | 69 |
| Mesh Payments | Fintech | New York, United States | $123.0M | 69 |
| Pontera | Fintech | — | $152.3M | 69 |
| Equitybee | Fintech | Palo Alto, United States | $83.1M | 68 |
| Zenskar | Artificial Intelligence | New York, USA | $28.5M | 67 |
| Mize | Travel | Tel Aviv, Israel | $15.8M | 67 |
| Divvy (acquired by Bill.com) | Fintech | Salt Lake City, United States | $417.5M | 66 |
| PHIL | HealthTech | Scottsdale, USA | $102.5M | 64 |
| Wealthsimple Inc. | Fintech | Toronto, Canada | — | 64 |
| Stax Payments | Fintech | Orlando, United States | $245.0M | 64 |
| Balance | Fintech | New York, United States | $86.5M | 63 |
| Wealth.com | Fintech | New York, USA | $65.0M | 63 |
| Spendesk | Fintech | Paris, France | $71.0M | 63 |
| TransferMate Global Payments | Fintech | Kilkenny, Ireland | $91.0M | 63 |
| truewind | Accounting Automation | San Francisco, United States | $16.0M | 63 |
| Bolt | Fintech | San Francisco, United States | — | 63 |
| NEVIS | Fintech | New York, United States | $40.0M | 62 |
| Reap | Fintech | Hong Kong, Hong Kong | $45.0M | 61 |
| ONE ZERO | Fintech | Tel Aviv, Israel | $152.0M | 61 |
| CONQUEST | Fintech | Winnipeg, Canada | $3.0M | 61 |
| CertifID | Real Estate Tech | Austin, USA | $61.7M | 61 |
| Addepar | Fintech | New York City, United States | $412.1M | 61 |
| Payhawk | Fintech | London, United Kingdom | $81.0M | 61 |
| Mondu | Fintech | Berlin, Germany | $159.0M | 60 |
| Performativ | Fintech | Copenhagen, Denmark | $20.2M | 60 |
| Expensya | Expense Management | Tunis, Tunisia | $22.0M | 60 |
| Armada | Fintech | San Francisco, United States | $426.0M | 60 |
| PayEm | Fintech | Tel Aviv, Israel | $207.0M | 59 |
| Lama AI | Fintech | New York, United States | $9.0M | 59 |
| DRIVEWEALTH | Fintech | Long Branch, United States | $485.0M | 59 |
| Billtrust | Fintech | Hamilton, United States | $150.0M | 59 |
| Square Yards | Proptech | Gurugram, India | — | 59 |
| zocks | AI Assistant | San Francisco, United States | $128.6M | 58 |
| Iyzico | Fintech | Istanbul, Turkey | $30.6M | 58 |