Alternatives to Wealthbox
The top Fintech companies similar to Wealthbox, 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.
Practifi55FintechSydney, Australia$3.0M
slant10Vertical SaaSNew York, United States
AdvisorEngine55FintechNew York, United States
Prestige Wealth31FintechNew York, United States$161.0M
Advisor X28FintechNew York, United States$1.5M
Fynancial10FintechNew York, United States$1.0M
Hadrius51FintechNew York, United States$2.0M
FinBot50FintechTel Aviv, Israel$4.3M
advisoryai40FintechNew York, United States$1.5M
Audrey AI34Artificial IntelligenceDublin, Ireland$1.8M
SKIENCE34Document / Data ManagementHerndon, United States
Aemetis15Climate TechCupertino, United States
FatturapaFintech
Clio76LegalTechBurnaby, Canada$1.6B
HubSpot CRM75CRMCambridge, United States$68.5M
Hebbia72Agentic AINew York, United States$100.0M- NCnCino70FintechWilmington, United States$1.5B
Intapp70Enterprise SoftwareNew York, United States$200.0M
PropTiger70ProptechGurugram, India$50.0M
Orion Advisor Solutions67FintechOmaha, United States$223.0M
GlossGenius67Vertical SaaSToronto, Canada$76.3M
Modern Treasury67FintechSan Francisco, United States$145.1M- NONorthridge Law64SportsLondon, United Kingdom
Slice63FintechTel Aviv, Israel$42.0M
Karbon63Vertical SaaSMelbourne, Australia$55.0M
Greenlite AI63Agentic AINew York, United States
LawPath63LegalTechSydney, Australia$19.5M
Capchase63FintechNew York, USA$300.0M
NEVIS62FintechNew York, United States$40.0M
WorkFlex62ComplianceAmsterdam, Netherlands$40.0M- SASage Intacct62Financial SoftwareSan Jose, United States$40.0M
Tonkean62EnterprisePalo Alto, United States$83.2M
MyCase62LegalTechSan Diego, United States$10.0M
Vyapar62FintechBengaluru, India$801.7M
Filevine61LegalTechLehi, United States$564.8M
Litify61LegalTechNew York, United States$78.6M
trust & will60LegalTechSan Diego, United States$53.0M
Powder60Document / Data ManagementLos Altos, United States$5.0M
Crosby59SalesSan Francisco, United States$85.8M
Jump58WealthTechSalt Lake City, United States$100.0M
Payflows58FintechParis, France$32.1M
Day AI58CRMSan Francisco, United States$24.0M
ZenBusiness58Business ServicesAustin, USA$15.0M
LawX57LegalTechBerlin, Germany$7.5M
Lawmatics57LegalTechSan Diego, United States$13.0M
EasySend56InsuranceTel Aviv, Israel$71.5M
Spott55E-commerceTel Aviv, Israel$3.2M- SMSmartness55HospitalityTrentino, Italy$47.0M
Wamo54FintechHelsinki, Finland$15.0M
highradius54Accounts ReceivableHouston, United States$475.0M
PayFit GmbH54HR TechParis, France$143.0M
Cledara54FintechLondon, United Kingdom$24.4M
Connectd53FintechLondon, United Kingdom$10.2M
Abacus52FinanceNew York, United States$6.6M
Renaissance Philanthropy52PhilanthropyNew York, United States$214.0M
FlipOS50Proptech$140.0M
Dojo50FintechLondon, United Kingdom$385.1M- ADAdeus49LegalTechLondon, United Kingdom$63.0M
RIA in a Box48FintechNew York, United States$1.3M
OpenLaw48LegalTechNew York, United States$6.8M
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Practifi | Fintech | Sydney, Australia | $3.0M | 55 |
| slant | Vertical SaaS | New York, United States | — | 10 |
| AdvisorEngine | Fintech | New York, United States | — | 55 |
| Prestige Wealth | Fintech | New York, United States | $161.0M | 31 |
| Advisor X | Fintech | New York, United States | $1.5M | 28 |
| Fynancial | Fintech | New York, United States | $1.0M | 10 |
| Hadrius | Fintech | New York, United States | $2.0M | 51 |
| FinBot | Fintech | Tel Aviv, Israel | $4.3M | 50 |
| advisoryai | Fintech | New York, United States | $1.5M | 40 |
| Audrey AI | Artificial Intelligence | Dublin, Ireland | $1.8M | 34 |
| SKIENCE | Document / Data Management | Herndon, United States | — | 34 |
| Aemetis | Climate Tech | Cupertino, United States | — | 15 |
| Fatturapa | Fintech | — | — | — |
| Clio | LegalTech | Burnaby, Canada | $1.6B | 76 |
| HubSpot CRM | CRM | Cambridge, United States | $68.5M | 75 |
| Hebbia | Agentic AI | New York, United States | $100.0M | 72 |
| NCnCino | Fintech | Wilmington, United States | $1.5B | 70 |
| Intapp | Enterprise Software | New York, United States | $200.0M | 70 |
| PropTiger | Proptech | Gurugram, India | $50.0M | 70 |
| Orion Advisor Solutions | Fintech | Omaha, United States | $223.0M | 67 |
| GlossGenius | Vertical SaaS | Toronto, Canada | $76.3M | 67 |
| Modern Treasury | Fintech | San Francisco, United States | $145.1M | 67 |
| NONorthridge Law | Sports | London, United Kingdom | — | 64 |
| Slice | Fintech | Tel Aviv, Israel | $42.0M | 63 |
| Karbon | Vertical SaaS | Melbourne, Australia | $55.0M | 63 |
| Greenlite AI | Agentic AI | New York, United States | — | 63 |
| LawPath | LegalTech | Sydney, Australia | $19.5M | 63 |
| Capchase | Fintech | New York, USA | $300.0M | 63 |
| NEVIS | Fintech | New York, United States | $40.0M | 62 |
| WorkFlex | Compliance | Amsterdam, Netherlands | $40.0M | 62 |
| SASage Intacct | Financial Software | San Jose, United States | $40.0M | 62 |
| Tonkean | Enterprise | Palo Alto, United States | $83.2M | 62 |
| MyCase | LegalTech | San Diego, United States | $10.0M | 62 |
| Vyapar | Fintech | Bengaluru, India | $801.7M | 62 |
| Filevine | LegalTech | Lehi, United States | $564.8M | 61 |
| Litify | LegalTech | New York, United States | $78.6M | 61 |
| trust & will | LegalTech | San Diego, United States | $53.0M | 60 |
| Powder | Document / Data Management | Los Altos, United States | $5.0M | 60 |
| Crosby | Sales | San Francisco, United States | $85.8M | 59 |
| Jump | WealthTech | Salt Lake City, United States | $100.0M | 58 |
| Payflows | Fintech | Paris, France | $32.1M | 58 |
| Day AI | CRM | San Francisco, United States | $24.0M | 58 |
| ZenBusiness | Business Services | Austin, USA | $15.0M | 58 |
| LawX | LegalTech | Berlin, Germany | $7.5M | 57 |
| Lawmatics | LegalTech | San Diego, United States | $13.0M | 57 |
| EasySend | Insurance | Tel Aviv, Israel | $71.5M | 56 |
| Spott | E-commerce | Tel Aviv, Israel | $3.2M | 55 |
| SMSmartness | Hospitality | Trentino, Italy | $47.0M | 55 |
| Wamo | Fintech | Helsinki, Finland | $15.0M | 54 |
| highradius | Accounts Receivable | Houston, United States | $475.0M | 54 |
| PayFit GmbH | HR Tech | Paris, France | $143.0M | 54 |
| Cledara | Fintech | London, United Kingdom | $24.4M | 54 |
| Connectd | Fintech | London, United Kingdom | $10.2M | 53 |
| Abacus | Finance | New York, United States | $6.6M | 52 |
| Renaissance Philanthropy | Philanthropy | New York, United States | $214.0M | 52 |
| FlipOS | Proptech | — | $140.0M | 50 |
| Dojo | Fintech | London, United Kingdom | $385.1M | 50 |
| ADAdeus | LegalTech | London, United Kingdom | $63.0M | 49 |
| RIA in a Box | Fintech | New York, United States | $1.3M | 48 |
| OpenLaw | LegalTech | New York, United States | $6.8M | 48 |