Alternatives to Wealth.com
Wealth.com is a Fintech tool: aI platform for wealth management firms to deliver estate and tax planning. Here are the 60 closest alternatives, compared on pricing, features and what real users say.
The 20 closest Fintech companies to Wealth.com
Verflow3.0 out of 5 (1)Verflow connects your fragmented assets, Banks, Crypto, and Deeds, into one verified stream for digital legacy planning.
FintechDigital LegacyUpdated 14 Oct 2026
eToro3.0 out of 5 (1)eToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.
FintechTradingUpdated 18 Sept 2026
Payoneer3.0 out of 5 (1)Payoneer is a global payment platform enabling businesses and freelancers to send, receive, and manage cross-border payments in multiple currencies.
FintechPaymentsUpdated 12 Aug 2026
EnvestnetNot ratedFinancial technology company providing wealth management solutions and data aggregation.
FintechWealth ManagementUpdated 26 Sept 2026
AltruistNot ratedAI-forward custodian and wealth platform for independent financial advisors.
FintechFinancial SoftwareUpdated 13 Oct 2026
ONE ZERONot ratedONE 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.
FintechDigital BankingUpdated 17 Jul 2026
ZeitgoldNot ratedFintech back-office solution for small businesses, automating financials with AI and experts.
FintechBackofficeUpdated 1 Jul 2026
IVIXNot ratedIVIX provides tax authorities with data and algorithms to improve tax compliance and close the tax gap.
FintechTaxUpdated 13 Oct 2026
LiliNot ratedAll-in-one business banking, accounting, and tax platform for small businesses.
FintechPaymentsUpdated 25 Sept 2026- ANAnt InternationalNot rated
Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.
FintechDigital PaymentsUpdated 25 Sept 2026
PonteraNot ratedPontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.
FintechAdvisoryUpdated 29 Sept 2026
NEVISNot ratedMeeting intelligence and analytics platform.
FintechWealth ManagementUpdated 28 Sept 2026
Nutmeg3.0 out of 5 (1)A financial advice startup.
FintechFinancial ServicesUpdated 4 Sept 2026
Addepar3.0 out of 5 (1)A global technology and data platform empowering investment professionals with insights and tools.
FintechSaaSUpdated 7 Sept 2026
Hourly3.0 out of 5 (1)All-in-one platform for payroll, workers' compensation, and HR for small businesses.
FintechTaxUpdated 1 Jul 2026
FinaloopNot ratedReal-time financial reconciliation for e-commerce and DTC brands, ensuring accurate books and tax returns.
FintechTaxUpdated 26 Sept 2026
DRIVEWEALTHNot ratedDigital brokerage and wealth management solutions provider for financial institutions.
FintechEmbedded FinanceUpdated 13 Oct 2026
AprilNot ratedApril provides embedded tax solutions for modern financial platforms, offering tax filing and planning capabilities.
FintechTaxUpdated 22 Sept 2026
PerformativNot ratedNext-generation operating system for wealth management.
FintechWealth ManagementUpdated 2 May 2026
Blue DotNot ratedBlue Dot develops a technology-based financial platform for automating employee-driven transactions and tax compliance.
FintechBack Office AutomationUpdated 26 Aug 2026
Showing the 20 closest matches. See the rest on the Wealth.com profile.