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
- Website Nevewealth16Fintech
Nevewealth provides an AI-driven platform for democratizing wealth management with personalized financial planning and investment recommendations.
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eToro74FintechLimassol, Cyprus$524.0MeToro is a social investing platform enabling users to trade stocks, crypto, and ETFs, and copy top-performing investors.
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Altruist71FintechCulver City, United States$169.0MAI-forward custodian and wealth platform for independent financial advisors.
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Envestnet67FintechChicago, United States$4.5BFinancial technology company providing wealth management solutions and data aggregation.
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ONE ZERO64FintechTel Aviv, Israel$152.0MONE 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.
- Website ANAnt International62FintechHangzhou, China$2.2B
Ant International is the global arm of Ant Group, focused on expanding its digital payment and financial technology services worldwide.
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NEVIS62FintechNew York, United States$40.0MMeeting intelligence and analytics platform.
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Pontera62FintechNew York, United States$152.3MPontera is a fintech company that enables financial advisors to manage and trade clients' held-away accounts like 401(k)s and HSAs.
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CONQUEST61FintechWinnipeg, Canada$3.0MAI-powered financial planning software for advisors, banks, and wealth management firms.
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Addepar60FintechNew York City, United States$412.1MA global technology and data platform empowering investment professionals with insights and tools.
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Nutmeg60FintechUnited Kingdom$69.3MA financial advice startup.
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DRIVEWEALTH59FintechLong Branch, United States$485.0MDigital brokerage and wealth management solutions provider for financial institutions.
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Verflow48FintechLondon, United Kingdom$1.0MVerflow connects your fragmented assets, Banks, Crypto, and Deeds, into one verified stream for digital legacy planning.
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Performativ58FintechCopenhagen, Denmark$20.2MNext-generation operating system for wealth management.
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April58FintechNew York, United States$78.0MApril provides embedded tax solutions for modern financial platforms, offering tax filing and planning capabilities.
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Atomic Invest56FintechNew York, USA$25.0MAI-powered investment platform aiming to replace traditional investing apps.
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Warren55FintechGhent, Belgium$10.0MReforming workplace pensions and offering financial coaching in Belgium.
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Huntress Wealth Co.FintechAustin, United StatesPersonalized financial planning and wealth management for individuals and families.
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Vyzer54FintechTel Aviv, Israel$6.0MDigital platform for comprehensive wealth management, tracking traditional and alternative investments.
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Niyo54FintechBengaluru, India$144.0MDigital banking and wealth management platform for salaried individuals in India.
Showing the 20 closest matches. See the rest on the Wealth.com profile.
Compare Wealth.com head to head
Side by side on what each one does, what it costs, and what real users report.