Finantix
Wealth Management
ION Group wealth management platform with digital advisory, onboarding, and CRM for private banks.
Alternatives to Fintel
- 1Wealth Management
- 2Wealth Management
Income Lab
Wealth Management
Retirement income planning software for advisors with Monte Carlo, optimal withdrawal, and updates.
Free trialTiered plansPrice$199+ / month
- 3Wealth Management
INDmoney
Wealth Management
Indian super finance app with US stock investing, tax, and wealth management across asset classes.
Free planUsage-basedPriceUsage-based
- 4Wealth Management
Kwanti
Wealth Management
Portfolio analytics software for financial advisors offering portfolio comparison, IPS, and model portfolios.
Price$99 / month
- 5Wealth Management
Albridge
Financial Data Aggregation
Wealth reporting and data aggregation platform by Pershing delivering consolidated performance and analytics.
Wealth ManagementFinancial Reporting - 6Wealth Management
Standard Metrics
Investment Portfolio Management
Portfolio management platform for VCs (formerly Quaestor) with automated data collection from startups.
SOC 2GDPRFinancial Data AggregationWealth Management - 7Wealth Management
Finary
Wealth Management
Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.
Free planFree trialTiered plansInvestment Portfolio ManagementWealth Management PlatformsPrice$5.14 / month
- 8Wealth Management
Wealth Access
Wealth Management Platforms
Client portal and data aggregation platform for wealth management firms to engage clients holistically.
Financial Data AggregationClient Portal Software - 9Wealth Management
Maybe
Wealth Management
Maybe is an open-source personal finance and wealth management application that was initially a commercial product and pivoted to open source.
Free trialAccounting SoftwareInvestment Management Software - 10Wealth Management
BitGo
Banking Software
Digital asset custody, trading, and financial services platform for institutional investors.
Multisignature and mpc wallet creation and managementInstitutional grade digital asset custodyPolicy based transaction controls and approvalsPriceUsage-based
