Avenue is a finance institution that prioritizes providing quality access to the American financial system. Spearheaded by CEO and founder, Roberto Lee, Avenue strives to target individual investors with digital solutions and is famed for its contribution to the de-banking movement. The financial industry is filled with diverse companies offering varying services, from banking, wealth management, to investment services. With the globalized modern lifestyle, individuals and corporations are seeking more variety and alternative solutions to traditional banking and investing methods. In light of this, we've curated a list of the top companies providing alternative financial services to Avenue.


Top 23 Avenue alternatives

1. Sasfin

  • Website: sasfin.com
  • Headquarters: Johannesburg, Gauteng, South Africa
  • Founded: 1951
  • Headcount: 501-1000
  • LinkedIn

Sasfin is a bank-controlling company that provides a comprehensive range of specialist financial products and services for Business and Wealth clients. Our financial products and services focus on the needs of entrepreneurs, corporates, institutions, and high-net worth individuals. Sasfin is 'beyond a bank' in that we go beyond the traditional expectations of the financial services industry and strive to deliver solutions with exceptional personalized service. We challenge ourselves to create tailor-made products and solutions that suit our clients' needs - whether they are entrepreneurs or investors.


2. Pnc

  • Website: pnc.com
  • Headquarters: Pittsburgh, Pennsylvania, United States
  • Founded: 1845
  • Headcount: 10001+
  • Latest funding type: Ipo
  • LinkedIn

The PNC Financial Services Group is a diversified financial services institution in the United States. They offer retail and business banking services, lending products, corporate banking services, wealth management, and asset management.


3. Deutsche Bank Belgium

Deutsche Bank offers international expertise and advisory services for wealth management and investment. They provide a range of financial solutions and products tailored to individual needs, including investment loans and portfolio management. With a team of 900 analysts worldwide, clients can benefit from the bank's global network and insights. They cater to both corporate and individual clients, offering a comprehensive range of banking services and investment opportunities.


4. Guide Investimentos

Guide.com.br is a platform that offers a complete range of investment funds managed by leading institutions in the market.


5. RBC Wealth Management

RBC Wealth Management is a financial institution that provides investment advisory and wealth management services. They offer solutions for individuals, families, business owners, and entrepreneurs, helping them achieve their financial goals.


6. Vanguard

  • Website: vanguard.com
  • Headquarters: Valley Forge, Pennsylvania, United States
  • Founded: 1975
  • Headcount: 10001+
  • LinkedIn

Vanguard is a financial company that offers investment services and products to personal investors. They provide a wide range of investment options, including mutual funds, ETFs, and financial planning tools.


7. Guosen Securities

Guosen is a company offering a wide range of financial services. They provide services such as investment banking, asset management, securities brokerage, and financial planning. With their expertise and experience, Guosen assists individuals and businesses in achieving their financial goals.


8. Cibc

  • Website: cibc.com
  • Headquarters: Toronto, Ontario, Canada
  • Founded: 1867
  • Headcount: 10001+
  • Latest funding type: Post Ipo Debt
  • LinkedIn

CIBC is a financial institution offering a wide range of banking and wealth management services to individuals and businesses. With a customer-centric approach, they provide solutions for banking, investing, lending, and insurance.


9. Stanbic IBTC

Stanbic IBTC is a financial institution that offers investment and asset management services. They provide individuals and businesses with the opportunity to invest in various securities and assets, helping them grow their wealth. The company strives to deliver accurate and comprehensive information to assist investors in making informed decisions. They prioritize the needs of their customers and aim to provide excellent financial advice and services.


10. UniCredit

UniCredit Group is a financial institution that offers a range of banking and financial services. They provide solutions for individuals, businesses, and institutions, including banking, investment, and insurance services.


11. SigFig

  • Website: sigfig.com
  • Headquarters: San Francisco, California, United States
  • Founded: 2006
  • Headcount: 201-500
  • Latest funding type: Series E
  • LinkedIn

SigFig is a financial technology company that offers digital wealth platforms and personalized investing experiences for mass and mass affluent clients. They provide intelligent portfolio management and client interaction management platforms for financial services professionals.


12. Nationwide Planning Associates, Inc.

Nationwide Planning is a financial planning company that offers goals-based financial planning services. They provide market information, research, and commentary to help investors make informed decisions. The company also offers technology tools and resources, as well as support services in marketing, legal and compliance, and technology. Nationwide Planning associates with financial advisors to provide wealth management products and services.


13. Banca Generali

Banca Generali is a financial institution that offers a wide range of banking and investment services. They provide investment opportunities, wealth management solutions, and personalized advice to their clients. With a focus on innovation and sustainability, Banca Generali aims to help individuals and businesses achieve their financial goals.


14. Securities and Futures Commission (SFC)

  • Website: sfc.hk
  • Headquarters: 18 Westlands Road, Quarry Bay, Hong Kong
  • Founded: 1989
  • Headcount: 501-1000
  • LinkedIn

The company provides various financial services and products to its customers with the aim of facilitating and enhancing their financial needs and goals.


15. Liberta Investimentos

Liberta Investimentos is a digital investment advisory firm that offers personalized portfolio management services. They provide expert guidance and educational resources to help clients navigate the financial market. With a dedicated team of professionals, Liberta aims to transform investments into freedom.


16. Milleis Banque

  • Website: milleis.fr
  • Headquarters: Paris, Ile-De-France, France
  • Founded: 2018
  • Headcount: 501-1000
  • Latest funding type: Acquired
  • LinkedIn

Milleis is a private banking institution that focuses on providing exemplary quality of service to demanding private clients. Their bankers, experts, and assistants offer personalized wealth management solutions, including a range of financial products and services.


17. Fator

  • Website: fator.com.br
  • Headquarters: São Paulo, São Paulo, Brazil
  • Founded: 1967
  • Headcount: 201-500
  • LinkedIn

Fator.com.br is a financial services company offering investment banking solutions. They provide services such as asset management, corporate finance, and financial advisory. Their clients include individuals, corporations, and institutional investors. The company specializes in investment banking operations and offers a range of financial products and services to meet the diverse needs of their clients.


18. Rico.com.vc

  • Website: rico.com.vc
  • Headquarters: São Paulo, São Paulo, Brazil
  • Founded: 2011
  • Headcount: 51-200
  • LinkedIn

Rico.com.vc is an online platform owned by XP Investimentos CCTVM S.A., a financial institution authorized by the Central Bank of Brazil. It offers secure, fast, and easy investment opportunities to clients. With a diverse portfolio, clients can invest in stocks, use the simulator, and enjoy a simple and hassle-free investment process.


19. Fi-Tek

  • Website: fi-tek.com
  • Headquarters: Edison, New Jersey, United States
  • Founded: 1998
  • Headcount: 201-500
  • LinkedIn

Fi-Tek is a financial technology company that provides best-in-class Wealth Management Software and Hedge Fund Software solutions. Their software encompasses the entire lifecycle of wealth management and addresses complex investor allocation requirements for hedge funds and private equity.


20. Ativa Investimentos

Ativa Investimentos is a financial institution offering investment solutions and services. They provide a range of investment options, including fixed income products, equity funds, and private pension plans. With a focus on security and profitability, Ativa Investimentos helps individuals and families enhance their future income.


21. RMB - Private Bank

RMB Private Bank is a financial institution offering a range of banking and investment services. They provide solutions for personal and commercial banking needs, including credit cards, savings and investments, and property finance. With a focus on wealth management and financial education, RMB Private Bank aims to help individuals and businesses achieve their financial goals.


22. Schoellerbank Wealth Management

Schoellerbank is a financial institution offering a wide range of investment products and services. It provides private and institutional customers with wealth management and asset management solutions. With a focus on sustainability, Schoellerbank is committed to delivering high-quality investment options and personalized financial advice.


23. Baader Bank AG

  • Website: baaderbank.de
  • Headquarters: Unterschleißheim, Bayern, Germany
  • Founded: 1983
  • Headcount: 201-500
  • Latest funding type: Ipo
  • LinkedIn

Baader Bank AG is a financial institution that offers a range of investment banking services. They provide assistance with securities trading, asset management, and capital market transactions. The company aims to meet the diverse needs of both private and institutional clients.


Want to find more Avenue alternatives?


If you want to find more companies like Avenue that offer an interesting blend of financial services and investment opportunities you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!