smallcase operates as an innovative investment platform that simplifies the investment process by providing pre-packaged portfolios of stocks, or 'smallcases'. Situated in a dynamic industry comprising trading platforms, robo-advisors and brokerage firms, it sets itself apart using individualized investment themes and strategies. The competitor landscape is rich with alternatives such as Tradonomi's eToro and FolioInvesting.com, offering diverse products from commission-free trading to wealth management. With the industry's rapid digitalization, companies are seen to enhance user experience, accessibility and customization features. The future of this industry promises to be an evolving space offering incredible opportunities for both investors and investment platform providers.


Top 24 smallcase alternatives

1. Tradonomi

  • Website: etoro.com
  • Headquarters: Tel Aviv, Tel Aviv, United States
  • Founded: 2007
  • Headcount: 51-200
  • Latest funding type: Private Equity
  • LinkedIn

eToro offers a platform for buying and selling stocks, cryptocurrencies, commodities, and more with no commission. It also enables users to copy the trades of successful investors and build smart portfolios with thematic investment strategies.


2. Folio Investing

FolioInvesting.com is an innovative investment brokerage platform that offers commission-free online trading. With 20 issued patents, they have been pioneers in the industry, introducing features like fractional shares, dollar-based investing, and flat-fee pricing. They provide customizable portfolios, expert insights, and automated settings to help investors maintain the right balance. Their unique blend of prepackaged investment folios and customization options appeals to individuals seeking control over their investment strategies.


3. Liqid

  • Website: liqid.de
  • Headquarters: Berlin, Berlin, Germany
  • Founded: 2016
  • Headcount: 51-200
  • Latest funding type: Series D
  • LinkedIn

LIQID is a company that helps individuals manage their wealth and investments. They offer personalized solutions and strategies to optimize their clients' financial portfolios.


4. Stockspot

  • Website: stockspot.com.au
  • Headquarters: Sydney, New South Wales, Australia
  • Founded: 2013
  • Headcount: 11-50
  • Latest funding type: Series B
  • LinkedIn

Stockspot is an investment management company that offers personalized investment portfolios designed to help individuals grow their wealth. They provide easy-to-use online tools and expert advice to help customers make informed investment decisions.


5. pearler

  • Website: pearler.com
  • Headquarters: Kensington, Nsw, United Kingdom
  • Founded: 2018
  • Headcount: 11-50
  • Latest funding type: Seed
  • LinkedIn

Pearler is a platform that simplifies long-term investing. It provides an easy and accessible way for individuals to invest in the stock market and grow their wealth over time.


6. Richard Bernstein Advisors

  • Website: rbadvisors.com
  • Headquarters: New York, New York, United States
  • Founded: 2009
  • Headcount: 11-50
  • Latest funding type: Private Equity
  • LinkedIn

Richard Bernstein Advisors (RBA) offers global ETF-only solutions for institutional investors, providing solutions for complex investment challenges. Their top-down, macroeconomic research and disciplined investment approach identifies unrecognized investment opportunities. RBA's strategies emphasize and de-emphasize global market segments, avoiding unfavorable assets.


7. StockEdge

  • Website: stockedge.com
  • Headquarters: Kolkata, West Bengal, India
  • Founded: 2016
  • Headcount: 201-500
  • Latest funding type: Corporate Round
  • LinkedIn

StockEdge.com provides a powerful research tool for derivative analytics and offers valuable insights into the stock market. Users can access premium features, such as sector rotation strategies and investor portfolios, to make informed investment decisions. Stay updated with the latest market themes and explore the top blue chip stocks to buy and invest in. StockEdge.com is a comprehensive platform for retail investors looking for profitable investment opportunities.


8. Signia

Signia Wealth is a private investment office that specializes in managing global investment portfolios for private individuals, family trusts, and institutions. Their expertise includes long only investing, hedge fund portfolios, and sourcing private equity opportunities. They offer a personalized service to meet individual objectives, with a focus on long-term results and understanding the clients' needs.


9. Toro Investimentos

Toro Investimentos is a comprehensive investment platform offering solutions for individual investors to optimize their portfolios and achieve similar returns to professional investors.


10. Smartbrain

  • Website: smartbrain.com.br
  • Headquarters: São Paulo, São Paulo, Brazil
  • Founded: 2004
  • Headcount: 11-50
  • Latest funding type: Series A
  • LinkedIn

Smartbrain is a platform for investment professionals, offering advanced technology for portfolio consolidation and management. With secure and easy-to-use tools, it helps professionals in investment advisory, wealth management, and financial planning to efficiently manage and engage with clients. It provides customized solutions for various investment professionals and offers services like portfolio diagnosis, asset comparison, and investment strategies.


11. DNB Asset Management

  • Website: dnbam.com
  • Headquarters: Bjørvika, Oslo, Norway
  • Founded: 1966
  • Headcount: 51-200
  • LinkedIn

DNB Asset Management is a financial institution specializing in investment funds. They offer a range of Nordic and global asset classes, aiming to provide world-class investment funds within these markets. With a focus on ESG (Environmental, Social, and Governance) practices, DNB Asset Management aims to deliver sustainable and responsible investment solutions.


12. Vest.app

  • Website: mivest.io
  • Headquarters: Austin, Texas, United States
  • Founded: 2020
  • Headcount: 11-50
  • Latest funding type: Seed
  • LinkedIn

Mivest.io is a platform that allows individuals to invest in US stock market. It offers personalized portfolios, investment simulation, and investment advisory services.


13. CPR Asset Management

  • Website: cpr-am.com
  • Headquarters: Paris, Ile-De-France, France
  • Founded: 1989
  • Headcount: 51-200
  • LinkedIn

CPR Asset Management (CPR AM) is an investment firm based in France. They offer a wide range of financial products and solutions to individual and institutional investors. With a focus on sustainable and responsible investing, CPR AM aims to generate long-term value for their clients while considering environmental, social, and governance factors.


14. Barometer Capital Management

Barometer Capital Management is an investment firm offering portfolio management services and investment advisory solutions. They specialize in providing objective investment strategies to institutional and private clients for long-term wealth creation.


15. OpenInvest

  • Website: openinvest.com
  • Headquarters: San Francisco, California, United States
  • Founded: 2015
  • Headcount: 11-50
  • Latest funding type: Acquired
  • LinkedIn

OpenInvest is a sustainable investment platform that utilizes data to empower individuals to align their investments with causes they care about.


16. Nova Futura Investimentos

Nova Futura is a financial investment company offering a modern technological infrastructure for trading and investment recommendations. They provide opportunities for high-interest scenarios in fixed income and offer a range of investment funds. They also offer educational resources, such as the Nova Futura Academy, to help individuals navigate the financial market.


17. Monex Grupo Financiero

Monex.com.mx is a financial company that offers a variety of investment products and services. They provide tools and resources for individuals and businesses to make informed investment decisions.


18. Chevy Chase Trust

Chevy Chase Trust is an investment firm that offers integrated financial planning, thematic investing, risk management, and fixed income strategies. They provide sound investment strategies informed by comprehensive financial planning.


19. Drona Analytics

StockViz provides investment strategies and analytics based on data analysis to help investors make informed decisions.


20. Binary Capital Investment Management

Binary Capital is an investment management company that offers real and genuine investment solutions. They provide full visibility of investment information and make informed decisions. They prioritize transparency and trustworthiness, personalized service, and long-term client relationships.


21. Livewire Markets

Livewire is a platform providing investing and market trading insights in Australia. It offers valuable information and analysis to investors, enabling them to make informed decisions.


22. Alpha Well Ltd

Alpha Well Ltd is an investment house providing direct investment solutions for institutional and professional investors across markets worldwide to minimize risk and capitalize on higher returns.


23. New Frontier Advisors

New Frontier Advisors is a financial services company that specializes in investment strategy and asset management. They offer innovative solutions to help investors navigate the complexities of the financial markets. With a focus on optimizing investment portfolios and maximizing returns, New Frontier Advisors provides valuable insights and expertise to clients.


24. Beanstox

  • Website: beanstox.com
  • Headquarters: Boston, Massachusetts, United States
  • Founded: 2018
  • Headcount: 11-50
  • Latest funding type: Series Unknown
  • LinkedIn

Beanstox is a financial investment platform that offers automated and hassle-free investing for clients. They focus on dividend-paying companies and use exchange-traded funds (ETFs) for their investment strategies.


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