Top 25 Noteworthy Wealthfront Rivals in Fintech
Top 25 Noteworthy Wealthfront Rivals in Fintech
Wealthfront, a renowned player in the fintech industry, specializes in offering automated investment services to its clients. As a prominent robo-advisor, it has carved a niche in the realm of investing and wealth management. The competitive landscape of this industry is diversified with numerous businesses, such as Betterment, Scalable Capital, and Envestnet, Inc., offering a varied range of investment solutions, complex financial planning, portfolio management, and other wealth management services. The prospective direction of this industry points towards leveraging advanced technology and automation for an even more personalized and efficient investing experience.
Top 25 Wealthfront competitors
1. Betterment
- Website: betterment.com
- Headquarters: New York, New York, United States
- Founded: 2010
- Headcount: 201-500
- Latest funding type: Debt Financing
$32+ Billion Betterment is a financial services company offering automated investing, high-yield cash accounts, retirement planning, and socially responsible investing. They provide expert guidance, a historical performance tool, and an all-in-one dashboard to track goals. Betterment focuses on investment strategies, portfolio options, and tax-smart investing to help individuals and families optimize their finances.
2. Scalable Capital
- Website: scalable.capital
- Headquarters: München, Bayern, Germany
- Founded: 2014
- Headcount: 201-500
Scalable Capital is a financial technology company based in Munich, Germany. They offer a range of investment and wealth management services, including robo-advisory solutions and brokerage services. With their innovative platform, clients can easily invest in a diversified portfolio of ETFs, benefiting from low fees and professional portfolio management.
3. Envestnet, Inc
- Website: envestnet.com
- Headquarters: Chicago, Illinois, United States
- Founded: 1999
- Headcount: 1001-5000
- Latest funding type: Post Ipo Debt
Envestnet is a financial technology company that provides wealth management solutions to financial advisors and institutions. Their platform offers a comprehensive suite of investment tools, portfolio management services, and data analytics, enabling advisors to deliver personalized financial advice and services to their clients.
4. Orion Advisor Services
- Website: orionadvisor.com
- Headquarters: Omaha, Nebraska, United States
- Founded: 1999
- Headcount: 201-500
Orion Advisor Solutions is a company that offers innovative technology and investment management solutions to financial advisors and wealth management firms. They provide a comprehensive suite of services including portfolio management, financial planning, compliance, and reporting.
5. FutureAdvisor
- Website: futureadvisor.com
- Headquarters: San Francisco, California, United States
- Founded: 2010
- Headcount: 51-200
FutureAdvisor is an online financial advisory platform that provides automated investment management services and investment advice.
6. Acorns
- Website: acorns.com
- Headquarters: Irvine, California, United States
- Founded: 2012
- Headcount: 201-500
- Latest funding type: Series F
Acorns.com offers investment services to help individuals save and invest for their future. They provide a platform that allows clients to seamlessly invest small amounts of money from purchases using an Acorns investment account.
7. SigFig
- Website: sigfig.com
- Headquarters: San Francisco, California, United States
- Founded: 2006
- Headcount: 201-500
- Latest funding type: Series E
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.
8. AdvisorEngine
- Website: advisorengine.com
- Headquarters: New York, New York, United States
- Founded: 2014
- Headcount: 51-200
- Latest funding type: Acquired
AdvisorEngine is a comprehensive wealth management platform that helps financial advisory firms streamline their operations and deliver exceptional client experiences. It offers CRM tools, performance reporting, fee billing, rebalancing, digital onboarding, client portal, and business intelligence functionalities.
9. Charles Schwab
- Website: schwab.com
- Headquarters: Westlake, Texas, United States
- Founded: 1973
- Headcount: 10001+
- Latest funding type: Acquired
Schwab.com offers a range of investment services including financial planning, retirement planning, and portfolio management.
10. Advizr
- Website: advizr.com
- Headquarters: New York, New York, United States
- Founded: 2013
- Headcount: 11-50
Advizr is a financial planning platform that provides clients with a holistic financial picture and personalized advice.
11. Wealthsimple
- Website: wealthsimple.com
- Headquarters: Toronto, Ontario, Canada
- Founded: 2014
- Headcount: 501-1000
- Latest funding type: Private Equity
Wealthsimple is a financial technology company that offers a range of investing services, including online trading, robo-advisory, and cryptocurrency trading. They provide a user-friendly platform for individuals to manage their investments and grow their wealth.
12. Tradency
- Website: tradency.com
- Headquarters: Rehovot, Hamerkaz, United States
- Founded: 2005
- Headcount: 51-200
Tradency is a pioneering financial technology provider, offering robo-advisory and auto-trading platforms. They provide a full-service infrastructure to financial institutions, enabling them to serve the fast-growing global robo-advisory market. Tradency's technology is known for its high standard bank-grade service, scalability, and integration with various financial infrastructures. They have been in the industry since 2005 and have gained expertise in financial standards and complex proprietary systems.
13. Moneyfarm
- Website: moneyfarm.com
- Headquarters: London, Greater London, United Kingdom
- Founded: 2011
- Headcount: 51-200
- Latest funding type: Series D
Moneyfarm.com is an investment management company that offers personalized investment portfolios and financial planning guidance. Their services are designed to help individuals make informed investment decisions and achieve their financial goals.
14. Evolute
- Website: evolute.com
- Headquarters: Zürich, Zurich, Switzerland
- Founded: 2016
- Headcount: 11-50
- Latest funding type: Acquired
Evolute AG is a Swiss fintech company that offers digital wealth management solutions including Evolute Tools, Services, Mobile, and Marktplatz.
15. d1g1t Inc.
- Website: d1g1t.com
- Headquarters: Toronto, Ontario, Canada
- Founded: 2017
- Headcount: 51-200
- Latest funding type: Series Unknown
d1g1t.com is a digital platform for wealth management, offering advanced analytics and empowering financial advisory firms to scale up high-value, human services in an increasingly digital world.
16. GAMBIT Financial Solutions
- Website: gambit-finance.com
- Headquarters: Liège, Région Wallonne, Belgium
- Founded: 2007
- Headcount: 51-200
- Latest funding type: Acquired
Gambit is a financial technology company that offers investment advice and wealth management solutions to financial institutions. With their advanced modular technology and proven security, they provide end-to-end business expertise and personalized services to meet the specific expectations and business models of their clients.
17. WealthObjects
- Website: wealthobjects.com
- Headquarters: London, England, United Kingdom
- Founded: 2014
- Headcount: 11-50
WealthObjects is a B2B technology company that offers robo digital advice software and wealth management solutions. Their platform includes an intuitive client-investor platform with a holistic view of client's documents, finances, and communications. With their all-in-one platform suite, APIs, and custom solutions, they are the strategic partner to launch any custom digital investing and advisory proposition.
18. NOAH Connect Pty Ltd
- Website: noahconnect.com
- Headquarters: North Sydney, New South Wales, Australia
- Founded: 2003
- Headcount: 11-50
Noah Connect is a company that provides financial services and solutions to its customers. With a user-friendly platform, Noah Connect offers a range of services including investment management, wealth planning, and personalized advice.
19. Kuvera.in
- Website: kuvera.in
- Headquarters: Bangalore, Karnataka, India
- Founded: 2016
- Headcount: 51-200
- Latest funding type: Series A
Kuvera is a wealth management platform that simplifies investing. They offer a comprehensive range of investment options and tools to help individuals manage their finances effectively.
20. Fusion Advisor
- Website: fusionadvisor.com
- Headquarters: Carson City, Nevada, United States
- Founded: 2006
- Headcount: 11-50
Fusion Advisor offers a client portal with account aggregation to empower financial advisors to provide a clear view of clients' financial accounts.
21. blooom
- Website: blooom.com
- Headquarters: Leawood, Kansas, United States
- Founded: 2013
- Headcount: 11-50
- Latest funding type: Acquired
Blooom.com is a company that offers retirement marketplace services, helping individuals navigate their retirement savings and investments. They provide guidance and support in managing retirement accounts and offer solutions tailored to individual financial goals.
22. Just Service
- Website: justservicehk.com
- Headquarters: Hong Kong, Hong Kong Island, Hong Kong
- Headcount: 11-50
We are online portfolio management specialists for savings, investment and pension plans. We combine traditional financial expertise with interactive mobile-friendly interfaces. We have made it our responsibility to deliver practical and transparent reports, updates and alerts. This leads to new levels of trust compared to traditional institutions. We leverage technology via our proprietary, easy to set up and easy to use mobile app, our client portal and email updates. We have in-house financial advisers who are both experienced and licensed. In Hong Kong, we are licensed with the Confederation of Insurance Brokers. We also collaborate with wealth management/IFA firms and insurance companies in providing a platform of user friendly functions to assist them in delivering new customer experiences.
23. Bambu B2B Robo Advisor
- Website: bambu.co
- Headquarters: Singapore, Singapore, Singapore
- Founded: 2016
- Headcount: 51-200
- Latest funding type: Series B
Bambu is a financial technology company that offers fully-customizable wealth management platforms and solutions. They empower financial institutions with technology, intelligence, and insights, serving leading F.I's across ASEAN, EMEA, and the US. Bambu's APIs power businesses to build innovative Robo platforms.
24. Virtual B
- Website: virtualb.it
- Headquarters: Milano, It-Mi, Italy
- Founded: 2010
- Headcount: 11-50
- Latest funding type: Series A
VirtualB is a data analytics company specializing in machine learning, AI, and digital marketing for banks and insurance companies. They help banks and insurance companies personalize financial and insurance products for their end customers, using behavioral science tools and data enrichment. They are focused on hyper-personalization and creating unique metrics for credit risk.
25. Thought Box Online Services Pvt. Ltd.
- Website: thoughtbox.io
- Headquarters: Kochi, Kerala, India
- Founded: 2012
- Headcount: 11-50
ThoughtBox is a FinTech company that provides innovative financial solutions to individuals and businesses. With a focus on technology-driven financial services, they offer a range of products and services to help their clients achieve their financial goals.
Want to find more Wealthfront competitors?
If you want to find more companies like Wealthfront that offer comprehensive investment options, wealth management and personalized financial advice 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?
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