The Altoo Wealth Platform has been created from the ground up to alleviate problems and provide you with an intuitive interface to your total wealth. Designed to give you peace of mind that you trust and understand your data so that you can confidently make clear decisions from it. The platform......

Client type

• Asset Managers
• Digital Wealth Manager
• End Private Clients
• Family Offices
• Financial Advisors

Relevant Regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Why the currency market? It is the largest financial market in the world in terms of  liquidity, depth, volume and volatility. The historical data is easy to access and provides millions of data points.  Preset mathematical models are easily applied. It is open 24 hours, 5 days a week.  The ability to use leverage. Deep neural......

relevant regions

• Eastern Europe
• Middle East
• Western Europe

We started Accointing out of our own needs. We believe the crypto space needs a tool that is user-friendly and helps you organize all your crypto data so that you can concentrate and spend your time on things you like doing. Connect over 4500 currencies from all exchanges and wallets Accointing provides......

relevant regions

• Western Europe

Acorns is the first company to offer micro investing to the world. The proprietary financial engine allows customers to roundup spare change from everyday purchases and invest these sub-dollar amounts into a professionally managed portfolio of index funds. Simply connect any credit or debit card and a checking account, then......

relevant regions

• North America

Invest in alternatives from as low as USD 5K Private markets and alternative investing has typically been inaccessible to individual investors due to high minimums. At ADDX, we offer low investment minimums so you can start small and build up your portfolio over time. Access world-class investment opportunities Quality matters in the world......

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• Asia

Your definitive source for financial advisers in the UK AdviserBook is the only resource you need for finding the best financial adviser for you. Compare every advice firm in the country thanks to our weekly feed from the Financial Conduct Authority (FCA). How it works It couldn't be easier to find your adviser. Simply enter......

Australia's only independent financial adviser ratings and customer review service. Helping customers navigate their way through the minefield of the 18,500 strong financial advice industry, whilst also helping the financial advice industry to connect with customers....

relevant regions

• Oceania

Albert is building a world where no one has to worry about making the wrong financial decisions. Financial guidance is inaccessible and too expensive for most people, leaving millions of Americans with nowhere to turn for help with their money. We believe that everyone deserves access to a complete financial manager,......

relevant regions

• North America

Alphaniti, is a multi - asset class data driven, rule based and tech enabled platform which enables Indian Investors to invest in both India and US markets from a wide range of product offerings including unique strategies, baskets and ideas, covering equity, mutual funds and ETFs. Our equity offering is......

relevant regions

• Asia

Optimise returns and volatility Combine technology and proprietary algorithms Investments made simple Our transparent and intelligent financial tools are designed to help you grow your money. Invest in a diverse selection of portfolios that are tailor-made to you. Diversified long-term Our flagship portfolio for everyone, including beginners. Diversify and capture global growth. Featured themes Thematic portfolios of US,......

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• Asia

Leading AI investment strategies to capture alpha A hedge-fund-like experience with more customisable solutions Create alpha through AI insights Access personalised investment strategies and get 1-on-1 specialist support to help reach your goals. Experience our core competencies AI Brain - Our platforms use machine learning algorithms and quantimental investment philosophies Strong data centre - We have 6 data......

relevant regions

• Asia

We build adaptive, resilient portfolios that can withstand (and even benefit from) market turmoil. Your 401k should react as fast as the market changes, and with Arnie it will. Most traditional models only update annually, so you’re stuck with whatever’s in them even if it’s not doing well. ...

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• North America

With Artscapy, you can: Manage your portfolio with ease Keep tabs on the value of your art collection and store all relevant documents securely in one centralised location. Also, with annual reports.   Get valuations, insurance, and financing Understand the value of your collection, protect it with the best insurance provider and get financing solutions......

relevant regions

• Western Europe

Use Elements if: you’d rather live your life than spend all your time making investment decisions (that’s what your adviser is for) you’d like your investment choices streamlined to a select, high-quality menu you’d like access to options that have already been expertly blended to suit an investor like you you prefer easy-to-understand reports......

relevant regions

• Oceania

There are two types of Asgard Open eWRAP accounts: Investment - this is used for your general (or non-super) investments. It provides a convenient way for you to ‘wrap up’ your managed investments, shares and your choice of cash account into one portfolio. Super/Pension: the super account lets you save for your......

relevant regions

• Oceania

Our process starts by clearly defining your goals No matter your starting point, we help you create a plan tailored to your unique goals - from saving for a specific purchase to building wealth and securing your future. A plan to bring your goals to life Tell us your goals and timeframe, and......

relevant regions

• Western Europe

Goodbye fees Financial advisory fees are too high. Fees actually seem outdated considering technology helps advisors manage portfolios faster than ever before. Axos Invest is the first financial advisor to not charge investment management, trading, or rebalancing fees. Through the use of technology, we can offer comparable services as a traditional advisor and pass the savings......

relevant regions

• North America

Regardless of your financial situation, knowing how to best manage your money can be a challenge. You may want to know how to reach a particular goal, or need advice on the best mortgage deals. Financial advice should also be sought if your current savings or investments have stagnated, and......

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• Western Europe

BCB Crypto is a high touch and high tech service for trading cryptocurrencies. We offer best execution and seamless daily settlement in all cryptocurrencies....

Comprehensive crypto assets solutions for private clients, providing efficient and secure access to the crypto market...

SOLUTION Inflationary global currencies make it hard to generate return. RETURNS Additional returns of 2% – 6% APY. HOW Choose to invest both fiat and crypto with the minimum term being 30 days. Customers are issued a 30, 60 or 90 day note which works in a similar way to a bond, generating a return much greater......

Trusted by millions worldwide, the Binance platform is dedicated to increasing the freedom of money for users, and features an unmatched portfolio of crypto products and offerings, including: trading and finance, education, data and research, social good, investment and incubation, decentralization and infrastructure solutions, and more....

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Advanced trading tools Professional access, non-stop availability We provide premium access to crypto trading for both individuals and institutions through high liquidity, reliable order execution and constant uptime. A range of powerful APIs Set up your own trading interface or deploy your algorithmic strategy with our high-performance FIX and HTTP APIs. Connect to our WebSocket......

relevant regions

• North America
• Western Europe

Go beyond savings and investments with our panoramic approach Financial confidence comes from more than just savings and investments. Our retirement planner provides you with decision-making strategies for every factor of your financial life. Get as much or as little help as you need Our financial planning tools put you in the driver’s seat, but......

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• North America

Bullfinch Wealth suite is an integrated front, middle and back-office solution to manage the complete wealth management lifecycle. A comprehensive and customer-centric wealth and portfolio management system, which offers customers with interaction portal, fund manager utility, wealth, asset, and portfolio. The AI-empowered portfolio management system significantly transforms asset allocation, trading processes,......

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• Africa
• Asia
• Caribbean
• Eastern Europe
• Middle East
• Oceania
• Western Europe

Zero commission That’s right! With BUX Zero you can actually invest commission-free! Zero hassle You can become a shareholder in no time at all. Download the app, create your account and pick the companies you want to invest in. Safe & guaranteed Your money is stored safely at ABN AMRO Clearing and under the conditions......

relevant regions

• Western Europe

What we do at Canstar We research and rate thousands of products from over 740 brands across 30+ different categories including banking, insurance and superannuation/investments. We display these ratings in our comparison tables to help you find the right product for you. What’s more over at Canstar Blue, we research customer satisfaction over 120+......

relevant regions

• Oceania

You can trust Capitalize to get it done Save hours of your time Our proprietary technology and experts do all the work, from finding your old 401(k)s to managing your rollover. Easily compare top IRAs Capitalize is the only place to easily compare and choose the best IRA for you based on what you......

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• North America

How-Tos, guides, and roadmaps Find useful answers in our original, expert-crafted guides, videos, and articles. Community support Ask your tough questions in the Carefull Community, and get real answers from those who have been there before. Weekly updates Stay informed with Take Care, our weekly digest with useful tips, real stories and ideas for families......

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• North America

Carefull knows what to look for Built for the dangers we can't always see, Carefull keeps you organized and protected by catching and alerting you to unusual activity, fraud, and common mistakes that can lead to trouble. Get support from your trusted Circle Choose whether to include trusted loved ones or professionals by......

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• North America

Credit & identity alerts Catch fraudulent use of your credit or identity and take action immediately to stop scammers. $1 Million of identity theft insurance In case something does go wrong, stay covered with Carefull’s $1 million insurance promise. Live customer support Get support with assistance from Carefull’s Care Concierge: real humans to help you......

relevant regions

• North America

You have the rest of your life to live, and Charlie is here to help empower that living. Charlie gives you access to the funds that are rightfully yours so you can enjoy a life you rightfully earned - when you decide. Having spent a lifetime providing financial security and......

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• North America

How it works Fill out our questionnaire: The questionnaire helps us understand where you are in your financial journey and the resources and professionals to meet those needs.  Get your best fit: The best fit is based on your questionnaire responses. These responses include your financial goals and the type of financial services......

Get a professionally managed portfolio in minutes. Invest in thousands of companies from around the world, ⁠all professionally selected and managed to help grow your money. Smarter technology, smarter savings. Build better savings habits with our easy automated savings and investment app. Check in on your investments and get financial advice right from......

relevant regions

• North America

ClearEstate is on a mission to revolutionize estate planning and settlement services, making them easy, accessible and affordable for the 90% of North Americans that were previously unserved. Our team of estate professionals provides affordable, transparent, one-on-one support for all estate-related matters. Our Partners We partner with financial institutions, wealth advisors, insurance advisors......

relevant regions

• North America

ClearVest services independent wealth managers seeking opportunities in the private investment space.  Our unified technology platform streamlines the process from research to execution.   We operate as a fiduciary, providing you with a true partnership. Solutions Access Challenge High minimums and non-transparency frequently deter investments. Solution ClearVest takes a three prong approach to accessing alternatives. We strongly believe......

relevant regions

• Western Europe

The creation of a digital archive of these assets will enhance both value and transparency, enabling you to document, organise and make strategic decisions about your portfolio like never before. Designed with security and ease of use in mind, the ARTBANX Collection Management System is augmented by a sophisticated, proprietary......

relevant regions

• Western Europe

Operating in the B2B & HNWI market, we assist financial institutions and organizations in managing their digital asset exposure, executing orders—both small and large—at superior exchange rates, and leveraging customized settlement options....

relevant regions

• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• South America
• Western Europe

Unrivaled Tools for Expert Tax Reporting Seamless Sync More than 100,000 crypto assets & protocols NFTs, DeFi, derivatives, commodities & more Connect via API, Public Keys or CSV upload Automatic Classification Auto-labeling & auto-matching for all transactions Advanced blockchain protocol recognition Active transaction fee handling Crypto Tax Optimization Actionable tax-saving opportunities Full tax-loss harvesting support Unrealized gains & losses overview Crypto Tax Reporting Supports country-specific tax rules Pre-filled tax forms......

relevant regions

• North America
• Western Europe

Easyvest is a fast-growing portfolio management company that helps investors grow their hard-earned money in a smart, simple, personalized, low-cost, and educative way, in prevision of their pension or during their pension.  Easyvest combines the power of technology with the conviviality of a certified wealth manager. Our intuitive platform allows you......

relevant regions

• Western Europe

Tell us about yourself and your life goals in 5 short steps. We’ll suggest personalized investment portfolios for each of your goals. No funny stuff. We’re a fiduciary, which means by law, we act in our clients’ best interests, always. ...

Track your paid subscriptions It's never been easier to track recurring payments. Just link your bank accounts to the app and Emma will give you the list of all your active subscriptions. You can even drill down to see the history of transactions for each subscription provider, identify any price changes and......

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• North America
• Western Europe

A custom approach to care Match with a Care Manager Get a step-by-step Plan Handle logistics Tend to emotional needs Access ongoing support Our extensive library hosts in-depth articles and audio guides that cover the full spectrum of loss, from funeral planning and taxes to managing family dynamics. ...

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• North America

Developed by Boston University economist, Laurence Kotlikoff, ESPlanner eliminates the guess work in financial planning. Its patented algorithms do lifetime budgeting, calculating how much to spend, save, and insure each year to maintain your family's living standard. ESPlanner also helps you find safe ways to raise your living standard, often dramatically.......

ETFmatic started because three serial entrepreneurs didn't understand, or particularly enjoy, the "service" they received from the financial industry. As outsiders, we've challenged absolutely every assumption to deliver you an investment solution based on your needs, the one we've always wanted as customers. From our point of view, there are too many......

Independent analyst research, quotes, news and charts Investing tools and screeners to spot emerging opportunities Retirement planning and learning resources ...

For Apple® and Android™ devices, including the Apple Watch® and leading tablet devices Named "Best in Class" mobile app by Stockbrokers.com Invest in stocks, ETFs, mutual funds, and options (including 2-,3-, and 4-legged spreads) Manage cash with transfer money, check deposit, and bill pay View Bloomberg TV®, third-party research, and breaking news ...

Your benefits Transparency at all times The app gives you the opportunity to see performance and goal achievement in real time. Excellent investment strategies Our investment approach is excellent. Everon has repeatedly achieved excellent results in independent comparisons and is one of the best Swiss asset managers. Personal support With us, you have neither chatbots nor......

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• Western Europe

A “second set of eyes,” we are the first financial wellness tool for seniors and caregivers. Keep track of your family’s finances, credit, bills, and even real estate. We analyze activity across accounts and institutions – because that’s how scammers operate....

relevant regions

• North America

There are two types of eWRAP accounts: Asgard eWRAP - Investment is an account that is used for your general (or non-super) investments. It provides a convenient way for you to ‘wrap up’ your managed investments, shares and your choice of cash account into one portfolio. Asgard eWRAP - Super/Pension: the eWRAP......

Why Facet? Achieve a more prosperous life by working with a dedicated CFP Professional at an affordable price. Start your journey today At Facet, you work with a dedicated CFP Professional – not a call center – on what’s important to you. We provide a complimentary goal setting and financial analysis session with a CFP Professional......

relevant regions

• North America

Wills Will Writing Firm of the Year, 4 years in a row For generations, the process of writing a will has been slow, expensive and inconvenient. We created Farewill to change that. Since our launch, we’ve helped tens of thousands of people across the UK to make a will. And every year......

relevant regions

• Western Europe

Comprehensive care for your wealth today, tomorrow, and beyond Your money is connected to every element of the life you’re living now, and building for the future. Our holistic wealth planning and management services are designed to expertly guide you through every financial transition. A sophisticated wealth platform that makes your life......

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• North America

Financial & Physical Assets AI Powered Identification for Physical Assets, advanced intelligence to provide wealth insights, AI driven sentiment for portfolio and watchlist. Security We only use regulated vendors in the UK and the EU. What sets Figg apart? Built by seasoned bankers, Figg was built with functions and features that give you real control......

relevant regions

• Middle East
• Western Europe

While financial planning may appear to be extremely difficult, the real challenge is actually finding the right financial advisor. Once you find a suitable match, you will be on your way to achieving your financial goals. WiserAdvisor helps ease the daunting task of trying to find the best financial advisor or......

relevant regions

• North America

Multi-asset tracking Forget about spreadsheets, Finary handles all investments: Stocks, Crypto, Real Estate, and even your Gold bars. Values are automatically updated in real-time. Secure by design We apply Bank-Level security. We don't store your banking credentials and have read-only access. We cannot move funds or initiate transfers. Your data is only accessed......

Independent service VouchedFor is an independent service that lets you find, rate and review financial advisers. Genuine reviews We verify the identity of all reviewers, and never remove or edit bad reviews. Verified professional We only list financial advisers who are authorised by the appropriate governing body and who pass extensive checks....

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• Western Europe

How it works Use our smart technology to get direct access to the best professionals from the leading firms who commit to best practice and better value fees. The right firms Not all firms are the same. We make it easy for you to generate a short-list of firms that are right for......

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• Western Europe

Multi-asset productivity We enable the full range of financial services for Digital Assets: custody, staking and trading, all-in-one platform to maximize your returns anytime from anywhere. Custody Warm storage We keep your Digital Assets accessible while cryptographically secured through our unique “Warm-Storage” technology – withdrawals are a matter of seconds (not hours!) Gold standard We shield......

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• Western Europe

Easy Setup Paperless registration on app and web We have a completely paperless process for KYC registration and Investment on both app (Android & iOS) and web No lengthy questionnaires We believe in simplicity. fisdom platform is very easy to access without any lengthy questionnaires and jargons. Simple choices and recommendations We recommend the top performing......

relevant regions

• Asia

Fixit helps teams manage repairs and projects. By utilizing mobile cameras to track day-to-day problems, the app visualizes the reporting, assigning, and verifying of maintenance issues. With Fixit, team members can carry out necessary procedures and communicate their progress to others, all while maintaining the high standards their properties demand.  Schedule......

Major life events Whether you have a newborn, are just retiring or planning for end-of-life, it’s never too soon (or too late) to start digitising and organising your family’s information. Natural disasters The last thing you want if you’re evacuating ahead of a fire, flood, or any other sort of emergency is to......

Will & Trust Create a free will or trust to support the people and causes you care about most even after you’re gone. Who is this for? Everyone should make a will or living trust, regardless of wealth. Having a plan in place ensures that your wishes are known and saves your loved......

Global payments in all major currencies Fortu offers multicurrency payment accounts with easy access to financial services directly from your phone or the web. A dedicated team to meet your needs In addition to the Fortu platform, all clients have their own dedicated relationship manager, available to meet in person to discuss your......

Lower your fees We don’t accept kickbacks or commissions, and are independent of any provider, so our one and only concern is that your employees retire comfortably. Our team has years of experience negotiating 401(k) plans, working to help you find the best deal for your business. Automate plan administration Save time and......

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• North America

SpeedBump A little extra time to react, for complete peace of mind Scammers prey on artificial urgency, causing victims to make rash decisions. Fraudsters take advantage of our busy lives when we’re distracted. SpeedBump activates when you’re most at risk for fraud - adding a new payee, scheduling a large transaction, or......

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• North America

Fund Selection Fundrella's search engine allows Professional Investors to apply their ESG preferences to filter and compare funds to substitute 1-1 meetings and months of research.  Fund Reporting Professional Investors receive all their fund reports in one aggregated monthly email to achieve more efficient fund monitoring. ...

relevant regions

• Western Europe

For years, individuals have been limited to investing in public stocks and bonds. Now, for the first time ever, you can invest like a billion-dollar institution by diversifying into private market real estate investments. Here’s what you get when you invest with Fundrise: Access - to a once-unattainable investment class Performance - better expected returns through......

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• North America

Stocks & fund research, professional comparison of thousands of stocks and funds, in a digestible format. Investment insights, updates and analysis from top investors including BlackRock, Vanguard and Fidelity....

relevant regions

• Western Europe

Proudly supported by industry leaders, Gold Avenue only offers products coming from the most reputable mints. At Gold Avenue, we are committed to providing a trustworthy and accessible service to all of our customers. We are on a mission to provide affordable precious metals to all, yet never at the......

relevant regions

• Western Europe

An all-in-one plan that makes it easy to protect your physical and digital assets, provide clear instructions on how you want to be cared for, and name guardians for your children and pets. Finish everything in minutes....

relevant regions

• North America

Grow your wealth Investing is one of the best ways to grow your savings over the long term - invest in the world's leading brands. Start with $1 100 share lots? Forget about it. You can now buy as little as 0.00001 shares with a minimum of $1. Invest in the US safely Gotrade and......

relevant regions

• Asia
• North America
• Oceania

Invest, earn, and spend—all through the GrabPay Wallet You don’t need a huuuuuuge amount of money to invest Maybe you’re just starting out. Or maybe you’re a seasoned pro who’s looking to diversify with something simple. With AutoInvest, you don’t need five figures to dive in. You can start investing with just......

relevant regions

• Asia

Greenlight gives families and individuals control of their expenditures, investments, philanthropic goals and more. By consolidating communication, documentation, and due diligence Greenlight brings clarity and efficiency to the decision-making pipeline. Families and their teams can securely access critical information to make better decisions together. Highly customizable approval processes that adapt to......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

We recognise that companies face a number of challenges resulting from a decades-long build-up of aged or poor-quality data as customers become disconnected. These issues have been exacerbated by statutory requirements – such as auto enrolment, an ever-increasing range of investment products entering the market and an increasingly mobile population. At......

relevant regions

• Western Europe

We conduct extensive due diligence for each adviser and firm on our platform, capturing over 100 attributes for each including track record, fees, and internal governance. Our algorithm then recommends advisers based on this information and your personal profile. We curate an expert network In collaboration with our advisory council of former......

relevant regions

• North America

Key features for High Net Worth families Gain a real-time understanding of your family's holistic wealth position HeirWealth gives you a consolidated view of your wealth so you, your family and trusted advisers clearly understand where assets are held, their value, and how to access them - when the time is right. Visibility......

relevant regions

• Oceania
• Western Europe

Safeguard your interests Our dynamic platform facilitates communication, guaranteeing the secure sharing of sensitive information, and bringing fragmented teams together in one space. Real-time insightts EstateSpace gives you new insights without the administrative strain so you can easily govern your legacy, increase wealth, and reduce risk. With EstateSpace, your perspective is no longer......

relevant regions

• North America

ASX listed and one of the fastest growing platforms in the market with over AU$10 billlion in funds under management.  HUB24 is not a bank and not part of a bank, so we can focus on connecting you and your adviser to a broad range of investment solutions for your......

relevant regions

• Oceania

Same day service IFA Direct Home will put you in touch with an advisor in under 24 hours. The first call's free The initial chat will allow the advisor to develop an idea of your needs and it won't cost you anything Transparency, transparency, transparency All of our advisors are straight-up about fees. There are......

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• Western Europe

We are here to "flip" the wall street investing world on its head in favor of the individual investor (you). For decades major financial institutions have controlled the investing market with professional mathematical tools. These strategies have always given them a leg up on the average investor (i.e. us) in......

relevant regions

• North America

Infinity eWRAP suits those investors who are just starting on the journey to build their wealth, or those with specific investment needs. Infinity eWRAP is a customisable platform that can be tailored to your unique needs. Together you and your adviser select the features and investments that you need from the......

relevant regions

• Oceania

You wish to Get additional deal flow for your members (other development stage, industries, geography) to help them diversify their private markets allocation. Offer your members our assessment, valuation or Vendor Due Diligence services Your benefits Allow your members to access new investment opportunities Retain your investor base by giving them access to more mature......

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• Western Europe

Would you like to Diversify your asset allocation in private companies? get free access to our investment opportunities? Peruse our toolbox (assessment, valuation, vendor due diligence reports) for your own portfolio or to assess a future investment? Your benefits Access new investment opportunities Diversify your asset allocation Seamlessly transfer your investments with an ISIN ...

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Portfolio Builder - Leverage our stock portfolio builder or ETF portfolio builder for your unique portfolio Thousands of Securities - Get access to over 10,000 North American stocks and ETFs Strong Security - Keep your money with your existing brokerages. No moving funds required. Advanced Analytics - Get in-depth portfolio insights to better manage risk Collaboration - Find pre-built......

relevant regions

• North America

Social shift in demographics is driving a fundamental change in customers’ expectations from the wealth and asset management industry. Autonomy, self-service, transparency and on demand services require a more individual understanding of the customer and the traditional model of a human relationship manager being the sole connective tissue between the......

relevant regions

• Asia
• North America
• Western Europe

1. Sustainable investing, for a better world The time is ripe. Invest in companies that make a difference in topics you care about. Renewable energies, gender equality, transport of the future? You decide. 2. Your vision, our expertise From A to Z, your investment strategy is tailored to your needs and your values.......

relevant regions

• Western Europe

An investing platform for the global investor! We are an AI-powered digital wealth management platform. We offer our customers a curated basket of diverse portfolios, carefully selected by our investment committee with a cumulative 120+ years of experience in international markets. Consistent returns Our flagship portfolios, branded as Kristals, are known for their......

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• North America

How does it work? 3 easy steps to give you peace of mind. 1.Upload Complete the areas important to you and upload your documents. Birth Certificate, Passport, Driver’s Licence etc… Wills, Trusts and Life Insurance Health and Medical information Final wishes & funeral preferences and much more… 2.Secure Your data is safe with us. Using the latest security technology 2-Step authentication process Instant......

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• Western Europe

Natural disasters The last thing you want if you’re evacuating ahead of a fire, flood, or any other sort of emergency is to be hunting for your passport or insurance documents. Caregiving LifeSite makes sure everything related to your loved one is in one place and always securely accessible, so everyone involved in......

Using Manifest has its benefits Access our application and specialist day or night. We're ready to maximize your retirement savings! Responsive web app - Use Manifest on your phone, computer, or any device that's convenient Minimal effort - Save 6+ hours of effort, eliminate needless paperwork, and avoid days of confusion 24/7 support -......

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• North America

Reduce your investment fees, manage the account yourself, and retire with more. The trusted portfolio management software since 2007  Since 2007, MarketRiders has helped investors like you avoid unnecessary fees so you keep your money where it belongs: in your account and growing. Get a low-cost, diversified portfolio that protects you from shifting markets. Notifications......

In the modern world, your first impression is usually a digital one. Our opinions are formed based on the material we find online. This can be an asset if you are in control of the information displayed when you are searched for on the web. A Marque Profile allows you......

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• North America
• Western Europe

MaxiFi Planner takes the guesswork out of financial planning, allowing you to build a lifetime financial road map using all your financial data. It shows you lifetime and annual projections of your income and spending so you can see how you can make your money last and maintain a stable living......

The program has been highly ranked by The Wall Street Journal, acclaimed by the New York Times, and featured in virtually every other top media outlet. Accurate and comprehensive. The advanced software addresses the important details that free calculators can’t manage and competitive software doesn’t include. It’s easy to use—gives clear instructions......

Earn more with Max Online banks have lower operating costs, and they pass on these savings to depositors in the form of higher rates. Max intelligently optimizes your balances each month in search of the best prevailing rates. With Max, you can earn up to 2.50%. That’s 2.10% to 2.30% more than......

Budgets? You betcha Easily create budgets, and see our suggestions based on your spending. Bills? Done Track your bills like never before. Get alerts when it's time to pay so you never miss one. Credit? Check Find out yours for free and get tips to help improve it, no credit card required. Effortlessly stay on top of bills At last, your bills and money are......

Tried and tested methodology We combine Nobel Prize winning research with smart algorithms and expert analysis to find the optimal investment portfolio for you. 1/2 the fees of traditional advisors Smart technology, online meetings, and centralized operations allow us to keep your costs low without sacrificing service or the quality of advice. Safe and......

relevant regions

• North America

Moneybox makes it easy Sign up in minutes: Open an account in minutes from your mobile phone. Choose from our range of accounts, including a Stocks & Shares ISA, our market-leading Cash Lifetime ISA, Savings Accounts, Personal Pension, GIA and JISA. Start with £1: The minimum contribution for all our accounts is......

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• Western Europe

Pension Investment advice to rely on. Fully-managed portfolios, simple transfers and more. Supplement a workplace scheme or bring old pensions together. Planning for your future is simple with the Moneyfarm Pension. Stocks & shares ISA A tax-efficient way to invest in a fully-managed portfolio, Moneyfarm can take you closer to your goals. The......

Improve wellbeing Financial support for your people, whatever their life stage or situation. Digital guidance that gives every team member personalised support to help them understand their financial behaviours, take steps to improve their financial health and confidence. Online articles and video guidance Calculator, and ‘gaming’ tools to help people explore A financial health check......

relevant regions

• Western Europe

Financial planning Plan for each of your financial goals using our intuitive online tools or by working with one of our qualified advisers. Investment management Professional portfolio management provides the core of your investments with ongoing monitoring and rebalancing to help achieve your goals. Outstanding client experience Portfolio construction tools and seamless administration, whether online......

Manage your super and investments your way. Revolutionise the way you look at your wealth with Netwealth’s award-winning* online platform. Having access to your financial portfolio anywhere means you can control your wealth your way. Interact with your super and investments anywhere. Transact and view your performance, reports, tax statements and more......

relevant regions

• Oceania

Based in San Francisco, Newday is a vertically-integrated, technology-enabled Asset Manager for Impact Investing. Newday provides affordable, transparent, and easy-to-understand impact investment solutions available to the mass market. Start investing in minutes The companies in your portfolio are leaders in environmental, social, and leadership policies. We'll help you get started. Build your own impact portfolio Choose......

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• North America

If you are a homeowner, you can use the Nokkel mobile app to develop your property profile or, if you are a home buyer, you can explore and view property profiles of over 28 million residential UK properties. Homeowners... As a homeowner, updating your profile has multiple benefits, including tracking your property......

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• Western Europe

How Nutmeg works Set your goal Decide how much you want to invest and the risk level that’s best for you. Choose how to invest Pick an investment style, and a product - then decide whether to invest it all straight away or drip-feed your cash into the markets. Leave it to us Our expert team......

Financial advice, without the faff An expert adviser, matched to your needs We'll pair you with a qualified adviser to keep your finances on track. Chat to them online, on the phone, or face-to-face. Get a tailored financial plan, geared to your goals Whether it's preparing for retirement, caring for your family or just......

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• Western Europe

You’re unique, your financial plan should be too You know where you are going, but how should you plan to get there? More than savings goals, more than the stock market — you need to understand your entire financial future — simply. Pefin guides you through the priorities that matter — kids, college, a dream getaway, a new......

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Every investor is unique. That’s why we offer access to registered financial advisors, along with free tools, to help you build a personalized portfolio. Our approach includes tax optimization, our proprietary smart weighting strategy, and dynamic portfolio allocation. We also offer socially responsible investing options at no additional cost. The personal strategy Tax......

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3 minutes later, you look like a genius Almost no one knows what to do on a monthly basis to maintain their lifestyle. Most will experience a significant lifestyle decline when they put their kids through school, when they retire, or because of something unexpected. Your plan will give you clear recommendations......

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Investing squared Build more together with elite investments tuned to your goals. Sharing redefined Flexible sharing options as unique as your relationship. So long, spreadsheets Build your fortune one day at a time with tracking that takes less work. Dream like you mean it Go further with goals and roadmaps that zoom into each milestone....

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• North America

Bank, meet Plum. Give your bank a brain. Plum uses the latest technology to help you be better off, effortlessly. Go on, give yourself a high-five  Link your bank(s) Plum analyses your transactions daily to learn about your income and spending. Plum automatically sets money aside Every few days, Plum does the maths and transfers......

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Tell us your goals and risk tolerance. We’ll do the rest. Put your money on autopilot Automatic deposits, rebalancing, and dividend reinvestment make sure your money is working hard, even when you’re not looking. Diversify your investments We invest your money in many different assets across the market — it’s a reliable way to......

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• North America

Track Crypto Like a Pro Seamless Sync More than 100,000 crypto assets & protocols NFTs, DeFi, derivatives, commodities & more Integrate via API, Public Keys or CSV upload Advanced Insights Profit & loss analysis Detailed portfolio performance metrics Crypto tax optimisation Data-Driven Decisions Real-time tracking Historical price feeds Comprehensive crypto dashboard Smart Assistance Advanced filtering options Automatic categorisation Automatic & manual transaction merging ...

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Charting tools that automatically populate charts with technical analysis patterns and education Easily understand the probabilities of an option trade at a glance Advanced intraday and historical charting with 100+ studies, 30+ drawing tools, and many chart types Risk analysis tools that help you translate the options Greeks into plain English ...

Quickly trade stocks, ETFs, simple and complex options, and futures on a single trade ticket Execute options strategies using the customizable options chain, along with custom and four-legged spreads Spot potential trades with interactive charts and the most popular technical studies View market movement with streaming quotes, news, earnings, dividends, depth view, gains,......

Make time work for you, not against you Many investors hope that time will work for them, and not against them, but hope is not much of an investment strategy. If you are living off your investments, or hoping to, you must become a steward of time and risk. The alternatives......

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How our service works 1.Sign up Sign up to allow us to track down the details of your pensions; performance, value, charges, flexibility and how it is invested (i.e the mix of cash, bonds and equities/stocks/shares). 2.Receive a personal recommendation If we can make improvements to your pension we’ll recommend transferring into a new......

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What we do QuietGrowth manages your investments in Individual, Joint, SMSF, and Trust accounts for optimised returns. We are a low fee, automated, online investment manager. We are a financial adviser providing digital advice. For as low as 0.4% annual QuietGrowth fee, benefit from our advanced investment management service. Benefit from the......

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• Oceania

Round-ups Invest the change from your daily purchases and see how quickly it adds up. Recurring Set recurring daily, weekly or monthly investment amounts to set aside more. Lump sums Invest a lump sum into your account and let our technology help you grow it. Smart portfolios Raiz constructs and optimises 6 diversified portfolios with help from the......

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• Oceania

Imagine being able to tell your parents, kids, or partner how much you love them before the inevitable happens. It’s a gift that many people do not get to give. With ReadyMode, create and store videos, photos and notes so that your loved ones have the forever memories and information they need....

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01 The gap in wealth management? Investment properties Investment property wealth isn’t managed with the same discipline as stocks, bonds, or other traditional asset classes. This management gap hurts after-tax returns and creates unnecessary risk of losses. Why? 02 Investment property wealth management. Only with realized Realized bridges the gap between investment property......

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• North America

Cut unnecessary costs Save on rubbish exchange rates, cross border transfers and other fees. Traditional banks charge you unnecessarily — we will not. Make accounting painless Accounting is important, but so is your sanity. Take stress out of bookkeeping by eliminating unnecessary bureaucracy and paperwork. Free up time for growth Don't waste time on grinding,......

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• Western Europe

Stocks Invest in companies you love and build out your perfect portfolio. ETFs Diversify your holdings by buying into a bundle of stocks in a single investment. Options Choose to go long on stocks you believe in and short the ones you don’t. Crypto Tap into the cryptocurrency market to trade Bitcoin, Ethereum, and more, 24/7. No manual needed Intuitively designed for......

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• North America

Time-tested strategy, game changing technology Make the most of your money by putting it to work. Whether you're new to investing or a seasoned pro, Sarwa does what is right for you and your money. We help you reach your goals faster by providing you with a suite of services that traditionally......

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• Middle East

Key industries we serve Insurance companies Insurance companies are a perfect fit for our mutual fund investing platform. Financial services Invest in a variety of mutual funds from your checking or savings account. Retail banks All record-keeping requirements and provide a integrated experience.. Global employer groups Handling all your employment needs with ease.. Leading technology & innovation SaveDaily, south of......

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• North America

Find the right wealth manager for you Savvy's team comprises exceptional and seasoned financial advisors. We are ready to offer personalized assistance in crafting bespoke financial plans that perfectly align with the unique needs and goals of each client....

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• North America

What you get with Schwab Intelligent Advisory: Interactive, online planning Plan for retirement, college and more. Connect your financial accounts (401(k)s, 529s, IRAs, mortgage, etc.), and find out if you're on track to meet your goals. Start the online planning tool with no obligation, and create a view of your financial future. Access to......

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• North America

Schwab Intelligent Portfolios is a fully automated investment advisory service that can make you rethink how you invest. Helps you set, track, and work toward your goals. Automatically projects a sustainable retirement income stream based on your stated goals. Automatically monitors and rebalances your portfolio. Lets you take advantage of tax-loss harvesting. Allows you to......

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• North America

Get started: Begin your investment journey Start an SIP Best equity and debt mutual funds Build wealth Top equity mutual funds for long-term goals Save smart Beat FD returns with the best debt mutual funds Save tax Top ELSS funds — the smartest way to save tax Achieve life goals Customised plans for retirement, child education & more ...

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• Asia

Secfi is the pre-wealth advisor for startup employees. Figuring out what to do with your equity-based compensation is complicated and expensive and is therefore ignored and neglected. Secfi makes handling startup equity compensation simple and affordable. We build technology that helps employees make the right decisions for their equity compensation.......

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What markets can I invest in? Australian Market US Market Hong Kong Market Grow wealth and investment knowledge using our exclusive research tools Discover emerging investing trends before they take off Learn from our community Read the market ...

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• Oceania

Tailored investing, effortlessly managed by Selma This is how it works: Get a personalised setup call with an expert Start by signing up for Selma to get an individual plan. Then, book a call with one of Selma's financial experts and review your portfolio and deposit plan together.   Diversify your investments to fit your......

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• Western Europe

24/7 Market Monitoring You’re busy, so we do the work for you. We have the most cutting-edge strategies designed to react to changing markets.  You don’t need to worry about having to “wait it out” anymore when the market drops 50%, Sidepocket provides 24/7 market monitoring, and 12 rebalances per year......

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• North America

Empower your retirement plan Find best-in-class calculators and education to answer your retirement questions, validate your existing plan or create a new one. First-of-its-kind retirement score Get confident in your retirement plan! Silvur’s patent-pending software will find down to the year and month how long your money will last in retirement.  Premium retirement calculators......

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• North America

We make it easier to find a financial advisor We are committed to bringing you the most accurate and comprehensive understanding of financial advisors so you can comfortably find the right one for you. Who we are SmartAdvisor Match is a solution brought to you by the award-winning team of experts at SmartAsset,......

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• North America

Collaborate with everyone in your life across the globe. With granular permissions connect trusted sources, teams, and family to ensure everyone has appropriate access to the information they need.  Source provides a secure, single point of access to important information across family operations. The familyʼs trusted professionals can collaborate and communicate......

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• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

More interest than your everyday rate. 1% when you open a Cash account 3% when you direct deposit over $500/paycheque 4% when you have $100,000 with Wealthsimple Spend your money, reinvest your rewards Instantly earn 1% back in stock, crypto, or cash, every time you spend with your Wealthsimple card. Have your rewards automatically reinvested......

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Register Sign up for free to access the Sprout platform, news and updates. Verify Confirm that you are eligible to invest. Browse View information on our curated selection of funds to support your investment decisions. Invest Commit capital, sign transaction documents and transfer funds. Monitor Watch your venture capital portfolio evolve, and receive key news and performance updates....

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• Western Europe

From budgeting to saving for retirement, Stash unites banking,1 investing, and advice in one app that helps over 5 million people reach their financial goals—all for one low monthly price. Stash can give you everything you need to manage your money and get more out of your paycheck. Here’s how Stash......

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StashAway is the digital wealth manager that intelligently navigates macroeconomic data, not the market ups and downs. Our clients get similar returns to benchmarks with just a fraction of the risk. It's not magic; it's intelligent investing. StashAway personalises financial planning and portfolio management for the vast range of needs of......

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• Asia

Make use of the best global opportunities Invest in companies you know and love, from all around the world US stock markets are home to some of the fastest growing companies in the world. Grow your wealth with the brands you like and the products you use all the time. Participate in futuristic......

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• Middle East

More Informative Get good investment ideas from the discussion and analysis of experienced investors' stocks. Faster Information spreads faster with the help of the Stockbit community. With Stockbit, you will be more updated with the latest information. More fun Investing will be more exciting with your friends and family. Share your strategies to complement each......

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• Asia

StockTwits is the largest social network for investors and traders, with over two million registered community members and millions of monthly visitors. StockTwits was founded in 2008, with a mission to connect regular investors and traders with each other so they can profit, learn, and have fun. While StockTwits started as......

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Should you only buy Bitcoin or a cryptocurrency a friend recommended to you? The SupraFin platform helps individuals buy cryptocurrencies in a smart, automated, transparent, simple, and customized way. Create a portfolio of crypto smartly and effortlessly The platform leverages its proprietary risk models to select and recommend the best cryptocurrencies, by......

Analyse and exchange, all in one app Understand your wealth with portfolio analytics, that clearly shows when you are making money, and when you are paying fees. ‍ With a simple overview of your profits, fees, asset allocation and historical balance, the Wealth App’s portfolio analytics gives you the insight you need to......

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1. Build Portfolio manager Improve your investments with our advanced financial tool. T-report The high-quality analysis of any holding. Investment planner Seven different goals to meet you investment objectives. Optimiser A professional feature to improve the portfolio performance. 2. Monitor Portfolio watchlist Create your own list of different assets. Alerts Receive relevant notifications on your positions. 3. Find Investment opportunities Discover a selection of interesting securities......

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Our mission 1. Make investing accessible. Getting started with investing can feel daunting, and it’s difficult to know where to start. But that’s because it’s been designed to feel scary and not relatable. That’s what we want to change. 2. Help you grow your savings whilst doing good. We don’t believe that you should......

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Consumers can invite their financial partners to see portions of their holdings to support their needs or communicate with multiple financial partners through a secure online channel. A personal portal that enables you to organize and manage all of your financial & insurance information and documents. Net worth tracking that includes all......

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Turn on Insights, turn off noise Toggle Insights have outperformed average retail investors by 18%. Get the right tools and supercharge your investing. 20/20 Vision - Get a comprehensive overview for over 35,000 assets Three out of four retail traders will lose most of their money within their first year. It's time to stop......

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Why Trade Republic 01 It's easy. Make investments with just three taps. 02 It's fast. Open an account in minutes. 03 It's free. No trade commission, just one euro of external costs. Savings plans No interest in low interest? Grow your money long-term, with 4,000 savings plans. Stocks & ETFs Get your share of the market. Invest in 9,000 stocks and ETFs. Derivatives Want to hedge the market? Trade long......

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• Western Europe

TradeView is a powerful financial workstation for the retail trader. Incorporating all the standard pre-trading tools the retail trader needs, including a wide variety of market information such as financial quotes, prices, news headlines and charts, this versatile application also offers a set of advance tools such as OLE functionality,......

Trading for individual investors Get easy access to private market investment ideas with the data and insights you’ve been searching for to help you make informed decisions. Take advantage of our free online marketplace platform where you can access price trends, understand potential value, and express interest in shares. We connect......

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We work with all types of institutions to build new connections and facilitate private market transactions. Through our global relationships and insights gleaned from our proprietary data, we make smarter decision making easier. Whether for new direct investments, add-ons to existing holdings, or to trim a position, we’ll tailor our......

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• North America

How do your customers benefit from our investment solution? Delight your clients with innovative technology and a fully digital and transparent investing experience. Maximum convenience: Intuitive online wealth management solution integrated in any e-banking or other digital portal - accessible from desktop, tablet or mobile Account opening in minutes: Fully digital account opening in three......

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• Western Europe

A simple-to-use platform Keep on top of the paperwork Gather, upload and view documents quickly and easily. Track progress and get real-time updates Know where you are and what still needs to be done. Notify service providers Inform banks, companies and organisations from within our platform. Keep people informed Give access to family members, or anyone who needs......

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• Western Europe

Multi-factor authentication For enhanced account security, Trustworthy requires two-factor authentication to protect against unauthorized access and phishing attacks.   Tokenization Tokenization removes sensitive data from the database and replaces it with a corresponding token, which keeps the sensitive information protected and separate from your account.   Threat detection Trustworthy employs user entity behavior analytics to monitor anomalies......

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• North America

How TurboTax works You answer simple questions. We do all the math. Simply tell us about your year, including what you do for income, if you have kids, if you own or rent, and if you made any charitable donations. We’ll guide you through every step. Capture your W-2 in a snap Get a jumpstart on......

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Safe - Find qualified and regulated professionals Smart - Quickly connect to over 27,000 experts Free - We don’t charge you anything for our matching service We’ve helped more than 10 million people to find unbiased advice....

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• Western Europe

Empowering active investors Utluna delivers a sophisticated and customizable, yet hassle-free, portfolio monitoring web-app to help both professional and individual investors make better-informed investment decisions. Utluna helps with the design and execution of investment strategies as well as the mitigation of cognitive biases Seamless integration with 70+ financial institutions Comprehensive asset aggregation Effortlessly gather an......

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Simple. Seamless. Savvy. A secure, automated, online, investment portfolio tracking and wealth management solution, tailor-made for Limited Partnership (LP) investors....

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• North America

Earn more interest on your cash, get advice on how to manage your savings, and automate your investments at a low cost. Grow your savings faster: A cash account that works as hard as you do 2.32% APY. FDIC-insured up to $1 million. Unlimited transfers. No fees. Our Cash account is a secure......

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Personalized for you Get real-time snapshots of all your financial accounts, recent transactions, portfolio holdings and account details in one place. Whether you are a small investor, a wealthy millionaire or a family office, Wealthica effortlessly tells you what is going on with your money. Secure your financial life In addition to being......

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The Budget Wizard Wealthica’s Budget Wizard is a free personal finance tool that lets you instantly track your expenses. You can track your monthly income and spendings, categorize these spendings and income transactions, control your budget and set goals for each category. Know how you spend your money to more effectively......

Why Wealthify? We want to help make your money work harder. It’s simple – you choose what type of investor you want to be, from cautious to adventurous, and we’ll build you an investment Plan and manage it for you. There’s no minimum investment, and you can withdraw anytime with no penalties.......

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WealthMagik is a private wealth management online service that is specially designed to help ordinary individuals manage their investments and finances by matching specific investor profiles with mutual funds that suit them best. The system can manage asset allocation and investment planning that retail investors can do by themselves, which......

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• Asia

Trusted by  80,000+ investors for their wealth journey Receive a Wealthscope Portfolio Scorecard and all the relevant portfolio analytics for an individual investment account, a select group of accounts, or an aggregate of all your accounts. Understand your portfolio risk and risk drivers, including ESG, so that you will not be caught......

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• North America

Build your own portfolio with low fees Choose from thousands of stocks and ETFs. No account minimums, no commissions, and no nonsense. Advice on demand Our team of managed investing financial advisors are fiduciaries, meaning they’re obligated to offer only the information you want, not a sales pitch. Whatever you need, we’re here......

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Maximum refund, minimum effort Our smart tools make your max refund a sure thing. Easily find every deduction and optimize your return. Find a better refund and we’ll give you back what you paid to file (up to $50). Conquer your taxes with confidence No matter your unique tax situation, Wealthsimple Tax will......

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Backed by Nobel Prize-winning research Research has proven that passive investing — tracking the market over time using a diversified portfolio — is the most reliable way to grow your money over the long term. Help employees save smarter Low fees - Employees keep more of every contribution. Group retirement plans typically carry fees in the......

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• North America

Flexible Financial Planning & Retirement Planning Software Our planning software was built with the power and accuracy that financial advisors demand, but with the intuitive and modern interface that allows do-it-yourself individuals to control their own plan....

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• North America

We help everyone invest in startups that they care about. We believe that when all Americans can invest in innovation, the world will be a better place.  How is Investing on Wefunder Different than the Stock Market? It's much riskier Never invest more than you can afford to lose. Startups and small businesses......

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Based on its multi-year experience, FinchTrade is delighted to present a cloud-based software solution that allows financial institutions to offer its clients investing in and trading Bitcoin, Ethereum and other digital assets: Client web portal for onboarding and KYC Trading via GUI, API as well as automated bot in Telegram Connected aggregated liquidity......

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If your estate planning needs are straightforward—without complex trusts, business succession planning, or arrangements for overseas assets—Willful is probably a great fit for you! Willful saves you time and money on your legally-valid will....

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WiseAlpha provides trading and automated portfolio services for individuals and institutions to gain exposure to the corporate bond asset class Investor trust & independent oversight WiseAlpha employs multiple layers of investor protection to ensure the highest level of trust amongst our users. Global custodians and independent fractional bond trustee All assets are held with Bank......

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• Western Europe

Today, over 50% of Americans are not investing in the stock market. Many see it as complicated, intimidating, and lastly–boring. Wizest wants to make investing more accessible, engaging, and consistent with today’s consumer expectations. Earn. Depending on their appetite for risk, new investors can anticipate returns between 3% and 16%, net of......

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Grow your practice: Advisors see an average of a 3x increase in client acquisition. Why join Zoe? Save time Dedicate your time and resources to your clients. We take care of the rest. Powerful tools With Zoe, every step of your prospect to client experience is smoother and more effective. Track your progress and hone......