Alternatives to Altruist
Compare Altruist alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Altruist in 2026. Compare features, ratings, user reviews, pricing, and more from Altruist competitors and alternatives in order to make an informed decision for your business.
-
1
IUX
IUX
IUX Markets is a professional trading platform offering access to over 250 financial instruments, including forex, stocks, indices, cryptocurrencies, commodities, and thematic indices. It provides ultra-low spreads starting from 0.0 pips, commission-free trading, and fast order execution with average speeds under 30 milliseconds, supported by institutional-grade liquidity. Traders can access markets through multiple platforms, including the proprietary IUX App Trade and MetaTrader 5, available on desktop and mobile devices. The platform offers transparent pricing, no requotes, and zero trade restrictions to ensure seamless trading experiences. IUX Markets also provides accessible market analytics, an economic calendar, and margin/spread calculators to assist traders in making informed decisions. Regulated by the Financial Services Commission of Mauritius, the platform prioritizes security and compliance, adhering to PCI DSS standards to protect customer funds and data. -
2
TradeStation
TradeStation
Enjoy commission-free* equities trading with our award-winning trading technology. Get access to more than 2,000 commission-free* ETFs, plus the tools you need to explore your trading ideas. We have the tools you need to leverage options, plus hundreds of options specific education opportunities. Trade futures contracts on indices, gold, Euro, crude oil, bonds, and many other futures contracts. Our FuturesPlus platform has been specifically designed for the needs of futures options traders. Get your share of today’s up-and-coming companies – before their shares hit the market. Simplify and diversify your investments with the option to choose among 2,000 Mutual Funds. New traders or seasoned professionals can experience the full suite of powerful trading technology, online brokerage services, and trading education all under one roof. Cutting edge trading technology that provides power, reliability, and mobility. Market insights, education, and resources for new and seasoned traders. -
3
Carnivore Trading
Carnivore Trading
Easily the fastest, most fun way to learn how to invest like a carnivore is to simply mirror the real-time trades made by legendary Trader Z and his elite team of Wall Street advisors. Live trading by our elite team of traders. We never charge commissions or account fees. No options, no bonds, no weird complicated strategies. Make your trades with any quality, no-fee discount brokerage. No penny stocks or micro caps. Mirror our trades, learn to think like us, and get street smart. Your daily alerts mirror actual trades being made by legendary Trader Z and his elite team of Wall Street advisors. It’s your choice, to make the same trades with your discount (or no fee) broker or pass. End of the day market wrap + insights and advice from legendary trader Dutch. Hilarious and a bit irreverent, The Wrap is your insider’s guide to trading like a Carnivore. Sometimes it’s fun to play with your food.Starting Price: $189 -
4
StockMarketEye
StockMarketEye
StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...Starting Price: $74.99 per year -
5
dough
dough
The investing app with unlimited commission-free stock trading, zero account minimums, and tons of smart ideas. Equal parts brokerage, education, and media company, dough is what investing should be: unlimited commission-free stock trading, zero account minimums, and iOS and Android apps filled with smart ideas. Our mission is to inspire the world to embrace risk, take control of their money, and make more of it. Investing in securities, ETFs, and ETNs, involves risk, and there is always potential of losing money when you invest. dough does not provide investment, tax, or legal advice. Refer a friend to dough and you'll earn a free share of stock. More friends, more stocks. Connect to over 11,500 banks and get instant access to funds for trading. Deposit $2k or more, qualify for margin, and receive up to 2x your deposit amount to trade stocks. You didn't learn to drive from the passenger seat. It's time to take the wheel.Starting Price: $500 -
6
Firstrade
Firstrade
Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading. Carefully consider the investment objectives, risks, charges and expenses before investing. All investments involve risk and losses may exceed the principal invested. Past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Firstrade is a discount broker that provides self-directed investors with brokerage services, and does not make recommendations or offer investment, financial, legal or tax advice. No annual fee, account set-up fee, or maintenance fee. Trade commission-free on stocks, options and mutual funds in your IRA. Our customizable trading platforms let you manage your account and trade from your desktop, iPad or mobile phone. -
7
ETNA Trader
ETNA Software
Grow business by offering traders innovative software and reducing operating costs at the same time. Deliver convenient trading experience and increase trading volumes. Pay-per-use white label trading platform. Launch a digital advisor within days and focus on your unique value proposition while we take care of all the technology needs of a modern robo-advisor. Client Dashboards, Portfolio Rebalancing, OMS and Back Office. White Label online trading simulator is a perfect educational tool to educate the next generation of online investors. Customize trading rules, control student access and progress with back office portal. ETNA Trader is an all-in-one solution for brokerages focused on self-directed investors and commission-free trading. Conveniently packaged as platform-as-a-service ETNA Trader removes the burden of maintaining costly IT teams and infrastructure. -
8
Anchor
Anchor
Instant funding from your bank account. Buy and sell whole shares, or fractional shares with as little as $1. Trade commission-free, no commissions to trade any US stocks or ETFs. Trade commission-free, no commissions to trade any US stocks or ETFs. Buy and sell whole shares, or fractional shares with as little as $1. Invest in your favorite digital currencies with our secure trading system, at any time of day. Earn up to 5% APY on Bitcoin, Ethereum, Ripple, Litecoin and more. Earn up to 8% APY compound interest with our high yield interest account. Once your link your bank, you can start trading instantly without waiting. Interests are paid out daily, not monthly, not weekly, but daily! This means you earn everyday and the interest you earn is reinvested back into your interest account, earning even more interest. We support crypto deposits and withdraws for users globally. Fiat deposits and withdraws are US only. -
9
Alpaca
Alpaca
Trade with algorithms, connect with apps, build services — all with commission-free stock trading API. Alpaca is a technology company headquartered in the bay area California that modularizes the world’s asset management activities. We are a team of diverse background individuals with deep financial and technology expertise, backed by some of the top investors in the industry globally. We are proud to be supported by the love of enthusiastic community members on various platforms. Buy, sell, and short U.S. stocks with zero commissions. Plus, business and personal accounts are both supported. Alpaca Securities LLC is a FINRA-registered broker-dealer designed for high volume trading. Paper trading allows you to test how the API works and how your strategies would perform. Simply update the API endpoint to a live trading account to run your strategies in the live production environment. -
10
Pluto
Pluto
Make investing social by creating a group with friends. Enrich your discussions with financial data, see your friend’s portfolios, and get notified when they make a move that you might copy. Pluto grants you access to 4000+ US stocks free of commissions and in fractions. Download beta to participate in our virtual trading game for groups and win weekly cash prizes. Get access to the US stocks without commissions and minimum investment amounts. Why not invest $50 in Apple shares? Invest in the companies you believe in by specifying the amount, the rest is as easy as ABC. Commission-free & as easy as buying coffee. You’re already discussing your trades and sharing portfolios with friends. With Pluto, this just became a whole lot easier. Have data-enriched discussions, see each other’s portfolios, and get notified when a friend trades. Like anything else, investing is also better with friends!Starting Price: Free -
11
Shoonya
Finvesia
Shoonya is India’s most trusted zero-commission trading App that offers cutting-edge financial tools for hassle-free trade in Stocks, Futures & Options, Mutual Funds, IPOs, Equities, Derivatives (F&O), Currencies, Commodities, Bonds, and ETFs. Compare the prices across all four major stock exchanges- NSE, BSE, MCX, and NCDEX through advanced comparability tools and studies. Open your Demat Account and start trading today. Why trade with Shoonya? Shoonya is the most powerful multi-asset platform helping first-time investors and professionals make smart decisions on their trading and investments. It is India's first truly commission-free trading platform that offers first-in-class features: • Zero Account opening charges • Zero minimum balance make it as significant as the mathematical notation it is named after. • Easy-to-use interface, accessible on Shoonya mobile, web, and desktop versions. -
12
Trade Republic
Trade Republic
Start to grow your earnings. Invest commission-free in stocks, ETFs, and derivatives – or set up your free savings plan. Trade Republic savings plans make investing an automated routine. Deposit a fixed amount on a regular basis into stocks or ETFs – for free. Some stocks would be nice to have but are just too pricy. With a Trade Republic stock savings plan, you buy only a fraction of it, regularly and on your budget. Grow your money in the long run – and become part of economic success. With Trade Republic, you can be part of what you believe in. Invest in 7,500 stocks and 1,500 ETFs, commission-free with only one euro external costs. See what others say – with access to industry analysts’ price targets and recommendations. Tap the stock or ETF that you want to own. You can also check out the most popular ones in our hot list.Starting Price: €1 -
13
401k Easy
401k Easy
Low cost 401k has NO 401k fees and NO "low" 401k fees "skimmed" from employees′ retirement savings and investments! Small business 401k has an unlimited selection of no-load funds, and commission-free trading of stocks and bonds using self-directed brokerage windows! IRS-approved 401k prototype plan customized to the needs of the small business owner, annual 5500-SF filing, and more! Providing owners of small businesses with quality low cost 401k plans for over 35 years with an iron-clad promise---NO 401k fees deducted or "skimmed" from 401k plan assets! Unlike other 401k providers, low cost and no fee 401k Easy never skims fees or commissions from employees′ 401k retirement savings. Employees keep 100% of all they earned and saved for their retirement. If your small business uses no fee 401k Easy, fees will never end up in the pockets of financial advisors or their 401k partners.Starting Price: $495 set up fee -
14
Chaka
Chaka
Chaka is a digital investment passport that gives users borderless access to over 5,000 stocks and ETFs across Nigerian, U.S., and international markets, consolidating global equity exposure in one platform with low minimums and both automated and self-directed investment paths. It offers a robo-advisory style service that builds, monitors, rebalances, and reinvests dollar portfolios tailored to individual risk profiles with minimal input, and Chaka Equity for hands-on traders to buy, sell, and manage positions directly on Nigerian and U.S. exchanges. The platform is locally and internationally regulated, leveraging licensed Nigerian brokerage infrastructure for domestic equities and a U.S. partner regulated by FINRA/SEC with SIPC insurance for global holdings, while securing user data with bank-level AES encryption. Additional capabilities include fast withdrawals (typically reflected in 48 hours or less), fractional shares, and integration options.Starting Price: Free -
15
WealthObjects
WealthObjects
We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools. -
16
Trading 212
Trading 212
Trading 212 is a fintech company that democratises the financial markets with free, smart and easy to use apps, enabling anyone to trade Stocks, ETFs, Forex, Commodities, and more. We disrupted the stock brokerage industry by offering the first zero commission stock trading service in the UK and Europe, unlocking the stock market for millions of people. Don’t put your eggs in one basket. Build a diversified portfolio and customize it to your unique financial goals. Create an investing plan that matches your goal and budget. Deposit funds, invest and reinvest dividends into your pie automatically. Control every aspect of your pie. Easily adjust the proportions of its slices. Rebalance with a single tap. Have some extra funds that you want to contribute? You can do it at any time without interfering with your investing plan. -
17
dub
dub
dub is a social investing platform that enables users to automatically mirror the investment portfolios of other users, including financial influencers, hedge fund managers, and politicians, through its innovative copy-trading feature. By opening a brokerage account with dub, an SEC-registered broker-dealer and member of FINRA, users can select from over 200 creators to copy-trade, with their accounts executing trades in real-time to match the portfolio creator's actions. It offers portfolios that track the activities of notable figures such as Nancy Pelosi and Jerome Powell, and it is constructed based on publicly filed financial disclosures. Users can also become creators themselves by making their portfolios public, which requires a minimum $1,000 personal investment, allowing others to copy their strategies. dub emphasizes transparency, with followers able to view trading history, performance metrics, and risk profiles of creators. -
18
BUX
BUX
The easy and affordable way to invest in bitcoin and other digital currencies. We stripped crypto trading from its complexity. And with the possibility to invest with zero commission and to buy fractional coins, you can enter the crypto market with 30 euro. Meet the BUX Token. It allows you to invest commission-free in the most popular cryptocurrencies. No more wrestling wallets, complex currency switching or complicated interfaces. You’ve got euros and want cryptos. Or vice versa. BUX Crypto is your new go-to platform. Our platform is continuously tested by safety experts. We’re trained and are keeping up to date with the developments in the rapidly moving crypto market. Read more about our safety measures here.Starting Price: 0.5% fee -
19
Iress
Iress
Financial services software built for better performance. It's not easy running a financial services business. We can help. Across the UK, Europe, North America, APAC and South Africa, more than 9000 investment, wealth management, advice, trading and broking businesses aim high and achieve more with financial services software built for better performance. It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition. We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them. We started as QuantHouse, the market leader in API trading technology. Now as Iress, we're giving our clients an even better way to power their data-driven trading strategies. -
20
Freetrade
Freetrade
Investing is one of the best ways to grow your savings over the long term. We make it simple for both beginners and experienced investors. Transparent fees and charges. Sign up in seconds. Superb design, transparent charges. Own a piece of even the most expensive US shares. Invest from only £2. Great for beginners and experienced investors alike. Choose from a wide range, covering different sectors and markets worldwide. Choose from thousands of stocks from the London Stock Exchange, AIM, NYSE and NASDAQ. The right investment account to grow your wealth over the long-term. Flexible, unlimited investing. Commission-free share dealing. Buy and sell shares instantly during stock market opening hours. Invest tax-free with no UK capital gains or income tax. We charge a flat monthly fee and no commissions for placing trades. Plus offers 3% interest on cash, up to a max deposit of £4,000, more order types with limit orders and stop losses, stocks and shares ISA, and more stocks.Starting Price: $11 -
21
FXGlory
FXGlory Forex Broker
Welcome to FXGlory – your trusted global forex brokerage since 2011. We specialize in providing traders with a wide range of trading instruments, including currency pairs, commodities, indices, and cryptocurrencies. Whether you're just starting your trading journey or are an experienced market participant, FXGlory offers a user-friendly and flexible trading environment designed to suit every trader's needs. In addition to popular trading platforms like MetaTrader 4 (MT4) and MetaTrader 5 (MT5), we are proud to offer GloryTrader, our proprietary trading platform. GloryTrader provides advanced charting tools, real-time market analysis, and custom indicators, empowering you to make informed decisions and enhance your trading strategies. At FXGlory, we prioritize accessibility and flexibility. With low initial deposit requirements, leverage options of up to 1:3000, and commission-free trading on most accounts, we make it easy for traders to get started and grow.Starting Price: 0 -
22
Lightspeed Trading
Lightspeed Trading
Lightspeed offers all the tools that active and professional traders need to be successful. Our robust software is highly customizable, allowing traders to see key information in real time. With reliable day trading solutions that offer ultra-low latency, professional traders are equipped to be at the top of their game. With some of the cheapest commission rates available, powerful software tools, and unmatched customer service, there’s never been a better time to open an account with Lightspeed. With some of the lowest trading fees of any online brokerage firm, Lightspeed helps traders make the most of their investment. We offer highly competitive low commission trading with tiered pricing based on volume. Whether a professional or new trader, you will be able to take advantage of the cheapest trading fees online for equities, options and futures. -
23
Groww
Groww
Groww is an investing platform where users can find the best mutual funds to invest in and can invest their money without any hassles. Groww provides objective evaluation of mutual funds and does not advice or recommend any mutual fund or portfolios. Investor shall invest with their own descretion. Groww does not guarantee any returns and safety of capital. With Groww, Investing in mutual funds, stocks, digital gold are made easy, fast & secured. Enjoy 100% paperless onboarding without any hassles and Invest in popular mutual funds, stocks & buy gold in a few minutes from the comfort of your home. Invest in any direct mutual funds by SIP or lump sum at 0% commission for free. If you are already an investor, switch your regular investments plan to direct mutual fund plans & earn extra returns. Groww is the simple Demat & stock trading app that allows you to open a free Demat account & trade BSE, NSE listed stocks in the share market at a low brokerage on the stock orders. -
24
Tradesocio
Tradesocio
Robo Advisor is an investment solution offering the customer investment opportunities based on their risk profile and investment goals. Suitable for investors seeking instant digital advice, Robo Advisor offers low-net-worth clients with a cost-effective investment platform. End-to-end wealth solution that financial institutions can offer to masses. Utilizes AI Algorithm that analyzes customers assets, liabilities, risk modelling and objectives. Designed for passive investors with an easy-to-use interface and real-time NAV. Robo Advisor uses algorithms and trusted research to match the customer's investment objectives in short, medium, or long-term investment plans. It features tailored investment strategies that are a low-cost alternative to traditional advisors. It allows the user to invest in multiple goal-based strategies and be able to control and rebalance across multiple assets. -
25
Choice
Choice
Most advisors think that separately managed accounts or OTC funds/indices are the only options for digital asset exposure while keeping client assets under advisory. Advisors use choice to manage bitcoin (and more) directly for clients, while keeping assets under advisory and bitcoin secured by Fidelity Digital Assets℠. Whether you want to trade in bulk or one-by-one, we have tools to help. We work with Fidelity Digital Assets℠ and Komainu for digital asset security. We can replicate your current advisory fee collection and billing approach. With Choice, you can trade via Interactive Brokers or Kraken from a single retirement or investment account, held in qualified custody. If your clients have REITs, physical gold, real estate or other alternative assets, we can handle those too. Buy and sell digital assets, stocks, ETFs and more from one account. There's no additional cost if you would like your client to have a login as well.Starting Price: 1% digital trade fee -
26
Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
27
Webull
Webull
Enjoy Tech. Enjoy Investing. 0 Commissions and no deposit minimums. Everyone gets smart tools for smart investing. Diversifying your portfolio with a comprehensive suite of investment products including stocks, options, ETFs, and ADRs. Invest in thousands of companies using our trading tools and analytics to create your own financial portfolio. Options provide a strategic alternative to just investing in equity. Diversify your holdings by investing into a group of stocks with the same convenience as trading a single stock. Save for retirement with Webull Traditional, Roth or Rollover IRA. Individual brokerage account is the general account which allows you to buy and sell securities and assets. Webull supports full extended hours trading, which includes full pre-market (4:00 AM - 9:30 AM ET) and after hours (4:00 PM - 8:00 PM ET) sessions. Webull provides intuitive and powerful advanced charts, multiple technical indicators, and premier Level 2 Advance (Nasdaq TotalView) to help users. -
28
Neverless
Neverless
Neverless is the first truly commission-free crypto investment platform built for transparency, access and trust. Buy and sell over 700 crypto assets with no fees, no hidden spreads, and no surprises—ever. Enjoy the best stablecoin yield with Neverless Strategies designed for long-term value. Founded by former Revolut executives, Neverless is regulated in the EU and designed with the highest standards of compliance, security and user experience. We believe crypto should be open and honest, not complicated or costly. With one of the widest selections of tokens on the market and a platform engineered for clarity, Neverless gives you full control over your crypto journey—whether you're trading, investing, or just exploring the space.Starting Price: Free -
29
Trove
Trove
Trove is an investment app that simplifies access to global and local public markets by letting users buy fractional shares of U.S., Nigerian, Chinese, and other international stocks, ETFs, bonds, and fixed-income instruments through a unified mobile/web interface. It combines real-time price updates, live quotes, and advanced charts, tailored trade recommendations based on a user’s risk profile and investment questionnaire, and educational resources via “Trove University” to help both beginners and experienced investors make informed decisions. It layers portfolio diversification tools, technical summaries, and market news with easy onboarding, verify your profile, fund your account, and begin investing in a few steps, while also offering virtual cards for spending and cash-back on everyday purchases. U.S. investments are routed through a regulated brokerage partner with SIPC protection, and custody of assets is structured to remain secure even if the intermediary changes.Starting Price: Free -
30
Toast Now
Toast
Set up on-demand, commission-free digital solutions like online ordering, contactless delivery, email marketing, and e-gift cards during these uncertain times. No hardware or POS purchase required. Take control with on-demand digital solutions designed to help your business adapt - commission-free. Start today with 3 months free. Allow guests to order directly from you to drive sales with Toast Online Ordering - commission-free. Access thousands of potential guests with the Toast TakeOut mobile ordering app - commission-free. Offer guests contactless delivery by efficiently dispatching your own drivers or upgrading your suite with Toast Delivery Services to dispatch local drivers for you. Save time and drive sales with integrated email marketing that helps you stay connected with your guests. Automatically collect guest emails from online orders so you don’t have to manually export them to a third party.Starting Price: $50 per month -
31
TD Ameritrade
TD Ameritrade
If you’re passionate about investing, you’re in the right place. From experienced associates to industry-leading education and technology, we provide the knowledge you need to become an even smarter investor. Value is so much more than a price tag. With TD Ameritrade, not only can you trade commission-free online, but you get access to all our platforms and products with no deposit minimums, trading minimums, or hidden fees. Whether you are actively trading or investing for the long term, our platforms are filled with innovative tools and features to give you everything you need to make smarter, more informed decisions. No matter which platform you choose, you can research stocks, place trades, and manage your portfolio with knowledge backed by live-streaming CNBC, real-time quotes and specialists with years of experience. -
32
Fusion Markets
Fusion Markets
Fusion Markets is an Australian-based online forex and CFD broker established in 2017, aiming to provide low-cost trading solutions for clients worldwide. The company offers access to over 250 financial instruments, including forex pairs, commodities, indices, cryptocurrencies, and US share CFDs, with no minimum account size and zero fees on deposits. Clients can trade on multiple platforms such as MetaTrader 4, MetaTrader 5, cTrader, and TradingView, catering to various trading preferences. Fusion Markets is regulated by the Australian Securities and Investments Commission (ASIC) and the Vanuatu Financial Services Commission (VFSC), ensuring a secure trading environment. The broker emphasizes competitive trading conditions, featuring spreads starting from 0.0 pips and a commission rate of $2.25 per side, which is approximately 36% lower than that of competitors. -
33
Zoe Financial
Zoe Financial
Zoe Financial is a modern digital wealth management platform that provides a unified experience for clients and financial advisors by enabling seamless onboarding, investment account opening, funding, and portfolio management with a focus on delivering smarter financial outcomes. It connects users with vetted independent fiduciary financial advisors and supports digital account setup in minutes, eliminating paper forms and simplifying cash and investment transfers. Once accounts are open, Zoe’s technology supports features such as automated portfolio rebalancing, intelligent tax-management strategies like tax-loss harvesting, direct indexing, and fractional share trading to help optimize after-tax returns and maintain target allocations. Zoe’s Model Marketplace gives access to portfolios and investment strategies from established global asset managers, and the system delivers tools for tracking performance and managing accounts collaboratively between clients and advisors.Starting Price: Free -
34
Autonomous
Autonomous
Autonomous is an AI-driven financial advisory and wealth strategy platform built to help users connect all their financial accounts and assets, understand their full financial picture, and receive continuous, personalized investment and planning guidance with zero traditional advisory fees; it integrates data across brokerage accounts, tax-advantaged accounts, liabilities, cash flows, and complex holdings so the AI can recommend tailored strategies rather than one-size-fits-all portfolios. It uses advanced simulations and institutional investing principles to answer questions about trade-offs (e.g., 401(k) contributions vs paying down a mortgage), generate individualized direct indexing portfolios that adapt to evolving goals and risk, and continuously monitor for opportunities like tax-loss harvesting and rebalancing that help optimize long-term outcomes. -
35
Fidelity
Fidelity Investments
From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance. -
36
Presults
Presults
Presults is a modern compliance solution for SEC and FINRA- registered investment advisers. We help financial advisors by providing a cost-effective and intuitive solution for archiving client communications, including text messaging, social media, email, and websites. Presults allows advisors to proactively address potential compliance issues before they occur.Starting Price: $89 per month -
37
AdvisorWare
SS&C Technologies
Specifically designed for hedge funds, funds of funds and private equity, AdvisorWare® delivers portfolio management, accounting and partnership accounting in a single, integrated platform. It supports alternative investment funds that have sophisticated global investment, trading and management concerns, as well as complex financial, tax, partnership and allocation reporting requirements. Maximize operational efficiency with an intuitive system that allows you to manage all types of instruments and corporate actions with complete data integrity. Reduce your operational risk with proactive and automated exception handling, workflow management and reconciliation tools. Fulfill tax and reporting requirements for multiple jurisdictions and furnish fully automated tax allocation to partners. -
38
AdvisoryWorld
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio. -
39
Vivid
Vivid
Safe and secure investing in crypto. Commission-free investing in 10 coins. We don’t add any fees. Access your profits instantly with Vivid. You can invest in 10 different coins like Bitcoin, Ethereum, Litecoin, Bitcoin Cash, etc. You only need a Vivid Account and 0.01 € to invest in crypto assets. We don't have any limits, so you don’t need 1,000 € to get started. Invest in crypto using funds from your pockets. Get your profits right on Vivid account without any delay. You can buy/sell fractional coins 24/7 without any delays. Have a question or problem? Send us a message through the support chat in the app to get instant help from a real person, in English, German, French or Spanish. All data is stored in highly secure data centers in Germany. We value your privacy and never sell your data to anyone. Enter your e-mail and we'll send you a link to download the Vivid app. -
40
Superhero
Superhero
Australia's most accessible, understandable and affordable investment platform. We are making investing accessible and understandable for everyone, whether you're an experienced trader or investing for the first time. Trade U.S. shares for $0 brokerage and Aussie shares for just $5 a trade. Sign up in minutes and fund your account in real time with PayID. Choose to invest in over 7,000 Aussie and U.S. shares and ETFs. Trade U.S. shares for $0 brokerage and Aussie shares for $5 brokerage. Start investing with no account fees and just $100 minimum investment. No jargon. We give you clarity and control to invest your way. $0 brokerage on U.S. shares and $5 brokerage on Aussie shares. Two-factor authentication and bank-level encryption. Superhero Super is a sub-plan of the Fund. At Superhero, we want you to be in control of your money. That’s why we created an investment and superannuation platform that gives you more control.Starting Price: $5 per trade -
41
Accredited.AM
Accredited.AM
The Accredited.AM website is provided by North Capital Investment Technology Inc. (“NCIT”). Verification services are provided by North Capital Private Securities Corporation (“NCPS”), a wholly-owned subsidiary of NCIT registered as a broker-dealer and member of FINRA and SIPC. Because NCPS is a registered broker-dealer, issuers and platforms can rely upon our verification letter for compliance with the verification requirement of rule 506(c), under the SEC’s safe harbor guidance. Accredited.AM is a free service for you to obtain verification of your accredited status as required by federal law to invest in private placements. Your verified status allows you to invest through a growing list of online platforms and financial institutions. We safeguard your privacy and confidential information. Once verified, you can invest through a wide variety of online platforms and financial institutions, without disclosing further confidential information about your income or assets.Starting Price: Free -
42
ChowNow
ChowNow
Commission-free online ordering, built just for your restaurant. Your brand. Your customers. Your online ordering system. Powered by ChowNow. Running a restaurant is hard. ChowNow makes it easier by offering online ordering tools that help restaurants thrive. Everything we build puts eateries and their customers first. We think local and operate commission-free. Need an ordering system for pickup, delivery, curbside, or dine-in? We’ve got you. Keep pace with the big brands and grow your customer base–all commission-free. Connect directly with new customers to receive orders from an expanding list of the world’s most popular sites and apps. Turn occasional diners into repeat customers with valuable data, marketing expertise, and a large library of marketing tools. Streamlining operations is a snap with our proprietary hardware, software, and industry-leading partnerships. We love hearing from the hardworking people who keep restaurants running. -
43
reAlpha
reAlpha
The reAlpha Platform is an AI-powered end-to-end home-buying system that streamlines the entire journey from property search through closing by integrating brokerage, mortgage and title services into one unified experience. It features a conversational AI agent to guide buyers through budgeting, market analysis, touring, document processing and offer submission using more than 400 data attributes to tailor recommendations. Buyers benefit from a commission-free model that eliminates traditional buy-side agent fees and, in many cases, receives a rebate or closing cost credit when the seller covers the commission. The platform’s workflow is built for simplicity and transparency: users search homes, apply for financing, complete title and settlement all within the same digital ecosystem, and licensed agents support the process when needed.Starting Price: Free -
44
GeoWealth
GeoWealth
GeoWealth is a leading financial technology and turnkey asset management platform (TAMP); combining a comprehensive and fully-integrated platform with best-in-class portfolio solutions. Our customizable open-architecture platform and our proven spectrum of investment strategies address all essential needs of investment advisors and institutional investors by helping them grow faster and serve their clients more efficiently. Our integrated, purpose-built technology platform provides a holistic solution available in one place. Leverage our trading team and expertise to manage your clients’ portfolios more effectively. Eliminate time-consuming tasks and outsource to us for additional efficiencies as you scale. For every type of advisor, regardless of your structure, we have the solutions and experience to maximize your clients’ wealth, improve the efficiency of your practice, and strengthen your bottom line. -
45
Tower
TechRules
Tower is the TechRules leading financial software solution for wealth management. It is the answer to obtain a complete life cycle in advisory and open a new communication channel with the clients. Investment proposals, reporting and portfolio management, amongst other services, will be substantially improved with our innovative solution. Our tools empower advisors to get a whole picture of their clients and align with their strategy. This perspective reinforces the relationship between professionals of the financial industry and client bringing confidence and retaining them. TechRules staff is a highly expert group of people will deep knowledge in the fintech branch. They will assess our clients in their different needs in order to implement Tower in the real dimension for your entity. From the full software to some modules, Tower is the financial software solution for a demanding client that asks for high-level financial services. -
46
Apex AscendOS
Apex Fintech Solutions
AscendOS is a cloud-native investment infrastructure platform developed by Apex Fintech Solutions, designed to help fintechs, broker-dealers, and wealth management firms build, launch, and scale digital investing experiences through a unified, real-time ecosystem. It provides a modular foundation that integrates core financial operations such as custody, clearing, trading, reconciliation, and investor account management into a single platform, eliminating the need for multiple disconnected systems. It delivers real-time services through components like a prebuilt ledger, trade execution engine, and embedded data warehouse, enabling continuous access to account activity, balances, and transaction data without relying on batch processing. It supports a wide range of asset classes and includes digital investing tools such as portfolio rebalancing, direct indexing, and model marketplaces, allowing firms to create customized investment products. -
47
Angel One
Angel One
Angel One (formerly known as Angel Broking) is one of the largest independent full-service retail broking houses to India committed in providing accurate and widespread data for every online share trader. Angel One is considered as a home to the independent database on the web covering the Indian online brokerage industry. Our experience of over two decades has helped us to integrate our knowledge and expertise in the broking industry with the technology we provide to our retail clients through various platforms. Angel One offers a safe, seamless, online share trading platform. This stock trading application helps in tracking your investments online. Expert research for technical analysis and portfolio maintenance services. Open lifetime free demat account & trade instantly at zero brokerage on delivery trade and trade across all segments. Paperless and hassle-free sign up with top-class customer support. -
48
intelliflo portfolio
intelliflo
Your clients have amassed investments with a wide range of financial institutions. You need to keep up and make sense of it all to provide informed and insightful guidance. Support performance reporting, composites and analytics from a single solution. Portfolio reporting including performance, composites and analytics. Integrate seamlessly with current systems to reduce complexity and costs. Our open architecture lets you select and seamlessly integrate the tools your business needs. Our Open API (Application Programming Interface) securely opens up intelliflo portfolio to financial advice firms and other third parties, allowing the easy integration of all kinds of service-enhancing apps. Portfolio reporting including performance, composites and analytics. Tax-aware rebalancing with multi-custodian trading for SMAs and UMAs. -
49
Allset
Allset
We want to remove friction from basic and routine things that we face every day with the help of advanced technology. To achieve our mission, we started with one of the most essential and time-consuming parts of our lives — everyday dining out. Allset is a marketplace connecting restaurants and local diners. It provides restaurants with online ordering and contactless dining solutions to serve their customers commission-free. Customers use Allset to order ahead at nearby restaurants and coffee shops, to ensure everyday dining that is fast, easy, and healthy. Local diners support restaurants with commission-free orders for pickup, curbside, and dine-in. -
50
Tradier
Tradier
Tradier provides a full range of services in a scalable, secure, and easy-to-use REST-based API for businesses and individual developers. It’s unlike anything you’ve seen before. Get access to trading, account management, and market-data for Tradier Brokerage accounts through our APIs. Kickstart your financial advisory with operational support and account opening and funding APIs. Easy access to real-time or delayed market data for Tradier Brokerage account holders, including intraday, historical, and streaming. Whether you're a startup or enterprise, Tradier provides the same great solution. You focus on building a great product while we handle the headache of exchange agreements, compliance onboarding, FIX gateways, and trading systems. We understand the value of the relationships you’ve built with your customers, and when you partner with Tradier, we act as an extension of you.
