Alternatives to Betterment

Compare Betterment alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Betterment in 2024. Compare features, ratings, user reviews, pricing, and more from Betterment competitors and alternatives in order to make an informed decision for your business.

  • 1
    QuickBooks Payroll
    Easily pay your team and access powerful tools, employee benefits, and supportive experts with the #1 online payroll service provider. Manage payroll and access HR and employee services in one place. Pay your team automatically once your payroll setup is complete. We'll calculate, file, and pay your payroll taxes automatically. Keep cash longer with free same-day direct deposit. Manage benefits and employee services from your payroll account. Keep cash longer with direct deposit. You’ll also have the flexibility to pay your team when you want with same-day direct deposit. Your time tracking data automatically flows into your account. You can approve timesheets, pay your team, and create invoices right from your phone. Free up valuable time and set your payroll to run automatically. If you turn on Auto Payroll, we’ll also send notifications to help you manage your account.
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  • 2
    M1 Finance

    M1 Finance

    M1 Finance

    Invest, borrow, and spend, all in one place. You set your strategy, we automate it. In a free, easy-to-use app. M1 takes care of the day-to-day tasks so you can concentrate on the big picture. Get the perfect mix of personalization and automation and start making your own money moves. For free. Because every dollar you don’t pay in management fees is one you can invest in yourself. Because your time is as valuable as your money. You make the choices that are right for you, we handle the rest. Because you believe that building long-term wealth isn’t achieved by day-trading or neglected retirement accounts. Flexible, customizable, and automated. It’s your money, intelligently invested the way you want, for free. A flexible line of credit at a low, low rate. Borrow against your investments at 2-3.5% without extra paperwork. The best of digital banking, seamlessly integrated with your investments. Empowered to make every cent work hard for you.
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    Ellevest

    Ellevest

    Ellevest

    With your money membership, Ellevest creates and manages a personalized investment portfolio for you. You could be missing out on hundreds of thousands of dollars, over time, by saving your money rather than investing it. The investing industry was built by men, for men — which means its supposedly “gender-neutral” tools were failing women. Our investment algorithm factors in important realities for women, such as pay gaps, career breaks, and longer average lifespans. Ellevest meets you where you are. There’s no minimum deposit to start investing, so you can do more for your money today. Let’s spend five minutes together so we can create a plan just right for you. Share a few details about your money, life, and career. We create an investment portfolio using a thoughtful mix of stock, bond, and alternative funds. This kind of diversification is intended to help reduce your portfolio's overall risk.
    Starting Price: $9 per month
  • 4
    Empower

    Empower

    Empower

    Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before. Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation. Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.
    Starting Price: Free
  • 5
    Ally Invest
    We offer web-based trading on a streaming HTML 5 platform. Our dynamic trading experience means investors can manage their accounts, access their portfolios and make trades seamlessly across multiple devices. You can also access your account with mobile and tablet apps for iPhone and Android. We take pride in providing our clients with the best customer service possible. When you contact us, you'll have access to brokers who can answer your investment questions. Access informational articles provided by Ally Invest to help you improve your understanding of investment strategies and market trends. For investors who want to manage their own portfolio, you can start trading stocks and ETFs for $0 with no account minimums. Other fees may apply. Review the Characteristics and Risks of Standardized Options brochure before you begin trading options. Options investors may lose the entire amount of their investment in a relatively short period of time.
  • 6
    Acorns

    Acorns

    Acorns

    Take control with all-in-one investment, retirement, checking and more. Invest spare change automatically, set aside money from each paycheck, earn more, and get money tips on the go. Access smart portfolios designed by experts, that adjust automatically as you and your money grow. Backed by leading investors and innovators, from Blackrock to CNBC, and chosen by more than 8 million people. We use bank-level security, 256-bit encryption, and allow two-factor authentication for added security. Get the only heavy metal debit card that saves and invests for you, with Real-Time Round-Ups, Smart Deposit, no hidden fees, and over 55,000 fee-free ATMs. From 350+ brands that invest in you, to millions of jobs searchable right from your Acorns app, and more. Earn more, so you can save and invest more. Original money tips and tricks developed for you by Acorns and CNBC. The more you know, the more you can grow.
    Starting Price: $1 per month
  • 7
    SigFig

    SigFig

    SigFig

    SigFig makes high-quality investment advice accessible and affordable to investors of all wealth levels. Using a combination of design, data science, and technology, SigFig helps empower investors with the information and guidance they need to achieve their personal financial goals. We are proud of our partnerships with the world’s largest and most innovative financial institutions. SigFig helps clients access, and advisors provide, investment advice efficiently with next generation digital experiences. We are powering the future of banking from web, mobile, and at the branch with digital investment advisory services. Build an intelligent, tax-efficient, diversified portfolio for a fraction of the cost of traditional advisors. Find out if high fees, unbalanced allocations and under-diversification are hurting your returns.
    Starting Price: 0.25% per year
  • 8
    Titan

    Titan

    Titan

    Titan is a premier investment firm that manages $500M for 25,000 clients. Wall Street ignores everyday investors, catering to only the ultra wealthy. This divide didn’t sit well with us, so we built Titan: a world-class investment manager for the rest of us. We aim to grow your capital over the long term by following our time-tested investment philosophy: identifying the rare species of stocks known as “compounders” and holding on tight. We don’t just expertly invest your capital — we explain everything. By giving our clients courtside seats, they become the smartest investors they’ve ever been. From instant investing to portfolio manager access, we provide access to many cutting-edge features that other firms do not, free of charge. We are a diverse team of veteran Wall Street investors, engineers, operations, investor relations, and product folks. Our employees and advisors have worked at some of the leading institutions in the world.
  • 9
    SoFi

    SoFi

    SoFi

    All-in-one investing that’s easy to use. Build confidence as an investor. Trade stocks and ETFs, buy crypto, or start automated investing. SoFi Money® is a cash management account that charges no account fees to save, spend, and earn cash back rewards when you spend on brands you love. Earn 2% unlimited cash back when you redeem it* to save, invest, or pay off loans in an eligible SoFi account-plus there’s no annual fee. Fixed interest rates start at 2.99% APR* with autopay. Flexible repayment options. No fees. No nonsense. Get pre-qualified in two minutes. All online. The first step in getting your money right is knowing your score. Track your credit and your money—all in one app. Take care of yourself and your family with our full suite of insurance offerings, including fast and easy life insurance through ladder. Lantern by SoFi lets you compare PPP offers from a network of lenders to help ease your small business burden.
  • 10
    Stash

    Stash

    Stash

    Stash is a personal finance app that simplifies investing, making it easy and affordable for everyday Americans to build wealth and achieve their financial goals. Fractional shares make it easy to invest what you can afford on a set schedule. We can help you bank better with no hidden banking fees and access to early payday through direct deposit. The everyday card that helps you earn stock while you shop. Take stock of your life, our three subscription plans help make it affordable and easy. Our retirement options can help you ease into a more secure future. Stay focused on their long-term goals with our children’s investment accounts. Stash was built with a simple philosophy, everyone should have access to investing. Thanks to fractional shares, anyone can invest in the stock market with $5 or less. Stash helps more than 5 million people reach their financial goals. Stash can give you everything you need to build wealth for the long-term.
    Starting Price: $1 per month
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    Unifimoney

    Unifimoney

    Unifimoney

    A unique digital mobile account with a fully featured high yield checking account, credit card and investing. Maximize your return on assets and grow your wealth -- effortlessly. Save and invest $3.50 a day from age 26 and you could have built a $1m+ portfolio by retirement. The most comprehensive investment app available. Passively fund your Robo portfolio, trade equities commission free and get access to alternative assets including cryptocurrencies and precious metals in app. Maximize your return on assets and grow your wealth -- effortlessly. Unifimoney also is launching a credit card. The only Credit Card in the world to give you the choice of redemption as Gold, Bitcoin or Equity investment contribution. Helping the environment and supporting The Ocean Foundation, we donate every time the card is used.
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    Vanguard

    Vanguard

    Vanguard

    Vanguard is made up of more than 30 million investors, all with unique stories and individual goals. You're in good company. It all starts with a plan. Choose how to build yours. Get personalized support as you strive toward your goals, no matter where you stand in your financial journey. Let our new online financial planner match an investment strategy to your retirement goals. Ready to plan your financial future? We have what you need to be a successful DIY investor. Vanguard investors just like you have lots of experiences to share. Our funds are crafted with you in mind to help you reach your goals of investment success. Over the last 10 years we have had a history of strong performance. Vanguard has been helping investors reach their goals since 1975. Our unique, investor-owned structure keeps us focused on your needs first. Vanguard is client-owned. As a client-owner, you own the funds that own Vanguard.
    Starting Price: $20 per year
  • 13
    Wealthfront

    Wealthfront

    Wealthfront

    Unlike banks that let your cash sit idle in your accounts, we use technology to help you grow all your money effortlessly. We can help you save or invest your extra cash automatically. Decide how much money to keep for bills and emergencies, and sweep the rest to categories or your investment account. Stay in control, without the manual transfers. Grow your long-term wealth with our recommended portfolio, or build your own. We’ll automatically reinvest dividends, rebalance your portfolio, and find ways to maximize your after-tax returns. And with our Tax-Loss Harvesting strategy, we can lower the taxes you pay as you invest. We can help you save or invest your extra cash automatically. Decide how much money to keep for bills and emergencies, and we’ll automatically move extra cash to the account of your choice. Smart enough to avoid overdrafts, and you always have complete control.
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    blooom

    blooom

    blooom

    Securely connect all of your accounts to understand what your retirement could look like. See how your annual savings and retirement age could have an impact on your goals. Simply saving is a great first step, but could you be doing better? Hidden investment fees and improper allocation can eat away at retirement savings, that’s where blooom can help. Become a client and receive a personalized fund recommendation based on you and your specific plan. Plus, you can choose to have trades placed for you and get access to experts with advisor chat. A strategy is only as good as your commitment to it. That is why blooom provides ongoing optimization through portfolio monitoring. As circumstances change in the market (or your life), blooom will adjust your allocation to keep you on track.
  • 15
    Qapital

    Qapital

    Qapital

    Put money away automatically while you live your life. Just set a goal and watch your savings grow. Apply Rules to each of your Goals and they’ll be achieved in no time. These fun, creative Rules help stack up smaller amounts of cash, letting you save every time you get paid, swipe your card, buy a guilty pleasure, or even run a 5k. Create shared savings Goals so you can contribute together and motivate one another. With the help of another person, your big-picture dreams can become reality. Qapital’s pre-built portfolios are ideal for budding investors – give us a timeline and an amount you want to reach and we’ll recommend a portfolio to match your desired level of risk. By adding an investment portoflio to your savings set-up, you can reach bigger, long-term goals (like a kid’s college fund). Your money is likely to grow faster than it would by just saving.
  • 16
    Guideline

    Guideline

    Guideline

    The easy, affordable 401(k) for small business. Retirement plans done right We’re on a mission to help every small business offer a 401(k). And to help participants create a retirement they can look forward to. We sync with popular payroll providers, take care of plan administration, and offer low-cost mutual funds. And unlike many 401(k) providers, we don’t charge any additional fees on investments. How we're different. We do the administration, compliance testing, and recordkeeping to make your job easy. Fully bundled. We do the heavy lifting—from plan administration and employee onboarding, to compliance testing, government filing, and recordkeeping. Features. Predictable pricing. We charge one all-inclusive fee, starting at $39/mo + $8/mo per participating employee—without any added investment fees or setup fees. Pricing details. Full payroll integration. We are fully integrated with top payroll providers to automatically sync employee data and payroll deferrals
  • 17
    Human Interest

    Human Interest

    Human Interest

    Human Interest makes it easy and affordable to help your employees save for retirement. Through dozens of sneaky, shady fees, other 401(k) providers can take advantage of you and your employees. With us, you get affordable plans, low-cost funds, and absolutely no transaction fees. Your dashboard gives you a 360-degree view of your company plan, including employee participation and contribution reports. Employees can start saving in a few easy steps with our seamless onboarding and built-in investment advice. Human Interest takes the hassle out of managing your company’s 401(k): We sync to your payroll, process contributions, and handle all of your compliance testing and IRS paperwork. We offer Traditional and Roth 401(k)s, 403(b)s, Safe Harbor plans, and profit-sharing plans — we’ll help you figure out what’s right for you. Employers can customize matching and vesting options at no additional cost.
    Starting Price: $120 per month
  • 18
    Vestwell

    Vestwell

    Vestwell

    Flexible investments and plan design so you can build the right offering for today and make future changes needed as you grow. Modern, user-friendly interactions and experience. Transparent, competitive pricing so you and your employees always know what you're paying for. Full-service administrative capabilities including operations, servicing, and 3(38), 3(21), and/or 3(16) compliance. Work with or without an advisor to select the right plan for you and your employees. Provide the information needed to efficiently run and service your plan, all handled through our digital, interactive portal. We'll invite your employees to start saving... just upload your first payroll and census and we're off to the races!
  • 19
    ADP Retirement Services
    From easy plan management and unbiased investment choices to fiduciary services, simple plan setup and time-saving efficiencies, you can leverage benefits that make a difference with our retirement plan solutions. ADP is helping participants get retirement ready by putting meaningful tools in your employees hands so they can plan for retirement at their convenience. With a mobile enrollment experience that allows participants to enroll anytime, anywhere and features like the MyADP Retirement Snapshot calculator that allows participants to obtain an estimate of their retirement savings through a series of personalized questions, and targeted messaging that pushes important information to participants, we are always designing for you and your employees. Making the best possible investment choices for your plan is critical to its success.
  • 20
    Ubiquity Retirement + Savings

    Ubiquity Retirement + Savings

    Ubiquity Retirement + Savings

    A 401(k) is a savings vehicle established by a business or self-employed person to help employees and business owners save for retirement as well as take advantage of the tax benefits provided to both the business owner and employees. The flexible features of a 401(k) can accommodate the needs of a broad range of retirement planning objectives. Each individual gets to choose how much of their pay will be deposited into their 401(k) account each pay period – before taxes are deducted and how those dollars will be invested. Many businesses choose to match a portion of the employees’ contributions, helping retirement savings grow even faster. In addition to providing financial security in retirement, saving in a 401(k) provides tax advantages for both the business owner and the employees, including tax deductions, tax-deferred earnings, and tax credits. For example, when an employee saves in a 401(k), their contribution is deducted from their paycheck before income taxes are withheld.
  • 21
    401k Easy

    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
  • 22
    ShareBuilder 401k

    ShareBuilder 401k

    ShareBuilder 401k

    Our 401(k) plans are designed to lower the cost of retirement benefits to help you save more. Whether you’re a small business starting your first 401(k) plan or a larger business looking to save costs and increase your service, we’re here to serve you. Explore tax benefits and higher yearly contribution limits with a 401(k). Invest for less with our high-quality investment roster. Potentially lower taxes for yourself and your business. Offer a customized 401(k) plan - whether you’re self-employed or have 100 employees. Lower your taxes as you save for retirement. Leverage ShareBuilder Advisors' investment expertise and Customer Success Managers. If you have never offered a 401(k) plan for your business, know that a little online research can help you quickly circle in on what you will need from a 401(k) provider including services, pricing, and investments that can make all the difference. Here's information to help.
  • 23
    Pearler

    Pearler

    Pearler

    Want to build financial independence but don't know where to start? Pearler makes investing simple again. Over the long term, investing regularly in low-cost exchange-traded funds outperforms most active trading strategies. You have worked hard for your money, it's time to make your money work for you. Choose what assets you want to invest in or use a template portfolio to get you started. Set-and-forget your investment strategy. Let time do all the heavy lifting using the power of compound interest. Track your progress towards financial independence, a home deposit, retirement, or any other financial goal. Don't do the journey alone. Join a community of long-term investors to help you stay on track. Simply choose the amount, frequency, and specific shares you want to invest in. It’s the easiest set-and-forget strategy for both beginners and experienced investors. Discover popular, low-fee ETFs, LICs and shares loved by the Pearler community.
    Starting Price: $6.97 per trade
  • 24
    Fidelity

    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.
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    Shelton 401(k)

    Shelton 401(k)

    Shelton 401(k)

    A 401(k) for your small business includes many pieces that all play a vital role in helping your employees plan for retirement. Shelton 401(k) specializes in providing retirement accounts designed for small businesses while making the process stress free for business owners. Shelton Capital Retirement Plan Services works closely with our clients to provide you with a reasonably priced, bundled solution that reduces complexity while producing optimal results for all stakeholders. We provide high quality, concierge-level 401(k) service and support to help your employees save for retirement, and to help make you look good. We are experienced service professionals that provide live and online personalized resources for you and your employees. Shelton 401(k) is part of a small privately held company, NOT an insurance company, NOT some big fund. We are administered by people, not by machines.
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    Ocho Solo 401k
    The Ocho Solo 401k gives business owners the biggest tax advantages of any retirement plan. Contribute up to $61,000 and invest in any asset class with tax-free compounding. We meticulously crafted Ocho to be the simplest, easiest solo 401k experience you’ll ever have. Create your account, make contributions, and invest your funds all in one place through our minimal, intuitive dashboard. Ocho is the easiest way to set up a solo 401k and start investing your money with tax-free compounding. You can open an account in under 10 minutes, and we take care of all paperwork and administration for you. No need to open separate bank and brokerage accounts – it can all be done through your Ocho account. Invest in traditional assets like stocks, mutual funds, and ETFs, or take full checkbook control and directly invest your money in alternative assets like real estate, crypto, and private equity.
    Starting Price: $299 per year
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    Slavic401k

    Slavic401k

    Slavic401k

    Attract & retain top talent, and create a happier, more stable workforce by offering your employees a Slavic 401(k) plan. Happier employees stick with your business longer, ensuring you have the depth for your business to continue to scale. Weighing your options between your own independent 401(k) plan or participation in a Multiple Employer Plan (MEP)? Consider the $6,000 - $10,000 annual audit cost savings (an IRS requirement for businesses of 100+) afforded you by adopting an MEP plan. There is no individual audit requirement for your company inside an MEP. Also outsourcing the administration and Fiduciary responsibility to the MEP sponsor saves time and money. 401k compliance & testing issues can cause significant problems for you, the employer. If your plan is not administered correctly, you can be hit with fines & penalties that can cut into the bottom line of any business, and that can be crippling for a small business.
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    ForUsAll

    ForUsAll

    ForUsAll

    Our technology, automation, and deep ERISA plan experience add up to a 401(k) that removes work and liability from your plate. Now, that’s a benefit. We automate manual tasks such as contributions, 401(k) loans, eligibility tracking, hardships, and notifications – so your team can focus on your business. Payroll problems are the worst. We run every payroll, for each employee, through 44 unique diagnostic checks to find and resolve issues – before they become issues. Keep track of your plan’s overall health, including audit-readiness, with a comprehensive dashboard that includes all critical plan documents. To keep your plate free of compliance risk, we provide full administrative and investment fiduciary protection (aka 3(16) and 3(38) fiduciary services). Our plan administrator reviews, signs, and submits your form 5500. We carry a $5M professional liability insurance policy for our ERISA fiduciary services.
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    Axos Invest

    Axos Invest

    Axos Financial

    When you create an Axos Invest account, we’ll recommend an investment portfolio that optimally weighs your time horizon, desired amount of risk, and potential return. All to determine your preferred investment strategy. Precise and nimble Managed Portfolios may be automated, but that doesn’t mean we can’t adapt. In addition to rebalancing, when you update your information or goals, we adjust your portfolio to help you progress toward your goals. Plan for both short- and long-term goals. Whether you’re planning for a vacation, saving for a down payment on a home, or building an emergency fund, we’ll guide you to set up your investment strategy. Then we’ll help you determine how much you can save for retirement and set your investment goals in an individual automated investment account or a Traditional or Roth IRA.
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    Trade Republic

    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
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    Choice

    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
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    Merrill Edge

    Merrill Edge

    Merrill Edge

    As your investing needs change, you can feel comfortable knowing that we'll be there for you along the way. Personalized investing with insights, guidance and tools to confidently put your investing ideas into action. Tell us your goals, and Merrill investment professionals will build, monitor and rebalance your portfolio. All the benefits of Merrill Guided Investing online plus guidance from an advisor along the way. Investment balances can help you earn Preferred Rewards benefits and pricing discounts. Members enjoy program benefits including credit card rewards bonuses, discounts on home and auto loans, monthly account maintenance fee waivers, and more. Life is constantly evolving. Merrill understands your needs and provides the advice, guidance, insight and tools you need to help make the most of the moment, no matter what your goals for the future are.
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    Transamerica Retirement Solutions
    We focus all of our expertise and resources on one critical mission: to help people save and invest wisely to live the life they want. How? By making it easier for organizations to extend valuable benefit programs to their employees. Not only do we streamline administrative responsibilities and ease fiduciary obligations, we make it more attractive for employees to take full advantage of all the program has to offer. We are dedicated to helping participants achieve a funded retirement. Leveraging proven approaches and innovative tools, we try to motivate them to enroll early, to save more, and to diversify easily. And throughout retirement, we provide resources that allow them to manage their retirement income.
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    Sarwa

    Sarwa

    Sarwa

    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 only a multimillionaire could afford. Invest in globally diversified portfolio of stocks, bonds and other asset classes tailored to your risk tolerance. Investing in low-cost index funds that track the market outperforms stock picking over the long term. We use smart technology to rebalance your portfolio based on market movements and reinvest your dividends. Based on your answers we'll recommend an investing plan designed for your risk tolerance and time horizon. You can customize this at any time.
    Starting Price: 0.5% Fee
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    Interactive Brokers

    Interactive Brokers

    Interactive Brokers

    IBKR provides clients from all over the globe with the ability to invest worldwide at the lowest cost. Invest globally in stocks, options, futures, currencies, bonds and funds from a single integrated account. Fund your account in multiple currencies and trade assets denominated in multiple currencies. Access market data 24 hours a day and six days a week. Powerful enough for the professional trader but designed for everyone. Available on desktop, mobile and web. Spot market opportunities, analyze results, manage your account and make better decisions with our free trading tools. Real-time trade confirmations, margin details, transaction cost analysis, sophisticated portfolio analysis and more. When placing your money with a broker, you need to make sure your broker is secure and can endure through good and bad times. Our strong capital position, conservative balance sheet and automated risk controls are designed to protect IBKR and our clients from large trading losses.
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    401GO

    401GO

    401GO

    Administering a 401(k) has never been easier. Busy-work, data-entry errors, and endless forms are virtually eliminated with our automated platform. Automation leads to efficiency and efficiency leads to savings. Your 401(k) will be the least costly and most preferred benefit! Spend less time and save more money. 401GO’s intuitive platform makes saving for retirement easier than ever. Rather than a simple shortlist of funds every user is offered a guided portfolio design, based on their risk tolerance and savings goals. We’ve streamlined plan design by keeping things simple and finding the key features that most businesses need. Get up and running in minutes, not weeks. Rather than wait until the end of the year when filings are due, we run continuous automated testing and compliance. We also handle the filings and ensure your plan is in compliance. Investments must be suitable for a 401(k) plan.
    Starting Price: $9 per user per month
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    AB401k

    AB401k

    Americas Best 401k

    A Modern 401(k) Without the Middlemen. If your current provider is on this list, we can likely reduce your fees by 40% or more. Send us your fee disclosure (also called a 408b2) from your existing provider. If you don’t know where to locate it, call us and we will direct you. Keep in mind that Department of Labor regularly requires plan sponsors to benchmark their plan so this will fulfill your fiduciary obligation. If the destination is a financially secure retirement, is your 401k on course? A member of our team will walk you through your complimentary “side-by-side” fee comparison so you can see the impact that higher fees will have on your account balance over time. Take action and make the switch to America’s Best 401k. There is no conversion fee and our team makes the conversion process painless. The quicker you make the change, the quicker your savings begin.
    Starting Price: $400 Quarterly
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    ASC Defined Contribution / 401(k) System

    ASC Defined Contribution / 401(k) System

    Actuarial Systems Corporation - ASC

    The ASC DC/401(k) administration system is continually updated for all legislative changes. It offers flexible eligibility calculations, an easy data import wizard and comprehensive data checks. It provides for multiple funds and sources, using dollar or share accounting. The ASC full Compliance Testing System is also included. Reports can be generated using the standard reports included with the ASC System, or can be customized using the ASC Reporter, which allows a user to create custom reports. Built in budget solving routines for new comparability, super integrated, age-weighted and sole proprietor/partnership plans. Calculates various employer contributions for 401(k) and other defined contribution plans. Performs extensive employee data validation in one step including ability for custom data validation formulas. Fully updated for all legislative changes.
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    Bitwage

    Bitwage

    Bitwage

    We create solutions for remote workers looking for work and to optimally receive their wages. We offer unique jobs, flexible distributions, reduced payroll costs and increased fulfillment speeds. Receive a portion of your wage in digital assets. Faster, cheaper international invoices with direct bank and wallet deposits. International people who want to get paid in digital assets for their invoices. Companies who want to offer unique digital asset benefits for their employees. International companies who want to pay employees and freelancers faster and cheaper. Companies looking for innovative HR services. Bitwage constantly analyzes all the mechanisms to distribute wages across borders, comparing traditional systems such as bank wires with new international gateways, such as XBT and XRapid protocols. Through this fully encompassing approach, Bitwage radically reduces the cost of paying workers, freelancers and outsourcing firms across borders.
    Starting Price: $7.99 per month
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    Qtrade

    Qtrade

    Qtrade

    Build, evaluate, and test your portfolio using analyst research and tools that feature our most advanced risk analysis and portfolio-building technology. Portfolio Creator builds your ideal ETF portfolio when you answer just a few questions. Screeners help you narrow your investment options. Retirement calculator determines how much you need to save. Easy-to-use account dashboard lets you see everything at once. Digital account opening and e-signatures allows you to get up and running quickly. Self-serve capabilities make it easy to access e-statements, contribution requests, foreign exchange requests, and more. Analyst recommendations from Morningstar provide actionable insights. Watchlist lets you monitor stocks before you start trading. Savings and investment calculators help you plan to meet your goals.
    Starting Price: $25 Fee
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    Webull

    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.
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    Tangerine

    Tangerine

    Tangerine

    With tools like automatic contributions, you never have to worry about finding the right time to invest. You may have heard we have low fees across our entire platform and our Investments are no exception. We’ve been helping Canadians save and invest online for over 10 years, so you can feel confident that you’re on track towards your long-term financial goals. Earn tax-free interest on top of the same great advantages of a Tangerine savings account. Enjoy all the guaranteed benefits of our GIC combined with the great features of our Retirement Income Fund. Earn money-back rewards on all of your everyday purchases with a Tangerine credit card. Personalized categories, unlimited money-back monthly and no annual fee. Although Tangerine is a bank without branches, we are much more than a website on the Internet. Our presence is also established via mobile, at our Tangerine locations and through our contact centres.
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    Groww

    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.
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    Kuvera

    Kuvera

    Kuvera

    Lowest lock-ins, simple withdrawals, potentially better returns. ELSS is the new hero to save the day! Minimise your long term tax impact by realising up to ₹1 Lakh of Long Term Capital Gain (LTCG) every year with no tax. Switching away from commission laden regular mutual funds used to be cumbersome. We have changed that! Just Sign up with one account, and manage investments for your relatives and family members. Consolidate and track your entire Mutual Fund portfolio with highest level of privacy protection. Add your financial advisor as a Manager to your Kuvera account and let them guide your investments. A new car, owning your own home, sending your kids to study abroad, you have many reasons to invest. A cheaper, faster & easier way to transfer your money and invest through Kuvera. We are data driven ex-money managers & technologists. We know how to make financial management easy.
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    Motilal Oswal

    Motilal Oswal

    Motilal Oswal

    Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 as a small sub-broking unit. Focus on customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into an 8500+ member team. Today we are a well-diversified financial services firm offering a range of financial products and services such as private wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking, currency broking, and home finance. We have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions and corporate clients. Research is the solid foundation on which MOFSL advice is based.
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    Stockspot

    Stockspot

    Stockspot

    We build you a diversified portfolio using proven investment strategies to grow your wealth. Think global shares, Australian shares, and government bonds. Stockspot is Australia’s leading online investment adviser. We build you a smart, custom portfolio using ETFs (exchange-traded funds), which give you access to a range of different investments with low fees. A diversified portfolio and the patience to stick with it is the boring but brilliant secret to success when you invest. Stockspot portfolios are designed to invest for both growth and dividends. Our technology helps to automate repetitive tasks like rebalancing and reinvesting dividends to keep your portfolio healthy and your costs low. Every dollar that you save on fees is an extra dollar added to your returns. We regularly review your assets and the market to keep your portfolio balanced. Add to your investments to grow your wealth faster.
    Starting Price: $27.50 per month
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    DEGIRO

    DEGIRO

    DEGIRO

    DEGIRO is one of the fastest growing online brokers in Europe. What separates DEGIRO from the rest is that we offer institutional fees to retail investors. Our mission is to empower people to become the smartest self-directed investors they can be by creating high-quality, cost-effective, transparent and accessible investment platforms & services. DEGIRO has quickly become one of the largest brokers in Europe. What separates DEGIRO from the rest is that we offer the unique combination of a user-friendly and comprehensive platform with incredibly low fees. Investing is no longer limited to your home market. Get access to more than 50 exchanges across 30 countries for true global investing and exceptional diversification possibilities. Our investment platform is at the forefront of the industry but we are always trying to be better. Based on your feedback, we continuously improve our service.
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    Futu

    Futu

    Futu Holdings

    We innovate to offer you a powerful trading experience with our cutting-edge technology. You can invest in U.S. stocks, options, ETFs, and other opportunities. Build smart trading strategies with our real-time data and a suite of powerful analytical tools at your fingertips. Trade smart, together. Gain market insight with over 50 free technical indicators in our smart charts. You asked, we delivered! VWAP, multiple charts, pre-market and post-market data are available. Create customized screener to find market spotlights. Stay informed 24/7 with the market moves by pushed AI-driven alerts. Rankings, earnings calendar, analyst ratings, and more in-depth data to help you make better investing decisions.
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    FutureAdvisor

    FutureAdvisor

    BlackRock

    FutureAdvisor establishes partnerships with wealth management firms to help them drive asset growth, be more efficient, target new client segments and reach the next generation of investors. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolios. We take academically researched portfolio management principles and industry best practices and apply them to your situation and your existing investment accounts. We use the funds you already own to minimize churn and minimize tax impact. When necessary, we add low cost index funds to better diversify the portfolio.
    Starting Price: 0.5% Fee
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    Tickmill

    Tickmill

    Tickmill

    Tickmill is a trading name of Tickmill Ltd, a member of Tickmill Group, which is regulated by the Seychelles Financial Services Authority (FSA). With a proven track record of strong financial results and stable growth, Tickmill has put itself in an enviable position as a trusted market leader and innovator. Our aim is to help our traders succeed by providing an exceptional trading experience. Our trading platforms offer you a world-class trading experience with numerous features and tools that suit your trading style. Keep your trading costs down with competitive spreads, commissions and low margins. View spreads on our most popular cash instruments. Tickmill provides premium trading products and services with transparency and innovative technology. Get access to 80+ instruments with spreads as low as 0.0 pips and some of the lowest commissions on the market. All our trading platforms are powered by innovative technology and advanced features to cater for our clients’ evolving needs.