Alternatives to Upvest
Compare Upvest alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Upvest in 2026. Compare features, ratings, user reviews, pricing, and more from Upvest competitors and alternatives in order to make an informed decision for your business.
-
1
ADDX
ADDX
Invest in the same wealth-building opportunities as the ultra-affluent & institutions, now open to you at accessible minimums. Investments in private equity have outpaced their public market equivalents every year since 2000, by an average of 10% more returns. More investors gain access to private markets. Your portfolio should be balanced with a mix of public and private market investments to be set up for better outcomes, with 30% allocated to private markets. Get in the driver’s seat of your financial journey. Pick from varying investment strategies that fulfill different goals, from savings, and retirement to legacy planning. Invest in fractions and build a holistic portfolio. ADDX is constantly transforming private markets. Today, you can build a portfolio for the modern world, diversified with a range of wealth-generating opportunities. Access private markets in fractions, and invest in smaller amounts, to diversify into more opportunities and balance risks and rewards.Starting Price: Free -
2
DigiShares
DigiShares
The platform is used to lower barriers, enable trading, automate compliance & governance processes, and provide transparency for investments in real estate and other real-world assets. DigiShares is your gateway to the digital assets ecosystem and can help your company harness the power of blockchain technology. DigiShares provides a platform for tokenization, i.e., the issuance, corporate management, and trading of securities in the form of tokens on the blockchain (tokenized securities/security tokens). The platform is primarily used for large physical assets, such as real estate, solar, wind, infrastructure, etc. We provide fully compliant and customizable workflows for KYC, AML, and accreditation, and an advanced and secure payment system that allows your investors to pay in fiat and crypto. If you are raising capital, doing so on the blockchain can provide various benefits such as fractionalization, lower barriers, and the possibility for investors to trade. -
3
Norion
Norion
Democratic access to investment and capital. Norion opens up the possibility of harnessing the potential of tokenization for everyone. Thanks to our ecosystem, you can attract investors or participate in the tokenization of startups, real estate, or luxury goods. Tokenization is just the beginning, with us, you will create your own ecosystem for investors. Norion combines blockchain and decentralized applications with traditional assets and a broad portfolio of financial services, making our solutions flexible, scalable, and accessible to everyone. We create a place where all stakeholders come together to implement bold ideas and business concepts. Thanks to Norion, you can turn your customers, fans, employees, and partners into investors and co-creators of your success. Organize the issuance and sale of tokens for any asset. With us, you build a diversified portfolio of assets and gain access to a package of additional benefits. -
4
Aconomy
Pandora Finance
Aconomy -an asset tokenization platform- is a real-world assets-backed DEX where anyone can tokenize and trade any real-world asset on-chain, forging a parallel on-chain asset economy and ensuring the democratization of asset ownership with the dematerialization of RWAs. Aconomy's vision is to boost a parallel on-chain asset economy, enabling users to tokenize real-world assets ranging from vintage watches, luxury art, cars to rare books. With Aconomy, instead of being limited to specific asset classes, investors and buyers can invest and incorporate numerous validated assets into their portfolios. Aconomy acts as a bridge, opening doors to innovative ways of actively utilizing, engaging, investing, and reinvesting in assets, promoting an efficient, greener, and circular economy, to elevate global finance to new heights.Starting Price: $0 -
5
SplitXchange
SplitXchange
Build a diversified portfolio starting with just $1. Invest in what you love, at your own pace. With our intuitive portfolio builder, you can easily discover and invest in a variety of exciting assets, all in one place. Our user-friendly platform allows you to browse investment opportunities, invest in fractions of assets, and track your portfolio performance, all in a few simple steps. Easily add funds and explore investments tailored to your goals. Build your dream portfolio one investment at a time. Manage your investments in one place on the go. Go beyond traditional stocks and bonds. You can invest in the things you love, like art, music, real estate, and film. Invest in your passions and diversify your portfolio. SplitXchange is a registered technology company with a regulatory license to develop, deploy, and host digital assets. As a multi-asset exchange, it provides access to alternative investment assets, powering our innovative split economy model.Starting Price: Free -
6
Vezora
nextChainX
Vezora is a Solana-based platform that enables tokenization of real-world assets (RWA) such as real estate, commodities, and financial instruments into secure, tradable digital tokens. It bridges traditional finance and blockchain by providing fractional ownership, automated compliance, and on-chain transparency through smart contracts. Vezora allows investors to access high-value assets with lower entry barriers and instant liquidity, while asset owners gain broader investor reach and reduced administrative costs. The platform features custody, trading, and management tools, white-label APIs for institutions, and AI-driven KYC/AML integration to ensure full regulatory compliance. Built entirely on Solana, it offers speed, scalability, and low-cost transactions, positioning Vezora as the infrastructure for a new era of global tokenized finance.Starting Price: $120000 -
7
fractional
fractional
fractional makes real estate investing inclusive, collaborative, and hassle-free. Bring your friends or use our network to easily propose, collaborate, and act-on co-investment opportunities for 10x less time and money. Bring your friends and search for an investment property together or join investment opportunities proposed by fellow investors in the fractional network. Share and learn with our community. Our customizable co-ownership legal agreement and secondary marketplace give our investors more liquidity options and a framework to collaborate on decisions. We handle the entire property acquisition and admin process such as incorporation, bank account creation, financing, closing, property management, and more through our partner network. fractional owners make 40% more compared to REIT and crowdfunding investors through significant tax benefits from true real estate ownership and no annual fees. -
8
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 -
9
IXS
IXS
IXS is an institutional-grade blockchain and tokenization platform focused on the compliant issuance and trading of real-world assets (RWAs). It offers a full ecosystem including the IXS Launchpad for primary issuance, and a decentralized exchange (DEX) for secondary trading of tokenized RWAs. Licensed and regulated by authorities such as SCB Bahamas, IXS ensures security, compliance, and adherence to KYC/AML protocols. The platform integrates with major centralized exchanges (CEXs) and partners with communication giants like LINE, connecting hundreds of millions of users to onchain financial markets. IXS empowers financial institutions with SaaS tools to securely create, manage, and distribute tokenized assets. Individual accredited investors also gain direct access to fractional ownership and liquidity in institutional-grade RWAs. -
10
Fusio Portfolio
BlockGuard
Fusio Portfolio by Blockguard is a cutting-edge crypto investment platform that simplifies digital asset management for investors of all levels. It provides users with a unified dashboard to track, analyze, and optimize their cryptocurrency portfolios across multiple exchanges and wallets. Fusio Portfolio integrates AI-driven insights, risk assessment tools, and automated portfolio rebalancing to help users maximize returns while managing volatility. Designed for both retail and institutional investors, the platform democratizes access to advanced investment strategies, ensuring users can make informed decisions in the rapidly evolving crypto market. -
11
Securitize
Securitize
Now you can enable an ecosystem where new investors and loyal customers can invest in your brand in between fundraising cycles, and employees and shareholders can find a path to liquidity. At the same time, you enable better capital formation from more diverse investor pools. As more companies stay private longer, being able to provide employees with liquidity is key to retaining top talent. With the option to add the Securitize Markets ‘Sell Equity’ button to your HR portal, your employees will have the potential to sell their equity. Provide investors and loyal customers with access to buy equity in your brand. Leverage Securitize ‘Invest’ button on your Investor Relations webpage and Securitize Markets to provide access for new investors to trade your digital asset security. Customize your investor experience with a branded landing page that hosts videos, NAV information, announcements, and links to virtual investor presentations about your company and assets. -
12
CADMOS
CADMOS
Our Platform introduces a transformative approach to asset management by leveraging blockchain technology for the tokenization of funds. This process begins with the conversion of traditional financial assets into digital tokens on the blockchain, representing ownership or a stake in the underlying assets. By doing so, we enable instantaneous access to a global pool of investors, facilitating capital raising and investment processes that are significantly more efficient than traditional methods. The use of Ethereum Virtual Machine (EVM)-compatible blockchains ensures a wide-reaching compatibility and interoperability, allowing funds to operate seamlessly across different blockchain environments. The platform's innovative use of smart contracts automates many of the complex and labor-intensive processes involved in fund management, such as issuing new tokens (capitalization), managing distributions, and enforcing compliance with regulatory requirements. -
13
Public
Public.com
Invest in stocks. Learn from others. Public makes the stock market social. Follow other investors, discover companies to believe in, invest with any amount of money. We're on the mission to open the stock market to everyone by making it inclusive, educational, and fun. Public is the investing social network where members can own fractional shares of stocks and ETFs, follow popular creators, and share ideas within a community of investors. Public makes the stock market an inclusive and educational place, with social features that make it easy to collaborate as you build your confidence as an investor. -
14
Bitbond
Bitbond
Bitbond radically improves the issuance, settlement and custody of financial instruments with the help of blockchain technology and tokenization. Banks and intermediaries like real estate platforms and brokers use our white label solution to digitize and streamline the bond issuance process. Fewer intermediaries, virtually no settlement risk paired with regulatory compliance of tokenized securities are key benefits that help you to get a competitive edge for you clients. Corporates, governments and growth companies alike raise capital independently with the help of our technology. Access an international base of institutional and retail investors at a lower cost of capital. Manage payments and compliance from one platform and benefit from our network of legal advisers, distribution partners and exchanges. Operators and issuers of mutual funds, alternative investment funds and other securitization structures reduce costs and complexity by utilizing tokenized bonds. -
15
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. -
16
Frxnl
Frxnl
We are proud to present India’s most advanced end-to-end digital ecosystem for Fractional Ownership in high quality real estate assets. We create a trustworthy & a completely transparent platform for you to easily invest & track the best assets available across the country. Build a diversified investment portfolio with a wide range of product options. All investment properties are sourced, screened and end-to-end managed, by professionals with deep domain experience and proven performance track records. Invest with us with complete peace of mind. Trustee managed Escrow Accounts, legally vetted properties, third-party valuations, corporate governance with investor control, and no hidden costs. India’s first end-to-end digital platform for Fractional Ownership with customer at the center of our design. Get personalized support from an appointed Relationship Manager. -
17
RealT
RealT
For the first time, investors around the globe can buy into the US real estate market through fully-compliant, fractional, tokenized ownership. Powered by blockchain. Ownership of each property is distributed across a finite number of representative tokens. Based on token share, owners can collect revenue from rent, and vote on property decisions. Real estate can’t directly be tokenized, but legal entities can. Each property is owned by company (either an Inc or an LLC). Each company is tokenized as a unique set of RealTokens and made available for purchase. Each RealT property has a property management company managing the property on RealToken owners behalf. The property management company sources tenants, collects rent, and manages repairs, so the diverse group of RealToken owners don’t have to. -
18
ESGflow
PiSrc
While data providers grant ESG metrics at a company level, they do little to integrate with the complexity of underlying investment activity and the real-time impact of market volatility. ESGflow provides insights, sends alerts, and kicks off rebalancing workflows to ensure accurate reporting, strategic ESG alignment, and regulatory compliance. ESGflow is our enterprise product offering to monitor and manage the ESG qualities of financial products. Merge market data and third-party ESG research with fund positions to compute real-time ESG and sustainability metrics. Drill-down tabular views to surface the influence of underlying investments on composite ESG metrics at the portfolio, account, and strategy levels. Establish a quantitative methodology for product ESG and sustainability profiles. Define ESG error and warning event triggers to comply with policies and marketing disclosures. Generate advanced analytics for historical ESG activity across reporting periods. -
19
Fraction
Fraction
Invest, sell and manage fractional ownership of anything from a small stake in an art piece, a 10% ownership in a city condo to managing your funds investor interest on our world first plug and play platform. From the initial digitisation and fractionalisation of an asset, the initial offering of those fractions to investors, the subsequent trading of those fractions between investors, and anything in between. Whether you are a seller or a buyer, a lender or a borrower, a big company or an individual with limited capital. We also help companies, administrators and promoters manage ownership of co-investments, crowdfunding, pooled capital, and much more. Fraction brings together everything that's required to help you achieve your fractional ownership objectives. We bring together everything that’s required to build solutions for the listing and trading of asset-backed tokens. -
20
Zen Protocol
Zen Protocol
Zen Protocol is a new type of blockchain, written from scratch in F#. The design integrates the efficiencies of Bitcoin and the UTXO model, with the programmability of Ethereum and the EVM model. Create financial instruments, applications, and contractual obligations, secured by a trustless and decentralized network. Zen Protocol is focused on creating a platform that will enable people to secure their assets, without needing trusted custodians. Applications on Zen Protocol can scale further than ever before. Advanced security techniques like formal verification are made natural with our sophisticated tools. By not needing to account for gas there is no need for a VM, smart contracts can be compiled and processed in parallel, resulting in lower costs for the end users. Creation of financial instruments at a fraction of the cost. Customization of financial instruments to your needs. Unique traditional financial products for low-cap markets. -
21
Strata
Strata
At Strata, our vision is to make investing in high-yield, Grade-A commercial real estate accessible, transparent, and seamless for all investors. We enable this through our fractional investment model, fully online investment experience, and end-end management. We leverage data and on-the-ground experience to identify and list only the best opportunities. Our investment process is completely transparent and comes with detailed reporting at every step of the way.We manage the asset from acquisition to exit. Investors enjoy a hands-off investment experience. Investing with Strata is completely online, no physical paperwork. Invest and track your portfolio anytime, from anywhere. Our investment process is completely transparent and comes with detailed reporting at every step of the way. We manage the asset from acquisition to exit. Investors enjoy a hands-off investment experience. -
22
TuringTrader
TuringTrader
TuringTrader is a platform designed to empower individual investors by providing diversified, do-it-yourself investment portfolios aimed at achieving steady returns while minimizing losses over the long term. It offers a variety of portfolios tailored to different investment goals and risk appetites, including conservative, balanced, and aggressive strategies. The "Stocks on a Stroll" portfolio combines a momentum strategy on individual stocks with a managed bond strategy, rebalancing positions weekly to maintain low volatility. The "All-Stars XL" portfolio seeks a balance between high returns and low risk by diversifying across asset classes and investment styles such as momentum, mean-reversion, and volatility targeting, with daily rebalancing. For more aggressive investors, the "All-Stars Leveraged" portfolio utilizes leverage to deliver higher returns, combining momentum strategies with mean-variance optimization to manage risk. -
23
Coinbase Asset Hub
Coinbase
Where asset issuers list, launch, and grow. list your asset across Coinbase products, grow your project with a suite of tools, and promote your vision to our millions of users. Use a single application to list on the exchange, custody, and all our trading interfaces. We have built tools to help introduce your asset to new users. Our goal is to help you reach and grow an audience. From listing across our product portfolio to promoting the discovery of your asset, we will support you from day one. Help new customers learn about your asset. Millions of active, trading users, secure storage for your investors and team, and liquidity for your network’s on/off ramps. Share your asset with 11.8m+ unique earners, build an engaged community for your asset, and educate Coinbase customers with custom lessons and tutorials. Build informative tutorials for your asset with our production team. Launch campaigns to our 90m+ user base. -
24
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 -
25
Trovio
Trovio
Working with institutional and sovereign clients providing best-in-class asset management products across fixed-income, macro markets, and digital assets. Stemming from our digi cash heritage, our team developed the technology behind smarts and launched the world's first public blockchain token backed by an asset with a government guarantee. Providing market-leading institutional investment infrastructure across our asset management business. Trusted by family offices, high net worth investors, and institutional asset managers alike. Trovio works closely with global regulators and central banks, providing guidance and support as they shape the emerging economy. -
26
Alvara
Alvara Protocol
Alvara Protocol is building the decentralized infrastructure for the future of basket management. By leveraging the ERC-7621 standard, Alvara eliminates traditional barriers to entry and creates a transparent, accessible, and composable ecosystem where anyone can create, manage, and invest in tokenized baskets. The protocol represents a paradigm shift from centralized, opaque fund management to open, permissionless financial infrastructure. -
27
Pepcorns
Pepcorns
Invest in Indian Startups! Pepcorns is an inclusive investment platform for everyone, connecting private investors, founders, VCs, angels, experts, and mentors. Invest in potential unicorns starting with as little as INR 1000. -Making private transactions fast & easy -Enabling founders and investors to work together to build value -Empowering investors to control their portfolios -Closing the wealth gap in India -Giving every innovator access to funding -Giving all investors - not just the connected ones - access to early-stage investments Join us and democratize startup investing today!Starting Price: 0 -
28
Bamboo
Bamboo
Bamboo is an investment platform that gives Africans borderless access to global and local public markets by combining fractional investing, real-time market insights, and portfolio management in one app. It lets users invest any amount in U.S. and Nigerian stocks, ETFs, mutual funds, and fixed-income products while learning the basics of investing through built-in educational content. It delivers AI-driven triggers and alerts powered by robust market data to surface timely opportunities, supports community interaction for learning and feedback, and offers institutional-grade tools for managers and brokers to integrate, manage portfolios, access research, and generate reports. Security is emphasized with bank-level encryption, two-factor authentication, and compliance-backed custody arrangements for U.S. and Nigerian securities, including SIPC coverage for U.S. holdings. Bamboo’s infrastructure enables seamless account setup, identity verification, and funding.Starting Price: Free -
29
Roofstock
Roofstock
Founded by pioneers in the single-family rental space, Roofstock has assembled a world-class team of real estate and technology professionals committed to a clear mission. Making real estate investing radically accessible, cost-effective and simple. Roofstock is building the world's leading real estate investment marketplace. Our mission is to make ownership of investment real estate radically accessible, cost-effective and simple. Our platform lets everyone from first-time investors to global asset managers evaluate, purchase and own residential investment properties with confidence from anywhere in the world. Since launch, we've surpassed $4 billion in transactions and continue to disrupt the industry with cutting-edge technology and innovations. Online marketplace for buyers and sellers of investment properties and portfolios. Whole or fractional ownership shares of fully managed investment properties. -
30
Vyzer
Vyzer
One platform for all of your investment management needs. A secure, automated, online, investment portfolio tracking and wealth management solution, tailor-made for Limited Partnership (LP) investors. Analyzing all your financial documents. Investment accounts integrations. Generate and export reports. Automated transaction tracking. Vyzer integrates the very highest level of security to protect your sensitive information. Vyzer offers investors a secure platform that delivers clarity and visibility across all their holdings in a single holistic dashboard. From real estate syndications to private equity, crypto to traditional investments, with AI-driven, unbiased, honest insights to maximize return. Vyzer is the only digital wealth management platform that combines public and private investment performance tracking, financial planning tools, projections and very soon benchmarking in one powerful solution, making it easy to follow the money.Starting Price: Free -
31
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 -
32
TOKO
TOKO
TOKO empowers value creation by covering the spectrum of the token lifecycle, giving asset owners the power to tokenize assets that are traditionally illiquid and making them investable. TOKO offers asset owners a new way to raise capital and facilitates a marketplace for investors to purchase these digital assets. Labs address organizational inefficiencies with blockchain and distributed ledger technology (DLT) solutions by combining legal, operational, and technical expertise. We create solutions for different assets, institutions, and economic sectors. Ability to output and issue a wide variety of token asset types to support the most commonly adopted token standards in the market today. A one-stop shop solution for clients from tokenization and primary issuance through to secondary market trading. -
33
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 -
34
Maecenas
Maecenas
Maecenas is a marketplace that allows anyone to purchase fractional interests in great works of art, using the ease and efficiency of blockchain technology, and the same crypto security used by the world’s leading banks. Invest in multimillion-dollar blue-chip artworks by the world’s most famous artists. Artworks are carefully curated for significance, quality, and investment value. Buyers and sellers can connect directly, without having to go through intermediaries who charge high brokerage fees. Smart contracts ensure fair pricing in an environment free from manipulation. Diversify your portfolio with an asset class that has seen compounded annual returns of over 10% for the past 20 years. Manage your Fine Art investment portfolio in an active, real-time trading environment. Tailor your holdings to perfectly suit your risk appetite and investment strategy. Invest in 100% authentic artworks certified by rigorous due diligence checks. -
35
Surmount AI
Surmount AI
Easily link all of your equities, crypto, and forex investment accounts in one place to view, manage, and automate. Easily find & evaluate pre-built investment strategies with genuine track records. We handle all the hard parts and let you focus on building, testing, & monetizing your ideas. Test your strategy across any timeframe, prebuilt, or custom scenario to see how it would have performed and view powerful insights & areas for optimization. Rebalancing & tax loss harvesting are handled for you in the background. -
36
tZERO
tZERO
Whether you’re starting a new crypto portfolio or expanding your existing one, tZERO’s Crypto app provides an easy and intuitive way to buy, sell, and manage cryptocurrency. 1% flat fee for both buys and sells, excluding a network fee. Biometric authentication keeps your assets safe from theft or loss of passwords. Intuitive user experience that requires no prior knowledge of cryptocurrencies. tZERO also offers a digital securities trading platform. Your premier marketplace to trade digital private securities. Open a brokerage account with tZERO Markets. Access to innovative digital securities not widely available on other platforms. State-of-the-art technology platform for secondary trading providing liquidity for private securities. No trading fees for securities issued in a registered offering and a 1% fee for private securities. -
37
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. -
38
Roundtable
Roundtable
Roundtable is a platform and infrastructure solution designed to power private market investments across Europe by enabling users to launch Special Purpose Vehicles (SPVs) and funds with professional structures and full administrative support. It provides a centralized environment where founders, investors, fund managers, and investment clubs can raise capital, structure deals, and manage investments without handling the legal, regulatory, or operational complexity typically involved. It supports end-to-end workflows, including investor onboarding with integrated compliance checks such as KYC and AML, fundraising with secure deal sharing and real-time commitment tracking, and portfolio management with document storage and performance monitoring tools. Users can create and customize fund parameters, define investment strategies, and manage investor relationships through a single dashboard, while Roundtable handles fund administration, reporting, and regulatory requirements.Starting Price: Free -
39
WealthKernel
WealthKernel
WealthKernel is a modular, API-driven investment infrastructure tool that provides businesses with the core building blocks to offer digital investing and wealth management services without building their own backend. It includes flexible APIs for client onboarding, multiple investment account types (such as ISAs, GIAs, and SIPPs), account funding, asset transfers, custody of client money and securities, and portfolio management, all designed to support scalable digital investing propositions. WealthKernel’s trading infrastructure supports advanced multicurrency trading and fractional shares across global markets, enabling businesses to execute, cancel, and track trades via a unified Orders API. It also offers regulatory support such as an Appointed Representative service to help partners go to market faster and adheres to robust security standards with ISO 27001 certification and dual regulation in the UK and EU. -
40
Polymath Capital Platform
Polymath
Polymath's platform can fit your yield strategy and process, whatever it may be. The platform is for asset owners, their strategy and process team as well as their investors, everyone can access the instance of the platform. One institutional-grade platform to digitize real-world assets represented as security tokens and operated through smart contracts. From creating an offer, setting up yield strategy and process, token issuance, assembling an expert team, to attracting investors, managing your current and future digital portfolios, exposure to key ecosystems, and ultimately, opening up businesses for growth. With its established legacy in developing Polymesh, an institutional-grade open-source blockchain built specifically for regulated assets, Polymath is rooted in technical expertise and is a leader in the new era in fintech and defi, helping businesses build on their success. Create and issue tokens, establish the yield strategy, and identify your share classes. -
41
Vypr
Vypr
Introducing Vypr, the world's first crypto chat assistant specifically engineered for developers and investors. With the unprecedented integration of cutting-edge AI technology, Vypr is revolutionizing the cryptocurrency landscape. Developers can effortlessly generate tokens, secure liquidity, and lock various token types, all through intuitive chat-based commands. Investors, on the other hand, can gain insights, ensure the security of their assets, and engage in presales with heightened precision. Beyond its chat capabilities, Vypr offers a suite of AI-powered products. From the NFTSynth, which transforms abstract ideas into tangible NFT masterpieces, to the SmartSale, a tool designed to unlock the full potential of token presales, every product is embedded with intelligence and foresight. In an ecosystem where the margin for error is minimal and the stakes are perpetually high, Vypr emerges as the ally that both developers and investors didn't know they needed. -
42
Shares
Shares
Shares is a social investment platform that gives everyone access to the stock market and improves the investment experience by letting users engage with an active community. Anyone with any amount of money can buy fractional shares of stocks and ETFs with no minimum investment. Shares investors are everyday people from all backgrounds who come together to connect, learn and build solid financial futures – within a lively investment community. Every feature inside Shares was designed to fit the way people connect today. It’s simple and straightforward to use and lets people chat, share, follow, tag and engage with groups in a seamless flow – all inside a secure real-time trading platform. We are backed by top consumer and fintech VCs and are expanding fast across Europe. Our environment is hivelike, diverse, international and non-hierarchical. -
43
Botsfolio
Botsfolio
Zero setup, no coding crypto trading and investment bots. Grow crypto portfolio with automation, use powerful crypto trading bot without coding or trading skills. Investing as little as 5% of your net worth into crypto markets can make your portfolio outperform the best equity tycoons. How do you invest & make profitable trades? Answer few questions to know how to allocate investment in different crypto trading strategies. Add investment amount to your crypto trading exchange & link it with botsfolio within few minutes. Bots will automatically trade from your account & you can track your automated crypto trading activities on our intuitive visual dashboard. You have full control over your account. Withdraw some and leave some to be reinvested. 80% money is allocated to large caps and 20% to growing industries to form a long term portfolio. Coin is only bought when it is undervalued and 50% is sold on big rallies and then bought back again on dips to increase holdings.Starting Price: $5 per month -
44
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 -
45
Stacked
Stacked
Stacked allows everyone to invest in crypto indices, access trading bots, and automate portfolio management. Crypto investing doesn't have to be complicated, so we un-complicated it. Not sure how to structure your crypto portfolio? Instantly allocate any percentage of your portfolio to a pre-built index of coins with just a few clicks. Get instant access several trading bots created by top traders. These bots open and close long and short positions on your favorite futures exchange. Our custom backtesting engine will show you the most profitable historical rebalancing strategy for any portfolio, and allow you to enable rebalancing instantly. We use encrypted API to send instructions to your exchange account to execute trades. No more logging into multiple exchanges, Stacked manages all your crypto on one, secure, platform. You keep your crypto on your favorite exchange. We never touch your assets and you have access to your stack at all times. -
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
SepacoreRecord
Buchi
When you purify with an open glass column, you might suffer from low resolution and long run times. As your first step into controlled separation, we offer small Sepacore® Easy Purification Systems for control over the flow rate and the eluent composition. Achieve optimal separation efficiency by using gradient elution. As your first step into controlled separation, Sepacore® Easy Purification Systems offer precise monitoring of eluent composition and higher purity of the collected fractions. Control your flow rate and solvent composition to reduce the elution time. Smaller fraction volumes make faster evaporations possible. Save resources thanks to lower solvent consumption. Benefit from a cost-effective initial investment with upgrade possibilities to suit your applications. -
48
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: From $1 per month -
49
TWEX
trustwise.io
Trustwise.io is a Swiss software company specializing in enterprise blockchain solutions, empowering businesses with blockchain-enabled applications. Their platform, TWEX, is a Web3 solution designed for regulated tokenization, certification, and escrow agreements. TWEX offers a range of configurable templates and services, facilitating the issuance of digital shares, capital increases, digital general assemblies, and more. The platform also supports various use cases, including digital assets management, digital certificates for education and health, government applications like central bank digital currencies and bid bonds, as well as carbon emissions verification and reporting. Trustwise.io provides the TWEX App, enabling users to invest in and manage digital assets, register businesses, and sign transactions on the TWEX platform. Additionally, TWEX Corporate allows enterprises to issue digital shares, conduct digital general assemblies, and perform other corporate activities.Starting Price: Free -
50
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
