Top Smart RIA Alternatives

MoneyLion

MoneyLion

moneylion.com

MoneyLion is a personal finance app offering mobile banking, cash advances, credit building, investment tracking, and financial management tools.

Moneyfarm

Moneyfarm

moneyfarm.com

Moneyfarm is a digital investment platform offering managed portfolios through ISAs and General Investment Accounts, tailored to users' risk tolerance and goals.

Nitrogen

Nitrogen

nitrogenwealth.com

Nitrogen is a platform for financial advisors that automates data extraction and improves client engagement and portfolio management.

Grand

Grand

grand.io

Grand is a GRC software that simplifies compliance tasks through automation, collaboration, AI, and provides curated expert content.

Company Watch

Company Watch

companywatch.net

Company Watch is a financial risk management app that helps businesses assess and mitigate financial risks through data analysis and automated reporting.

Riskturn

Riskturn

riskturn.com

RISKTURN is a budgeting software that offers risk-based cash flow forecasting, enabling businesses to make informed financial decisions and enhance operational visibility.

OpenGamma

OpenGamma

opengamma.com

OpenGamma provides analytics and tools for managing financial operations, risk assessment, and regulatory reporting for banks and fund managers.

Safebooks AI

Safebooks AI

safebooks.ai

Safebooks AI is a financial data governance platform that automates transaction analysis, detects anomalies, and ensures data accuracy across systems.

Omega Point

Omega Point

ompnt.com

Omega Point is a front-office risk management and portfolio construction tool for asset managers, enabling efficient risk identification and decision-making.

Alloy

Alloy

alloy.com

Alloy's platform connects to over 160 data sources, automating identity verification for account origination and ongoing monitoring to reduce fraud risk.

Jacobi

Jacobi

jacobistrategies.com

Jacobi is a cloud-based platform for managing multi-asset investments, enabling portfolio design, analysis, and client engagement with customizable dashboards and reports.

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