Alternatives to BitIRA

Compare BitIRA alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to BitIRA in 2026. Compare features, ratings, user reviews, pricing, and more from BitIRA competitors and alternatives in order to make an informed decision for your business.

  • 1
    Coinbase

    Coinbase

    Coinbase

    Coinbase is the easiest place to buy, sell, and manage your cryptocurrency portfolio. Jump start your crypto portfolio with $30 in free Bitcoin after you sign up and make a $20 purchase. Terms apply. Discover how specific cryptocurrencies work — and get a bit of each crypto to try out for yourself. Coinbase has a variety of features that make it the best place to start trading. Buy and sell popular digital currencies, keep track of them in the one place. Invest in cryptocurrency slowly over time by scheduling buys daily, weekly, or monthly. For added security, store your funds in a vault with time delayed withdrawals. Stay on top of the markets with the Coinbase app for Android or iOS. We store the vast majority of the digital assets in secure offline storage. Cryptocurrency stored on our servers is covered by our insurance policy. Coinbase supports a variety of the most popular digital currencies.
    Leader badge
    Compare vs. BitIRA View Software
    Visit Website
  • 2
    OANDA

    OANDA

    OANDA

    Providing accurate, reliable FX Data for over 31 years, FX Data Services is where OANDA started out. Our flagship product, the Online Currency Converter serves millions globally while our Historical Currency Converter and Exchange Rates API help multinationals streamline their business processes with FX and Digital asset data that is trusted by the Big4 audit firms and thousands of businesses globally OANDA is a global financial services corporation that specializes in foreign exchange (forex) trading and currency data services. Established in 1996, the company has become a well-known platform for retail and institutional traders, offering a wide range of tools and resources for trading forex, commodities, indices, and bonds. OANDA is recognized for its transparent pricing, user-friendly interface, and advanced trading technology, making it suitable for both beginners and experienced traders.
    Starting Price: $450.00/month
  • 3
    Bitcoin IRA

    Bitcoin IRA

    Bitcoin IRA

    Invest in cryptocurrency with your IRA. Bitcoin IRA is the world’s first, largest and most secure cryptocurrency IRA platform used by thousands of clients. Our proprietary platform enables you to self-trade crypto anytime, anywhere, so you can take action right when the market moves. Assets are insured for $100 million with BitGo Trust and their insurance provider Lloyd’s of London, the world’s specialist insurance and reinsurance market. One of the best advantages of investing with your IRA are the tax-breaks. Maximize your retirement growth in a tax-free IRA. Our one-of-a-kind dashboard offers many features such as live price tracking, portfolio performance, videos, education and more. Your digital assets are stored with our partner BitGo. BitGo Inc. is the world’s largest processor of Bitcoin transactions, processing over 20% of all global transactions, and more than 15 billion per month across all cryptocurrencies.
  • 4
    Broad Financial

    Broad Financial

    Broad Financial

    A Self-Directed IRA, sometimes referred to as an “Alternative IRA”, “Self-Managed IRA,” or an “SDIRA”, is a retirement platform that allows the investor to diversify his or her savings beyond Wall Street, into real assets like real estate, private placements, and more. With the addition of a checkbook control feature, you gain the flexibility and freedom to invest your own wealth, in real-time, with no extra paperwork and no transaction fees. If you’re ready to diversify your savings out of volatile Wall Street stocks, bonds, and mutual funds, and you’re interested in driving your own retirement account, this is the account for you. You can diversify your retirement savings into numerous options beyond Wall Street, including real estate, private placements, and more. A stock market crash won’t decimate your retirement savings if you truly diversify and invest your money in more than one place.
  • 5
    iTrustCapital

    iTrustCapital

    iTrustCapital

    iTrustCapital was founded by industry leaders in the alternative investment IRA industry. iTrustCapital is the leading digital asset IRA trading platform that allows clients to directly buy and trade cryptocurrencies and physical gold in real-time through their retirement accounts. iTrustCapital’s revolutionary, IRS compliant investment platform eliminates the costly inefficiencies and outdated processes of previous IRA models, opening the door for investors to safely, simply, and legally move money from their retirement accounts into the Cryptocurrency and the physical Gold markets—at costs as much as 90% lower than other IRA companies. iTrustCapital’s goal is to empower 10 million investors to participate in the economic growth that a blockchain future holds. We are amazed at how many people are unaware of the benefits of IRAs.
  • 6
    IRA Financial Trust

    IRA Financial Trust

    IRA Financial Trust

    With a self-directed solution, you can invest in almost anything and the income generated from those investments is tax free. At IRA Financial, our in-house tax and ERISA professionals will guide you through establishing a self-directed retirement account and ensure it always remains compliant. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee. A supplemental forms section has been built into the app so that clients may electronically sign forms to execute common account transactions, all without ever having to deal with physically signing or handling a paper form. We will be expanding this section with further releases of the app. IRA Financial is simplifying how you invest your retirement funds in alternative assets. Open an account on our app and start investing for a simple, flat fee.
  • 7
    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
  • 8
    BlockMint

    BlockMint

    BlockMint

    Grow your traditional, roth, or simple iras with the power of cryptocurrency. To store and safegaurd this asset, cryptocurrency owners utilize cold storage “wallets” to store their “coins.” Similar to traditional asset class portfolios, Cryptocurrency IRA investors need a custodian to house their digital retirement assets. BlockMint offers considerable peace of mind here. We do the due-diligence for you and ensure that your cryptocurrency portfolio is placed with a well-established custodian who can secure your holdings in two separate offline cold storage vaults that are guarded 24/7. These security measures make sure your investments aren’t exposed to hacking, theft, and electronic errors. As a BlockMint client, you’ll work with a dedicated and hard-working Account Executive knowledgeable about cryptocurrencies.
    Starting Price: 15% Fee
  • 9
    Equity Trust

    Equity Trust

    Equity Trust

    With an Equity Trust self-directed account, you are in control. We provide our clients with the tools and technology they need to invest in traditional investments and alternative investments, all in one place. It’s now easier than ever to find the most in-demand investment opportunities for your self-directed account. Introducing Investment District, where you can browse and choose from high-end platforms and providers in cryptocurrency, lending, precious metals, private equity/crowdfunding, and turnkey real estate asset classes. Take control of your financial future. Create a customized portfolio with the freedom to invest in alternative and traditional assets, while potentially reducing or eliminating taxes on your investments. Equity Trust has you covered with individual accounts, small business plans, and education and health savings accounts. Access FAQs, online and in-person events, the Investor Insights blog, client success stories, educational videos, and much more.
  • 10
    Alto CryptoIRA
    Meet the tax-free way to invest in crypto. With a CryptoIRA, you can use your retirement savings to buy, sell, and trade directly through Coinbase. Who knows, the currency of the future might just shape yours. Open a CryptoIRA. It's fast, easy, and 100% online. Every IRA has a tax advantage. Choose from traditional, Roth, or SEP. Contribute cash from your bank or transfer funds from an existing retirement account. Trade crypto, more than 90 available, on the Coinbase exchange directly in your Alto portal. Alto connects directly with Coinbase, no LLC required, so you can buy, sell, and trade crypto using your retirement savings. With 24/7 real-time trading and $10 investment minimums, it’s also incredibly easy to get started. We even offer a free concierge service to help walk you through setting up and funding your account. We don’t charge any account maintenance or setup fees, and will never require an account minimum.
    Starting Price: $10 per month
  • 11
    My Digital Money

    My Digital Money

    My Digital Money

    Buy and sell crypto in your IRA or trade in cash! Whether you want to secure your retirement through a crypto IRA or build wealth by trading in cash, My Digital Money has you covered. Simple, smart & secure crypto trading with high-quality phone support. We will always be here to answer your call. Whether it’s a forgotten password, questions about using the platform, help in submitting documents, or any other concern, call us and we will be here to help you. You can prepare for retirement with CryptoIRA or trade in cash to build wealth. No need to open an account in multiple platforms. MDM, in partnership with Genesis, provides unparalleled military-grade security for your cryptocurrency investment. Automatically sell or buy coins based on your own parameters to guarantee the opportunity for gains or minimize loss. Know how much you are making or losing in real-time. Buy or sell based on your own parameters.
  • 12
    Bitcoin Advizers

    Bitcoin Advizers

    Bitcoin Advizers

    At Bitcoin Advizers we are dedicated to evaluating your needs and giving you the best recommendation when it comes to investing digital currencies. The first step is getting to know you, your feelings towards investing, and your current financial situation. Next, with the expertise of our Chief Investment Office, your Bitcoin Adviser will provide a clear and informed point of view, a strategy based on your needs, and design an approach that you are comfortable with. We’ll keep you on track. Crypto currency management is an ongoing process. You’ll meet with your Bitcoin Advisers often as needed and have in-depth annual reviews, one on one. You can and should revisit your goals, take course correction as needed.
  • 13
    Regal Assets

    Regal Assets

    Regal Assets

    Maintaining an almost flawless reputation profile is no easy task. Putting our customers first and providing all the necessary education to make sure the customer is 100% comfortable moving forward with their investment. Having a non-pushy sales approach. Unlike many companies who try to push their clients into certain products because they yield higher fees and commissions, we strictly focus on products that suit the individual needs of each investor. Providing a transparent fee and commission schedule. You’ll know everything it will cost you before you sign anything. We are the first company in the industry to receive a crypto trading license and we are also one of the first to offer all major crypto assets as part of a retirement account, not just Bitcoin. Regal Assets aims to be every investor’s one stop shop when it comes to metals and cryptos investing. The company however specializes in helping individual investors add metals and cryptos to their investment portfolios.
  • 14
    Prometheum

    Prometheum

    Prometheum

    Prometheum provides a solution for digital asset securities investing — bringing together a blockchain-powered platform with the benefits of a securities-regulated marketplace. Prometheum is the next step in the evolution of capital markets. We’re introducing accountability, integrity, and investor protections to the digital asset economy. For the first time, you can access digital asset securities with the investor protections you’ve come to expect. Prometheum ATS supports the trading of certain digital asset securities that currently only trade on crypto exchanges. Diversify your portfolio mix by investing in the “crypto asset” class with guardrails and investor protections afforded by securities laws. Prometheum provides the necessary connection between traditional financial systems and crypto investing by adhering to a regulated securities framework for digital asset securities trading.
  • 15
    Directed IRA

    Directed IRA

    Directed IRA

    The Crypto IRA fees consist of an Annual Account Fee charged by Directed IRA of $295, a 1% per trade fee, and a $50 processing fee to fund your Gemini account. These fees are charged to your credit card on file or can be deducted from your account by Directed. Gemini’s trade fee is 0.25% to 0.35% per trade. You can easily transfer cash from your Crypto IRA at Directed to your Self-Directed IRA at Directed where you can make other Self-Directed investments.
    Starting Price: $30 Fee
  • 16
    BitTrust IRA

    BitTrust IRA

    BitTrust IRA

    Manage your portfolio whenever or wherever. Invest as much or as little as you like. It’s up to you. You’re protected with the most robust security protocols and industry-leading insurance. It’s true. Keep your gains within your BitTrust crypto-IRA and they’re tax-free. Studies show that structured rebalancing can increase performance by over 35%. 100% offline cold storage with private keys secured in decommissioned nuclear bunkers. Round the clock digital protection with added layers of human security and 24/7 monitoring by a specialist team. Rest easy, your assets are covered by industry-leading insurance.It’s simple to transfer funds from an existing IRA or 401(k) to your new Equity Trust Digital Asset IRA.
    Starting Price: 5% Fee
  • 17
    Pluang

    Pluang

    Pluang

    Invest in a range of diverse asset classes such as Gold, S&P 500, Crypto and Mutual Funds. Refer your friends and earn up to Rp1.000.000! Get access to best asset classes with just three taps on your phone. Registered with and regulated by BAPPEBTI. Say goodbye to high spread, commission fee and other hidden fees. At Pluang, you can diversify your portfolio by investing varied asset classes like gold, crypto asset, stock index and US dollar, all in one app. Download the Pluang app on iOS or Android and join more than 2.000.000+ people who’ve changed the way they invest. Pluang is a financial app managed and developed by PT Bumi Santosa Cemerlang with the mission to give more access for Indonesian investors to invest in financial services products easily and safely with affordable cost. Buy gold at the world price in just three taps on your phone. Easy way to invest in gold, starting from Rp.10.000 or less.
  • 18
    Genesis

    Genesis

    Genesis Global Trading

    Genesis is a global leader in institutional digital asset markets and a full-service digital currency prime brokerage. Genesis facilitates billions in digital currency trades, loans and transactions on a monthly basis. Our team combines decades of experience at top Wall Street investment banks with a deep understanding of cryptocurrency markets. Our platform provides a single point of access for digital asset trading, derivatives, borrowing, lending, custody and prime brokerage services. The all-in-one solution for your digital asset needs. Genesis is a full-service digital currency prime broker, we provide investors with a secure marketplace to trade, borrow, lend and custody digital currencies. Complete large orders rapidly and reliably. Our OTC digital asset trading firm is regulated as a securities broker-dealer with the SEC and FINRA. Lend and borrow digital assets, and tap into alternative liquidity for hedging, speculation and working capital needs.
  • 19
    ABCC

    ABCC

    ABCC Exchange

    ABCC, world's leading digital assets platform, aims to provide a seamless experience for users. Fast and efficient transactions and low rates. 7X24 hours trading digital currencies. Rich experience in digital asset financial services, and professional distributed structure. According to the user’s risk appetite, various investment targets including currency trading & OTC. ABCC Exchange provides an easy platform for you to trade cryptocurrencies fast. Our cutting-edge technology enables speedy transactions. We select high-quality digital аssets with proprietary investment methodology. Over five layers of protection, our unique security architecture separates trading behaviours from assets.
  • 20
    Roxom

    Roxom

    Roxom

    Roxom is a Bitcoin-native financial trading platform designed to create a global capital market where financial assets are priced, traded, and settled directly in Bitcoin instead of traditional fiat currencies. It enables users to trade a wide range of financial instruments, including stocks, ETFs, commodities, bonds, cryptocurrencies, and derivatives, using Bitcoin as the base currency for pricing and settlement. This model allows investors to access global markets without converting their funds into fiat currencies, creating a unified financial ecosystem built on a single internet-native monetary standard. Roxom operates as a digital exchange where traders can take long or short positions on assets such as equity indexes, commodities like gold or oil, and publicly traded companies, all denominated in Bitcoin terms.
  • 21
    BitForex

    BitForex

    BitForex

    BitForex is the world’s leading digital asset trading platform dedicated to providing users with safe, professional and convenient digital currency trading services. BitForex effectively operates taking into consideration its user’s best interests using its profound knowledge on the Blockchain industry to select high-quality currencies for global users, leading the trend of Blockchain technology. The company is headquartered in Hong Kong, registered in the Republic of Seychelles, and has independent operating teams in Germany, Estonia, Singapore, Malaysia, the Philippines, and more. It currently serves users in more than 200 countries! At the beginning of its establishment, BitForex obtained funding from Crypto Capital among other top investment institutions and famous crypto-investors, whom invested more than $20 million. Crypto assets on our platform are covered by insurance. Significant portion of digital assets in cold wallet and 24/7 online customer service.
  • 22
    Zipmex

    Zipmex

    Zipmex

    We offer investors a variety of opportunities in the digital assets industry. Our innovative platform provides financial access for anyone seeking investment returns anywhere, anytime. Our ecosystem aims at making finance an everyday enriching activity. Buy and sell digital assets at the best prices on Zipmex. We provide high liquidity and trusted prices. Pay less with trading fees as low as 0.2% per transaction. We give more value to you. Instant trades, withdrawals and deposits to your USD/SGD bank account. Exchange your digital assets to fiat currency instantly. Instantly deposit your money into your investment account using our QR code technology.
    Starting Price: 0.2% per transaction fee
  • 23
    Fidelity Digital Assets

    Fidelity Digital Assets

    Fidelity Digital Assets

    We envision a future where all types of assets are issued natively on blockchains or represented in tokenized format. It all begins with a full-service, enterprise-grade platform for securing, trading, and supporting investments in digital assets. Institutions require highly available, trusted, enterprise-grade services to store, transact, and support their digital asset investments. These capabilities are widely available for stocks, bonds, and other asset types, but have been lacking in this emerging digital asset class. Fidelity is trusted today by thousands of institutions and financial intermediaries, and through Fidelity Digital Assets has extended its capabilities to deliver a reliable and secure platform for this emerging asset class. Fidelity Investments is one of the world's largest and most diversified financial services providers, with more than $7 trillion in client assets under administration and over 1.3 million trades processed each day.
  • 24
    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
  • 25
    Betterment

    Betterment

    Betterment

    Betterment is a trusted digital investment platform designed to make building wealth and saving for retirement simple. It offers globally diversified portfolios managed with automated trading, rebalancing, and tax-loss harvesting technology, helping investors maximize returns while minimizing stress. Beyond investing, Betterment provides high-yield cash accounts with APYs significantly above the national average, plus FDIC insurance up to $2 million for peace of mind. For retirement, Betterment supports Traditional, Roth, and SEP IRAs, each offering distinct tax advantages to fit different financial situations. The platform also makes it easy to roll over old 401(k) plans into low-cost IRA accounts, helping clients reduce fees and consolidate assets. With Betterment’s personalized planning tools and expert guidance, individuals gain clarity and confidence in achieving long-term financial goals.
  • 26
    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.
  • 27
    Currency.com

    Currency.com

    Currency.com

    Currency.com’s award-winning tokenized assets platform makes complex trading fast and easy. At Currency.com we bridge the emerging world of cryptocurrencies with the world of traditional financial assets. You can easily invest in top-traded equities, indices, commodities with a token that mirrors the value of the asset. Diversify your holdings beyond crypto and trade on some of the biggest brands on earth, such as Apple and Amazon, or on key commodities, such as gold and oil. Our goal is to eventually allow you to trade on more than 10,000 tokenised assets. With our award-winning crypto exchange, you can trade anywhere anytime. Currency.com is a platform designed by an experienced team using advanced technology to ensure both privacy and accessibility. This includes a tried-and-tested scalable matching engine, strong anti-money laundering (AML) and know your customer (KYC) compliance, physical and virtual security, auditing from a Big Four accountancy firm.
  • 28
    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
  • 29
    CoinTiger

    CoinTiger

    CoinTiger

    User-friendly. tutorial, process guidance, we know how you feel on the first time investment. Flexible Order. Fast Redeem,instant buy market/limit/profit&loss, multi-trading types. TIGER Bank. TIGER Bank investment service,highest profit of 20% with daily interest. Devices covered. Whenever there is a network, you can manage your crypto assets with Web/iOS/Android everywhere. Crypto-currency Offstore,Multiple verification,Cooperation with multiple top security institutions. Full services from crypto-currency purchase,trading to management. Multi-language customer service 7*24 available. The bull market of crypto-currency over the past 2017 has popularized the widespread perception of crypto currencies marked by Bitcoin. As an emerging investment, crypto-currency is recognized by more and more people as its high yield and easy circulation around the world. Many high-net worth investors began to consider crypto-currency as a new option of their investment portfolio besides stocks, funds,
  • 30
    LBank

    LBank

    LBank

    LBank, began to develop in December 2015 and it is the world's leading digital asset exchange, providing global users with safe, professional and convenient digital asset exchange services, investment services and financial services. As the Top 15 digital asset exchange in the world, we have over 4.5 million of registered users and average daily trading volume reached 1.5 billion US dollars. Compatible with IOS, Android, Windows and Mac. Start trading BTC, LBK and other hundreds of digital assets right away. Users' trading fees of currency exchange (will be deducted from the assets received) will be adjusted. If you encounter any problems, please contact our official email service. and we will provide you with the most satisfactory service. If the assets are abnormally frozen after canceling your order, please contact LBank official customer service immediately.
  • 31
    MProfit Advisor

    MProfit Advisor

    MProfit Software

    With MProfit, you can seamlessly track all your investments in one place. Import your data to MProfit from 700+ brokers & financial institutions, view insightful portfolio reports and get your capital gains in ITR format. With MProfit, you can seamlessly manage investments in stocks, F&O, mutual funds, bonds, fixed deposits, NPS, AIF & various other assets. MProfit is available on web, desktop and Android & iOS mobile devices. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Manage your investments in Stocks, F&O, Mutual Funds, Traded Bonds, Fixed Deposits, NPS, PMS, AIF & many other asset classes. Investors can maintain individual portfolios and create portfolio groups to view consolidated holdings. Advisors can maintain client investments in category-wise & family-wise portfolios. Auto-import contract notes & back-office files for Stocks and F&O from 700+ brokers.
    Starting Price: $40 per month
  • 32
    BTSE

    BTSE

    BTSE

    Our responsibility is to provide the security and efficiency you need to confidently invest in your financial independence. Trading is a major use case for cryptocurrencies and a deciding factor in the growth of the crypto ecosystem. It allows for price discovery on a free market and creates direct touchpoints with the future of money. Our aim is to integrate digital assets with the existing financial world infrastructure, leveraging cryptocurrencies’ decentralization to increase convenience and accessibility. The technology is here, it’s past time to connect it to the world. Post margin and settle in any combination of crypto and fiat currencies for maximum flexibility. The BTSE token is the first exchange token issued on a Bitcoin sidechain and powers the BTSE ecosystem. The first of its kind, BTSE combines all fiat, crypto, and stablecoin pairs for each market in one order book.
  • 33
    QPLIX

    QPLIX

    QPLIX

    With QPLIX as an innovation partner, banks can digitally transform portfolio management in their wealth business. We open a universe of opportunities and enable new business cases. Offer your clients a cutting-edge, digital experience. Manage non-bankable assets and assets at other banks for your most valuable clients. Scale your business and serve more clients with the given resources. As portfolio management software, our digital platform brings everything together, accounts and custodians, all asset classes investment guidelines, distribution across countries and currencies as well as ownership structures. No matter how complex, you always maintain a complete overview of the current total assets of each client and create valid analyses and forecasts. This enables you to improve your investment strategy, offer suitable products and increase the share of your wallet. QPLIX improves collaboration with your clients, within your team, and with external service providers.
  • 34
    Bitop

    Bitop

    Bitop

    Bitop is a world leading cryptocurrency exchange. Through one-stop digital investment, diversified asset allocation tools, innovative investment advice and leading liquidity across the network, it builds a safe, intelligent and fair digital asset investment environment for global users. The core team of Bitop comes from the traditional financial securities industry, Microsoft and other top Internet companies etc. crypto asset companies with rich experiences in traditional financial transactions, top crypto asset trading platform research and development, and global market operations. Over half a year since it established, the number of global users has exceeded 100,000, distributing more than 80 countries and covering regions in mainstream regions such as North America, Europe, and Asia-Pacific.
  • 35
    WealthObjects

    WealthObjects

    WealthObjects

    We provide financial institutions with digital wealth and hybrid advisory software solutions using our award-winning technology, helping them launch digital business models faster to market and at a fraction of the cost, saving years of development time and resources. We help Wealth Managers, Investment firms, Banks, Insurance companies, Brokerages, and many others to launch modern digital investing and saving propositions and improve their existing platforms using our platform automation, innovation, and engaging online experience. Utilising our modular RESTful API-led delivery model allows firms to bring and apply their own unique designs and experiences to the digital proposition, enabling them to differentiate from their competitors and get to the market faster. We provide digital solutions across D2C Self-Directed Investing, Digital Robo Advice, Hybrid Digital Advice, Digital Retirement Planning, Modern Adviser Software and Portfolio Management Tools.
  • 36
    FamilyWealthGuru

    FamilyWealthGuru

    FACT Software Group

    Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations.
  • 37
    VisionWallet

    VisionWallet

    VisionWallet

    Store, exchange and invest currencies on autopilot! Advanced artificial intelligence and revolutionary blockchain technologies are already in your free wallet! Get passive income with our trading robots! Our unique trading bots based on neural networks, being able to perform transactions and market analysis in a matter of fractions of a second, having millions of virtual hours of machine learning behind them, and also being guided by mathematically verified algorithms, win with surgical precision on the difference in the price of the same asset on different sites. Unlike conventional trading, this approach eliminates the drawdown of the traded assets, guaranteeing not the highest, but a stable percentage of daily income. You make a deposit, the funds go into the system, after which our trading bots monitor various trading platforms where the same assets are displayed. The bot finds and buys an asset at a lower price on site A.
    Starting Price: 0.1% per day for 250 days
  • 38
    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.
  • 39
    BCB Group

    BCB Group

    BCB Group

    Payment accounts in major world currencies with access to most local international payment rails; wallets in major cryptocurrencies, stablecoins and other digital assets. Buy and sell crypto at scale at the most competitive spreads. Move money instantly, 24/7, with no transaction fees and no limits. Global settlements network allowing members to pay each other across multiple currencies, cryptocurrencies, and stable coins. The first ‘all-in-one’ solution empowering corporate treasuries to include crypto assets. Buy, sell, store and manage your cash and crypto treasury portfolio. We offer multiple levels of security and accessibility for all major blockchains. Natively supporting custodial and non-custodial wallet solutions for both long-term and high-frequency use cases over Bitcoin, Ethereum, Solana, Stellar, Algorand and more. Private wealth experience for digital assets. We deliver market-leading solutions for both institutional and private clients.
  • 40
    PortfolioPilot

    PortfolioPilot

    PortfolioPilot

    ​PortfolioPilot is an AI-powered financial advisor designed for self-directed investors seeking comprehensive, unbiased, and cost-effective financial guidance. It offers features such as portfolio tracking, investment advice, tax optimization, estate planning, and scenario modeling. Users can aggregate their net worth across various assets, including brokerage accounts, retirement funds, cryptocurrencies, real estate, and more, providing a holistic view of their financial health. PortfolioPilot's proprietary Recommendation Engine delivers personalized investment advice by analyzing tens of thousands of data streams and economic models, aiming to improve returns, decrease risk, and diversify investments. PortfolioPilot also provides continuous tax optimization strategies, such as tax-loss harvesting, to enhance after-tax returns. Its scenario modeling tools allow users to simulate potential financial outcomes based on different investment strategies and market conditions.
    Starting Price: $20 per month
  • 41
    BitBay

    BitBay

    BitBay

    Trade Bitcoin & Digital Currency Exchange number 1 in Europe. A BitBay account will allow you to buy currencies from all around the world. Exchange currencies with other users at a profitable exchange rate. No cost for account management - completely free account. Fast deposits and withdrawals - however and wherever you want. Over 30 digital currencies - buy them all. You gain access to the exchange market, cantor, currency wallets and investments. Open an exchange account. Trade in digital currency. We have created your individual currency wallets. Place an order on the exchange or use instant transaction. Hidden password. Security support. Https connection encryption. BitBay operates under the rules of financial, operational and legal safety, as well as AML and KYC regulations. All transactions are processed via encrypted HTTPS connections with the use of safe TLS protocols and encryption algorithms.
  • 42
    TradeStrike

    TradeStrike

    TradeStrike

    TradeStrike is a dynamic cryptocurrency and tokenized asset platform designed to bridge the gap between traditional finance and blockchain technology. With a focus on user accessibility and innovation, TradeStrike enables individuals and businesses to trade, invest, and manage a wide range of digital assets, including cryptocurrencies, tokenized real estate, and other alternative investments. The platform is built with transparency and security at its core, utilizing blockchain technology to ensure trustless and efficient transactions. TradeStrike also provides users with intuitive tools, low transaction fees, and features such as staking and yield farming to maximize returns. By democratizing access to digital and tokenized assets, TradeStrike aims to empower users to take full advantage of the opportunities in the evolving financial landscape.
  • 43
    Kingdom Trust

    Kingdom Trust

    Kingdom Trust

    Kingdom Trust is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity, etc.
  • 44
    CoinBundle

    CoinBundle

    CoinBundle

    Invest in bundles, not individual cryptos. CoinBundle is making investing in cryptocurrencies accessible to everyone. We're building the easiest way for a newcomer to get started and set up with a well-balanced portfolio of assets with one click. No more searching across dozens of exchanges and more importantly no fees. Our mission is to open up this exciting asset class to new investors and allow people who traditionally haven't had access to such opportunities save more and grow their wealth. Bundles let you invest in dozens of the right cryptocurrencies with one click. Each bundle is carefully crafted by experts to match your investment needs and preferences, whether its your risk profile or your beliefs. CoinBundle is built to match the needs of investors at all levels of expertise. The simplest and most user friendly interface in the industry. A variety of payment methods including credit/debit cards and individual cryptocurrencies.
    Starting Price: $168.71 price per bundle
  • 45
    SplitXchange

    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
  • 46
    Syfe

    Syfe

    Syfe

    All you need for meaningful, long-term investing in one app. Risk-managed portfolios curated for you and managed by wealth experts. Seamless trading in Singapore and US markets with automated features. Investment solutions to earn higher returns on your idle cash. Bespoke investment solutions for your legacy goals. Funds and personal data are regulated by financial and data protection authorities. Best-in-class investment solutions and dedicated wealth experts. Competitive and crystal clear fees without the sales pitch. Regular, diversified income for capital preservation or appreciation. Syfe is an investment platform empowering people to build their wealth for a better future. Access simple, smart, and affordable financial solutions all within one app. Build wealth effortlessly. Whether you plan to buy a house, save up for your children’s education, retire, or simply grow your wealth, we have portfolios and solutions that cater to your different financial goals.
    Starting Price: $1.49 per month
  • 47
    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
  • 48
    HDFC securities

    HDFC securities

    HDFC securities

    We are one of the leading stock broking companies in India, and a subsidiary of HDFC Bank- a renowned private sector bank. There are innumerable reasons why you should opt for our services. Your financial requirements and goals are our priority. We simplify investing for you, and provide a 360-degree view of financial planning options that suit your future goals and needs. We offer a suite of products and services across various asset classes, such as equity, gold, debt and real estate. Be it stocks, derivatives, mutual funds, fixed deposits, NCDs, insurance, bonds, currency derivatives, we have a product that suits each of your investment needs. You have the option to trade with us via multiple platforms, namely online, mobile, telephone or through any of our branches. These platforms make your trading experience extremely convenient and seamless. There is no need to issue cheques or delivery instructions.
  • 49
    BUX

    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
  • 50
    Netexbit

    Netexbit

    Netexbit

    A modern service for currency exchange operations of digital assets and fiat. The basis of our activity is built on reliability, transparency and trust. We fulfill agreements with our clients. We always have up-to-date courses, without hidden fees. We value every client, we protect personal data using modern security technologies. We regularly work to improve the quality of the services provided and look forward to mutually beneficial cooperation.