Alternatives to IRA Financial Trust
Compare IRA Financial Trust alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to IRA Financial Trust in 2026. Compare features, ratings, user reviews, pricing, and more from IRA Financial Trust competitors and alternatives in order to make an informed decision for your business.
-
1
AlternativeSoft
AlternativeSoft
AlternativeSoft is used by institutional investors investing in Mutual Funds, Hedge Funds & Private Market Funds. AlternativeSoft is the preferred choice for many of the globe's leading institutional investors investing in mutual funds, hedge funds and private equity funds. Best Risk Management Software Awards (Hedgeweek 2017, 2019, 2020, 2021, 2022, 2023). Since its establishment in 2005, AlternativeSoft has streamlined the process of fund selection, portfolio management, reporting for funds, due diligence on hedge funds, powerBI reporting, on premise or cloud availability, financial trainings, for institutional investors. We offer a large solution for anything related to funds. -
2
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. -
3
BitIRA
BitIRA
Every asset class carries its own set of advantages. The key to achieving your financial objectives and growing your wealth is understanding those advantages, and learning to balance your investments across a range of appropriate asset classes suited to your unique situation. Digital currencies are an entirely new asset class. And they offer a combination of benefits previously inaccessible under the umbrella of a single investment. Even better, new Digital IRAs (a type of self-directed IRA account) now allow Americans to leverage digital currencies as a retirement investment – adding a whole new dimension of benefits. No longer do you need to settle for the same selection of investments that are offered through most conventional IRAs and 401(k)s – such as stocks, bonds and mutual funds. Instead, with a Digital IRA, you can truly diversify your retirement savings beyond traditional assets and gain exposure to the enormous growth potential of digital currencies. -
4
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. -
5
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 -
6
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.Starting Price: 1% Fee -
7
Alto CryptoIRA
Alto
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 -
8
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. -
9
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 -
10
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 -
11
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
Questrade
Questrade
Take matters into your own hands or let us take care of things. Either way, our low fees and transparent pricing mean you keep more of your money. Take matters into your own hands. Build your own investment portfolio with a self-directed account and save on fees. Make your money work harder. The easy way to invest. Intelligent, lower fee portfolios designed by experts to help you achieve your financial goals faster. Take advantage of exclusive Questrade programs and promotions designed to lower your fees, boost your investing power and maximize your returns. Whether you’re an active trader or just starting out, you can take control of your portfolio with Questrade Self-Directed Investing. Matching your investment goals with smart technology, you'll receive a portfolio of ETFs (exchange traded funds). These funds invest in the market like a mutual fund but with much lower fees.Starting Price: 0.25 % Fee -
13
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 -
14
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. -
15
Risevest
Risevest
Risevest is an investment platform that gives users access to a curated portfolio of global dollar-denominated assets, including U.S. stocks, U.S. real estate, and fixed-income instruments, managed by experts to deliver long-term and stable returns. It lets individuals set financial goals (tuition, wedding, travel, retirement, etc.), automate regular contributions toward those goals, and build diversified exposure through stock plans, real estate plans that provide rental yield plus appreciation, and fixed-income plans for lower-risk consistency. The interface makes it easy to model savings based on income percentage and investment horizon, providing clear projections and encouraging disciplined contribution habits. Risevest also supplements investing with market insights, community support via free Telegram groups, educational content in its blog and newsletter, and tools for both self-directed investors and those who prefer guided, expert-curated portfolios.Starting Price: Free -
16
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 -
17
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. -
18
WealthTrace
WealthTrace
Take the guesswork out of planning for retirement. WealthTrace gives the most accurate financial projections and allows you to monitor your investment holdings, performance, transactions, and fees. Don't leave your retirement up to chance. With WealthTrace, you can take control of your retirement and find out if you have the funds to retire comfortably, and what you can do to change your financial situation. Link all of your investment accounts so you can track and monitor your balances and holdings. Your accounts will update every day, allowing you to track performance, transactions, fund fees, investment balances, and more. Your data is safe and secure using the latest security measures. Watch financial projections change in real-time as you change your assumptions. Get instant feedback on changing savings rates, retirement dates, expenses, withdrawal orders, and many other assumptions. Easily find out your optimal withdrawal rate and how much you need to save for retirement.Starting Price: $229 per year -
19
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. -
20
Ocho Solo 401k
Ocho
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 -
21
Firstrade
Firstrade
Online trading has inherent risk due to system response and access times that may vary due to market conditions, system performance, and other factors. An investor should understand these and additional risks before trading. Carefully consider the investment objectives, risks, charges and expenses before investing. All investments involve risk and losses may exceed the principal invested. Past performance of a security, industry, sector, market, or financial product does not guarantee future results or returns. Firstrade is a discount broker that provides self-directed investors with brokerage services, and does not make recommendations or offer investment, financial, legal or tax advice. No annual fee, account set-up fee, or maintenance fee. Trade commission-free on stocks, options and mutual funds in your IRA. Our customizable trading platforms let you manage your account and trade from your desktop, iPad or mobile phone. -
22
FinlogiK
FinlogiK
By delivering low-cost, innovative online tools and automated services to the investment industry, Finlogik provides incumbent institutions and self-directed firms the opportunity to streamline their processes while embracing the same disruptive innovations that are currently challenging the business models of traditional financial firms. In collaboration with an asset manager at the forefront of process-based investing, Finlogik can help you design and manage efficient low-cost investment solutions suitable to both retail and institutional investors. Analytical dashboards provide benchmarking, reporting and large scale data processing tools to help investors and investment managers assess their portfolio risk, exposure, and performance. From simply listed securities to complex OTC products, Finlogik can help you manage virtually all types of financial instruments such as stocks, futures, options, fixed income, money market, foreign exchange, fund units, etc.Starting Price: $1 per month -
23
Range
Range
Range is an all-in-one wealth management platform designed to provide modern financial advice across investments, taxes, retirement, cash flow, and real estate. Tailored for high-income earners such as executives, entrepreneurs, doctors, and tech professionals, Range offers a comprehensive suite of services to help users balance portfolios, optimize tax strategies, plan for retirement, and monitor financial progress. The platform features professional-grade projections, generating thousands of advanced scenarios that account for market changes and individual data points, uncovering new opportunities and potential upsides. Range operates on a transparent, flat-fee pricing model with 0% Assets Under Management (AUM) fees, ensuring clients retain more of their wealth over time. Users can aggregate all financial accounts into a single, organized dashboard that updates automatically, eliminating the need for scattered accounts and siloed data.Starting Price: $1,475 per year -
24
Plootus
Plootus
Plootus is an AI-powered financial planning platform that helps users manage their finances and optimize retirement accounts such as 401(k), 403(b), 457, and TSP plans. The platform provides tools to track financial accounts, analyze spending, and receive personalized investment insights designed to reduce hidden fees and improve long-term retirement outcomes. By linking multiple bank, credit card, and investment accounts into one dashboard, Plootus gives users a complete view of their financial health while helping them make smarter decisions about saving and retirement planning. -
25
NetWorth Advising Platform
NetWorth Services
Today, RIA firms must quickly respond to the ever-changing needs of its businesses while still remaining operationally efficient. Financial advisors are under growing pressure to up-scale their books of business in order to outpace rising costs. In order for RIA firms to be truly competitive, NetWorth’s digital technology provides true workflow efficiency, client collaboration, and delivers real interplay between the operational and investment management side of the business. NetWorth Advising Platform is helping to level the playing field for RIAs by taking advantage of the rapid trajectory of Alternative Investments through its sophisticated asset management and reporting capabilities. The demand by clients for investments that will help to close their retirement income gap and provide sustainable long-term investment returns has propelled Alternative Investments to a more prominent role in the investment industry. -
26
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. -
27
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 -
28
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 -
29
IRALOGIX
IRALOGIX
IRALOGIX is a cloud-native, fully digital, white-labeled IRA (Individual Retirement Account) management platform designed to help financial institutions, wealth managers, advisors, and workplace retirement partners modernize, automate, and scale their retirement-related services. It streamlines complex IRA administration by automating tasks like account setup, trading, ongoing maintenance, compliance, and data handling, reducing manual work and operational risk while enabling consistent governance and oversight at scale. It provides institutional-quality investment access for all IRA types regardless of account size, integrates with professional money-management tools such as Morningstar Retirement Manager for personalized portfolio services, and supports features like voluntary and auto rollovers to retain assets and enhance investor engagement. -
30
Fidelity
Fidelity Investments
From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance. -
31
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. -
32
PiggyVest
PiggyVest
PiggyVest is an online savings and investment platform that simplifies disciplined wealth building by combining automation, flexibility, and strong security into a single experience. Users can set up and manage dedicated savings plans, while tracking progress and organizing funds with labels. The system supports real-time collaboration on shared goals, self-directed and low-risk investment options, and automated reinvestment through built-in portfolio tools, all accessed via a user-friendly web/mobile interface. Data and transactions are protected with bank-grade measures, including 256-bit SSL encryption and PCI DSS-compliant payment processors, ensuring user funds and personal information remain secure. PiggyVest emphasizes habit formation through customizable frequency (daily, weekly, monthly), easy onboarding, and clear goal visualization so individuals can grow savings systematically without constant manual oversight.Starting Price: Free -
33
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. -
34
Planswell
Planswell
Planswell provides a free, web-based financial planning engine that delivers personalized retirement, debt, investment, and insurance strategies in about three minutes. By inputting current savings, contribution levels, desired retirement age, and risk tolerance, its engine forecasts total nest‐egg growth, designs an optimized lifelong drawdown plan, and allocates funds across account types to minimize taxes and maximize savings. It aggregates existing debts, recommends consolidation at the lowest available interest rates to improve cash flow, and calculates insurance needs to protect income in the event of death or critical illness. It offers interactive dashboards, scenario‑driven calculators (including budgeting, child affordability, and insurance/investment needs), and detailed, exportable reports, all accessible through a secure online interface. Users can opt for a free review with a local financial advisor without sharing highly sensitive information. -
35
Pearler
Pearler
Want to build financial independence but don't know where to start? Pearler makes investing simple again. Over the long term, investing regularly in low-cost exchange-traded funds outperforms most active trading strategies. You have worked hard for your money, it's time to make your money work for you. Choose what assets you want to invest in or use a template portfolio to get you started. Set-and-forget your investment strategy. Let time do all the heavy lifting using the power of compound interest. Track your progress towards financial independence, a home deposit, retirement, or any other financial goal. Don't do the journey alone. Join a community of long-term investors to help you stay on track. Simply choose the amount, frequency, and specific shares you want to invest in. It’s the easiest set-and-forget strategy for both beginners and experienced investors. Discover popular, low-fee ETFs, LICs and shares loved by the Pearler community.Starting Price: $6.97 per trade -
36
Savvy
Savvy
Savvy combines technology with real-world financial expertise to offer you more freedom and peace of mind. We're building technology-driven wealth management to provide a seamless view of your full financial landscape. We're doing it with investment team talent that conducts regular portfolio reviews to assist your advisory team in reaching your financial goals. Our technology streamlines everything from the onboarding process to performance reporting to give your advisor more time to spend directly with you. Savvy's team comprises exceptional and seasoned financial advisors from all across the US. Streamline every aspect of your financial life with client services that deliver a more seamless and efficient experience. Savvy offers a wide range of financial planning services including retirement planning, estate planning, tax strategy, alternative investments, direct indexing, net worth tracking, and the ability to view your accounts with consolidated advice and reporting. -
37
Stash
Stash
Stash is a personal finance app that simplifies investing, making it easy and affordable for everyday Americans to build wealth and achieve their financial goals. Fractional shares make it easy to invest what you can afford on a set schedule. We can help you bank better with no hidden banking fees and access to early payday through direct deposit. The everyday card that helps you earn stock while you shop. Take stock of your life, our three subscription plans help make it affordable and easy. Our retirement options can help you ease into a more secure future. Stay focused on their long-term goals with our children’s investment accounts. Stash was built with a simple philosophy, everyone should have access to investing. Thanks to fractional shares, anyone can invest in the stock market with $5 or less. Stash helps more than 5 million people reach their financial goals. Stash can give you everything you need to build wealth for the long-term.Starting Price: $3/month -
38
Ubiquity Retirement + Savings
Ubiquity Retirement + Savings
A 401(k) is a savings vehicle established by a business or self-employed person to help employees and business owners save for retirement as well as take advantage of the tax benefits provided to both the business owner and employees. The flexible features of a 401(k) can accommodate the needs of a broad range of retirement planning objectives. Each individual gets to choose how much of their pay will be deposited into their 401(k) account each pay period – before taxes are deducted and how those dollars will be invested. Many businesses choose to match a portion of the employees’ contributions, helping retirement savings grow even faster. In addition to providing financial security in retirement, saving in a 401(k) provides tax advantages for both the business owner and the employees, including tax deductions, tax-deferred earnings, and tax credits. For example, when an employee saves in a 401(k), their contribution is deducted from their paycheck before income taxes are withheld. -
39
TheStreet
TheStreet
TheStreet, Inc. is a leading digital financial media company. We provide our readers and advertisers with a variety of subscription-based and advertising-supported content and tools through a range of online platforms, including web sites, mobile devices, email services, widgets, blogs, podcasts and online video channels. Our goal is to be the primary independent source of reliable and actionable investing ideas, news and analysis, financial data and analytical tools for a growing audience of self-directed investors, as well as to assist advertisers desiring to connect with our passionate, affluent audience. Since its inception in 1996, TheStreet's free, award-winning Web site, thestreet.com, has distinguished itself from other financial Web sites with its journalistic excellence and unbiased coverage of the financial markets, economic and industry trends, and investment and financial planning. -
40
DriveWealth
DriveWealth
We believe buying stock should be as easy as buying a latte. Our experts can help you design digital experiences to bring investing to anyone, anywhere. DriveWealth’s cloud-based, API-driven brokerage infrastructure can power any investment experience you design, from trading, investing and retirement, to roundups and rewards, in real-time fractional shares. Embed investing into everyday customer activities, and convert consumers into investors effortlessly. DriveWealth’s modern brokerage infrastructure allows you to launch with scale and ease by integrating with a single platform that encompasses every aspect of the client journey, from account opening and identity verification to digital funding and execution. You design everything your customer sees. We power everything they don’t, from clearing and settlement to tax and regulatory reporting, all digitally and in real-time, with no overnight batch files, paper forms, or unnecessary third-party integrations. -
41
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 -
42
TradeSmith
TradeSmith
TradeSmith is a financial technology and investment analytics platform designed to help individual, self-directed investors make data-driven decisions and manage risk in their portfolios by turning macro-trends and algorithmic insights into actionable signals and tools. It began as a way to track portfolios using trailing stops and has evolved into a comprehensive suite of risk-management and portfolio analysis tools that analyze market data across millions of securities to identify entry/exit points, volatility, trend direction, and health indicators, helping users reduce emotional decision-making and stay disciplined. TradeSmith offers a variety of integrated products, including tools for stocks, cryptocurrencies, commodities, and funds, that combine technical indicators like the proprietary Volatility Quotient (VQ) with charting, alerts, watch lists, portfolio risk and performance tracking, and strategy insights to guide buy, hold, or sell decisions.Starting Price: Free -
43
From easy plan management and unbiased investment choices to fiduciary services, simple plan setup and time-saving efficiencies, you can leverage benefits that make a difference with our retirement plan solutions. ADP is helping participants get retirement ready by putting meaningful tools in your employees hands so they can plan for retirement at their convenience. With a mobile enrollment experience that allows participants to enroll anytime, anywhere and features like the MyADP Retirement Snapshot calculator that allows participants to obtain an estimate of their retirement savings through a series of personalized questions, and targeted messaging that pushes important information to participants, we are always designing for you and your employees. Making the best possible investment choices for your plan is critical to its success.
-
44
Nitrogen
Nitrogen
Nitrogen is a comprehensive platform designed to empower financial advisors with tools to measure risk tolerance, generate personalized proposals, conduct in-depth investment research, and guide clients toward retirement readiness, all within a single, streamlined interface. Provides advanced analytics and research tools, enabling advisors to conduct thorough investment research and cater to analytically inclined clients. Assists in modeling risk capacity, time horizons, and probabilities of success, aiding clients in achieving their retirement goals. Offers customizable marketing materials, including client-facing videos and templates, to enhance client outreach and acquisition efforts. Additional features include the Insights Dashboard, which delivers growth and risk analytics across assets under management, offering a historical overview of each advisor's performance. It also integrates with various financial planning and portfolio management tools.Starting Price: $1,188 per year -
45
Axos Invest
Axos Financial
When you create an Axos Invest account, we’ll recommend an investment portfolio that optimally weighs your time horizon, desired amount of risk, and potential return. All to determine your preferred investment strategy. Precise and nimble Managed Portfolios may be automated, but that doesn’t mean we can’t adapt. In addition to rebalancing, when you update your information or goals, we adjust your portfolio to help you progress toward your goals. Plan for both short- and long-term goals. Whether you’re planning for a vacation, saving for a down payment on a home, or building an emergency fund, we’ll guide you to set up your investment strategy. Then we’ll help you determine how much you can save for retirement and set your investment goals in an individual automated investment account or a Traditional or Roth IRA. -
46
Catalizr
Utocat
Easy to use, Catalizr manages customer requests and sends reminders if necessary to obtain supporting documents. Save time, Catalizr automatically creates the engagement letter. Improved customer experience, Catalizr creates and sends an email for corporate and investor account login. Buying or selling unlisted securities via a stock savings plan, SME stock savings plan, retirement savings plan or an ordinary securities account can take several weeks to a few months. With Catalizr, the unlisted securities management solution dedicated to the financial sector, your investments are simplified and fast with a reduced lead time of 3 days on average. As the solution is entirely online, Catalizr allows you to carry out your transactions in no time, thanks to an optimized investment process that saves at least 70% of time! -
47
Elysys Wealth
Elysys
Why develop proprietary systems when Microsoft’s next generation of ERP comes with core best of breed financial accounting, banking, security and technology frameworks? Elysys leverages the power and scalability of the mighty Microsoft Dynamics 365 Business Central platform. We bring sustainable advantage, particularly for the delivery of highly specialized treasury management applications. Effortlessly create bespoke dashboards and reports for any investment or financial data. Drill down to detailed transactions when necessary. Aggregate all financial and non-financial assets across the entire portfolio and asset types. Produce financial consolidation for groups at multiple levels. For the last 15 years we have been introducing a broad range of modules spanning paper investments, money markets, derivatives, structured products, but also private equity funds and alternative investments (including Private and Public Equities, Funds, Bonds, Alts, Options, Futures, Forwards, Swaps, etc). -
48
LSEG Lipper
LSEG Data & Analytics
Lipper provides global, independent fund performance data in a precise, granular fund classification system, and includes mutual funds, closed-end funds (CEFs), exchange-traded funds (ETFs), hedge funds, domestic retirement funds, pension funds and insurance products. With over 500 Lipper classifications, you can easily compare funds with similar investment mandates to benchmark fund performance. Lipper is the database of records (DBOR) for investment fund data and fund ownership, available throughout our portfolio. Compare similar funds and benchmark performance more easily with a precise, granular system that features 500+ Lipper classifications. Research 360,000 collective investments in 80+ countries and tailor by the universe, language, fund detail, update frequency, file format and distribution. -
49
DEGIRO
DEGIRO
DEGIRO is one of the fastest growing online brokers in Europe. What separates DEGIRO from the rest is that we offer institutional fees to retail investors. Our mission is to empower people to become the smartest self-directed investors they can be by creating high-quality, cost-effective, transparent and accessible investment platforms & services. DEGIRO has quickly become one of the largest brokers in Europe. What separates DEGIRO from the rest is that we offer the unique combination of a user-friendly and comprehensive platform with incredibly low fees. Investing is no longer limited to your home market. Get access to more than 50 exchanges across 30 countries for true global investing and exceptional diversification possibilities. Our investment platform is at the forefront of the industry but we are always trying to be better. Based on your feedback, we continuously improve our service. -
50
ShareBuilder 401k
ShareBuilder 401k
Our 401(k) plans are designed to lower the cost of retirement benefits to help you save more. Whether you’re a small business starting your first 401(k) plan or a larger business looking to save costs and increase your service, we’re here to serve you. Explore tax benefits and higher yearly contribution limits with a 401(k). Invest for less with our high-quality investment roster. Potentially lower taxes for yourself and your business. Offer a customized 401(k) plan - whether you’re self-employed or have 100 employees. Lower your taxes as you save for retirement. Leverage ShareBuilder Advisors' investment expertise and Customer Success Managers. If you have never offered a 401(k) plan for your business, know that a little online research can help you quickly circle in on what you will need from a 401(k) provider including services, pricing, and investments that can make all the difference. Here's information to help.
