Alternatives to ShareBuilder 401k
Compare ShareBuilder 401k alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to ShareBuilder 401k in 2026. Compare features, ratings, user reviews, pricing, and more from ShareBuilder 401k competitors and alternatives in order to make an informed decision for your business.
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1
QuickBooks Payroll
Intuit
Easily pay your team and access powerful tools, employee benefits, and supportive experts with the #1 online payroll service provider. Manage payroll and access HR and employee services in one place. Pay your team automatically once your payroll setup is complete. We'll calculate, file, and pay your payroll taxes automatically. Keep cash longer with free same-day direct deposit. Manage benefits and employee services from your payroll account. Keep cash longer with direct deposit. You’ll also have the flexibility to pay your team when you want with same-day direct deposit. Your time tracking data automatically flows into your account. You can approve timesheets, pay your team, and create invoices right from your phone. Free up valuable time and set your payroll to run automatically. If you turn on Auto Payroll, we’ll also send notifications to help you manage your account.Starting Price: $35 per user per month -
2
SurePayroll
SurePayroll
SurePayroll has been a leading provider of online payroll services to small businesses nationwide for over 20 years. As the first SaaS payroll company, SurePayroll has grown to become a household name in easy to use payroll, workers' compensation, 401(k) plans, and health insurance services, all backed by an award-winning, U.S.-based customer care team. Most recently, SurePayroll added HR services to its portfolio of solutions. By offering the additional flexibility of private-label and co-branded solutions, SurePayroll serves as a trusted partner to a diverse range of businesses and trusted advisors, including financial institutions and accountants.Starting Price: $19.99/user/month -
3
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. -
4
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.
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5
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 -
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
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. -
8
Human Interest
Human Interest
Human Interest makes it easy and affordable to help your employees save for retirement. Through dozens of sneaky, shady fees, other 401(k) providers can take advantage of you and your employees. With us, you get affordable plans, low-cost funds, and absolutely no transaction fees. Your dashboard gives you a 360-degree view of your company plan, including employee participation and contribution reports. Employees can start saving in a few easy steps with our seamless onboarding and built-in investment advice. Human Interest takes the hassle out of managing your company’s 401(k): We sync to your payroll, process contributions, and handle all of your compliance testing and IRS paperwork. We offer Traditional and Roth 401(k)s, 403(b)s, Safe Harbor plans, and profit-sharing plans — we’ll help you figure out what’s right for you. Employers can customize matching and vesting options at no additional cost.Starting Price: $120 per month -
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Transamerica Retirement Solutions
Transamerica
We focus all of our expertise and resources on one critical mission: to help people save and invest wisely to live the life they want. How? By making it easier for organizations to extend valuable benefit programs to their employees. Not only do we streamline administrative responsibilities and ease fiduciary obligations, we make it more attractive for employees to take full advantage of all the program has to offer. We are dedicated to helping participants achieve a funded retirement. Leveraging proven approaches and innovative tools, we try to motivate them to enroll early, to save more, and to diversify easily. And throughout retirement, we provide resources that allow them to manage their retirement income. -
10
Guideline
Guideline
The easy, affordable 401(k) for small business. Retirement plans done right We’re on a mission to help every small business offer a 401(k). And to help participants create a retirement they can look forward to. We sync with popular payroll providers, take care of plan administration, and offer low-cost mutual funds. And unlike many 401(k) providers, we don’t charge any additional fees on investments. How we're different. We do the administration, compliance testing, and recordkeeping to make your job easy. Fully bundled. We do the heavy lifting—from plan administration and employee onboarding, to compliance testing, government filing, and recordkeeping. Features. Predictable pricing. We charge one all-inclusive fee, starting at $39/mo + $8/mo per participating employee—without any added investment fees or setup fees. Pricing details. Full payroll integration. We are fully integrated with top payroll providers to automatically sync employee data and payroll deferrals -
11
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 -
12
401GO
401GO
Administering a 401(k) has never been easier. Busy-work, data-entry errors, and endless forms are virtually eliminated with our automated platform. Automation leads to efficiency and efficiency leads to savings. Your 401(k) will be the least costly and most preferred benefit! Spend less time and save more money. 401GO’s intuitive platform makes saving for retirement easier than ever. Rather than a simple shortlist of funds every user is offered a guided portfolio design, based on their risk tolerance and savings goals. We’ve streamlined plan design by keeping things simple and finding the key features that most businesses need. Get up and running in minutes, not weeks. Rather than wait until the end of the year when filings are due, we run continuous automated testing and compliance. We also handle the filings and ensure your plan is in compliance. Investments must be suitable for a 401(k) plan.Starting Price: $9 per user per month -
13
Shelton 401(k)
Shelton 401(k)
A 401(k) for your small business includes many pieces that all play a vital role in helping your employees plan for retirement. Shelton 401(k) specializes in providing retirement accounts designed for small businesses while making the process stress free for business owners. Shelton Capital Retirement Plan Services works closely with our clients to provide you with a reasonably priced, bundled solution that reduces complexity while producing optimal results for all stakeholders. We provide high quality, concierge-level 401(k) service and support to help your employees save for retirement, and to help make you look good. We are experienced service professionals that provide live and online personalized resources for you and your employees. Shelton 401(k) is part of a small privately held company, NOT an insurance company, NOT some big fund. We are administered by people, not by machines. -
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Pontera
Pontera
Bring more accounts together into a cohesive strategy. Pontera allows advisors to monitor and trade 401(k), 403(b), and other held-away accounts to ensure they are meeting their clients’ needs. Optimize tax strategies to grow client wealth. Advisors can allocate their clients’ investments across taxable and tax-deferred accounts more quickly and efficiently by using the Pontera platform. Pontera helps advisors show their clients more of what’s happening in their portfolios. Combined with their existing technology, Pontera enables advisors to offer more streamlined portfolio visibility for their clients. Provide stability by rebalancing and monitoring retirement accounts as needed, just like custodial accounts. Improve client satisfaction by maintaining control during volatile markets and improve long-term results. -
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ForUsAll
ForUsAll
Our technology, automation, and deep ERISA plan experience add up to a 401(k) that removes work and liability from your plate. Now, that’s a benefit. We automate manual tasks such as contributions, 401(k) loans, eligibility tracking, hardships, and notifications – so your team can focus on your business. Payroll problems are the worst. We run every payroll, for each employee, through 44 unique diagnostic checks to find and resolve issues – before they become issues. Keep track of your plan’s overall health, including audit-readiness, with a comprehensive dashboard that includes all critical plan documents. To keep your plate free of compliance risk, we provide full administrative and investment fiduciary protection (aka 3(16) and 3(38) fiduciary services). Our plan administrator reviews, signs, and submits your form 5500. We carry a $5M professional liability insurance policy for our ERISA fiduciary services. -
16
AB401k
Americas Best 401k
A Modern 401(k) Without the Middlemen. If your current provider is on this list, we can likely reduce your fees by 40% or more. Send us your fee disclosure (also called a 408b2) from your existing provider. If you don’t know where to locate it, call us and we will direct you. Keep in mind that Department of Labor regularly requires plan sponsors to benchmark their plan so this will fulfill your fiduciary obligation. If the destination is a financially secure retirement, is your 401k on course? A member of our team will walk you through your complimentary “side-by-side” fee comparison so you can see the impact that higher fees will have on your account balance over time. Take action and make the switch to America’s Best 401k. There is no conversion fee and our team makes the conversion process painless. The quicker you make the change, the quicker your savings begin.Starting Price: $400 Quarterly -
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Vestwell
Vestwell
Flexible investments and plan design so you can build the right offering for today and make future changes needed as you grow. Modern, user-friendly interactions and experience. Transparent, competitive pricing so you and your employees always know what you're paying for. Full-service administrative capabilities including operations, servicing, and 3(38), 3(21), and/or 3(16) compliance. Work with or without an advisor to select the right plan for you and your employees. Provide the information needed to efficiently run and service your plan, all handled through our digital, interactive portal. We'll invite your employees to start saving... just upload your first payroll and census and we're off to the races! -
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Slavic401k
Slavic401k
Attract & retain top talent, and create a happier, more stable workforce by offering your employees a Slavic 401(k) plan. Happier employees stick with your business longer, ensuring you have the depth for your business to continue to scale. Weighing your options between your own independent 401(k) plan or participation in a Multiple Employer Plan (MEP)? Consider the $6,000 - $10,000 annual audit cost savings (an IRS requirement for businesses of 100+) afforded you by adopting an MEP plan. There is no individual audit requirement for your company inside an MEP. Also outsourcing the administration and Fiduciary responsibility to the MEP sponsor saves time and money. 401k compliance & testing issues can cause significant problems for you, the employer. If your plan is not administered correctly, you can be hit with fines & penalties that can cut into the bottom line of any business, and that can be crippling for a small business. -
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Due.com
Due.com
Know exactly how much money you will have going into your bank account each month. No tricks, no gimmicks. Simple retirement for the modern day human. Founded in 2015, Due began with an online invoicing platform that was designed to help freelancers and small business owners. Due has helped thousands of companies and freelancers get paid faster and increase their cash flow while offering a professional, branded approach to payment requests. After a year of operation and thousands of requests Due began to offer payment services to it’s customers. Due also offers a wide range of payment options, including eCash, eChecks and ACH, and domestic and international credit card process, as well as a digital wallet to store payment information and funds. Simple setirement metrics shows you how much money you will have monthly with the ability to withdraw your money in full at any point in time. Our annuity takes five minutes to signup and get started.Starting Price: $10 per month -
20
TRAK
RetireReady
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people towards retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. All-inclusive federal benefits calculations including FERS, CSRS, CSRS offset. Also includes TSP, FEGLI integration, and Federal long-term care. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. TRAK software helps advisors motivate their clients and engage their participants with solutions that simplify retirement planning. -
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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 -
22
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. -
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The Retirement Analysis Kit (TRAK)
RetireReady Solutions
The Retirement Analysis Kit (TRAK) is innovative retirement software with a proven track record of helping advisors engage and motivate people toward retirement readiness. Answer the important questions your clients have about retirement. Engage participants with a personalized education that motivates participants to take action. Provide comprehensive one-on-one retirement planning. Calculate pension benefits, survivor options, and pension maximization. Illustrate 403(b) and 457 plan savings strategies as part of a holistic retirement plan. TRAK helps you work in your clients’ best interests by providing understandable and transparent answers and analyses for common retirement strategies. Have you ever spent the time and effort to create a retirement plan for your clients, walked them through the plan only to see their eyes glaze over, and responded with “We’ll think about it”? In meetings like these, you are not connecting well with your clients.Starting Price: $500.00/year -
24
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. -
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Candidly
Candidly
Most people can't afford higher education out-of-pocket. Candidly flips the script on how individuals and families borrow, repay, and save so that college can help them move forward - not hold them back. Take smart, practical, and informed actions from the beginning and all along the borrower journey. Tap into a network of trusted lending partners to choose the best-priced option and make informed choices when taking on student debt. Optimize your debt repayment strategies to reduce payments, refinance at a lower rate, or accelerate repayment to reduce the overall cost of borrowing. Save on student loans and take the next best action on those dollars to maximize financial resilience, whether via retirement savings, investments, or a rainy day fund. -
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Fidelity
Fidelity Investments
From complex wealth management to your retirement needs, we can help you with financial planning. With no account fees, $0 commission trades, and no minimums to open an account, we can help your money go further. Get easy-to-use tools and the latest professional insights from our team of specialists. Knowing where you stand is crucial. Use this tool to see how prepared you are for retirement, and what steps you may need to work on. Get professional investment management with our low-cost robo advisor solutions, from digital-only investing to a hybrid robo service with access to advisors when needed. Collaborate with a dedicated advisor who will work with you and for you, providing clear recommendations designed to help you grow and protect your wealth. Get a weekly email of our pros' current thinking about financial markets, investing strategies, and personal finance. -
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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 -
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ASC Defined Contribution / 401(k) System
Actuarial Systems Corporation - ASC
The ASC DC/401(k) administration system is continually updated for all legislative changes. It offers flexible eligibility calculations, an easy data import wizard and comprehensive data checks. It provides for multiple funds and sources, using dollar or share accounting. The ASC full Compliance Testing System is also included. Reports can be generated using the standard reports included with the ASC System, or can be customized using the ASC Reporter, which allows a user to create custom reports. Built in budget solving routines for new comparability, super integrated, age-weighted and sole proprietor/partnership plans. Calculates various employer contributions for 401(k) and other defined contribution plans. Performs extensive employee data validation in one step including ability for custom data validation formulas. Fully updated for all legislative changes. -
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Axos Invest
Axos Financial
When you create an Axos Invest account, we’ll recommend an investment portfolio that optimally weighs your time horizon, desired amount of risk, and potential return. All to determine your preferred investment strategy. Precise and nimble Managed Portfolios may be automated, but that doesn’t mean we can’t adapt. In addition to rebalancing, when you update your information or goals, we adjust your portfolio to help you progress toward your goals. Plan for both short- and long-term goals. Whether you’re planning for a vacation, saving for a down payment on a home, or building an emergency fund, we’ll guide you to set up your investment strategy. Then we’ll help you determine how much you can save for retirement and set your investment goals in an individual automated investment account or a Traditional or Roth IRA. -
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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 -
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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 -
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Bitwage
Bitwage
We create solutions for remote workers looking for work and to optimally receive their wages. We offer unique jobs, flexible distributions, reduced payroll costs and increased fulfillment speeds. Receive a portion of your wage in digital assets. Faster, cheaper international invoices with direct bank and wallet deposits. International people who want to get paid in digital assets for their invoices. Companies who want to offer unique digital asset benefits for their employees. International companies who want to pay employees and freelancers faster and cheaper. Companies looking for innovative HR services. Bitwage constantly analyzes all the mechanisms to distribute wages across borders, comparing traditional systems such as bank wires with new international gateways, such as XBT and XRapid protocols. Through this fully encompassing approach, Bitwage radically reduces the cost of paying workers, freelancers and outsourcing firms across borders.Starting Price: $7.99 per month -
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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. -
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Tangerine
Tangerine
With tools like automatic contributions, you never have to worry about finding the right time to invest. You may have heard we have low fees across our entire platform and our Investments are no exception. We’ve been helping Canadians save and invest online for over 10 years, so you can feel confident that you’re on track towards your long-term financial goals. Earn tax-free interest on top of the same great advantages of a Tangerine savings account. Enjoy all the guaranteed benefits of our GIC combined with the great features of our Retirement Income Fund. Earn money-back rewards on all of your everyday purchases with a Tangerine credit card. Personalized categories, unlimited money-back monthly and no annual fee. Although Tangerine is a bank without branches, we are much more than a website on the Internet. Our presence is also established via mobile, at our Tangerine locations and through our contact centres. -
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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! -
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Savvly
Savvly
Savvly is an innovative retirement solution designed to provide lifelong financial security with simplicity and peace of mind. Its unique dual-account model ensures consistent income until age 80 and continued protection beyond, offering a reliable solution for those who fear outliving their savings. With a low entry cost starting under $150, Savvly makes financial security accessible for everyone, from go-getters and early adopters to those new to financial planning. Unlike traditional retirement plans that often fall short, Savvly is built to adapt to the realities of longer lifespans, offering a streamlined, “retirement in a box” experience. It empowers users to secure their financial future without complexity or high costs, making retirement planning simple, efficient, and effective. Whether you’re just starting to save or looking for a comprehensive retirement strategy, Savvly offers a stress-free, reliable path to lifelong financial security. -
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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. -
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Qtrade
Qtrade
Build, evaluate, and test your portfolio using analyst research and tools that feature our most advanced risk analysis and portfolio-building technology. Portfolio Creator builds your ideal ETF portfolio when you answer just a few questions. Screeners help you narrow your investment options. Retirement calculator determines how much you need to save. Easy-to-use account dashboard lets you see everything at once. Digital account opening and e-signatures allows you to get up and running quickly. Self-serve capabilities make it easy to access e-statements, contribution requests, foreign exchange requests, and more. Analyst recommendations from Morningstar provide actionable insights. Watchlist lets you monitor stocks before you start trading. Savings and investment calculators help you plan to meet your goals.Starting Price: $25 Fee -
39
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. -
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Smart Pensions
Smart Pensions
Our technology is purpose-built for the pension marketplace and digital-first, helping employers manage their pension admin easily. Additionally, members can easily manage their pension savings at any time with just the tap of a finger, using our app. We invest members' pension savings to deliver a strong return whilst also tackling climate change to make a positive difference to society and our planet. We plan to be net zero by 2040, and to make a 50% reduction in emissions by 2025. We protect members’ pension savings with strong governance, and oversight from independent trustees. Everyone’s financial needs will be different in retirement. And those needs can change as you move through your retirement journey. That's why we've created Smart Retire. Our technology is purpose-built for the pension marketplace and digital-first, helping employers manage their pension admin easily. Additionally, members can easily manage their pension savings at any time. -
41
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 -
42
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. -
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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. -
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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 -
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ADDX
ADDX
Invest in the same wealth-building opportunities as the ultra-affluent & institutions, now open to you at accessible minimums. Investments in private equity have outpaced their public market equivalents every year since 2000, by an average of 10% more returns. More investors gain access to private markets. Your portfolio should be balanced with a mix of public and private market investments to be set up for better outcomes, with 30% allocated to private markets. Get in the driver’s seat of your financial journey. Pick from varying investment strategies that fulfill different goals, from savings, and retirement to legacy planning. Invest in fractions and build a holistic portfolio. ADDX is constantly transforming private markets. Today, you can build a portfolio for the modern world, diversified with a range of wealth-generating opportunities. Access private markets in fractions, and invest in smaller amounts, to diversify into more opportunities and balance risks and rewards.Starting Price: Free -
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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. -
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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 -
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SAFE Workplace Financial Wellness
SAFE Credit Union
The health and vitality of your organization depend on your valued employees. With that in mind, we offer a customizable employer program with a suite of solutions designed to minimize financial distraction while improving your employees’ financial health at no cost to you. Americans increasingly are anxious about their financial lives. They are concerned about saving for retirement, financing college education, debt, and tackling medical expenses. All that worry or financial distraction contributes to productivity losses, increased absences, healthcare claims, higher turnover, and more. Investing in employees' financial health is as critical as investing in their physical health especially when you consider the two correlate. Case in point, employees with high financial stress are twice as likely to report poor health overall and more than four times as likely to suffer from headaches, depression, or other ailments. -
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VisualMvo
Efficient Solutions
Efficient Solutions (Effisols.com) offers portfolio optimization software for investment professionals and sophisticated personal investors. Their tools include VisualMvo and MvoPlus for single- and multi-period mean variance optimization, and MCRetire, a Monte Carlo retirement simulator. These applications help users design optimal investment portfolios and assess long-term financial planning strategies, all supported on Windows systems. -
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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.
