swap_horiz Erefin Alternatives

1

Blooom

Blooom is a specialized robo-advisor that focuses exclusively on managing 401(k) accounts. It is a great tool for beginn...

Beginner Friendly Niche Automated Specialized

7.1 Good

2

Honest Wealth

Honest Wealth provides fee-only financial planning and investment management services. Families benefit from comprehensi...

Transparent Pricing Financial Planning Tax Planning Automated Investing

6.6 Fair

3

OpenInvest

OpenInvest allows families to build highly customized, values-based investment portfolios. Users can specify their desir...

Robo Advisor Automated Investing Impact Investing Personalized Advice

6.5 Fair

4

FutureAdvisor

FutureAdvisor provides automated portfolio management and tax-loss harvesting. Families benefit from a hands-off investm...

Portfolio Management Financial Planning Tax Loss Harvesting Automated Investing

5.5 Average

5

Nutmeg

Nutmeg is a UK-based robo-advisor that has expanded internationally. Families can benefit from socially responsible inve...

UK Based Automated Investing Personalized Advice Automated Rebalancing

5.3 Average

6

Sequoia Capital - Doug Leone

Doug Leone, as a partner and former global managing partner at Sequoia Capital, oversaw a vast portfolio of iconic compa...

Global Reach Portfolio Management Early Stage Growth Equity

9.8 Brilliant

7

Sequoia Capital - Michael Moritz

Sequoia Capital, particularly under Michael Moritz's leadership, has consistently identified and backed transformative c...

Portfolio Management Long Term Investing Technology Focused Early Stage

9.8 Brilliant

8

Empower Personal Dashboard

Formerly known as Personal Capital, Empower is the premier choice for users who view budgeting through the lens of long-...

Investment Tracking Wealth Management Portfolio Analysis Retirement Planning

9.6 Brilliant

9

Planview Eliassen ProjectWise

Planview Eliassen ProjectWise is a comprehensive project management solution designed for large enterprises. It offers r...

Collaboration Enterprise Portfolio Management

9.6 Brilliant

10

Betterment

Betterment is one of the pioneering robo-advisors that automates portfolio construction and management using ETFs. Found...

Automation Automated Hands Off Tax Loss Harvesting

9.4 Excellent

11

Schwab Intelligent Portfolios

Schwab Intelligent Portfolios is a robo-advisor service from Charles Schwab that stands out for its lack of advisory fee...

Low Cost Tax Planning Tax Loss Harvesting Institutional Grade

9.3 Excellent

12

Wealthfront

Wealthfront is a leading robo-advisor that provides automated, diversified portfolio management primarily through low-co...

Modern UI Financial Planning Wealth Management Tax Loss Harvesting

9.3 Excellent

13

Personal Capital (Empower)

While often marketed as an investment tool, Personal Capital provides an exceptional, high-level view of your entire net...

Dashboard Investment Tracking Investment Analysis Asset Allocation

9.3 Excellent

14

Bank of America Advantage Savings Account

The Bank of America Advantage Savings Account is designed for those seeking a balance of accessibility and features. It...

Mobile App Retirement Planning Low Fees Online Banking

9.2 Excellent

15

James

T.J. Klunes 'James' is a collection of interconnected short stories that explore themes of identity, belonging, and the...

Low Cost Financial Planning Tax Loss Harvesting Automated Investing

9.2 Excellent

16

VersionOne

VersionOne is a comprehensive Agile Lifecycle Management (ALM) platform designed for enterprise teams. It supports vario...

Project Management Reporting Scrum Kanban

9.0 Excellent

17

Fidelity Wealth Management

Fidelity offers a robust ecosystem for retirement planning, combining a top-tier brokerage platform with flexible adviso...

Customer Service Retirement Planning Brokerage Full Service

9.0 Excellent

18

Vanguard Digital Advisor

Vanguard Digital Advisor provides a low-cost, automated investment experience that focuses on long-term wealth building....

Low Cost Long Term Tax Planning Robo Advisor

8.9 Very Good

19

Prosper

Prosper is another leading P2P lending platform known for its user-friendly interface and relatively straightforward inv...

Accessibility Accessible Peer To Peer Established

8.8 Very Good

20

TD Ameritrade

TD Ameritrade (now part of Charles Schwab following the 2020 merger) is a full-service brokerage platform offering a com...

Legacy Mobile App Research Education

8.8 Very Good