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

7.0 Good

2

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

6.8 Fair

3

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

6.5 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

6.2 Fair

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

5.2 Average

6

Sequoia Capital - Michael Moritz

Sequoia Capital, particularly under Michael Moritz's leadership, has consistently backed transformative companies like A...

Portfolio Management Long Term Investing Early Stage Growth Equity

9.8 Brilliant

7

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

8

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

9.5 Brilliant

9

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

9.2 Excellent

10

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

9.1 Excellent

11

Microsoft Project

Microsoft Project is a veteran desktop project management application designed for complex, large-scale project and port...

Resource Management Complex Enterprise On Premise

9.0 Excellent

12

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

13

TD Ameritrade

TD Ameritrade was once the industry leader, but it has been largely absorbed by Charles Schwab. While it is still a func...

Legacy Mobile App Research Education

8.9 Very Good

14

Prosper

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

Accessibility Accessible Peer To Peer Established

8.9 Very Good

15

Betterment

Betterment is a pioneer in the robo-advisor space, offering a highly automated, user-friendly experience for those who w...

Automation Automated Hands Off Tax Loss Harvesting

8.8 Very Good

16

Advanced Agile Project Management - BrainShark

BrainShark's Advanced Agile Project Management course delves into scaling Agile methodologies across organizations. It c...

Kanban Portfolio Management Lean Principles Agile Scaling

8.6 Very Good

17

Riskalyze

Riskalyze is a financial risk management tool that also offers project management features. It provides detailed risk an...

Portfolio Portfolio Management Investment Analysis Investment

8.5 Very Good

18

SoFi Automated Investing

SoFi Automated Investing is part of the broader SoFi ecosystem, making it a fantastic choice for users who want to manag...

All In One Beginner Friendly Mobile First Low Cost

8.5 Very Good

19

Planview

Planview is a project and portfolio management tool that includes risk planning features. It supports strategic planning...

Collaboration Portfolio Management Risk Planning

8.5 Very Good

20

Betterment 401(k)

Betterment's 401(k) offers a robo-advisor approach to retirement savings. It automatically builds and manages a diversif...

Low Cost Robo Advisor Automated Investing Diversified Portfolios

8.4 Very Good