swap_horiz FutureAdvisor Alternatives

1

ST

Stock Advisor

Stock Advisor, while not a traditional robo-advisor, offers a curated list of stock picks and automated portfolio constr...

Beginner Friendly Automated Investing Stock Picking Investment Research

6.5 Fair

2

RO

Robo Global

Robo Global offers thematic investing focused on robotics and automation. It provides exposure to companies involved in...

Global Exposure Thematic Investing Portfolio Diversification Robotics And Automation

6.0 Fair

3

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

4

Wealthfront

Wealthfront is a premier automated investment platform that excels in tax-efficient wealth management. Its standout feat...

Modern UI Financial Planning Wealth Management Tax Loss Harvesting

8.8 Very Good

5

HonestDollar (acquired by Charles Schwab)

HonestDollar was a robo-advisor acquired by Charles Schwab. While it was initially a standalone platform, it has been in...

Low Cost Simple Interface Discontinued Automated Investing

5.8 Average

6

RO

Robo-Advise

Robo-Advise is a smaller robo-advisor offering basic portfolio management services. The advisory fee is 0.50% of assets...

Low Cost Simple Interface Limited Features Automated Investing

5.5 Average

7

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

8

WealthPath

WealthPath is a robo-advisor offering automated investing and goal-based planning. It provides a simple, low-cost invest...

Low Cost Automated Investing Estate Planning Tax Efficient

5.0 Average

9

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

9.5 Brilliant

10

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

9.2 Excellent

11

Wealthsimple

Wealthsimple is a popular, user-friendly robo-advisor that is particularly well-known in Canada but also has a presence...

Simple Modern Beginner Friendly User Friendly

8.4 Very Good

12

PA

Passfolio

Passfolio is a brokerage focused on simplifying crypto and stock investing. It offers commission-free trading for both a...

Easy To Use Portfolio Management Tax Loss Harvesting Stock Trading

7.1 Good

13

ER

Erefin

Erefin provides automated portfolio management with a focus on tax efficiency and customized portfolios. It caters to hi...

Portfolio Management Automated Investing Retirement Planning Customized Portfolios

7.0 Good

14

HO

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

15

Stocklight

Stocklight offers a unique approach to portfolio construction, allowing users to build and manage custom portfolios with...

AI Powered Low Cost Risk Assessment Portfolio Analysis

6.3 Fair

16

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

17

New York Life Insurance Company

New York Life is renowned for its permanent life insurance products that build cash value over time. Their online tools...

Financial Planning Permanent Life Cash Value Investment Grade

9.7 Brilliant

18

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

19

SO

SoFi Personal Loans

SoFi offers personal loans ranging from $5,000 to $100,000 with competitive, fixed interest rates starting as low as 7.9...

Financial Planning Debt Consolidation Financial Wellness Online Lender

9.5 Brilliant

20

YN

YNAB (You Need A Budget)

YNAB is a robust budgeting app built around the 'zero-based budgeting' philosophy, where every dollar is assigned a purp...

Personal Finance Budget Tracking Expense Tracking Expense Categorization

9.5 Brilliant