swap_horiz James Alternatives

1

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

5.9 Average

2

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

3

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

5.1 Average

4

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

5

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

6

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

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

5.3 Average

8

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

9

Schwab Intelligent Portfolios Premium

The Premium version of Schwab's robo-advisor adds unlimited access to human CFPs for a flat monthly fee. This bridges th...

Low Cost Comprehensive Financial Planning Fiduciary

8.8 Very Good

10

DiversyFund

DiversyFund offers a unique approach to real estate investing by focusing on long-term growth through their proprietary...

Low Cost Passive Income Reit Retail Investor

8.5 Very Good

11

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

8.5 Very Good

12

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

13

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

8.3 Very Good

14

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

15

Wise

Wise (formerly TransferWise) is the gold standard for international transfers. It is designed for simplicity, offering a...

Global Low Cost Multi Currency International

9.9 Brilliant

16

Vanguard Personal Advisor

Vanguard Personal Advisor combines low-cost index fund investing with access to human financial advisors. It is designed...

Low Cost Wealth Management Long Term Investing Fiduciary

9.8 Brilliant

17

You Need A Budget (YNAB)

YNAB is not just a tracker; it's a proactive budgeting methodology. It forces users to assign every dollar a 'job' using...

Subscription Budgeting Financial Planning Goal Setting

9.8 Brilliant

18

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

9.6 Brilliant

19

Interactive Brokers Trader Workstation (TWS)

Interactive Brokers Trader Workstation (TWS) is a powerhouse for experienced traders. It provides access to a vast array...

Low Latency Low Cost Algorithmic Trading API Access

9.6 Brilliant

20

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