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

6.5 Fair

2

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

3

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

4

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

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

9.5 Brilliant

6

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

8.3 Very Good

7

Stocklight

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

Low Cost Customizable Portfolios Fractional Shares Portfolio Optimization

6.0 Fair

8

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

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

8.8 Very Good

10

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

8.7 Very Good

11

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

12

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

13

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

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

6.5 Fair

15

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

6.5 Fair

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

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

Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)

VTSAX offers exposure to the entire U.S. stock market, tracking the CRSP US Total Market Index. Its extremely low expens...

Low Cost Broad Market Diversification Index Fund

9.6 Brilliant

19

YNAB (You Need A Budget)

YNAB is a subscription-based app built around the 'zero-based budgeting' philosophy every dollar is assigned a purpose....

Personal Finance Budget Tracking Expense Tracking Expense Categorization

9.5 Brilliant

20

Vanguard Total Stock Market Index Fund ETF (VTI)

VTI provides exposure to the entire U.S. stock market, encompassing large, mid, and small-cap companies. With an incredi...

Low Cost High Liquidity Diversification Low Expense Ratio

9.5 Brilliant