swap_horiz Nutmeg Alternatives

1

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

2

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

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

5.5 Average

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

5.1 Average

5

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

7.1 Good

6

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

7

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

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

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

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

9.3 Excellent

11

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

12

Facet Wealth

Facet Wealth disrupts the traditional AUM (Assets Under Management) model by charging a flat annual subscription fee for...

Subscription Model Financial Planning Holistic Fiduciary

8.7 Very Good

13

Betterment Fixed Income Portfolio

Betterment's Fixed Income Portfolio uses algorithmic allocation across government bonds, corporate bonds, and municipal...

Robo Advisor Automated Investing Fixed Income Diversified Portfolio

8.6 Very Good

14

Amica Renters Insurance

Amica is a mutual company, meaning it's owned by its policyholders, which often translates to a focus on customer satisf...

Customer Service Mutual Company Personalized Advice Personalized Coverage

8.6 Very Good

15

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

16

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

17

Sweaty Betty

Sweaty Betty, a UK-based brand, offers a stylish and performance-driven range of activewear. Their fabrics are designed...

Training Stylish Running High Performance

8.3 Very Good

18

Zander Insurance

Zander Insurance is an online brokerage specializing in ACA and Medicare health insurance plans. They offer personalized...

Family Coverage Personalized Advice Broker Support Aca Plans

8.3 Very Good

19

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

20

Harvest Finance

Harvest Finance is a yield aggregator that automatically rebalances funds between different DeFi protocols to maximize r...

Vaults Automated Rebalancing Yield Optimization Compounding Strategies

7.9 Good