swap_horiz Personal Portfolios 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

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

5.4 Average

4

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

5

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

7.1 Good

6

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

7

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

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

5.3 Average

9

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

10

Empower Personal Dashboard

Formerly known as Personal Capital, Empower is the premier choice for users who view budgeting through the lens of long-...

Investment Tracking Wealth Management Portfolio Analysis Retirement Planning

9.6 Brilliant

11

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

9.6 Brilliant

12

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

13

Fundrise

Fundrise is the gold standard for retail investors looking to access institutional-grade real estate. By utilizing eREIT...

User Friendly Passive Income Retail Investor Diversified Funds

9.3 Excellent

14

Bank of America Advantage Savings Account

The Bank of America Advantage Savings Account is designed for those seeking a balance of accessibility and features. It...

Mobile App Retirement Planning Low Fees Online Banking

9.2 Excellent

15

Personal Capital

Personal Capital, now Empower, is the premier tool for tracking net worth and managing complex financial lives. While it...

Tracking Budget Tracking Planning Investment Analysis

9.2 Excellent

16

Arrived

Arrived allows investors to buy shares of individual rental properties, making it possible to become a landlord without...

Beginner Friendly Low Minimum Residential Real Estate Fractional Ownership

9.2 Excellent

17

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

9.0 Excellent

18

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

9.0 Excellent

19

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

8.9 Very Good

20

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