swap_horiz Reverse Mortgage Solutions Alternatives

1

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

2

SO

SoFi Student Loans

SoFi offers both private student loans for undergraduates and graduates, as well as student loan refinancing options. Th...

Financial Planning Career Services Refinancing Private Loan

9.2 Excellent

3

The Ramsey Show

Dave Ramsey's podcast is a long-standing institution in the personal finance space. It focuses heavily on debt eliminati...

Budgeting Financial Planning Debt Reduction Behavioral Finance

9.2 Excellent

4

Anaplan

Anaplan offers a connected planning platform that allows organizations to model complex business scenarios and optimize...

Cloud Based Real Time Collaboration Cloud Platform Forecasting

9.0 Excellent

5

The Psychology of Money

Morgan Housel's 'The Psychology of Money' explores the often-overlooked emotional and psychological factors that influen...

Financial Planning Decision Making Emotional Intelligence Behavioral Finance

9.0 Excellent

6

USAA Bank

USAA Bank caters specifically to members of the U.S. military, veterans, and their families. They are renowned for their...

Insurance Customer Service Financial Planning Mortgages

8.8 Very Good

7

FA

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

8.8 Very Good

8

Budgeting.com

Budgeting.com is a budgeting tool that offers a range of features for managing personal finances. It allows users to tra...

Personal Finance Expense Tracking Financial Planning Budgeting Tools

8.8 Very Good

9

SC

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

10

WE

Welltower (WELL)

Welltower is a leading healthcare REIT, owning a portfolio of senior housing, medical office buildings, and outpatient f...

Demographics Healthcare Real Estate Senior Housing Medical Office Buildings

8.7 Very Good

11

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

8.7 Very Good

12

Oracle Hyperion Planning

Oracle Hyperion Planning is a comprehensive financial performance management solution that offers advanced budgeting, fo...

Financial Planning Bi Integration Cloud Capable

8.5 Very Good

13

KL

Klarna

Klarna is a global powerhouse in the BNPL space, known for its sleek mobile app and extensive shopping features. Beyond...

Personal Finance Global Fashion Expense Tracking

8.3 Very Good

14

Golden Years Career Guidance

Golden Years Career Guidance focuses on helping seniors leverage their experience and expertise to create fulfilling and...

Remote Work Financial Planning Mentorship Business Planning

8.3 Very Good

15

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

16

Rich Woman

Katarina Wallner's 'Rich Woman' is specifically tailored to women's financial needs and challenges. It addresses common...

Financial Planning Investing Wealth Building Financial Independence

8.2 Very Good

17

BU

Budget Tracker

Budget Tracker is a budgeting tool that allows users to track income and expenses, set financial goals, and monitor spen...

Personal Finance Expense Tracking Financial Planning Real Time Updates

8.2 Very Good

18

SO

SoFi Checking & Savings

SoFi offers a checking and savings account combination with competitive interest rates and cashback rewards on debit car...

Financial Planning High Yield Savings Cashback Rewards Mobile Deposit

8.1 Very Good

19

SA

Sabra Health Care REIT (SBRA)

Sabra Health Care REIT is a healthcare REIT focused on owning and leasing senior housing and skilled nursing facilities....

Healthcare Real Estate Senior Housing Demographic Trends Skilled Nursing

8.1 Very Good

20

The His & Her Money Podcast

Hosted by Matt and Chelsea Lee, The His & Her Money Podcast focuses on building a strong financial foundation for couple...

Personal Finance Budgeting Financial Planning Investing

8.0 Very Good