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Top Sigfig.com Alternatives (Prioritized Matches)

ubs.com favicon

Personalized wealth and investment solutions

64%

UBS Canada offers wealth management, investment, and financial services tailored for individuals and businesses seeking expert financial guidance.

mercer.com favicon

Plan for retirement and manage your investments

62%

Mercer helps you plan for retirement, manage investments, improve employee experiences, and support health and well-being for a brighter financial future.

morganstanley.com favicon

Support your team with tailored financial benefits

62%

Morgan Stanley at Work offers workplace financial solutions to help employers support their teams with benefits, equity compensation, and financial wellness tools.

mdm.ca favicon

Personalized wealth advice for Canadian physicians

59%

Offers personalized wealth management and financial advice exclusively for Canadian physicians and their families to help them reach their financial goals.

sherlockwealth.com favicon

Personalized wealth management and advice

59%

Sherlock Wealth offers personalized wealth management and financial advice to help you create, grow, and protect your financial future.

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Connect with a financial advisor for your goals

58%

Edward Jones connects you with financial advisors and strategies to help manage your wealth, plan for retirement, and navigate life's financial changes.

ml.com favicon

Personalized wealth management and advice

58%

Merrill Lynch Wealth Management offers personalized financial advice, planning tools, and investment solutions to help you manage and grow your wealth.

fintso.com favicon

Manage client wealth with your own brand

58%

Fintso is a digital wealth management platform for financial advisors, offering tools to manage client portfolios, diversify investments, and enhance branding.

holbornassets.com favicon

Get expert wealth management advice globally

58%

Holborn Assets offers expert wealth management, investment advice, and financial planning services for individuals and businesses worldwide.

juliusbaer.com favicon

Personalized wealth management solutions

56%

Julius Baer offers global wealth management services, helping you plan, grow, and protect your assets with expert advice and a Swiss heritage.

monetagroup.com favicon

Personalized wealth planning for your goals

56%

Get personalized financial planning and wealth management services to help you reach your goals and navigate life’s challenges with expert guidance.

balcfo.in favicon

Personalized wealth management for your goals

56%

BellWether Associates offers tailored wealth management and financial planning services in Gurgaon, including portfolio, estate, and risk management solutions.

iaprivatewealth.ca favicon

Personalized wealth management for your goals

56%

iA Private Wealth helps Canadians plan and manage their finances with tailored wealth management solutions and expert investment advice.

greenwoodgearhart.com favicon

Personalized wealth management for your future

56%

Greenwood Gearhart provides personalized wealth management and financial planning services for high-net-worth families and individuals in Arkansas.

assetsbanking.com favicon

Personalized wealth and tax planning for HNIs & NRIs

56%

Get expert financial, investment, and tax advice tailored for HNIs and NRIs, including wealth, retirement, and tax planning services in one place.

wealthbot.io favicon

Automate your wealth management with smart tools

56%

Wealthbot.io helps you automate and manage your investments with smart tools that blend robo-advisors and human expertise for easy wealth management.

avieradvisors.com favicon

Personalized wealth planning for tech professionals

56%

Avier Wealth Advisors offers personalized wealth management for tech employees, helping you plan, invest, and maximize your unique compensation and benefits.

hightoweradvisors.com favicon

Connect with trusted financial advisors

56%

Hightower Advisors connects clients with financial advisors and offers personalized wealth management solutions for individuals and businesses.

nicolawealth.com favicon

Personalized wealth management for Canadians

56%

Nicola Wealth offers comprehensive wealth management and financial advice for affluent families, foundations, and institutions in Canada.

wealthmanagement.ml.com favicon

Personalized wealth management for your goals

56%

Get expert financial guidance and personalized wealth management services to help you plan, invest, and achieve your financial goals with Merrill Lynch.

brownadvisory.com favicon

Personalized wealth management solutions worldwide

56%

Brown Advisory offers global wealth management and investment services, helping individuals and organizations plan and manage their financial future.

techrules.com favicon

Protect your data with secure wealth management

56%

TechRules offers secure, compliant wealth management and fund solutions with robo advisor and API integration features.

lplfinancial.lpl.com favicon

Empower your financial advising business nationwide

56%

LPL Financial supports independent advisors with tools and resources for investment and wealth management across the U.S.

serafin-wealth.com favicon

Individuelle Anlagestrategien digital entdecken

56%

Serafin Wealth bietet digitale Vermögensverwaltung und persönliche Strategieberatung für Ihr finanzielles Wachstum. Website auf Deutsch.

orion.com favicon

Flexible tools for modern wealth advisors

55%

Orion Advisor Solutions offers flexible tech and investment tools to help financial advisors manage client relationships and streamline wealth management.

rbcwealthmanagement.com favicon

Personalized wealth strategies for your goals

55%

RBC Wealth Management offers personalized strategies to grow and protect your wealth, helping individuals, families, and businesses reach their financial goals.

seic.com favicon

Empower your wealth management with smart tech

54%

SEI connects financial professionals with tailored technology and wealth management solutions to streamline operations and tackle complex challenges.

privatebank.jpmorgan.com favicon

Personalized wealth and private banking services

54%

J.P. Morgan Private Bank offers personalized private banking and wealth management services to help you plan, grow, and protect your financial future.

ablefinancialgroup.com favicon

Plan your retirement and manage wealth with experts

54%

ABLE Financial Group offers personalized wealth management and retirement planning services for clients in Scottsdale and Phoenix, Arizona.

vpbank.com favicon

Personalized wealth management and banking support

54%

VP Bank offers personalized wealth management and banking solutions, helping you achieve your financial goals with flexible advisory support.

Worldwide Sigfig.com Alternatives

cpngroup.co.uk favicon

Independent investment and pension advice

58%

CPN Group offers independent advice and discretionary management for investments and pensions, helping clients manage and grow their wealth in the UK.

savity.at favicon

Automatisch Geld anlegen – einfach & individuell

57%

Savity ist ein österreichischer Robo-Advisor, der Ihnen hilft, einfach und professionell Geld anzulegen – ohne Mindestlaufzeit und mit individueller Strategie.

fairstone.co.uk favicon

Get expert financial advice for your future

55%

Fairstone offers tailored financial advice, investment planning, and wealth management to help you achieve your personal and long-term money goals in the UK.

hac.de favicon

Individuelle Vermögensverwaltung ab 25.000 €

55%

HAC Vermögensverwaltung offers personalized wealth management, investment advice, and financial planning services for individuals and institutions in German.

kathrein.at favicon

Personalized wealth management and investment services

54%

Kathrein offers wealth management and investment solutions for private and institutional clients, with personalized advice and secure online services. (German)

kgi.com.hk favicon

Manage and grow your wealth with expert guidance

54%

KGI offers a wide range of wealth and investment management services, helping users in Asia grow and manage their finances with expert guidance. (Site in Chinese)

empower.com favicon

Track and grow your wealth with expert advice

53%

Empower helps you manage your investments, plan for retirement, and make smarter money decisions with easy-to-use tools and expert financial guidance.

silex-partners.com favicon

Empower your wealth management with digital tools

53%

SILEX offers investment solutions and digital tools designed to support wealth managers with portfolio management, research, and structured products.

rathbones.com favicon

Personalized wealth and investment management

53%

Rathbones offers wealth and investment management services for individuals, families, charities, and professionals seeking expert financial guidance.

marcuardfamilyoffice.com favicon

Support your family’s wealth across generations

53%

A Zurich-based multi-family office offering long-term wealth preservation and advisory services for families across generations.

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