Xcout Intel
BodesWell competitors & alternatives
The 12 closest competitors and alternatives to BodesWell among fintech companies — ranked by similarity to what BodesWell actually does, not by market-cap band.
Subscribe to see BodesWell’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
About BodesWell
BodesWell is a financial technology company headquartered in Boston, Massachusetts, providing digital tools and planning solutions with a small dedicated team.
BodesWell at a glance
BodesWell is a fintech company headquartered in United States. Its most recent funding round raised $1.5M in September 2020. Xcout tracks 1 named person at BodesWell, including bode (Founder and Principal of Bodeswell.org).
BodesWell leadership
- bodeFounder and Principal of Bodeswell.org
BodesWell funding rounds
Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| — | $1.5M | 13 named |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Top 12 BodesWell competitors
Ranked by semantic similarity — how close each company is to BodesWell by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
Boldin provides DIY retirement and financial planning software, tools, and advisory services to help users manage their retirement and financial wellness.
Similar fintech company
Vestwell provides a digital savings and investment platform that enables businesses, financial advisors, and partners to offer workplace benefit programs. The platform supports various retirement plans, education savings accounts, emergency funds, and other financial benefits for employers, employees, and individual savers.
Similar fintech company
Betterment is a financial technology company that provides automated investing and financial planning services. Headquartered in New York, NY, it aims to help users grow their money by making saving and investing easy through tailored portfolios and goal-based savings.
Similar fintech company
Addition Wealth is an AI-powered financial wellness platform headquartered in New York, NY. The company provides personalized financial expertise and education, making financial planning tools inclusive and accessible through modern technology.
Similar fintech company
FINTRX is a financial services and intelligence platform headquartered in Boston, Massachusetts, that provides data and AI tools to help distribution teams identify and engage with registered investment advisors and family offices.
Similar fintech company
SigFig is a U.S. fintech company that provides digital wealth-management technology, including automated investing, portfolio management, financial advice, and analytics. It primarily serves banks, broker-dealers, and other financial institutions seeking to offer digital investment services to their customers.
Similar fintech company
Vestmark, Inc. is headquartered in Wakefield, Massachusetts, offering wealthtech solutions and services alongside its wholly-owned investment advisor subsidiary, Vestmark Advisory Solutions.
Similar fintech company
GeoWealth is a financial technology company that provides a turnkey asset management platform (TAMP) and digital tools for investment advisors and institutional investors.
Similar fintech company
SmartAsset is an online financial technology company that provides a wide range of financial calculators, educational guides, and comparison tools for mortgages, taxes, retirement, banking, and investing. It also operates a matching platform that connects consumers with vetted fiduciary financial advisors and offers lead generation services for financial professionals.
Similar fintech company
Apex Fintech Solutions is a financial services company headquartered in Dallas, Texas, providing modern wealth tech solutions for digital investing.
Similar fintech company
Polaris Portfolios, LLC is a nationwide digital wealth management firm and Registered Investment Advisor. The company specializes in partnering with community banks and credit unions to offer wealth management solutions.
Similar fintech company
TIFIN Give Inc. provides digital technology for charitable giving, helping users plan, manage, and make donations. Its platform is aimed at individuals and financial advisors or wealth-management firms seeking to integrate charitable giving into client financial planning.
Analyze another company
Search any company we track to see its competitive set.
Or describe a company
Paste a short paragraph describing a company or product — we'll find the most similar companies we track, scored 1–100.
See the full profile of BodesWell and its market
Funding, investors, tech stack, hiring signals, leadership and corporate events — for BodesWelland every competitor above — in one live dashboard.
Subscribe to Xcout Intel →