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Pearler competitors & alternatives
The 12 closest competitors and alternatives to Pearler among financial services companies — ranked by similarity to what Pearler actually does, not by market-cap band.
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About Pearler
Pearler is a financial services company headquartered in Kensington, New South Wales, Australia, with 11-50 employees. The company provides a simple alternative investment platform designed to make long-term investing accessible and straightforward.
Pearler at a glance
Pearler is a financial services company headquartered in Australia. It has raised at least $23.8M across the 2 funding rounds on record. Its most recent funding round, Series A, raised $16M in September 2026. Xcout tracks 11 named people at Pearler, including Ana Kresina (Digital Advice).
Pearler leadership
- Ana KresinaDigital Advice
- Cathy SunCustomer Success
- Claude SortwellEngineering
- Delzad DubashFinance
- Jennifer KouchDesign
- Lisa HaCustomer Success
5 more named people on record for Pearler, with roles, board committees and tenure — see the full roster →
Pearler funding rounds
At least $23.8M raised across the 2 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| Series A | $16M | 6 named | |
| Seed | $7.8M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Top 12 Pearler competitors
Ranked by semantic similarity — how close each company is to Pearler by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar financial services company
Financial Simplicity endeavors to make wealth management better through technology by providing a digital platform that empowers businesses. The privately held company is headquartered in Sydney, New South Wales, Australia, and operates with a team size of 11 to 50 employees.
Similar financial services company
Raiz, also known as Raiz Invest, is a financial services company headquartered in Sydney, Australia. It offers an investment platform that allows users to automatically round-up and invest their spare change. Users can start investing with as little as $5.
Similar financial services company
Raiz Invest Limited provides financial services and products through its mobile micro investing platform in Australia. Its platform enables customers to save and invest money through the Raiz mobile application and website. The company offers various products, including Raiz rewards, Raiz kids, Raiz property fund, and offsetters, as well as jars on its platform. Raiz Invest Limited was incorporated in 2016 and is based in Sydney, Australia.
Similar financial services company
Selfwealth is an Australian online investment platform that provides retail investors with access to local and international stock markets through a flat-fee brokerage model.
Similar financial services company
Rask is an Australian financial services company that provides investment management, financial planning, business coaching, and educational resources for investors.
Similar financial services company
Perpetual Limited is a diversified financial services company and one of Australia's largest wealth managers, founded in 1886. Headquartered in Sydney, the ASX-listed company operates across multiple brands providing specialized investment and financial services.
Similar financial services company
Superhero is an Australian online investment and superannuation platform that provides users with access to share trading and retirement savings services.
Similar financial services company
Rocket Dollar, Inc. is a financial services company headquartered in Austin, Texas. The company enables customers across the United States to invest alternative assets using retirement accounts such as old 401(k)s and IRAs.
Similar financial services company
Colonial First State is an Australian financial services company providing superannuation, retirement, and investment products to individuals and employers.
Similar financial services company
Kernel Wealth is a New Zealand-based investment and savings platform offering KiwiSaver schemes, index funds, and savings accounts.
Similar financial services company
10X Investments is a South African financial services company that offers retirement annuities, preservation funds, living annuities, unit trusts, and tax-free savings accounts with low fees and index-based diversification.
Similar financial services company
P1 Investment Services provides investment management and platform solutions for UK financial advisers and their end clients. Its services include risk-rated model portfolios, ethical investing, and specialist solutions through P1 Investment Management, alongside a low-cost digital adviser platform featuring onboarding and reporting tools via the P1 Platform.
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