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Wealth competitors & alternatives
The 12 closest competitors and alternatives to Wealth among fintech companies — ranked by similarity to what Wealth actually does, not by market-cap band.
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About Wealth
Wealth.com is a financial services platform providing AI-powered tax and estate planning solutions trusted by advisor firms, broker-dealers, and private banks.
Wealth at a glance
Wealth is a fintech company headquartered in United States. Xcout tracks 2 named people at Wealth, including Rei Carvalho (Co-Founder & Executive Chairman). Xcout recorded 1 job posting from Wealth in the last 90 days.
Wealth leadership
- Rei CarvalhoCo-Founder & Executive Chairman
- Rafael LoureiroCo-Founder
Hiring at Wealth
Xcout recorded 1 job posting from Wealth in the last 90 days, from a hiring record Xcout has kept since July 2026.
The weekly hiring trend, the roles and locations behind it — see Wealth's hiring signals →
Recent Wealth news
2 corporate events on record, with sources — see the full timeline →
Top 12 Wealth competitors
Ranked by semantic similarity — how close each company is to Wealth by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
TIFIN builds financial technology platforms powered by artificial intelligence and personalization for the wealth management, asset management, and insurance sectors. The company offers AI-driven solutions focused on agentic workforce platforms, tax intelligence, workplace-to-wealth infrastructure, and distribution science to serve financial advisors, asset managers, and insurance providers.
Similar fintech company
InvestCloud, Inc. is a financial services company headquartered in West Hollywood, California. It provides an AI-driven digital wealth platform supporting wealth management offerings across front, middle, and back offices.
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
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
Macroaxis provides a wealth optimization platform offering financial research, analytics, and portfolio management tools.
Similar fintech company
Fintso is a wealthtech platform that provides digital tools, research, and investment products to financial advisors to help them manage and scale their advisory businesses.
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
FNZ provides a global, end-to-end wealth management platform that integrates technology, business, and investment operations for financial institutions such as banks, wealth managers, insurance companies, and asset managers. The company's platform and services enable these institutions to streamline processes, utilize data and AI, and offer digital investment experiences to end investors.
Similar fintech company
Smartleaf is a fintech company that provides automated, personalized portfolio-management technology, including tax-aware optimization and rebalancing. It primarily serves wealth managers, financial advisors, and other investment firms rather than individual consumers directly.
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
Ethic Inc. is a technology-driven asset manager and Registered Investment Adviser headquartered in New York, NY, United States. The company provides customized, tax-smart, and values-aligned investing solutions for financial advisors and institutions.
Similar fintech company
iCapital is a financial technology company that provides a platform for accessing, managing, and administering alternative investments such as private equity, hedge funds, and structured products. It primarily serves wealth managers, financial advisors, asset managers, and their high-net-worth clients and institutions.
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