Empower Alternatives (September 2025)

Ethic is working towards a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals.

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

Trusted financial wellbeing for your entire workforce. LearnLux is creating a world where having a financial plan is never out of reach.

Modern, interactive features for today’s financial advisors. Grow your practice and set your clients on the path to financial success.

PreciseFP is a suite of data-gathering and client-engagement tools designed to empower financial advisors.

Fi360 empowers financial intermediaries to use the Prudent Practices® to profitably gather, grow and protect investors’ assets with a fiduciary standard of care. Our training, technology and analytics make implementing a prudent process for all clients easier at every step.

Origin is the all-in-one solution to build wealth. Tools to help you budget, invest, earn in a high-yield cash account, and receive personalized financial guidance.

Morningstar Advisor Workstation is a connected suite of tools spanning proposal creation, investment research, investment planning, and more for financial advisors.

From a better 401(k) to student loan management, financial wellness benefits are the new way to attract world-class talent. Invest in your employees today.

Guideline's full-service 401(k) plans make it easier and more affordable for growing businesses to offer their employees the retirement benefits they deserve.

YCharts.com is the premier web based financial research and analysis platform for asset managers and advisors. Build custom Model Portfolios and generate proposals for client communications.

InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.

Transform your financial planning process and client relationships with Asset-Map - the user-friendly mapping software with informative visualizations.

Designed to be your complete wealth system, from investment expertise to the hardest-to-reach experiences, we aim to amplify your greatness.

Vestwell is a digital savings platform redefining the way workplace plans are powered today for the benefit of advisors, employers, and employees alike.

The MoneyGuide suite of web-based Financial Planning and Retirement Planning Software products create fast and easy Goal Planning, Insurance Needs Analysis, Asset Allocation, and Estate Planning. Envestnet MoneyGuide has created an intuitive and easy to use Financial Planning Software suite, while still providing sophisticated analyses and results. MoneyGuide is completely web-based and features online collaborative planning between advisors and clients used to achieve Financial Wellness.

HealthEquity and WageWorks empower Americans to connect health and wealth by providing health savings accounts (HSAs) and offering a true total solution for benefits.

Grow your AUM, streamline client engagement, and protect your firm

Unlock the future of retirement planning with Ubiquity's customized, low-cost 401(k) solutions for small businesses and self-employed individuals.

Grow your financial planning business with Covisum's suite of software products. Get a 10-day free trial today.

Elevating employee well-being by providing a holistic financial wellness benefit that fosters stability and confidence for all.

We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution

Making the 401(k) simpler and more affordable, so more people can have one. Give employees the retirement they deserve, at no cost to you.

Human Interest makes it easy and affordable to help your employees save for retirement.

Built for startups and small businesses, ForUsAll is a modern 401(k) provider that provides access to crypto, financial wellness, low fees and more.

The trusted partner supporting independent financial advisors. Broker-dealer and registered investment adviser offering personalized service and an industry-leading platform.

Through our innovative wealth management solutions, we make personalized investing at scale easy so you can deliver customized solutions to more clients.

An all-in-one wealth management platform designed to help you increase efficiency, improve client outcomes, and ultimately drive growth.

Savology provides personalized financial planning and modern financial wellness benefits to help employees improve financial wellness.

Altruist combines a self-clearing brokerage with software for account opening, trading, reporting, and billing.

One-stop-shop for APIs and embeddable Front-end-modules connected to a smart marketplace for BaaS- and Fintech-Services

FreeBalance is a purpose-led organization dedicated to improving citizen wellbeing and combating corruption around the world

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

AdvisorEngine delivers a complete wealth management platform that brings together your CRM, portfolio management, rebalancing, client portal, digital onboarding and business intelligence needs.

401GO is the premier provider of fast and affordable 401(k) plans optimized for small and medium sized businesses dedicated to reaching their full potential.

Silicon Valley Bank is the financial partner of the innovation economy; helping individuals and investors in the innovation ecosystem achieve extraordinary outcomes.

Equisoft/plan is an intuitive financial planning solution that provides comprehensive financial portraits. Click to learn more.

Transform your company culture with Upstock's RSU-based equity plans. Offering real-time tracking and insights, Upstock empowers both founders and team members to align, achieve, and grow. Trusted by top VC firms, Upstock is revolutionizing worker equity.

Global Shares, a J.P.Morgan company, manages your equity compensation plan from implementation to day-to-day administration. Book a demo.

Questis Financial Wellness goes beyond other financial wellness benefits and offers a unique blend of coaching and technology.

ThrivePass empowers employees to thrive, using technology to foster employee well-being from on-boarding to off-boarding—all from a single log in.

FinFolio makes investment portfolio management software for investment advisors. Report, rebalance, trade, bill, CRM and host mobile-ready client portals.

We help companies discover the smartest ways to design utility-scale solar PV plants and maximize their profitability through our software.

MProfit - India's best portfolio tracking app for Stocks, Mutual Funds, Bonds, NPS, PPF & more. Auto-import data, get Capital Gains, XIRR & other reports. Try free today!

Guide and support your students all the way from orientation to commencement with a full lifecycle academic advising software for higher education.

Best Money Moves | money. career. life.

Empower managers to confidently self-serve employee relations cases, transform ways of working and free HR to focus on strategic priorities.

Hedonova is the best alternative investment firm that invests in alternative assets like art, startups, litigation finance, wine, and more. Get access to 10+ alternative assets. Start investing with just $10,000. Talk to our investment specialist for more details.

Empower employees with the information they need. Simplify complicated Human Resources processes and reporting. Strategize and budget for roles—and for the future of your organization.

Learn about Shareworks, a complete equity compensation platform. Explore our full suite of private and public equity solutions at Morgan Stanley at Work.

Grow your wealth through an integrated wealth builder platform combining portfolio management and investment research in a single platform.

Quicken can help you stay on top of your budget, make smart decisions with your money, save towards your goals, and plan your retirement. Manage your money, your way.

Gartner provides actionable insights, guidance, and tools that enable faster, smarter decisions and stronger performance on an organization’s mission-critical priorities.

Accelerate your roadmap & deliver software better, using software engineering analytics in Plandek. Track metrics & build custom dashboards.

When you’re starting or building a business… How do you handle the everyday challenges of organizing, planning, funding, managing, marketing, policies, procedures, sales, and everything else? Easily. With Business Power Tools. Free Trial

FIS is fintech for bold ideas. FIS is behind the financial technology that transforms how we live, work and play.

Aireforge Studio: Empowering SQL Server Professionals. Explore leading modules like Advisor, Script, Monitor, and more. Start your free trial today!

We help business owners to manage cap table and issue shares to founders, employees & investors.

Plante Moran is one of the nation’s largest certified public accounting and business advisory firms, providing clients with financial, human capital, operations improvement, strategic planning, technology selection and implementation, and family wealth management services

Empower teams & individuals with Cloverleaf. Boost performance, communication, and engagement.

MX Technologies helps financial institutions, fintechs, and their consumers to connect financial accounts, surface insights, and build better money experiences.

Say goodbye to cumbersome and lengthy lending processes. Cascade makes it easier to access institutional debt with our innovative platform. We’re passionate about simplifying the entire journey for both sides of the transaction.

Empower your finance team with financial planning and analysis (FP&A) software. Streamline processes to drive faster decisions. Try the power of Abacum.

Join the fastest-growing firms using Clockwork to launch and grow advisory services, deliver client results in minutes, and build a more profitable business.

Turn text into powerful data transforming reviews, feedback, chats, support tickets, social media, emails, etc. into business intelligence.

Make confident investment decisions with our unique fundamental analysis and in-depth visual reports. Research and discover new stocks with Simply Wall St.

EquityRT helps investors to research stock market with its advanced financial charts and dynamic stock data. Follow financial news, analyze finance market.

CafeMedia and AdThrive are now Raptive, a new kind of company transforming creators into global brands and lasting businesses.

Pico provides a comprehensive global ecosystem of best-in-class technology and services that connect and enable the financial markets community across global electronic markets & asset classes.

Powerful banking. Simplified finances. Apply in 10 minutes for business banking that transforms how you operate.

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Empyrean's benefits administration outsourcing solutions combine the industry's most modern HR benefits technology with world-class service and support.

eqtble empowers people analysts to become problem solvers instead of endless number crunchers.

Check your rate for a fixed-rate personal loan and borrow up to $50,000. Or get started with Upgrade Card in just minutes. Check out Rewards Checking with cash back rewards and more. We're here to help you build the future you want.

Pry is the first real alternative to Excel for pro forma financials. One platform for financial forecasting, headcount planning, and KPI dashboards.

Win the war for talent with ZayZoon, a platform that measurably improves employee financial wellbeing. Free for businesses. Activation in under 30 minutes.

Develop a view on private companies in minutes with Gain.pro. Access insights on financial sponsors, deals, industries and more to gain your competitive edge.

Get the online tax preparation services you need with the tax refund you want. Whether you efile or work with an H&R Block tax pro, our services are guaranteed.

At Nicus, we empower organizations to realize their full potential by elevating IT through financial management solutions that expand what’s possible.

Indinero provides accounting services, bookkeeping and accounting, tax services, and virtual CFO services to businesses large and small.

Smarter Club Technology Accelerating Club Experiences from Essential to Extraordinary Over 1,300 clubs serving more than 2 million members across the globe trust Clubessential technology to empower club staff to focus on what matters most — delivering remarkable experiences. Recruit, Engage, & Retain Your Members For

Interacting with benefits is confusing. Transform open enrollment. Personalize decisions. Welcome to the benefit experience your employees deserve.

Learn more about why companies and users love Blossom. Access to industry leading experts to provide hands-on advice and science-backed resources for professional growth.

Access earned wages on-demand and achieve financial wellness and freedom with Payactiv's program. Join millions and sign up today!

Transform talent management with Workera’s verified skills intelligence platform, empowering your team to hire, upskill, and grow using data-driven insights.

Overflow is the generosity partner to visionary pastors and leaders building a generous future where people give what and how they want.

EmpowerID is the award winning, all-in-one Identity Management and Cloud Security suite. We provide a highly scalable, fully customizable IAM infrastructure that delivers results in a more time and cost-efficient manner for your enterprise. EmpowerID has achieved a Leader position in the KuppingerCole Leadership Compass as Overall Leadership, also is a Product leader, Innovation Leader, and Overall Leader

Business Planning Software Modeliks – Optimize Your Strategy. Create Business and Financial Plans and Reports Effortlessly. Start Your Free Trial Now!

Revolutionize the way you deliver health benefits to employees. Ditch your traditional group health benefits once and for all.

Upmetrics is a modern business planning software that helps entrepreneurs create winning business plans, accurate forecasts, and compelling pitch decks faster.

Square now offers business banking for small businesses. ✓Manage Cash Flow ✓Checking & Savings Accounts ✓Small Business Loans

70 of the world's top 100 banks, capital markets, buy-side firms and corporations rely on our technologies and services for mission-critical functions.

Leading global enterprises plan smarter, transform faster, and build a competitive edge on the Board Intelligent Planning Platform.

Você finalmente no controle do seu dinheiro. Controle total do cartão de crédito e da conta 100% digital

Simple, smart and compliant technology for digital financial services. Our products deliver better experiences that drive growth for banks and financial services.

PMG empowers its customers to automate processes and share data across other systems and applications. The PMG low-code software platform orchestrates people, systems and data to streamline operations and enhance user experience.

Start your free online store & scale as you grow. Easily manage your e-commerce business. Join a community of artists & small businesses.

Synctera is the banking and payments platform powering financial innovation. Synctera enables companies of all sizes to build, launch, and scale embedded banking and FinTech products

Welocal empowers multi-location businesses to manage their places on maps, monitor and improve their reputation, and optimize customer experience at their digital front doors. Listing management, Reputation Management, Maps listing, Customer reviews, Google reviews, Facebook reviews, Local SEO