WealthEngine Alternatives (January 2026)

Wealth-X Professional provides access to the world’s most robust collection of curated research and intelligence on high net worth and UHNW.

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.

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

Fundmetric is the world's first fundraising real-time analytics platform that uses artificial intelligence to understand, predict and serve donors. Welcome to a smarter way of fundraising.

Foundational entity data for sales & marketing campaigns, KYB & customer onboarding, underwriting, and sanctions compliance screening.

20 Miles is a simple Customer Data Platform designed for the insurance industry for producers to win new business through prospecting and referrals. 20 Miles is a simple Customer Data Platform designed for the insurance industry for producers to win new business through prospecting and referrals.

Save time and focus on your core mission. Get the social media reach you need to make an impact and attract donations, or handle grant applications from A to Z.

Affinity Solutions is the leading consumer purchase data and insight solution, helping financial companies and brands analyze customer behavior for growth.