| # | Company | Category | Lowest paid | Free tier | Per-unit pricing | Open |
|---|---|---|---|---|---|---|
| 1 | Accorata pricingaccorata.com | investment portfolio management | Sales-led | No | — | |
| 2 | Acorns pricingacorns.com | investment portfolio management | Sales-led | No | — | |
| 3 | Addepar pricingaddepar.com | investment portfolio management | Sales-led | No | — | |
| 4 | Advent Portfolio Exchange pricingadvent.com | investment portfolio management | Sales-led | No | — | |
| 5 | Aikido Finance pricingaikido.finance | investment portfolio management | Sales-led | No | — | |
| 6 | AIRR pricingtheairr.com | investment portfolio management | Sales-led | No | — | |
| 7 | Allocator-platform pricingallocator.com | investment portfolio management | Sales-led | No | — | |
| 8 | Allvue pricingallvuesystems.com | investment portfolio management | Sales-led | No | — | |
| 9 | AlphaQuark pricingalphaquark.in | investment portfolio management | Sales-led | No | — | |
| 10 | Alto pricingaltoira.com | investment portfolio management | Sales-led | No | — | |
| 11 | Assetmax pricingassetmax.ch | investment portfolio management | Sales-led | No | — | |
| 12 | BuildGrowth pricingbuildgrowth.co | investment portfolio management | Sales-led | No | — | |
| 13 | Capitally pricingmycapitally.com | investment portfolio management | Sales-led | No | — | |
| 14 | CeoBuySell.com pricingceobuysell.com | investment portfolio management | Sales-led | No | — | |
| 15 | Citizen Mint pricingcitizenmint.com | investment portfolio management | Sales-led | No | — | |
| 16 | CommonSubDoc pricingcommonsubdoc.com | investment portfolio management | Sales-led | No | — | |
| 17 | Composer pricingcomposer.trade | investment portfolio management | Sales-led | No | — | |
| 18 | Croesus Advisor pricingcroesus.com | investment portfolio management | Sales-led | No | — | |
| 19 | ETF Insider pricingetfinsider.co | investment portfolio management | Sales-led | No | — | |
| 20 | Fey pricingfey.com | investment portfolio management | Sales-led | No | — | |
| 21 | Global Predictions pricingglobalpredictions.com | investment portfolio management | Sales-led | No | — | |
| 22 | INDATA Investment Management Software pricingindataipm.com | investment portfolio management | Sales-led | No | — | |
| 23 | Investipal pricinginvestipal.co | investment portfolio management | Sales-led | No | — | |
| 24 | Investorean pricinginvestorean.com | investment portfolio management | Sales-led | No | — | |
| 25 | Jika.io pricingjika.io | investment portfolio management | Sales-led | No | — | |
| 26 | KoreConX pricingkoreconx.io | investment portfolio management | Sales-led | No | — | |
| 27 | Kubera pricingkubera.com | investment portfolio management | Sales-led | No | — | |
| 28 | Masttro pricingmasttro.com | investment portfolio management | Sales-led | No | — | |
| 29 | MiniValuator pricingminivaluator.com | investment portfolio management | Sales-led | No | — | |
| 30 | Morningstar Direct pricingmorningstar.com | investment portfolio management | Sales-led | No | — | |
| 31 | Morningstar Office pricingmorningstar.com | investment portfolio management | Sales-led | No | — | |
| 32 | MProfit pricingmprofit.in | investment portfolio management | Sales-led | No | — | |
| 33 | News Sentinel by Blockbrain pricingsentinel.theblockbrain.io | investment portfolio management | Sales-led | No | — | |
| 34 | Nosis pricingnosis.io | investment portfolio management | Sales-led | No | — | |
| 35 | NotionInvest pricingnotioninvest.com | investment portfolio management | Sales-led | No | — | |
| 36 | OnePortfolio pricingoneportfolio.io | investment portfolio management | Sales-led | No | — | |
| 37 | Orion Advisor Trading pricingorionadvisortech.com | investment portfolio management | Sales-led | No | — | |
| 38 | Personal Capital pricingpersonalcapital.com | investment portfolio management | Sales-led | No | — | |
| 39 | Pitchago pricingpitchago.com | investment portfolio management | Sales-led | No | — | |
| 40 | Pluto pricingpluto.fi | investment portfolio management | Sales-led | No | — | |
| 41 | PMplus pricingsuissetechpartners.com | investment portfolio management | Sales-led | No | — | |
| 42 | Portageur pricingportageur.ai | investment portfolio management | Sales-led | No | — | |
| 43 | Portfoliopilot pricingportfoliopilot.com | investment portfolio management | Sales-led | No | — | |
| 44 | Portseido pricingportseido.com | investment portfolio management | Sales-led | No | — | |
| 45 | Pro Stock Tracker pricingprostocktracker.com | investment portfolio management | Sales-led | No | — | |
| 46 | Ripsaw pricingripsaw.co | investment portfolio management | Sales-led | No | — | |
| 47 | Riskturn pricingriskturn.com | investment portfolio management | Sales-led | No | — | |
| 48 | Robinhood pricingrobinhood.com | investment portfolio management | Sales-led | No | — | |
| 49 | Rundit pricingrundit.com | investment portfolio management | Sales-led | No | — | |
| 50 | Seeking Alpha pricingseekingalpha.com | investment portfolio management | Sales-led | No | — |