The Fintech Index
183 companies rated 5 sectors 38 reports Last updated Nov 13, 2026
WLT

Top-rated wealth and brokerage platforms, 2026

All 34 wealth and brokerage platforms we rate, by our rating out of 100. Ties share a rank and appear in A-Z order.

34 companiesLast updated Nov 9, 2026How we rateSector page

Rating80 and up75 to 7970 to 74under 70
Criteria85+80s75 to 7970 to 7465 to 69under 65
  1. 1

    Interactive Brokers

    For consumersFor advisersBroker-dealerPublic company
    83/100
    9286848688708477

    Built for: Active traders, experienced investors, and advisers who want many markets and low published commissions in one account.

  2. 2

    Altruist

    Holds client moneyFor advisersCustodianBroker-dealer
    82/100
    8084788286828676

    Built for: Independent RIAs, from breakaway advisers to established firms, that want one provider for custody and portfolio software with published fees.

  3. 2

    Zerodha

    For consumersBroker-dealer
    82/100
    8484808082789080

    Built for: Indian investors and traders who want free delivery trades, flat-fee orders, and direct mutual funds.

  4. 4

    Orion

    For advisers
    81/100
    8289887890807666

    Built for: Independent RIAs, broker-dealers and enterprise advisory firms that want CRM, portfolio accounting, trading and compliance from one vendor, and the option to outsource investment management later.

  5. 4

    Trading 212

    For consumersBroker-dealerHolds client money
    81/100
    8682808282847874

    Built for: UK and European retail investors who want commission-free stocks and ETFs, ISAs, and a SIPP in one app.

  6. 6

    Groww

    For consumersBroker-dealerPublic company
    80/100
    8482788084807874

    Built for: Indian retail investors who want a free account and one app for direct mutual funds, stocks, ETFs, and IPOs.

  7. 6

    Lightyear

    Holds client moneyFor consumersFor businesses
    80/100
    8278708082749084

    Built for: A retail or small-business investor in supported European countries who wants clear fees and multi-market access.

  8. 6

    Schwab Advisor Services

    CustodianFor advisersBroker-dealerPublic company
    80/100
    8482868882786474

    Built for: Independent US advisers that want the largest adviser custodian and a wide set of software connections.

  9. 9

    InvestEngine

    For consumersHolds client moneyFor businesses
    79/100
    8284707876808876

    Built for: UK investors who want low-cost ETF investing with zero platform fees on the DIY path.

  10. 9

    smallcase

    Holds client moneyFor consumers
    79/100
    7880867080828474

    Built for: Indian retail investors who want ready-made equity or ETF model portfolios through a broker they already use.

  11. 9

    SnapTrade

    For businessesFor consumers
    79/100
    8480787682847076

    Built for: Fintechs and portfolio apps that need brokerage account data and optional trading through existing brokers.

  12. 12

    Fidelity Institutional

    CustodianFor advisersBroker-dealer
    78/100
    8480788882786272

    Built for: US advisers, banks, and broker-dealers that want custody and clearing from a large private firm with its own funds.

  13. 12

    Gotrade

    For consumersHolds client moneyBroker-dealer
    78/100
    8278707674848078

    Built for: International retail investors who want fractional US stocks from $1 through a Labuan-licensed app.

  14. 12

    Mintos

    Holds client moneyFor consumers
    78/100
    8080767482728674

    Built for: European retail investors who want loan-backed notes and other assets beside ETFs.

  15. 12

    Moneybox

    For consumersHolds client money
    78/100
    8482708086787274

    Built for: UK retail savers who want ISAs, pensions, cash products, and simple investing in one app.

  16. 12

    Stake

    For consumersHolds client money
    78/100
    8476648480748476

    Built for: Australian investors who want US and ASX shares in one app for a flat fee per trade.

  17. 17

    Addepar

    For advisersFor banks
    77/100
    8890907489784860

    Built for: RIAs, family offices and private banks needing consolidated reporting that spans public assets, private assets and complex ownership structures.

  18. 17

    Alpaca

    Holds client moneyBroker-dealerFor businesses
    77/100
    8472888289786262

    Built for: Crypto platforms, fintechs, neobanks and brokers with engineering teams wanting to add US stocks, options and crypto trading via an API, including firms whose customers are outside the US.

  19. 17

    Chip

    For consumers
    77/100
    8074668278768078

    Built for: UK savers who want automatic saving, good cash rates, ISAs, and low-cost funds in one app.

  20. 17

    Raiz Invest

    Holds client moneyFor consumersPublic company
    77/100
    7880647478728880

    Built for: Australian retail investors who want micro-investing and managed portfolios.

  21. 21

    Acorns

    For consumersHolds client money
    76/100
    7480627284768672

    Built for: US savers who want spare-change investing, retirement, and checking in one app for a flat monthly fee.

  22. 21

    Apex Fintech Solutions

    Holds client moneyCustodianBroker-dealerFor businesses
    76/100
    9076888288784860

    Built for: Brokerages, wealth firms and fintech apps seeking outsourced custody and clearing, API access and broad asset coverage.

  23. 21

    J.P. Morgan Personal Investing

    For consumersHolds client money
    76/100
    8278748276746672

    Built for: UK savers who want a managed ISA or pension from a bank-owned provider, especially Chase UK customers.

  24. 21

    Upvest

    CustodianFor banksFor businesses
    76/100
    8274828482725870

    Built for: European and UK banks, brokers and fintechs that want investing inside their own app.

  25. 21

    Wealthify

    For consumersHolds client money
    76/100
    7872668072768480

    Built for: UK savers who want a ready-made ISA or pension with low posted fees and an insurer behind it.

  26. 26

    Moneyfarm

    Holds client moneyFor consumers
    75/100
    7674668074728477

    Built for: UK savers who want a ready-made ETF portfolio and a published fee inside an ISA or pension.

  27. 26

    Seccl

    CustodianHolds client moneyFor advisersFor businesses
    75/100
    8076848280726068

    Built for: UK adviser firms, wealth managers and fintechs that want their own investment platform.

  28. 26

    Sharesies

    Holds client moneyFor consumers
    75/100
    7672627678808672

    Built for: New Zealand and Australian investors who start small and want local and US shares, ETFs, and funds in one app.

  29. 26

    Vise

    For advisers
    75/100
    7684807480745674

    Built for: Independent advisers and RIAs that want personalized, tax-aware portfolios at scale.

  30. 30

    Plum

    Holds client moneyFor consumers
    74/100
    7678667674748072

    Built for: UK savers who want money set aside automatically, with ISAs and a pension in the same app.

  31. 31

    Atomic Invest

    For businessesBroker-dealer
    73/100
    7872828080725070

    Built for: Fintechs, banks, and brands that want embedded investing without building a broker-dealer.

  32. 31

    DriveWealth

    Holds client moneyBroker-dealerFor businesses
    73/100
    8070828282784860

    Built for: Consumer apps, banks and digital wallets, above all those outside the US, seeking to embed investing in US stocks and ETFs through an API.

  33. 33

    PeerBerry

    For consumersLending
    69/100
    7474666270766864

    Built for: European retail investors who want a small, high-yield slice of a portfolio in short-term loans with a buyback guarantee.

  34. 34

    Bondora

    LendingFor consumers
    66/100
    5576625262788658

    Built for: European investors who want one automated consumer-loan product with daily returns and no fee to invest.

Each cell is one criterion scored out of 100: first the four criteria for this sector, then product depth, onboarding and support, pricing transparency, and contract terms. Hover or tap a cell for its name; the review page explains every score. The sector has 34 companies.