Best InvestStream alternatives in 2026
11 direct alternatives to InvestStream, compared on pricing, features, and best-for use cases. Pick the right replacement without the marketing fluff.
Why people leave InvestStream
InvestStream provides AI-enhanced systems designed to streamline operations, scale performance, and grow client wealth for financial institutions such as superfunds, asset managers, and broker-dealers. The platform offers modular solutions covering various aspects of financial ma…
Common reasons teams switch: pricing as you scale, missing integrations, performance, or a feature gap your team has hit. The alternatives below cover the same core job (ai for finance) with different trade-offs.
11 alternatives to InvestStream
Ranked by editorial score and direct relevance to InvestStream.
- 1
Roopya
PaidNext-generation no-code unified lending infrastructure for modern financial institutions.
Direct alternativeCompare InvestStream vs Roopya → - 2
FINOR Tech
PaidEmpower informed investment decisions with a 360° overview of wealth management.
Direct alternativeCompare InvestStream vs FINOR Tech → - 3
Clockwork
FreemiumThe AI-native, Excel-free FP&A platform for modern business.
Direct alternativeCompare InvestStream vs Clockwork → - 4
Marloo
FreemiumAI assistant for financial advisers to automate paperwork and enhance client focus.
Direct alternativeCompare InvestStream vs Marloo → - 5
Prophix
PaidAI-powered financial planning, reporting, and close for complex mid-sized businesses.
Direct alternativeCompare InvestStream vs Prophix → - 6
Planful
PaidDrive financial performance and strategic decision-making with AI-powered planning and analytics.
Direct alternativeCompare InvestStream vs Planful → - 7
Numerai
FreemiumCrowdsourced hedge fund that leverages AI and data science for stock market predictions.
Direct alternativeCompare InvestStream vs Numerai → - 8
Iqana
PaidAutomated, secure, and professional digital asset investing for sophisticated investors.
Direct alternativeCompare InvestStream vs Iqana → - 9
TradeGlobal
FreemiumTradeGlobal
Direct alternativeCompare InvestStream vs TradeGlobal → - 10
Clearcover
PaidSmarter car insurance that's fast, easy, and affordable, powered by AI for rapid claims.
Direct alternativeCompare InvestStream vs Clearcover → - 11
RiskMatch
FreemiumRiskMatch
Direct alternativeCompare InvestStream vs RiskMatch →
Side-by-side comparisons
In-depth comparison pages for InvestStream versus each alternative.
Still considering InvestStream?
See the full review, pricing breakdown, and community feedback before you decide.