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Foundersuite Logo

Investment management software

Last updated: August 2026

Foundersuite Alternatives & Competitors (2026)

Top 9 free alternatives

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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Creatio CRM logo

AI CRM where people and AI agents work together.

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Creatio CRM
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Foundersuite

0.2

4.6

Value for money

4.4
40
per user/per month

Starting price

62
flat rate/per month

0.3

4.7

Functionality

4.4

Access Controls/Permissions

5/5

Activity/News Feed

4/5

A/B Testing

N/A

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Yardi Investment Manager logo

Increase investor confidence and team efficiency

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Yardi Investment Manager
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Foundersuite

0.4

4.0

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

62
flat rate/per month

0.6

3.8

Functionality

4.4

Client Portal

4.2/5

Client Management

4/5

Activity Dashboard

3.5/5

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Sharesight logo

Investment portfolio tracking & reporting

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Sharesight
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Foundersuite

1.9

2.5

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

62
flat rate/per month

0.7

3.7

Functionality

4.4

Financial Management

3/5

Data Import/Export

2/5

Cryptocurrency Tracking

1/5

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Morningstar Direct logo

Data, insights, and tools to drive smarter investments.

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Morningstar Direct
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Foundersuite

0.6

3.8

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

62
flat rate/per month

0.2

4.2

Functionality

4.4

Financial Management

5/5

Financial Analysis

4.5/5

Investments Tracking

4.2/5

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Mint logo

Your financial life, all in one place

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Mint
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Foundersuite

0.5

4.9

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

62
flat rate/per month
4.4

Functionality

4.4

Activity Dashboard

5/5

Alerts/Notifications

5/5

Approval Process Control

5/5

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Stessa logo

Property management software designed for landlords

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Stessa
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Foundersuite

0.1

4.5

Value for money

4.4
15
flat rate/per month

Starting price

62
flat rate/per month

0.2

4.2

Functionality

4.4

Cash Flow Management

4.8/5

Alerts/Notifications

4.6/5

Bank Reconciliation

4.2/5

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Plaid logo

Platform that enables apps to connect with bank accounts

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Plaid
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Foundersuite
4.4

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

62
flat rate/per month

0.1

4.5

Functionality

4.4

Access Management

5/5

Age Verification

5/5

AML Compliance

5/5

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

MRI Property Management logo

Cloud-based property management software

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MRI Property Management
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Foundersuite

0.5

3.9

Value for money

4.4
5000

Starting price

62
flat rate/per month

0.3

4.1

Functionality

4.4

Accounting

4.5/5

Amortization Schedule

4/5

Alerts/Notifications

2/5

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

WOWS Investment Portal logo

The WOWS Investment Portal. One Portal. Everything You Need.

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WOWS Investment Portal
logo
Foundersuite

0.2

4.6

Value for money

4.4
249
flat rate/per month

Starting price

62
flat rate/per month

0.2

4.6

Functionality

4.4

Data Import/Export

4.9/5

Activity Dashboard

4.8/5

Client Management

4.8/5

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Certent Equity Management logo

Enterprise Class Equity Management & Reporting Software

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Certent Equity Management
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Foundersuite
4.4

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

62
flat rate/per month
4.4

Functionality

4.4

Cap Table Management

4.8/5

Audit Trail

4.6/5

Activity Tracking

4.5/5

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Juniper Square logo

A universal system for private investment partnerships.

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Juniper Square
logo
Foundersuite

0.4

4.8

Value for money

4.4
18000
/per year

Starting price

62
flat rate/per month

0.3

4.7

Functionality

4.4

Accounting

5/5

Access Controls/Permissions

N/A

Accounting

N/A

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Carta logo

Equity management solution for public & private firms

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Carta
logo
Foundersuite

0.7

3.7

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

62
flat rate/per month

0.2

4.2

Functionality

4.4

Accounting

5/5

Activity Dashboard

5/5

Approval Process Control

5/5

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Dynamo Software logo

Investment Management Software

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Dynamo Software
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Foundersuite

0.2

4.6

Value for money

4.4
1
/per year

Starting price

62
flat rate/per month

0.1

4.5

Functionality

4.4

Accounting

4.5/5

Access Controls/Permissions

N/A

Accounting

N/A

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Exirio logo

Multi-currency and multi-asset portfolio tracker

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Exirio
logo
Foundersuite

0.5

4.9

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

62
flat rate/per month

0.3

4.7

Functionality

4.4

Financial Analysis

5/5

Portfolio Management

5/5

Investments Tracking

4.8/5

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

DealCloud logo

Cloud-based deal & relationship platform for finance

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DealCloud
logo
Foundersuite

0.2

4.2

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

62
flat rate/per month

0.3

4.1

Functionality

4.4

Calendar Sync

5/5

Client Management

4.5/5

Access Controls/Permissions

N/A

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Orchestra logo

Multiply your success

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Orchestra
logo
Foundersuite

0.5

4.9

Value for money

4.4
2
per user/per month

Starting price

62
flat rate/per month

0.1

4.5

Functionality

4.4

Compliance Tracking

5/5

Compliance Management

4.7/5

Cap Table Management

4.5/5

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud
logo
Foundersuite

0.1

4.5

Value for money

4.4
325
per user/per month

Starting price

62
flat rate/per month

0.1

4.5

Functionality

4.4

Accounting

5/5

Activity Dashboard

5/5

Access Controls/Permissions

N/A

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Unity logo

Next-generation multi-asset trading platform

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Unity
logo
Foundersuite

0.6

5.0

Value for money

4.4
3500
flat rate/per month

Starting price

62
flat rate/per month

0.6

5.0

Functionality

4.4

Accounting

5/5

Accounting

N/A

Activity Dashboard

N/A

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Pinnakl logo

Trading and portfolio management solution for hedge funds

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Pinnakl
logo
Foundersuite

0.6

5.0

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

62
flat rate/per month

0.6

5.0

Functionality

4.4

Accounting

N/A

Activity Dashboard

N/A

Alerts/Notifications

N/A

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5

Stonk Journal logo

Software for tracking and managing trading journals

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Stonk Journal
logo
Foundersuite

4.4

0.0

Value for money

4.4
Empty state illustration for "No pricing info"

No pricing info

Starting price

62
flat rate/per month

4.4

0.0

Functionality

4.4

Activity Dashboard

N/A

Financial Analysis

N/A

For Investors & Traders

N/A

Top Features

API

5/5

Fund Management

4.8/5

Performance Metrics

4.5/5