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Wealthsimple Invest Logo

AI-driven tool designed to automatically place investments

Last updated: March 2026

Wealthsimple Invest Alternatives & Competitors (2026)

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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Morningstar Direct logo

Turn insights to investments with Morningstar Direct.

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Morningstar Direct
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Wealthsimple Invest

1.1

3.9

Value for money

5.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.8

4.2

Functionality

5.0

Financial Analysis

4.3/5

Investments Tracking

4.2/5

Investment Research

4.1/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Performance Metrics

N/A

Exirio logo

Multi-currency and multi-asset portfolio tracker

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logo
Exirio
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Wealthsimple Invest

0.1

4.9

Value for money

5.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.3

4.7

Functionality

5.0

Financial Analysis

5/5

Portfolio Management

5/5

Investments Tracking

4.8/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Portfolio Rebalancing

N/A

Human Interest logo

Investment strategy and management software for businesses

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logo
Human Interest
logo
Wealthsimple Invest

1.2

3.8

Value for money

5.0
80
usage based/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

1.0

4.0

Functionality

5.0

Alerts/Notifications

5/5

Compliance Management

4.4/5

Client Portal

4.1/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Investments Tracking

N/A

WOWS Investment Portal logo

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

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WOWS Investment Portal
logo
Wealthsimple Invest

0.4

4.6

Value for money

5.0
249
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.4

4.6

Functionality

5.0

Data Import/Export

4.9/5

Activity Dashboard

4.8/5

Client Management

4.8/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Investments Tracking

N/A

Avestor logo

Cloud-based investment management software

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Avestor
logo
Wealthsimple Invest

0.5

4.5

Value for money

5.0
600
usage based/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.1

4.9

Functionality

5.0

Activity Dashboard

4.8/5

Client Portal

4.7/5

Fee Management

4.3/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Investments Tracking

N/A

DealCheck logo

Analyze Any Investment Property in Seconds

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DealCheck
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Wealthsimple Invest

0.2

4.8

Value for money

5.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.2

4.8

Functionality

5.0

Email Marketing

5/5

Benchmarking

4.7/5

Cash Flow Analysis

4.5/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Investments Tracking

N/A

SeedLegals logo

Faster fundraising and effortless admin solution

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SeedLegals
logo
Wealthsimple Invest

0.3

4.7

Value for money

5.0
49
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.2

4.8

Functionality

5.0

Activity Tracking

5/5

Compliance Tracking

5/5

Contract Drafting

4.8/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

Roundtable logo

Investment management platform for private markets

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Roundtable
logo
Wealthsimple Invest
5.0

Value for money

5.0
5000
usage based

Starting price

Empty state illustration for "No pricing info"

No pricing info

5.0

Functionality

5.0

Client Management

5/5

Client Portal

5/5

Fund Management

5/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

Stessa logo

Property management software designed for landlords

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Stessa
logo
Wealthsimple Invest

0.6

4.4

Value for money

5.0
15
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.8

4.2

Functionality

5.0

Cash Flow Management

4.8/5

Alerts/Notifications

4.6/5

Bank Reconciliation

4.2/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

Agora logo

Built for better investment management

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logo
Agora
logo
Wealthsimple Invest

0.7

4.3

Value for money

5.0
749
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.9

4.1

Functionality

5.0

Activity Tracking

5/5

Alerts/Notifications

3.8/5

Access Controls/Permissions

N/A

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

First Rate Vantage logo

Investor portal and accounting platform

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logo
First Rate Vantage
logo
Wealthsimple Invest

0.2

4.8

Value for money

5.0
3000
per feature/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.3

4.7

Functionality

5.0

Accounting

4.8/5

Activity Tracking

4/5

Accounting

N/A

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

Vestd logo

Vestd, the easiest way to manage and issue shares.

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Vestd
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Wealthsimple Invest

0.4

4.6

Value for money

5.0
25
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.3

4.7

Functionality

5.0

Audit Management

5/5

Alerts/Notifications

4.9/5

Activity Tracking

4.7/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

Direct Advisory Suite logo

Build trust. Showcase value. Deliver elevated advice.

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Direct Advisory Suite
logo
Wealthsimple Invest

1.0

4.0

Value for money

5.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.2

4.8

Functionality

5.0

Client Management

4.5/5

Client Portal

4/5

Activity Dashboard

N/A

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

Youhodler logo

Cloud-based solution to buy, sell & exchange cyrptocurrency

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Youhodler
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Wealthsimple Invest

1.0

4.0

Value for money

5.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

1.0

4.0

Functionality

5.0

Alerts/Notifications

5/5

Activity Dashboard

N/A

Alerts/Notifications

N/A

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

Finestel logo

API trading and asset management tool for Crypto and Forex

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Finestel
logo
Wealthsimple Invest
5.0

Value for money

5.0
79
flat rate/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

5.0

Functionality

5.0

Accounting

5/5

Accounting

N/A

Alerts/Notifications

N/A

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

TrendSpider logo

Cloud-based data analysis tool for investors.

learn more
logo
TrendSpider
logo
Wealthsimple Invest

0.7

4.3

Value for money

5.0
107
per user/per month

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.4

4.6

Functionality

5.0

Categorization/Grouping

3/5

Activity Dashboard

N/A

Ad hoc Analysis

N/A

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

Yardi Investment Manager logo

Increase investor confidence and team efficiency

learn more
logo
Yardi Investment Manager
logo
Wealthsimple Invest

1.0

4.0

Value for money

5.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

1.2

3.8

Functionality

5.0

Client Portal

4.2/5

Client Management

4/5

Activity Dashboard

3.5/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

Aladdin logo

Cloud-based portfolio management software

learn more
logo
Aladdin
logo
Wealthsimple Invest

2.0

3.0

Value for money

5.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

1.0

4.0

Functionality

5.0

Fund Management

5/5

Investments Tracking

4/5

Performance Metrics

4/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

FundCount logo

Integrated accounting and investment management solution

learn more
logo
FundCount
logo
Wealthsimple Invest

0.9

4.1

Value for money

5.0
21928
usage based/per year

Starting price

Empty state illustration for "No pricing info"

No pricing info

0.6

4.4

Functionality

5.0

Bank Reconciliation

5/5

Accounting

4.5/5

API

4/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5

Data Import/Export

N/A

Minerva logo

End-to-End Software for Alternative investment market

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logo
Minerva
logo
Wealthsimple Invest

1.5

3.5

Value for money

5.0
Empty state illustration for "No pricing info"

No pricing info

Starting price

Empty state illustration for "No pricing info"

No pricing info

1.0

4.0

Functionality

5.0

Activity Dashboard

4.5/5

Investments Tracking

4.3/5

Data Import/Export

4/5

Top Features

Investments Tracking

5/5

Performance Metrics

5/5