Centricity WealthTech Alternatives & Competitors

12 companies similar to Centricity WealthTech — Digital private wealth management platform

Troviq Private Markets

Private markets investment solutions for private banks, wealth managers and family offices...

London, United Kingdom

B2B Finance +1

Landytech

The AI-powered operating system for multi-asset wealth

106 Series B $23.00M

London, United Kingdom

Performativ - Wealth Management Software

SaaS based client reporting software transforming Investment Advisors and Wealth Managers...

44 Seed $6.20M

Denmark

Financial Services Fintech +2

STOKR

Investment platform and tokenization infrastructure

35 Unknown $13.88M

Luxembourg, Luxembourg

Fintech

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ClearMacro

The faster, smarter way to improve your investment process.

4 Seed

London, United Kingdom

Enterprise Software Finance +2

FundCount

For Family Offices, Hedge Funds, Fund Administrators, Wealth Management, and Private Equit...

60 Series C+

Barbados

Ctrl Alt

Designing and operating the on-chain infrastructure powering digital capital markets globa...

87 Unknown $9.75M

London, United Kingdom

Financial Services Fintech

Estating

La Fintech para la gestión del patrimonio inmobiliario

19 Seed

Luxembourg, Luxembourg

Financial Services Fintech +1

Alter Domus

Fund Services | Corporate Services | Asset Services | Technology Solutions

5926 Private Equity

Luxembourg, Luxembourg

Finance Financial Services

7Assets GmbH

Dein gesamtes Vermögen mit allen Anlagen, Investitionen und Beteiligungen komfortabel verw...

7 Seed $120.00K

Mannheim, Germany

Fintech Information Technology +1

OneWealthPlace

OneWealthPlace offers digital solutions for asset and wealth management to help banks and...

2-10

Paris, France

Financial Services Fintech +2

Finoa

Official LinkedIn page of Finoa Group

50 Unknown $45.87M

Berlin, Germany

Blockchain Crypto +3

About Centricity WealthTech

Digital private wealth management platform

Services

Digital Private Wealth Management Platform, Distribution Infrastructure, Investment Intelligence Insights, Consolidated Reporting, Analytical and Review Tools, Value-added Services

Target Customers

Investment Professionals, Self-directed Single Family Offices (SFOs), Wealth Managers, Asset Managers, Investors

Taxonomy

WealthTech, InvesTech, FinTech, Private Wealth Management, Digital Private Wealth Management, Family Office, Investment Management Platform, Financial Product Marketplace, Multi Asset Reporting, Multi Product Order Management Systems, Estate Planning, Credit Solutions, Investment Product Marketplace, DIY Platform For Single Family Offices, Platform-as-a-Service (PaaS)

Business Model

B2B, SaaS, Platform

Revenue Model

Subscription, Service Fee, Usage Based

Frequently Asked Questions

Top alternatives to Centricity WealthTech include Troviq Private Markets, Landytech, Performativ - Wealth Management Software , STOKR, ClearMacro. These companies serve similar markets and are frequently compared.

Bounce Watch tracks 12 companies similar to Centricity WealthTech based on industry overlap, target customers, and business model.

Digital private wealth management platform

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Explore Related

Centricity WealthTech Profile Troviq Private Markets Alternatives Landytech Alternatives Performativ - Wealth Management Software Alternatives All Companies All Signals Trend Reports

Compiled from the BounceWatch company index. We last looked at Centricity WealthTech on 13 Jan 2026. The 12 companies listed here were last checked between 3 Jul 2025 and 11 Jun 2026. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.