Firmbase Alternatives & Competitors

12 companies similar to Firmbase — Firmbase is the modern financial planning and analysis platform.

Logica

A visual, collaborative financial planning & analysis platform for businesses.

4 Seed

Omaha, United States

Finance Financial Services +1

Uprise - Embedded Financial Advisory

Small business financial advisory and tax planning, for any platform

17 Pre-Seed $1.40M

San Francisco, United Sta...

Finance Financial Services +1

Countercyclical

The financial research and valuation platform built for modern value investors.

1 Pre-Seed

Chicago, United States

Analytics Enterprise Software +2

AdvicePay

The leading platform for processing payments and overseeing compliance of fee-for-service...

42 Venture round $3.85M

Bozeman, United States

Finance Financial Services +1

Track all Firmbase competitors

Get real-time alerts when any of these companies raise funding, hire, or show growth signals.

See how it works

Strategic Wealth Management, LLC

Financial Advisory and Planning Services

Bedford, United States

Finance Financial Services

The Advocate Group

Financial Planning & Wealth Management

Minneapolis, United State...

Finance Financial Services +1

Zoe Financial

Zoe is the modern wealth planning platform that allows you to work with trusted advisors n...

57 Venture round $16.30M

New York, United States

Finance Financial Services +1

Peter Holt Limited

Financial Planning Consultants

London, United Kingdom

Finance Financial Services +1

Ascot Lloyd

Personal financial planning for your life’s journey

458

Reading, United Kingdom

Finance Financial Services +1

Gatewood Wealth Solutions

Wealth Management | Investments | Financial Planning

United States

Finance Financial Services +1

PeopleJoy

Financial wellness benefits for the modern workforce

15 Debt Financing

Philadelphia, United Stat...

Finance Financial Services +3

Insight Wealth Strategies, LLC

Comprehensive Financial Planning • Investment Management • Retirement Planning • 401K Roll...

San Ramon, United States

Finance Financial Services

Frequently Asked Questions

Companies similar to Firmbase include Logica, Uprise - Embedded Financial Advisory, Countercyclical, AdvicePay, Strategic Wealth Management, LLC. They work in Finance and Financial Services.

Bounce Watch lists 12 companies that share Firmbase's industries and are closest to it in business tags, services, target customers, business model and size.

Firmbase is a cutting-edge startup in the financial industry, specializing in modern financial planning and analysis. Founded in 2021, the company operates within the Analytics, Finance, and Financial Services sectors. Firmbase recently secured a substantial $12.00M in the form of a Seed Round investment on 09 May 2023...

Don't just read about them. Follow them.

BounceWatch watches Firmbase and millions of other companies. When one raises money, hires quickly or changes its product, we tell you the same day.

See how it works

Explore Related

Firmbase Profile Logica Alternatives Uprise - Embedded Financial Advisory Alternatives Countercyclical Alternatives All Companies All Signals Trend Reports

Compiled from the BounceWatch company index. We last looked at Firmbase on 12 Sep 2024. The 10 companies listed here were last checked between 12 Sep 2024 and 25 Mar 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.