Serve Alternatives & Competitors
12 companies similar to Serve — Serve scales access to trust funds so that anyone can build community wealth.
Companies similar to Serve
Estate Guru
Attorney-embedded estate planning software made for advisors, lawyers, and institutions
LC Abelheim
A multi cultural team, perched on a global axis, perfectly positioned to help you create a...
Strategies for Wealth
Shifting the world's understanding of wealth
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Directive Communication Systems
Protecting estate value and privacy | complete digital asset directives management
Dynamic Wealth Solutions, LLC
Let's Grow Together
5nance.com
5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Round...
STM Group
Administration of client assets in relation to retirement, estate and succession planning...
DigitalWill.com
A Whole New Way To Prepare for Afterlife — Start your Digital Will 📲 today. Available on...
Wealthy
Empowering optimal financial decisions and personalized portfolio management for maximizin...
Maples Group
Leaders in the provision of legal, fiduciary, fund, regulatory & compliance and entity for...
About Serve
Serve is a public benefit corporation that was founded in 2021. The company's slogan, "Serve scales access to trust funds so that anyone can build community wealth," encapsulates its mission to enable wider access to trust funds. Serve is focused on developing a SaaS platform that integrates financial, legal, and Web3...
Trust Funds, Financial Technology, Legal Technology, Web3 Technology, Wealth Management, Community Wealth, Public Benefit Corporation, Estate Planning, Asset Protection, Trust Administration, Fiduciary Services
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Compiled from the BounceWatch company index. We last looked at Serve on 17 Nov 2024. The 12 companies listed here were last checked between 11 Sep 2024 and 29 May 2025. 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.