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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  logo — alternative to Serve

Estate Guru

Attorney-embedded estate planning software made for advisors, lawyers, and institutions

LC Abelheim logo — alternative to Serve

LC Abelheim

A multi cultural team, perched on a global axis, perfectly positioned to help you create a...

MITCO Group logo — alternative to Serve

MITCO Group

Your Trusted Partner in Creating Value

Strategies for Wealth logo — alternative to Serve

Strategies for Wealth

Shifting the world's understanding of wealth

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Directive Communication Systems logo — alternative to Serve

Directive Communication Systems

Protecting estate value and privacy | complete digital asset directives management

Pathstone logo — alternative to Serve
Dynamic Wealth Solutions, LLC logo — alternative to Serve

Dynamic Wealth Solutions, LLC

Let's Grow Together

5nance.com logo — alternative to Serve

5nance.com

5nance is applauded for creating India’s first AI-powered, multi-asset portfolio-All Round...

STM Group logo — alternative to Serve

STM Group

Administration of client assets in relation to retirement, estate and succession planning...

DigitalWill.com logo — alternative to Serve

DigitalWill.com

A Whole New Way To Prepare for Afterlife — Start your Digital Will 📲 today. Available on...

Wealthy logo — alternative to Serve

Wealthy

Empowering optimal financial decisions and personalized portfolio management for maximizin...

Maples Group logo — alternative to Serve

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...

Business keywords

Trust Funds, Financial Technology, Legal Technology, Web3 Technology, Wealth Management, Community Wealth, Public Benefit Corporation, Estate Planning, Asset Protection, Trust Administration, Fiduciary Services

Frequently Asked Questions

Companies similar to Serve include Estate Guru , LC Abelheim, MITCO Group, Strategies for Wealth, Directive Communication Systems. They work in Financial Services and Legal Tech and share Serve's focus on estate planning, wealth management and asset protection.
Bounce Watch lists 12 companies that share Serve's industries and are closest to it in business tags, services, target customers, business model and size.
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...

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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.

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