Best Advyzon alternatives in 2026

Looking for an alternative to Advyzon? Whether you've outgrown it, find the pricing steep, or just want to weigh your options, these are the strongest wealth management alternatives in 2026 — ranked on pricing, features, and who each one fits best. Advyzon itself starts at custom, so we've flagged where each option is cheaper, simpler, or more specialized.

1
Wealthbox
Best for: rias
CRM for financial advisors. A popular wealth management alternative to Advyzon — from $45/user/mo. Particularly strong for rias.
4.7From $45/user/moVisit
2
Altruist
Best for: rias
If Advyzon feels like overkill or over-budget, Altruist is a leaner option with a genuinely usable free tier. Custodian built for RIAs. Pricing: free.
4.6FreeVisit
3
Nitrogen
Best for: advisors
Nitrogen goes head-to-head with Advyzon on features. Risk and growth for advisors. Best suited to advisors. Custom.
4.4CustomVisit
4
Orion
Best for: rias
A well-rated wealth management pick. Tech platform for advisors. Orion starts at custom, making it a credible Advyzon replacement.
4.2CustomVisit
5
Holistiplan
Best for: advisors
Tax planning for advisors. A popular wealth management alternative to Advyzon — from $499/yr. Particularly strong for advisors.
4.8From $499/yrVisit
6
RightCapital
Best for: advisors
If Advyzon feels like overkill or over-budget, RightCapital is a leaner option. Financial planning software. Pricing: from $139/mo.
4.7From $139/moVisit
7
Addepar
Best for: family-offices
Addepar goes head-to-head with Advyzon on features. Wealth data and analytics. Best suited to family-offices. Custom.
4.4CustomVisit
8
ActiveCampaign
Best for: smb
A well-rated marketing automation pick. Email marketing + automation + CRM. ActiveCampaign starts at from $15/mo, making it a credible Advyzon replacement.
4.5From $15/moVisit

Still considering Advyzon itself? Read our Advyzon review →

Frequently asked questions

What is the best Advyzon alternative?

Wealthbox is our top-rated Advyzon alternative for 2026. CRM for financial advisors. From $45/user/mo.

Is there a free Advyzon alternative?

Yes — Altruist offers a free tier you can start on without a credit card.

Why switch from Advyzon?

Common reasons are price, a simpler feature set, better fit for a specific use case, or platform support. Each tool above notes where it has an edge over Advyzon.