Best Holistiplan alternatives in 2026

Looking for an alternative to Holistiplan? 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. Holistiplan itself starts at from $499/yr, so we've flagged where each option is cheaper, simpler, or more specialized.

1
RightCapital
Best for: advisors
Financial planning software. A popular wealth management alternative to Holistiplan — from $139/mo. Particularly strong for advisors.
4.7From $139/moVisit
2
Wealthbox
Best for: rias
If Holistiplan feels like overkill or over-budget, Wealthbox is a leaner option. CRM for financial advisors. Pricing: from $45/user/mo.
4.7From $45/user/moVisit
3
Altruist
Best for: rias
Altruist goes head-to-head with Holistiplan on features with a genuinely usable free tier. Custodian built for RIAs. Best suited to rias. Free.
4.6FreeVisit
4
Nitrogen
Best for: advisors
A well-rated wealth management pick. Risk and growth for advisors. Nitrogen starts at custom, making it a credible Holistiplan replacement.
4.4CustomVisit
5
Orion
Best for: rias
Tech platform for advisors. A popular wealth management alternative to Holistiplan — custom. Particularly strong for rias.
4.2CustomVisit
6
Advyzon
Best for: independent-advisors
If Holistiplan feels like overkill or over-budget, Advyzon is a leaner option. All-in-one advisor platform. Pricing: custom.
4.7CustomVisit
7
Addepar
Best for: family-offices
Addepar goes head-to-head with Holistiplan on features. Wealth data and analytics. Best suited to family-offices. Custom.
4.4CustomVisit
8
TaxDome
Best for: tax-firms
A well-rated tax pick. All-in-one for tax & accounting firms. TaxDome starts at from $50/user/mo, making it a credible Holistiplan replacement.
4.7From $50/user/moVisit

Still considering Holistiplan itself? Read our Holistiplan review →

Frequently asked questions

What is the best Holistiplan alternative?

RightCapital is our top-rated Holistiplan alternative for 2026. Financial planning software. From $139/mo.

Is there a free Holistiplan alternative?

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

Why switch from Holistiplan?

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 Holistiplan.