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Planningbox alternatives & similar sites

Financial Advisor Brisbane Based | Strategic Wealth Planning — 18 websites ranked by shared content topics, category and on-page relevance.

Each result shows its full tech stack, contacts and AI-policy — not just a name · Browse all sites in Financial Planning →

Domain	Match	Title	Country/Lang	Category	AI files	Contact	AI-protection
beirnegroup.com ↗	78 match 1 shared topics	Beirne – Strategic Wealth & Financial Planning	United States~ en	financial-planning Drupal	robotsllmsaihumans	email phone	none
dlakadvisors.com ↗	74 match 1 shared topics	DLAK Wealth Advisors \| Comprehensive Financial Planning	United States~ en	financial-planning	robotsllmsaihumans	email phone	none
thebostonadvisor.com ↗	74 match 1 shared topics	Wealth Management & Financial Advisor Blog	en	financial-planning WordPress	robots llmsaihumans	emailphone	none
cummingswealth.net ↗	74 match 1 shared topics	Financial Planning \| Financial Advisor \| Stuart, FL	United States~ en	financial-planning Adobe Experience Manager	robotsllmsaihumans	email phone	none
bejoyswealth.com ↗	74 match 1 shared topics	Bejoys Wealth \| Financial Advisor, Kerala.	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
dsfinancialstrategies.com ↗	74 match 1 shared topics	Wealth Management Planning \| DS Financial Strategies PA	en	financial-planning Drupal	robotsllmsaihumans	emailphone	none
resonatewp.com ↗	74 match 1 shared topics	Wealth Management \| Financial Services \| Financial Planning \| Financial Advisor Ridgewood	en	financial-planning Adobe Experience Manager	robotsllmsaihumans	email phone	none
resonatewealthpartners.com ↗	74 match 1 shared topics	Wealth Management \| Financial Services \| Financial Planning \| Financial Advisor Ridgewood	en	financial-planning Adobe Experience Manager	robotsllmsaihumans	email phone	none
theeverettway.com ↗	74 match 1 shared topics	Wealth Management & Strategic Financial Planning \| Shawn Everett	en	financial-planning	robotsllmsaihumans	emailphone	none
retirewhileyouwork.com ↗	74 match 1 shared topics	Nashville Wealth Management \| Financial Planning Advisors	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
napleswealthplanning.com ↗	74 match 1 shared topics	Financial Planning - Naples Wealth Planning	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
gkwealthmanagement.com ↗	73 match 1 shared topics	Financial Advisor & Wealth Manager in Reno, NV \| GKWM	United States~ en	financial-planning	robots llmsaihumans	email phone	none
montyraifinancialplanning.com ↗	73 match 1 shared topics	Financial Advisor Calgary \| Monty Rai \| Sun Life	en	financial-planning WordPress	robotsllmsaihumans	email phone	none
globaladvisorgroup.com ↗	73 match 1 shared topics	Wealth Planning Services \| Global Advisor Group Virginia	en	financial-planning Adobe Experience Manager	robotsllmsaihumans	email phone	none
missmillones.com ↗	73 match 1 shared topics	Miss Millones — Financial Planning & Wealth Advisory	en	financial-planning	robotsllmsaihumans	emailphone	none
belvederewm.com ↗	73 match 1 shared topics	Belvedere Wealth Management \| Financial Advisory	en	financial-planning Wix	robots llmsaihumans	emailphone	none
resolutefinancial.com ↗	73 match 1 shared topics	Financial Advisors, Tax and Estate Planning \| EP Wealth Advisors	en	financial-planning HubSpot	robotsllmsaihumans	emailphone	none
rfgweb.com ↗	73 match 1 shared topics	Comprehensive Wealth Planning \| Responsive Financial Group	en	financial-planning Drupal	robotsllmsaihumans	emailphone	none

How the match score works

Each match is a 0–100 similarity score — the higher it is, the more two sites resemble one another. It’s computed automatically from our own crawl data (never from what a site says about itself) by combining several independent signals, so a high score means several of them point the same way:

shared topics how many of the same fine‑grained content topics (IAB sub‑categories) both sites cover — the main signal.
same category whether they sit in the same business / industry category.
content & title how closely their titles and page descriptions line up in wording and meaning.

No single signal decides the result — they’re blended together. Treat the score as a way to rank candidates rather than an absolute percentage; the chips on each result show which signals contributed.