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Planswell alternatives & similar sites

Planswell - Free financial plan — 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 Retirement Planning →

Domain	Match	Title	Country/Lang	Category	AI files	Contact	AI-protection
ameriprise.com ↗	85 match shared topic	Financial Planning Advice and Financial Advisors \| Ameriprise Financial	United States~ en	financial-planning	robotsllmsaihumans	emailphone	none
wealthkare.com ↗	85 match shared topic	Wealthkare Financial Planning & Management	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
apadvisors.com ↗	85 match shared topic	Financial Advisors \| Retirement Plan Advisors \| APIA	en	financial-planning	robotsllmsaihumans	emailphone	none
mandg.com ↗	85 match shared topic	Retirement Planning, Saving & Investing, Financial Advice \| M&G	en	retirement-planning Adobe Experience Manager	robotsllmsaihumans	emailphone	none
unbiased.co.uk ↗	70 match shared topic	Find 27,000 IFAs, Financial Advisers, Mortgage Brokers, Accountants & Bookkeepers \| Unbiased	United Kingdom en	financial-planning Storyblok	robotsllmsaihumans	emailphone	none
ascensus.com ↗	70 match shared topic	Retirement Plan and Savings Solutions \| Ascensus \| Ascensus	en	retirement-planning	robotsllmsaihumans	emailphone	none
vigilis.ca ↗	70 match shared topic	VIGILIS \| Analyser Planifier Accompagner	Canada en	financial-planning	robotsllmsaihumans	emailphone	none
julyservices.com ↗	70 match shared topic	JULY Services \| Personalized Retirement Plan Solutions	en	retirement-planning WordPress	robotsllmsaihumans	emailphone	none
devere-group.com ↗	70 match shared topic	Financial Advisory \| Wealth Management \| UK Pension Transfer	en	financial-planning WordPress	robots llmsaihumans	emailphone	none
welcomehomefp.com ↗	70 match shared topic	Richmond Financial Services - Financial Professionals - Welcome Home Financial Partners : Welcome Home Financial Partners	en	financial-planning WordPress	robots llmsaihumans	emailphone	none
interactivefinancialadvisors.com ↗	70 match shared topic	Interactive Financial Advisors & Resources	United States~ en	financial-planning WordPress	robotsllmsaihumans	email phone	none
nucleusfinancial.com ↗	70 match shared topic	Nucleus Financial - we help make retirement more rewarding	United Kingdom~ en	retirement-planning Drupal	robotsllmsaihumans	emailphone	none
accessfinancialplanning.com ↗	58 match shared topic	Fee-Only Financial Planning \| Andover, Massachusetts	en	financial-planning WordPress WooCommerce	robotsllmsaihumans	emailphone	none
rightcapital.com ↗	58 match shared topic	RightCapital \| Financial planning software done right	en	financial-planning	robotsllmsaihumans	emailphone	none
cfp.net ↗	58 match shared topic	CFP Board \| Certified Financial Planner Board of Standards, Inc.	en	financial-planning	robotsllmsaihumans	email phone	none
xyplanningnetwork.com ↗	58 match shared topic	Fee-Only Financial Planning Made Possible with XYPN	en	financial-planning HubSpot	robotsllmsaihumans	emailphone	none
ig.ca ↗	58 match shared topic	Financial Planning & Advisor Services \| IG Wealth Management	Canada en	financial-planning Adobe Experience Manager	robotsllmsaihumans	emailphone	none
advisys.com ↗	58 match shared topic	Financial Planning Software \| Insurance Software \| Free Demo \| Advisys	United States~ en	retirement-planning	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.