Foundersuite vs WealthXcel

Starting Price


Not provided by vendor

Best For

entrepreneurs, startups, growth companies, SMBs, investors, startup accelerators, incubators, investment bankers

Tillers institutional partners include private banks, wealth managers, insurers, asset managers and financial advisers.


4.6 / 5
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Ideal number of Users

1 - 99

Not provided by vendor

Ease of Use

4.6 / 5

  • "Easy to use and helps you stay on top of your fundraising round(s)."

  • "Useful but kinda clunky and overpriced for an early stage startup."

Customer Support

4.8 / 5

  • "Customer support is readily available. Investor reports helps save time."

  • "The customer service is extraodinary and the application is extremely easy to use."

Features & Functionality

4.4 / 5

  • "Search investor feature is very good and helpful to build your pipeline. Easy to keep track who views your deck and any other docs you share."

  • "The ability to find investors and track them in a sales pipeline set-up is the best part of Foundersuite."

Value for Money

4.3 / 5

  • "Brings great organization to fundraising process. Great investor updates in between rounds."

  • "Great platform for organizing all of your investor outreach in one place."

Product Features

  • close Accounting Management
  • close Benchmarking
  • close Bonds / Stocks
  • close Client Management
  • close Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • close Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • check Performance Metrics
  • close Portfolio Rebalancing
  • close Real Estate
  • close Risk Management
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  • 24/7 (Live Rep)
  • Business Hours
  • Online
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  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
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Foundersuite vs WealthXcel


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