Addepar app icon

Apps Like Addepar for iPhone and iPad

by ADDEPAR, INC.★ 3.959 ratingsFinanceFreeData updated 2026-09-14

Addepar screenshots

Ranked alternatives

Showing 101–120 of 1,000 ranked alternatives.

  1. Wealthica app icon

    Wealthica

    Wealthica Financial Technology Inc.

    Track investments and banking transactions

    Track net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.

    ★ 4.022 ratingsFinanceFreeData updated 2026-09-12
  2. getquin - Portfolio Tracker app icon

    getquin - Portfolio Tracker

    QUIN Technologies GmbH

    Track assets, monitor net worth, manage investments

    Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.

    ★ 4.3355 ratingsFinanceFreeData updated 2026-09-25
  1. Atlantic Union Bank Wealth app icon

    Atlantic Union Bank Wealth

    Atlantic Union Bank

    View account details and manage investments

    View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.

    ★ 3.73 ratingsFinanceFreeData updated 2026-09-06
  2. AssetDash: Portfolio Tracker app icon

    AssetDash: Portfolio Tracker

    Asset Dash Corporation

    Track tokens, NFTs, and stocks in real

    Track Solana-based tokens and NFTs with syncing for up to 3 wallets. View net worth and asset allocation breakdowns. Categorize tokens and NFTs for organized tracking. Upgrade to access other chains and exchanges.

    ★ 4.71,082 ratingsFinanceFreeData updated 2026-10-20
  3. SmartPro Client Experience app icon

    SmartPro Client Experience

    SmartPro Financial LLC

    View portfolio data and interact with

    View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  4. Othis app icon

    Othis

    Othis Technology GmbH

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  5. CLA Wealth Advisors app icon

    CLA Wealth Advisors

    CLIFTONLARSONALLEN LLP

    View portfolio details anytime

    View portfolio details, check asset allocations, and access interactive reports. Track financial goals and their achievement probabilities. Download documents and customize the interface for personalized financial insights.

    ★ 4.54 ratingsFinanceFreeData updated 2026-09-06
  6. BMA IA app icon

    BMA IA

    BMA CAPITAL MANAGEMENT LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.