Level FA app icon

Apps Like Level FA for iPhone and iPad

by Level Financial Advisors, Inc.★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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Level FA screenshots

Ranked alternatives

Showing 601–620 of 1,000 ranked alternatives.

  2. Whelan Financial app icon

    Whelan Financial

    Whelan Financial, Inc.

    View portfolio balances and statements anytime

    View portfolio balances and performance metrics. Access quarterly statements and other account documents. Retrieve transaction history and investment details. Set up account alerts and notifications. Submit support requests directly through the .

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details
  3. Windsor Wealth app icon

    Windsor Wealth

    Windsor Wealth Management, Inc.

    Check balances and contact your team

    Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
    App details
  6. Tarbox app icon

    Tarbox

    The Tarbox Group Inc.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
    App details
  7. NR Wealth app icon

    NR Wealth

    North River Wealth Advisors LLC

    View account info, balances, and goals

    View account details, check balances, and track investment performance. Monitor progress toward financial goals. Set and adjust goals with real-time updates. Receive notifications for account activity.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
    App details
  11. SCA 360 app icon

    SCA 360

    Sensenig Capital Advisors, Inc.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

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