Taylor Hoffman app icon

Apps Like Taylor Hoffman for iPhone and iPad

by Taylor Hoffman Wealth Management LLC★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. ARK Financial Client Portal app icon

    ARK Financial Client Portal

    Ark Financial Management, LLC

    Access portfolio data and manage investments

    Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
    App details
  4. ARPG app icon

    ARPG

    American Retirement Planning Group, Inc.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  5. Running Point Capital app icon

    Running Point Capital

    Running Point Capital Advisors, LLC

    Access portfolio and financial data securely

    Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
    App details
  7. WealthCharts app icon

    WealthCharts

    WealthCharts LLC

    Build watchlists and analyze charts

    Track real-time prices and pull-up charts with customizable indicators. Build and manage watchlists of financial symbols. Execute trades and access automated algorithmic analysis for investment decisions.

    ★ 4.130 ratingsFinanceFreeData updated 2026-09-06
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  9. RUUT app icon

    RUUT

    Sherpa Brokers LLC

    Invest in companies and portfolios

    Create personalized investment portfolios based on investor profile. Invest in top U.S. companies and ETFs with a minimum of one dollar. View account balances and transaction history. Set investment goals and track progress.

    ★ 4.642 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

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