Home / Alternatives to The Legacy Wealth App Apps Like The Legacy Wealth App for iPhone and iPad
by LEGACY WEALTH LLC ★ 4.8 10 ratings Finance Free Data updated 2026-09-06
The Legacy Wealth App screenshots Ranked alternatives Showing 1–20 of 1,000 ranked alternatives.
Legacy Private Wealth Partners, LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Plan First Wealth LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Lyell Wealth Management LP
★ 5.0 1 ratings Finance Free Data updated 2026-09-06
Integrity Trust Company, LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
55 North Private Wealth, LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
The State Bank and Trust Company
★ 5.0 1 ratings Finance Free Data updated 2026-09-06
Black Diamond Performance Reporting, LLC
★ 3.7 96 ratings Finance Free Data updated 2026-09-14
Composition Wealth, LLC
View portfolio data securely
Access portfolio data through a simple interface. View investment performance, asset allocation, and account balances. Receive notifications and manage alerts. Contact advisory team for access requests.
★ 5.0 5 ratings Finance Free Data updated 2026-09-06
The Washington Trust Company of Westerly
★ 2.0 3 ratings Finance Free Data updated 2026-09-06
Founders Grove Wealth Partners, LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Bingham Private Wealth, LLC
★ 5.0 1 ratings Finance Free Data updated 2026-09-06
PUREfi Wealth LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Cove Private Wealth, LLC
★ 5.0 1 ratings Finance Free Data updated 2026-09-06
Legacy Wealth Management Group, Inc
View accounts, track performance, access data
View portfolio performance data across all financial accounts in one place. Track daily and historical performance metrics. Access detailed account information and performance reports. Stay informed on investment activity and market trends.
★ 5.0 2 ratings Finance Free Data updated 2026-09-06
IFC Advisors, LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Rees Wealth Management, LLC
★ 0.0 0 ratings Finance Free Data updated 2026-09-06
Alteri Wealth LLC
★ 5.0 2 ratings Finance Free Data updated 2026-09-06
Wealth Partners Alliance, LLC
★ 4.2 5 ratings Finance Free Data updated 2026-09-06
First National Bank SD-MN
★ 4.8 10,301 ratings Finance Free Data updated 2026-09-19
Thrivent Bank
Deposit checks, track balances, pay bills
Review account balance and transaction history. Make transfers, deposit checks by photo, and pay bills. Edit and review scheduled and past bill payments.
★ 4.8 2,214 ratings Finance Free Data updated 2026-09-10
How we rank alternatives Apps are ranked by functional similarity, category fit, rating confidence, and popularity.
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