Coastal Bridge Advisors app icon

Apps Like Coastal Bridge Advisors for iPhone and iPad

by Coastal Bridge Advisors, LLC★ 5.01 ratingsFinanceFreeData updated 2026-10-02

Coastal Bridge Advisors screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Coastal States Bank app icon

    Coastal States Bank

    Coastal States Bank

    Monitor balances, transfer funds, pay bills, deposit

    Monitor account balances and receive transaction alerts. Transfer funds between accounts, deposit checks via photo, and pay bills directly. Set up security preferences and access account statements.

    ★ 4.8872 ratingsFinanceFreeData updated 2026-09-11
  2. AIRE Advisors app icon

    AIRE Advisors

    AIRE Advisors, LLC

    View account info, balances, and financial plans

    View account balances and asset allocation details. Access financial plans and transaction history. Receive real-time updates and portfolio performance metrics. Manage investments and contact support through in- messaging.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  3. Coastal CFCU app icon

    Coastal CFCU

    Coastal Community Federal Credit Union

    Pay bills, check balance, transfer funds, view

    Check account balances and view checks, holds, pledges, and pending ACH transactions. Transfer funds between accounts. Deposit checks by photo. Locate branches, shared branches, ATMs, and surcharge-free Allpoint ATMs.

    ★ 2.912 ratingsFinanceFreeData updated 2026-09-08
  4. ONE@Work (formerly Even) app icon

    ONE@Work (formerly Even)

    One Finance, Inc.

    Get paid early and track earnings

    Track earnings by viewing work schedules and calculating pay per shift and paycheck. Access net earnings early through Instapay without fees. Set automatic savings based on a chosen percentage.

    ★ 4.9159,835 ratingsFinanceFreeData updated 2026-09-11
  5. ADP Mobile Solutions app icon

    ADP Mobile Solutions

    ADP, Inc

    Access payroll, track time, manage benefits

    View payroll data, manage time and attendance, access benefits information, and track HR metrics. Submit time cards, approve requests, and receive notifications. Sync with ADP products for real-time updates and settings adjustments.

    ★ 4.74,487,551 ratingsBusinessFreeData updated 2026-11-01
  6. Dave: Credit, Cash & Money App app icon

    Dave: Credit, Cash & Money App

    Dave, Inc

    Manage finances and track spending

    Manage finances with budgeting tools, track spending, and set savings goals. Access a debit card for purchases and withdrawals. Request extra advances with approval, subject to fees and limits.

    ★ 4.8932,311 ratingsFinanceFreeData updated 2026-11-01
  7. OnePay – Mobile Banking app icon

    OnePay – Mobile Banking

    One Finance, Inc.

    Manage finances, track expenses, earn rewards

    Track expenses with categorization and budgeting tools. Set spending limits and receive notifications. View transaction history and monthly summaries. Link accounts for consolidated financial overview.

    ★ 4.9483,315 ratingsFinanceFreeData updated 2026-11-01
  8. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
  9. Crestwood Advisors app icon

    Crestwood Advisors

    Crestwood Advisors Group LLC

    View account details and manage portfolios remotely

    Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-24
  10. Robinhood Banking app icon

    Robinhood Banking

    Robinhood Markets Inc

    Earn 3% cash back on all purchases

    Track spending and report suspicious transactions. Freeze accounts securely. Earn 3% cash back on all purchases and 5% on travel bookings. No annual or foreign transaction fees for eligible users.

    ★ 4.9119,565 ratingsFinanceFreeData updated 2026-11-01

How we rank alternatives

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