Ritholtz Wealth Mobile
Ritholtz Wealth Management, LLC
Finance
This Mobile App allows you to view account information, balances and easily contact your advisor.
Free
Finding alternatives to
Top 20 Alternatives
Curated apps similar to CapAdv, ranked by relevance and user ratings.
SOA Mobile
Seasons of Advice Wealth Management, LLC
Finance
We at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity.
Free
Dominion Wealth
Dominion Wealth Management, LLC
Finance
This Mobile App allows you to view account information, balances and easily contact your advisor.
Free
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#4 
Quent Capital
QUENT CAPITAL, LLC
FinanceFor Quent Capital clients, this mobile application provides an easy way to access your portfolio data from anywhere. You need to be a Quent Capital client that has been authorized for the client portal. If you would like to request access, please contact a member of the Quent Capital team.
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#5 
RPWA
Rise Private Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor
Free -
#6 
Evelyn Partners Mobile
Evelyn Partners Group Limited
FinanceWelcome to the Evelyn Partner Mobile app – a more secure, stable and improved digital experience for our clients. With the app, you can: - Manage your Evelyn Partners investment portfolio - See your current portfolio values at a glance - Check the performance, assets and allocation of your...
Free -
#7 
Mayflower Advisors
Mayflower Advisors, LLC
FinanceMayflower Advisors’ clients can stay connected 24/7 with our Mayflower App mobile interface, which provides secure and customizable access for all your account data—including managed portfolio activity and balances, linked outside accounts, interactive and historic performance reporting, personal...
Free -
#8 
Christian Investors Financial
Christian Investors Financial, Inc
FinanceWith our mobile app, you’ll have convenient, secure access to your CIF accounts anytime and anywhere!
Free -
#9 
Crestwood Advisors
Crestwood Advisors Group LLC
FinanceThe Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be viewed in a simple, easy to understand format. Requirements: You need to be a Crestwood Advisors wealth management...
Free -
#10 
FourstarWealth Client
Eyeballs Financial LLC
FinanceFourStar Wealth Advisor App The FourStar Wealth mobile app is the mobile version of the FourStar Wealth dashboard that financial advisors access from their web browser.
Free -
#11 
Choice Wealth Advisors
Choice Wealth Advisors, LLC
FinanceThis mobile app allows clients of Choice Wealth Advisors to view account information, balances, and easily contact your advisor.
Free -
#12 
Adapt Wealth
Adapt Wealth Advisors LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
Free -
#13 
First Oak Wealth Management
First Oak Wealth Management LLC
FinanceFirst Oak Wealth Management Mobile phone application enables authorized First Oak clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a First Oak user that has been authorized for the phone application. If you would like to request access, please contact...
Free -
#14 
Capstone Home Loans
American Pacific Mortgage Corporation
FinanceThe Capstone Home Loans Mobile Application was designed to guide the borrower through the loan process and provide real time updates and communication to all parties involved, ensuring more efficient transactions and on time closings.
Free -
#15 
BlackDiamond WM
BlackDiamond Wealth Management Inc.
FinanceThis Mobile App allows you to view account information, balances, planning tools, and easily contact your advisor.
Free -
#16 
Veracity Capital
Veracity Capital, LLC
FinanceThe Veracity Capital Mobile phone application enables authorized VeracityCapital clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a Veracity Capital client who has been authorized for the phone application.
Free -
#17 
PurposePath
PurposePath Capital, LLC
FinanceOn demand access to your most important financial information is more convenient than ever with PurposePath Capital's mobile app. This app provides access to your account balances, client reports, performance data, and secure, two-way client vault.
Free -
#18 
Wilkinson Global
Wilkinson Global Asset Management LLC
FinanceThe Wilkinson Global Mobile phone application enables our authorized clients to access their portfolio data in a user friendly interface. You will need to be a Wilkinson Global Asset Management LLC client in order to gain access for this application. Please contact your Wilkinson Global Client...
Free -
#19 
Fountainhead
Fountainhead Capital Management, LLC
FinanceThe Fountainhead Advisors App provides you with convenient and easy account access on-the-go. Now you can view your holdings summary, track your portfolio values, analyze your investments' performance, access the latest news and market commentaries and securely contact your advisor.
Free -
#20 
Edge Capital Group
Edge Capital Partners, LLC
FinanceThe Edge Capital Group mobile phone application enables users to access portfolio data in a secure and simple interface.
Free
App information from Apple App Store. CapAdv and related trademarks belong to Capital Advisors Wealth Management, LLC.