Plan with expert financial advice
Create custom financial plans tailored to individual needs. Schedule consultations with certified financial planners. Receive unbiased advice for different life stages. Set financial goals and track progress over time.
Showing 1–20 of 1,000 ranked alternatives.
Betterment
In portfolios and automatically
In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.
Acorns Grow Incorporated
Save, , and track money
Save and money automatically. Set up recurring transfers and track spending habits. View investment portfolios and performance. Receive financial education resources and set savings goals. Lock accounts and manage security settings remotely.
Glen Eagle Advisors, LLC
Invest in portfolios with expert guidance
Invest in expert-crafted portfolios tailored to financial goals. Track wealth across multiple accounts. Access retirement planning tools and personal finance insights. Adjust investments based on life changes and risk tolerance.
Revolut Ltd
, send, and money
Manage finances with virtual and physical cards, including single-use cards for security. abroad with competitive exchange rates. Access 55+ K fee-free ATMs globally. Link external accounts to track spending.
Goldman Sachs
Open accounts and manage balances
Manage savings with features like opening and funding accounts, checking balances, and scheduling transfers. View current rates and use growth calculators. No minimum deposit required for savings accounts. Accounts are FDIC-insured.
The Charles Schwab Corporation
Invest, trade, and track portfolios
Manage investments by buying and selling stocks, options, ETFs, and mutual funds. Track portfolio performance and view account balances. Deposit checks via and transfer funds between accounts.
IB Oasis Corp.
Connect with finance professionals and discuss industry
Access discussion threads and forums for finance career advice. Search for job opportunities and company insights. Connect with professionals through the mentor network. View financial modeling courses and educational content.
Iris Social Stock App Inc.
Copy trades in real-time
Automate investments by copying selected traders in real-time. Connect existing portfolios to replicate trades. Access a trader directory to choose and follow specific accounts. Track performance and manage copied trades within the portfolio.
Seeking Alpha Ltd.
Track stock prices and market
Access real-time financial and market . Track stock prices and charts. Set customizable alerts for watched stocks. View earnings reports and transcripts. Manage a portfolio with tracking tools.
Empower Annuity Insurance Company of America
Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
Personal Capital Corporation
Track expenses, plan budgets, manage accounts
Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.
Albert Corporation
Track expenses, save, and invest securely
Track expenses and create a monthly budget. Customize spending plans and monitor account activity. Earn cash back at select stores. Get 24/7 identity monitoring and access a financial genius for advice.
Grifin LLC
Invest in companies you spend
Track spending at partnered businesses and automatically invest $1 in those companies' stocks. Set weekly investment limits and receive weekly performance reports. Manage investments and adjust limits through the .
CowryWise Inc
, , and manage securely
For short and long-term goals with automated savings starting at ₦1,000. Set savings plans for daily, weekly, or monthly intervals. Track progress and manage multiple goals. in mutual funds with competitive rates.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Kinecta Federal Credit Union
Check balances, transfer funds, pay bills, send
Check account balances and transactions. Transfer funds between accounts. Pay bills and send money via Zelle®. Make remote deposits. Find nearby branches and ATMs. Enroll in and view eDocuments. Lock or unlock cards. Set text alerts.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.