SageOak app icon

Apps Like SageOak for iPhone and iPad

by SageOak Financial, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06

SageOak screenshots

Ranked alternatives

Showing 101–120 of 1,000 ranked alternatives.

  1. Farther: Invest & Save app icon

    Farther: Invest & Save

    Farther Finance, Inc

    Plan, , and with confidence

    Track expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.

    ★ 4.8189 ratingsFinanceFreeData updated 2026-09-22
  2. GS Custody Solutions app icon

    GS Custody Solutions

    Goldman Sachs

    View portfolio, track positions, access history

    View portfolio summaries, positions, and transaction history. Check account balances and review trade details. Execute actions on high-priority items. Receive secure login access via fingerprint or password.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
  1. Tradier app icon

    Tradier

    Tradier Inc.

    Trade stocks, ETFs, and options with one

    Trade stocks, ETFs, and options with commission-free transactions. Manage multiple accounts, execute advanced strategies like multileg options and covered calls, and access real-time market data. Create and customize watchlists to track investments.

    ★ 4.6331 ratingsFinanceFreeData updated 2026-09-06
  2. BKM Wealth app icon

    BKM Wealth

    BKM Wealth Management, LLC

    View accounts, track goals, manage finances

    View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  3. Hedge – Invest With Friends app icon

    Hedge – Invest With Friends

    Hedge Capital Markets Inc.

    And family together

    In stocks, bonds, and ETFs or family. Set investment goals and track performance. Share portfolios and collaborate on decisions. Withdraw funds and view transaction history. Manage multiple accounts and set spending limits.

    ★ 4.2132 ratingsFinanceFreeData updated 2026-09-06
  4. Evelyn Partners Mobile app icon

    Evelyn Partners Mobile

    Evelyn Partners Group Limited

    Manage investments, view portfolio values, track performance

    Manage investment portfolios with real-time value tracking and performance analysis. View asset allocation, benchmarks, and recent transactions. Access documents and download valuation and tax statements. Link and view multiple accounts.

    ★ 4.86 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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