Apps Like Sequoia Connect for iPhone and iPad

Ranked alternatives

Showing 161–180 of 1,000 ranked alternatives.

Capstone Financial Advisors
Capstone Financial Advisors Inc.
★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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Henssler Planning Portal
G.W. Henssler & Associates, Ltd.
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Elevation Wealth Partners
Elevation Wealth Partners, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Rockbridge Client Portal
Rockbridge Investment Management, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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AGW Capital Advisors
Annis Gardner Whiting Capital Advisors, LLC
★ 5.02 ratingsFinanceFreeData updated 2026-09-06
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Chicago Capital
Chicago Capital LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Palumbo Wealth Management
Palumbo Wealth Management, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Pallas Capital
Pallas Capital Advisors, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Delta Wealth
Delta Wealth Advisors LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Waterford Advisors Mobile
Waterford Advisors, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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St. Clair Advisors, LLC
St. Clair Advisors, LLC.
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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MONTAG Wealth Management
A. Montag & Associates, Inc.
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Grunden Financial Advisory
Grunden Financial Advisory, Inc.
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Scott Cap Adv
Scott Capital Advisors, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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SMI Private Client
SMI Advisory Services, LLC
★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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Clifford Group
THE CLIFFORD GROUP LLC
★ 3.73 ratingsFinanceFreeData updated 2026-09-06
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Condor Capital Wealth Mgmt
Condor Capital Management Corporation
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Peapack Private Wealth-Classic
Peapack Private Bank & Trust
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
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Curi RMB Capital Client Portal
RMB Capital Management, LLC
★ 3.73 ratingsFinanceFreeData updated 2026-09-06
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How we rank alternatives

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