Coho Planning app icon

Apps Like Coho Planning for iPhone and iPad

by Coho Financial Group, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06
App detailsView in App Store

Coho Planning screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Alt Cap app icon

    Alt Cap

    Alternative Capitalis, LLC

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details
  2. Oldfather app icon

    Oldfather

    Oldfather Financial Services LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-11
    App details
  3. Diamond Valley FCU Mobile app icon

    Diamond Valley FCU Mobile

    Diamond Valley Federal Credit Union Inc

    Check balances, transfer funds, pay bills, view

    Check balances, transfer funds, and view cash back offers. Pay bills and locate branches or ATMs. Contact customer support. Activate offers and manage financial transactions remotely.

    ★ 4.71,299 ratingsFinanceFreeData updated 2026-09-08
    App details
  1. Ritholtz Wealth Mobile app icon

    Ritholtz Wealth Mobile

    Ritholtz Wealth Management, LLC

    View account info, check balances, contact advisor

    View account details and balances in real time. Send messages to advisors for support. Access transaction history and account statements. Set up notifications for account activity.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-09
    App details
  2. Dominion Wealth app icon

    Dominion Wealth

    Dominion Wealth Management, LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Access real-time transaction history and send secure messages for support.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
    App details
  5. Level FA app icon

    Level FA

    Level Financial Advisors, Inc.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-16
    App details
  8. iCapital,LLC app icon

    iCapital,LLC

    iCapital, LLC

    View account info, check balances, contact advisor

    View account balances and transaction history. Access portfolio details and performance reports. Send secure messages to your financial advisor. Request account changes or document downloads.

    ★ 4.25 ratingsFinanceFreeData updated 2026-09-09
    App details
  9. Parkshore app icon

    Parkshore

    Parkshore Wealth Management

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Send messages and receive updates on account activity.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-11
    App details
  10. RPWA app icon

    RPWA

    Rise Private Wealth Advisors LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Send secure messages and access transaction history. Manage account settings and notifications.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
    App details
  11. Holistic Planning+ app icon

    Holistic Planning+

    Uptick Partners, LLC

    View portfolios in real time

    View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details
  12. ENZI Wealth app icon

    ENZI Wealth

    ENZI WEALTH LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
    App details
  13. WRFA, LLC app icon

    WRFA, LLC

    WebsterRogers Financial Advisors, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

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