Ivy Invest app icon

Apps Like Ivy Invest for iPhone and iPad

Build and manage long-term portfolios

Manage long-term investments with access to traditional and alternative assets including private equity, venture capital, private credit, and real estate. View portfolio performance, adjust allocations, and track investment timelines.

by Buena Capital Advisors, LLC★ 5.028 ratingsFinanceFreeData updated 2026-09-06

Ivy Invest screenshots

Ranked alternatives

Showing 201–220 of 1,000 ranked alternatives.

  1. PENTAGRAPH app icon

    PENTAGRAPH

    PENTAGRAPH PARTNERS

    View portfolio, track investments, manage assets

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, track historical performance, download transaction statements, and access one-click account statements.

    ★ 4.47 ratingsFinanceFreeData updated 2026-09-13
  2. Mintbox Advisory app icon

    Mintbox Advisory

    MINTBOX ADVISORY LLP

    Track assets and view portfolio reports

    Manage financial portfolio with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-12
  1. Symphonia Wealth app icon

    Symphonia Wealth

    SYMPHONIA WEALTH PRIVATE LIMITED

    Track assets and manage your portfolio

    View portfolio performance and download complete reports with all assets. Track mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access transaction statements for any period. Log in using Google email.

    ★ 4.97 ratingsFinanceFreeData updated 2026-09-06
  2. Finomatic app icon

    Finomatic

    FINOMATIC FINTECH SERVICES PRIVATE LIMITED

    Track assets and manage your portfolio

    Manage and monitor your financial portfolio with real-time updates on mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  3. Sajag app icon

    Sajag

    Excel Net Solutions Private Limited

    Track portfolio, view reports, manage assets

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for specific assets. Log in using Google email.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-11
  4. FinDarts app icon

    FinDarts

    FINDARTS FINSERV PRIVATE LIMITED

    Track assets and download reports

    Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access complete portfolio reports, view historical performance, and download transaction statements. Log in with Google email.

    ★ 4.06 ratingsFinanceFreeData updated 2026-09-06
  5. Mahindra Manulife Mutual Fund app icon

    Mahindra Manulife Mutual Fund

    Mahindra Manulife Investment Management Private Limited

    Invest in funds and manage your portfolio

    Invest in schemes by browsing available options and making purchases. View investment details, track portfolio performance, and manage subscriptions. Receive alerts for scheme updates and transaction confirmations.

    ★ 4.47 ratingsFinanceFreeData updated 2026-09-25
  6. Growth - Stocks & Mutual Funds app icon

    Growth - Stocks & Mutual Funds

    Growth Securities Private Limited

    Track , manage portfolios, trade shares

    Track investments and view transaction history with portfolio management tools. Analyze markets using advanced charting and technical indicators. Receive real-time stock updates and news. Customize settings for personalized trading experience.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  7. Sapient Finserv app icon

    Sapient Finserv

    Sapient Finserv Private Limited

    Manage mutual funds, equity shares, bonds, fixed

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-10

How we rank alternatives

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