Apps Like HBKS Wealth for iPhone and iPad

Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

DecisionPoint Financial
DecisionPoint Financial, LLC
Track expenses, view reports, manage investments, secure
View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.
★ 5.06 ratingsFinanceFreeData updated 2026-09-06
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Breed's Hill Capital Portal
Breed's Hill Capital LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-12
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The Watchman Group, Inc.
The Watchman Group, Inc.
★ 0.00 ratingsFinanceFreeData updated 2026-09-19
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Spinnaker Client (Legacy)
Spinnaker Investment Group
★ 0.00 ratingsFinanceFreeData updated 2026-09-19
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Clune & Associates
CLUNE & ASSOCIATES, LTD
★ 0.00 ratingsFinanceFreeData updated 2026-09-20
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Clear Harbor Asset Management
Clear Harbor Asset Management, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-21
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Canal Capital Management
Canal Capital Management, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Marble Trail Advisors
Addison Advisors LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Spinnaker Client
Spinnaker Investment Group
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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ARS Wealth Advisors
ARS Wealth Advisors, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Spinnaker Connect
Spinnaker Trust
★ 5.01 ratingsFinanceFreeData updated 2026-09-15
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Charter Oak Capital Management
Charter Oak Capital Management, LLC
★ 5.01 ratingsFinanceFreeData updated 2026-09-15
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True North Advisors, LLC
True North Advisors, LLC
★ 5.01 ratingsFinanceFreeData updated 2026-09-16
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Johnson Portfolio Access
Johnson Financial Group, Inc
★ 5.01 ratingsFinanceFreeData updated 2026-09-17
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Family Management Corporation
FAMILY MANAGEMENT CORPORATION
★ 5.01 ratingsFinanceFreeData updated 2026-09-22
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HM Payson & Co
H M Payson & Co Inc
★ 4.01 ratingsFinanceFreeData updated 2026-09-16
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Lido Advisors
Pegasus Partners Ltd.
★ 1.01 ratingsFinanceFreeData updated 2026-09-15
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Sequoia Connect
Sequoia Financial Group, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Savant Wealth Management
Savant Capital, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-29
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TFO Wealth Portal
TDC Companies Inc.
★ 0.00 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.