CleverAlpha app icon

Apps Like CleverAlpha for iPhone and iPad

by CleverAlpha Asset Management LLC★ 5.01 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  1. Finher app icon

    Finher

    NAHRI RISE PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  2. Axis Mutual Fund: SIP, ELSS MF app icon

    Axis Mutual Fund: SIP, ELSS MF

    Axis Asset Management Company Limited

    Invest in funds and manage your portfolio

    Invest in funds with SIP, lumpsum, or switches. View portfolio details and transaction history. Set reminders for SIP payments. Track fund performance and receive alerts for market updates. Manage investments and switch between schemes instantly.

    ★ 4.8418 ratingsFinanceFreeData updated 2026-09-06
  3. Jadwa Investment app icon

    Jadwa Investment

    Jadwa Investment

    Manage investments and track performance

    Manage investments with access to Shariah-compliant asset classes across global markets. View portfolio details, including managed investments and brokerage balances. Set up subscriptions and monitor performance metrics.

    ★ 4.611 ratingsFinanceFreeData updated 2026-09-06
  4. First PREMIER Bank Trust app icon

    First PREMIER Bank Trust

    First PREMIER Bank

    View portfolio balances securely

    View portfolio balances and account summaries on the go. Access investment information securely. Check holdings in dollars or percentages. Track performance metrics. Manage allocations and account details.

    ★ 4.29 ratingsFinanceFreeData updated 2026-09-11
  5. SAM Client App app icon

    SAM Client App

    Stansberry Asset Management, LLC

    Check performance, review portfolios, track investments

    Check investment performance, review portfolio details, and understand asset allocation. Subscribe to NewsFeed, download reports, view past webinars, and contact Customer Relationship Managers.

    ★ 4.65 ratingsFinanceFreeData updated 2026-09-06
  6. Origin Bank Treasury Mgmt app icon

    Origin Bank Treasury Mgmt

    Origin Bank

    Check balances, make transfers, pay bills, send

    Check account balances and review recent transactions by date, amount, or check number. Make transfers, pay bills, and deposit checks via photo. Send Zelle® payments. Manage accounts and track transactions.

    ★ 4.8425 ratingsBusinessFreeData updated 2026-09-10
  7. 8FIGURES AI Investment Advisor app icon

    8FIGURES AI Investment Advisor

    8FIGURES Inc.

    Track portfolios, analyze risks, invest wisely

    Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.

    ★ 4.935 ratingsFinanceFreeData updated 2026-09-06
  8. PensionBee: Combine 401(k)s app icon

    PensionBee: Combine 401(k)s

    PensionBee Ltd

    Roll over pensions and manage IRAs

    Manage retirement savings by consolidating and IRAs into a single IRA. Choose between Traditional, Roth, or SEP IRA accounts. Track investments, view portfolio performance, and pay annual fees based on portfolio size.

    ★ 4.79 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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