Haven Private app icon

Apps Like Haven Private for iPhone and iPad

by Haven Private, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06
App detailsView in App Store

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. 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 2026-10-06
    App details
  2. 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
  3. 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
  1. BlackDiamond WM app icon

    BlackDiamond WM

    BlackDiamond Wealth Management Inc.

    View account info, check balances, contact advisor

    View account details and balances. Access planning tools for financial goals. Contact advisors directly through the . Send and receive money securely. Manage transactions and set up alerts.

    ★ 4.84 ratingsFinanceFreeData updated 2026-09-15
    App details
  4. CJM Wealth Adv. app icon

    CJM Wealth Adv.

    CJM Wealth Advisers, Ltd.

    View account info, check balances, contact advisor

    View account details and balances in real time. Contact your financial advisor directly through the . Send secure messages and request assistance for account-related queries.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-11
    App details
  6. PWP Portal app icon

    PWP Portal

    Performance Wealth Partners, LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Send and receive messages for account inquiries. Access transaction history and manage account settings.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
    App details
  8. Bernstein Private Wealth app icon

    Bernstein Private Wealth

    AllianceBernstein L.P.

    Access account balances and transfer funds

    Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.

    ★ 4.258 ratingsFinanceFreeData updated 2026-09-12
    App details
  17. PFW Advisors app icon

    PFW Advisors

    PFW Advisors LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact directly through the . Access transaction history and manage account settings. Send secure messages and request support.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

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