Apps Like Secfi Wealth for iPhone and iPad

Ranked alternatives

Showing 161–180 of 1,000 ranked alternatives.

JFS Wealth Advisors
JFS Wealth Advisors, LLC
Track expenses, view reports, secure documents
View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from financial . Manage budgets and track spending. Set financial goals and monitor progress.
★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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TCI Wealth Advisors
TCI Wealth Advisors, Inc.
★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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ABC Wealth
GeoWealth Management, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-13
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RAI Wealth Client Portal
RAI Wealth
★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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Caliber Wealth Management
Caliber Wealth Management, LLC (Kansas)
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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FNBO Wealth Management
First National of Nebraska, Inc
★ 5.02 ratingsFinanceFreeData updated 2026-09-27
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TradeTogether
TradeTogether pte ltd
★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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Petersen Hastings Portal
Petersen Hastings Investment Management Inc
★ 5.02 ratingsFinanceFreeData updated 2026-09-09
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BridgePort Financial Solutions
BRIDGEPORT FINANCIAL SOLUTIONS, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Old National Wealth
Old National Bancorp
★ 2.33 ratingsBusinessFreeData updated 2026-09-14
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Park National Bank Wealth
Park National Corporation
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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ambwealth Client App
Allen, Mooney & Barnes Brokerage Services, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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NS Wealth
NS Wealth Solution Private limited
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Simmons Wealth Management
Simmons Bank
★ 2.52 ratingsFinanceFreeData updated 2026-09-26
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Thrive Wealth
Thrive Wealth Management, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-13
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Beacon Pointe Advisors
Beacon Pointe Holdings, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Krilogy
Krilogy Financial, LLC
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Colonial Trust
Colonial Trust Company
★ 5.01 ratingsFinanceFreeData updated 2026-09-06
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First Financial Wealth
First Financial Corporation
★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Evermay Wealth Management, LLC
Evermay Wealth Management, LLC
★ 5.01 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.