Best Addepar alternatives: apps like Addepar

10+ similar apps compared and reviewed

3.7 avg rating
10 free apps
Updated October 2026

Looking for something like Addepar? We've analyzed 10+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to Addepar

4.2(13 ratings)
Free
GS Custody Solutions screenshot 1
GS Custody Solutions screenshot 2
GS Custody Solutions screenshot 3
GS Custody Solutions screenshot 4
GS Custody Solutions screenshot 5
GS Custody Solutions screenshot 6

Access portfolio summaries, positions, and transaction history on your mobile device. Securely manage high-priority items and view account balances and personal profile details. Offers on-the-go capabilities for modern clients.

More apps like Addepar

4
Cresset
Cresset
Cresset
by Cresset Capital Management, LLC
Free
💰 Finance
(0)
5
NetX360® Mobile
NetX360® Mobile
NetX360® Mobile
by Pershing, LLC
Free

Conduct critical business operations on the go with a virtual office at your fingertips. Access client accounts, market data, and trading capabilities from anywhere. Stay informed with real-time updates and notifications to support your business.

Client account managementMarket data and watch listsReal-time alerts and notifications
💰 Finance
(75)
free
6
GS PWM
GS PWM
GS PWM
Wealth Management
Free

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

View portfolio market valueTrack investment resultsInitiate transfers
💰 Finance
(86)
free
7
Jump AI
Jump AI
Jump AI
AI for wealth managers
Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations
💰 Finance
(2K)
freemium
8
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.8K)
free
9
Goldman Sachs Marquee
Goldman Sachs Marquee
Goldman Sachs Marquee
Market insights and analytics
Free

Access market insights, research, and analytics from financial experts. Stay updated with curated content, podcasts, and interactive tools for informed decision-making.

Personalized market commentary feedCurated research and thematic contentLibrary of podcasts, interviews, and webinars
💰 Finance
(1.2K)
ad-supported
10
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
Schwab Advisor Center® Mobile
by The Charles Schwab Corporation
Free

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

Remote client account managementView account balances and positionsTrack submitted request statuses
💰 Finance
(42)
free