Best apps like Aldrich Wealth

10+ similar apps compared and reviewed

4.2 avg rating
10 free apps
Updated August 2026
Aldrich Wealth
Aldrich Wealth
Aldrich Wealth Advisors

Aldrich Wealth is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Aldrich Wealth

Fisher Market Insights#2

Fisher Market Insights by Fisher Investments, Inc.

Our latest analysis and tips
Strong Contender
πŸ’° Finance
3.3(47 ratings)
Free
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Access market analysis, economic insights, and investment trends from seasoned professionals. Explore articles, videos, and podcasts to stay informed on global markets and investor sentiment. Share valuable content easily within the app.

Jump AI#3

Jump AI by Accio, Inc.

AI for wealth managers
Worth Considering
πŸ’° Finance
4.9(1.1K ratings)
Free
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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.

More apps like Aldrich Wealth

4
Nordstrom FCU
Nordstrom FCU
Nordstrom FCU
by Nordstrom Federal Credit Union
Free

Manage your finances on the go with secure access to your accounts. View balances, review history, transfer funds, pay bills, and deposit checks remotely. Experience member-owned banking with competitive rates and tailored loan terms.

View account balancesReview account historySend and receive funds
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5
PTB Business Mobile
PTB Business Mobile
PTB Business Mobile
by Pioneer Trust Bank
Free

Manage your Pioneer Trust Bank business accounts on the go. Check balances, view transactions, deposit checks remotely, and approve pending transactions. Securely access your finances from virtually any location.

Check business account balancesView recent transactionsDeposit checks via photo
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6
Northwest Bank Commercial
Northwest Bank Commercial
Northwest Bank Commercial
Serving ID, OR, WA
Free

This app offers a secure and comprehensive suite of commercial banking tools for businesses. Manage accounts, initiate transfers and payments, and deposit checks remotely from anywhere. It provides essential financial management capabilities for business owners.

Account monitoringPayment initiationACH and wire transfers
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(1)
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7
Frec: Tax-aware investing
Frec: Tax-aware investing
Frec: Tax-aware investing
Direct indexing & long short
Free

Manage investments and control your financial future with direct indexing, customizable portfolios, and tax-loss harvesting. Access cash through a portfolio line of credit and earn more on idle cash with secure Treasury options.

Direct indexing with customizable stock/sector weightsLong/short direct indexing for factor tiltsDiversify concentrated stocks with minimal tax impact
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free with in-app purchases
8
Advantage Mortgage: Approve U
Advantage Mortgage: Approve U
Advantage Mortgage: Approve U
by Advantage Mortgage Inc
Free

This app simplifies the home loan process for homebuyers, homeowners, and real estate agents. It offers tools to compare lending scenarios, calculate refinancing costs, and assess homeownership affordability. Users can also upload documents and access contact information for loan officers and agents.

Compare lending scenariosCalculate refinancing savingsAssess homeownership affordability
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(5)
free
9
CME Group E-quotes
CME Group E-quotes
CME Group E-quotes
by CME Group Inc.
Free

Access real-time streaming quotes and news for CME Group products. Monitor markets, view contract details, and set price alarms with customizable tools and indicators. Requires an existing CME E-quotes account.

Real-time streaming quotesMarket data monitoringContract details
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10
ResEdge by Residential Mtg
ResEdge by Residential Mtg
ResEdge by Residential Mtg
by Residential Mortgage LLC
Free

Streamline your home loan process with this secure mobile tool. Submit documents, compare loan programs, and use mortgage calculators to estimate payments and savings. Connect directly with your loan originator for a faster closing.

Compare loan programsElectronically sign documentsSecure document submission
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(4)
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