Best apps like Alluvial

10+ similar apps compared and reviewed

5.0 avg rating
10 free apps
Updated September 2026
Alluvial
Alluvial
Alluvial Private Wealth

Alluvial 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 Alluvial

More apps like Alluvial

4
Team Hewins, LLC
Team Hewins, LLC
Team Hewins, LLC
by Team Hewins, LLC
Free

Manage your finances with a secure, intuitive mobile dashboard. Track investments, generate reports, and securely store important documents. This tool offers a comprehensive overview of your financial health.

Interactive financial dashboardDynamic investment reportsSecure document vault
💰 Finance
(3)
free
5
Crescent Harbor Private Wealth
Crescent Harbor Private Wealth
Crescent Harbor Private Wealth
Crescent Harbor
Free
💰 Finance
(0)
6
Curio Wealth
Curio Wealth
Curio Wealth
Curio Wealth
Free

Access your investment portfolio and stay updated on market trends and financial planning. Connect with your team via direct messaging and scheduled calls, and receive timely alerts for important events. Share valuable financial insights with family and friends.

View investment portfolio performanceAccess market trends and financial planning contentDirect messaging with your team
💰 Finance
(2)
free
7
Cedar Gap Wealth Management
Cedar Gap Wealth Management
Cedar Gap Wealth Management
Cedar Gap
Free
💰 Finance
(0)
8
Modearn
Modearn
Modearn
by Morton Wealth
Free

This app provides personalized financial advice and wealth management services for Gen X and Millennials. It helps clients with career opportunities, executive compensation, tax strategies, investment management, and estate planning. Users can track investments and chat with their advisor.

Personalized financial adviceInvestment account trackingDirect messaging with advisor
💰 Finance
(1)
free
9
Creidim Wealth
Creidim Wealth
Creidim Wealth
Creidim Wealth
Free
💰 Finance
(0)
10
Concenture Wealth
Concenture Wealth
Concenture Wealth
Concenture
Free

This app connects clients with their Registered Investment Advisors, offering a personalized experience. It allows users to view firm news, attend virtual meetings, access market insights, and communicate privately with their advisor. It also facilitates inviting family members to learn from trusted professionals.

Firm newsfeed accessScheduled Zoom calls with advisorMarket insights from advisor
💰 Finance
(2)
free