Best apps like Aureus Asset Management

9+ similar apps compared and reviewed

4.3 avg rating
9 free apps
Updated August 2026
Aureus Asset Management
Aureus Asset Management
Aureus Asset Management, LLC

Whether you want more options like Aureus Asset Management or a completely different take on the same concept, our curated list of 9+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to Aureus Asset Management

ICR Conference 2026#1

ICR Conference 2026 by ICR,LLC

25th Anniversary
Editor's Choice
💰 Finance
4.4(7 ratings)
Free
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This app provides access to information for a major financial conference. Attendees can view speaker details, session schedules, and network with other participants. It's designed for professionals in the finance and investment community.

Fidelity Charitable#3

Fidelity Charitable by Fidelity Investments

Worth Considering
💰 Finance
4.0(20 ratings)
FreeAds
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Manage your charitable giving on the go. This app allows you to open a Giving Account, recommend grants to your favorite organizations, and track the status of your contributions and future recommendations. It also provides tools to manage your investment selections and account details.

More apps like Aureus Asset Management

4
Loring, Wolcott & Coolidge
Loring, Wolcott & Coolidge
Loring, Wolcott & Coolidge
by Loring Wolcott and Coolidge
Free
💰 Finance
(0)
5
Brown Brothers Harriman
Brown Brothers Harriman
Brown Brothers Harriman
Mobile Account Management
Free

Securely manage your investments and connect with your financial team on the go. Access account details, track performance, and receive important notifications.

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6
Amerant Investments
Amerant Investments
Amerant Investments
by Amerant Bank, N.A.
Free

Manage your investments on the go with this app. Access account balances, holdings, transaction history, and place equity trades. Stay updated on market information and quotes from your iPhone, iPad, or Apple Watch.

Account balances and holdingsTransaction historyOrder status tracking
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7
Mazlo Mobile
Mazlo Mobile
Mazlo Mobile
Nonprofit Finances
Free

Manage nonprofit and fiscal sponsor finances on a unified platform. Track vendor payments, organize contracts, and manage projects with team collaboration features. Streamline your organization's financial operations with trusted tools.

Nonprofit financial managementProject trackingVendor payment management
💰 Finance
(5)
free
8
SRI Federal Credit Union, CA
SRI Federal Credit Union, CA
SRI Federal Credit Union, CA
by SRI Federal Credit Union
Free
💰 Finance
(0)
9
SRECTrade LCFS Calculator
SRECTrade LCFS Calculator
SRECTrade LCFS Calculator
Model your fleet's LCFS value
Free

Model your fleet's annual credit allowance and projected value within the Low Carbon Fuel Standard (LCFS) program. Follow three simple steps to generate an estimated gross value from LCFS credit sales and share results via email.

Model annual credit allowanceProject LCFS credit valueEstimate gross value from credit sales
💰 Finance
(11)
ad-supported