Best apps like Balboa Wealth

10+ similar apps compared and reviewed

4.3 avg rating
10 free apps
Updated August 2026
Balboa Wealth
Balboa Wealth
Balboa Wealth Partners, Inc.

Looking for something like Balboa Wealth? 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 Balboa Wealth

More apps like Balboa Wealth

4
Advisor360°
Advisor360°
Advisor360°
Your Practice, In Your Pocket!
Free

This app provides secure mobile access for financial advisors to manage client information, place trades, and communicate with clients. It offers quick business insights, performance tracking, and workflow management tools.

Secure business accessQuick business insightsTrade execution and order status
💰 Finance
(3)
free
5
Reimburse for Nonprofits
Reimburse for Nonprofits
Reimburse for Nonprofits
by Samaritan's Purse
Free

This app helps nonprofit employees easily track and submit expenses like mileage, meals, and lodging. Users can capture receipts, categorize expenses, and assign them to reports for accountability or personal records. It supports various currencies and offers individual or enterprise integration.

Quick expense capture with receipt imageCategorize mileage, meals, lodging, and moreAssign expenses to reports for tracking
💰 Finance
(4)
free
6
AgFed Mobile
AgFed Mobile
AgFed Mobile
by Agriculture Federal Credit Union
Free

Manage your finances on the go with this secure and fast mobile tool. Organize transactions with notes and photos, set balance alerts, and easily make payments or transfer funds. Deposit checks, manage your debit card, and find nearby branches and ATMs.

Organize transactions with tags, notes, and receipt photosSet balance alertsMake payments and transfer money
💰 Finance
(693)
ad-supported
7
SafraLink
SafraLink
SafraLink
by SAFRA NATIONAL BANK OF NEW YORK
Free

Manage your financial assets and simplify your finances with this app. Explore digital services to save time and gain convenience in controlling your money.

Simplify financesManage accountsSave time
💰 Finance
(15)
free
8
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC.
Free

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Wealth management toolsAdvisor collaborationFinancial planning access
💰 Finance
(25)
free
9
EBT Helper: Benefits & Balance
EBT Helper: Benefits & Balance
EBT Helper: Benefits & Balance
Food Stamps & SNAP Guide
Free

Manage your EBT card spending and income with this guide to the SNAP program. Track transactions, find nearby offices and stores, and check eligibility. A premium subscription unlocks exclusive deals and the latest program news.

EBT balance trackingTransaction history loggingSNAP office locator
💰 Finance
(4)
free with in-app purchases
10
SavingsBox App
SavingsBox App
SavingsBox App
Savings | Investment | Jolly
Free

Achieve your financial goals with smart savings and investment tools. Protect against inflation with unique shopping plans for essentials and enjoy secure, easy withdrawals. Get 24/7 support for your financial journey.

Personalized savings goalsSmart investment optionsInflation-hedged shopping plans
💰 Finance
(3)
free