Best apps like Beacon Pointe Advisors

10+ similar apps compared and reviewed

4.8 avg rating
9 free apps
Updated July 2026
Beacon Pointe Advisors
Beacon Pointe Advisors
Beacon Pointe Holdings, LLC

Looking for something like Beacon Pointe Advisors? 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 Beacon Pointe Advisors

Endeavor Bank#2

Endeavor Bank by Endeavor Bank

Strong Contender
💰 Finance
4.8(201 ratings)
Free
Endeavor Bank screenshot 1
Endeavor Bank screenshot 2
Endeavor Bank screenshot 3
Endeavor Bank screenshot 4

Manage all your financial accounts in one place, including those from other institutions. Track transactions with tags and notes, set balance alerts, make payments, and transfer funds. Deposit checks remotely, manage your debit card, and access statements securely.

CUSA FCU#3

CUSA FCU by CUSA FEDERAL CREDIT UNION

Worth Considering
💰 Finance
5.0(1 ratings)
Free
CUSA FCU screenshot 1
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CUSA FCU screenshot 4

Manage your finances on the go with this app. View account balances, track transaction history, transfer funds, and pay loans securely. It also offers secure messaging and fingerprint login for added convenience.

More apps like Beacon Pointe Advisors

4
Primary Bank
Primary Bank
Primary Bank
by Primary Bank
Free

Manage your personal finances with this secure and fast application. Organize transactions with tags and notes, set balance alerts, make payments, and transfer funds. Deposit checks, manage your debit card, and access statements easily.

Organize transactions with tags, notes, and photosSet balance alertsMake payments and transfer money
💰 Finance
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5
Metropolitan Soft Token
Metropolitan Soft Token
Metropolitan Soft Token
Metropolitan Commercial Bank
Free
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6
12Calc
12Calc
12Calc
by Ernest Brock
$8.99

This app provides a full-featured financial calculator experience, replicating the functionality of a popular physical model. It offers an audit tape for tracking calculations, a unit converter with currency exchange rates, and various worksheets with interactive graphs for financial analysis. Optimized for modern devices with high-resolution graphics and support for multiple orientations.

HP12C emulationAudit tape for calculation historyUnit and currency converter
💰 Finance
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7
CreditSights
CreditSights
CreditSights
Credit Market Research
Free

Access independent credit research and comprehensive market insights on your mobile device. Stay connected with timely data, news, and unbiased analysis to make well-informed credit decisions and manage risk effectively.

Direct mobile feed accessCompany information and metricsOffline article saving
💰 Finance
(79)
free
8
Pocketnest
Pocketnest
Pocketnest
by PocketNest Inc.
Free

This app guides you through financial planning themes with step-by-step instructions. It securely links to your accounts, asks questions, and provides actionable to-dos tailored to your financial situation. No finance degree or meetings are required.

Step-by-step financial planning guidanceSecure bank account linkingPersonalized actionable to-dos
💰 Finance
(184)
ad-supported
9
Envestnet Client View
Envestnet Client View
Envestnet Client View
by Envestnet Financial Technologies, Inc.
Free

Manage your finances and work towards your financial goals with this app. It offers tools to simplify your financial life, suitable for both beginners and experienced individuals.

Financial goal achievementSimplified financial managementTools for investors
💰 Finance
(11)
free
10
Mass Bay Credit Union
Mass Bay Credit Union
Mass Bay Credit Union
by Mass Bay Credit Union
Free

Manage all your financial accounts from different institutions in one place. Track transactions, set alerts, make payments, transfer funds, and deposit checks remotely. Secure your account with biometric options.

Aggregate financial accountsOrganize transactions with tags and notesSet balance alerts
💰 Finance
(1.8K)
free with in-app purchases