Best apps like Coastal Bridge Advisors

26+ similar apps compared and reviewed

4.4 avg rating
10 free apps
Updated July 2026
Coastal Bridge Advisors
Coastal Bridge Advisors
Coastal Bridge Advisors, LLC

Whether you want more options like Coastal Bridge Advisors or a completely different take on the same concept, our curated list of 26+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to Coastal Bridge Advisors

Morgan Stanley Matrix#1

Morgan Stanley Matrix by Morgan Stanley

Editor's Choice
💰 Finance
4.2(5 ratings)
Free
Morgan Stanley Matrix screenshot 1
Morgan Stanley Matrix screenshot 2
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Access exclusive institutional client features for market insights, prime brokerage management, and foreign exchange trading. Stay updated with real-time data, research, and order management capabilities on the go.

More apps like Coastal Bridge Advisors

4
Banx: your green banking app
Banx: your green banking app
Banx: your green banking app
100% digital and sustainable
Free

A 100% digital and sustainable banking app from Belgium. Open an account in under 5 minutes with a free essential account and debit card made from recycled plastic. Track your purchases' CO2 impact and enjoy eco-discounts.

100% digital and sustainable bankingOpen account in under 5 minutesFree essential account and debit card
💰 Finance
(1)
free
5
Stocks Bourse Alertes
Stocks Bourse Alertes
Stocks Bourse Alertes
US Bourse Stocks Alertes
Free

Gain an edge in the stock market with AI-powered trading signals and real-time data. Track unusual options flow, political trades, and social sentiment to make informed investment decisions.

AI-powered stock alertsOptions trading signalsUnusual options flow tracking
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free with in-app purchases
6
Texas Bridge Credit Union
Texas Bridge Credit Union
Texas Bridge Credit Union
by Texas Bridge Credit Union
Free

Manage your finances on the go with this credit union's mobile app. Access account balances, transfer funds, pay bills, and deposit checks remotely. It also offers debit card management for added convenience.

Check account balancesTransfer fundsPay bills
💰 Finance
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7
My NMB
My NMB
My NMB
by New Millennium Bank
Free

Manage your personal finances conveniently and securely with this mobile banking app. Check balances, view transactions, transfer funds between accounts, and deposit checks by taking pictures. Getting started is easy with your online banking credentials.

Check account balancesView recent transactionsTransfer money between accounts
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8
FTWA Wealth Access
FTWA Wealth Access
FTWA Wealth Access
by FifthThird Bank
Free

Access your personal financial accounts, view trades and transactions, and track your financial goals securely. This platform aggregates assets and liabilities from over 20,000 institutions, offering real-time portfolio views and document storage.

Real-time portfolio viewingIntelligent data aggregationSecure digital document vault
💰 Finance
(4)
free
9
Investment Portfolio
Investment Portfolio
Investment Portfolio
All your assets in one place
Free

Track a wide range of assets, including stocks, cryptocurrencies, and commodities, all in one place. Add transactions, view performance statistics, and customize currency displays. Your data remains private and secure.

Track equities, currencies, crypto, commodities, ETFs, and indicesAdd and manage transactionsDisplay prices in multiple currencies
💰 Finance
(0)
freemium
10
1CB Express Mobile
1CB Express Mobile
1CB Express Mobile
by MidFirst Bank
Free

Manage your finances on the go with this mobile banking application. Check balances, pay bills, deposit checks, and send money securely. Find nearby branches and ATMs, and access your electronic statements.

Check account balancesView recent transactionsPay bills
💰 Finance
(2)
ad-supported