Best apps like Coastal Bridge Advisors

22+ similar apps compared and reviewed

4.3 avg rating
10 free apps
Updated September 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 22+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to Coastal Bridge Advisors

More apps like Coastal Bridge Advisors

4
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
(7)
free
5
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
💰 Finance
(142)
ad-supported
6
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
7
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
8
Farther: Invest & Save
Farther: Invest & Save
Farther: Invest & Save
Savings, investments, advice
Free

This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.

Personalized financial adviceAlgorithmically-managed portfoliosTax-reducing strategies
💰 Finance
(183)
free
9
Bankwell Mobile Banking
Bankwell Mobile Banking
Bankwell Mobile Banking
by Bankwell Bank
Free

Manage your personal and business finances securely from your device. Check balances, transfer funds, deposit checks, and view transaction history anytime, anywhere. Approve business transactions and find branch information with ease.

Check balances 24/7Transfer fundsMobile check deposit
💰 Finance
(390)
free
10
BNY Pershing Access
BNY Pershing Access
BNY Pershing Access
NetXInvestor
Free

Access your investment accounts securely on the go. View statements, balances, holdings, and account activity. Deposit checks, pay bills, and access market research.

View account statements and tax documentsAccess balances and portfolio holdingsMonitor account activity and cash flow
💰 Finance
(68)
free