Best apps like Cogent Wealth

23+ similar apps compared and reviewed

3.2 avg rating
10 free apps
Updated July 2026

Cogent Wealth is great, but it's not the only option. Explore 23+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Cogent Wealth

AVANT Events#1

AVANT Events by AVANT Communications, Inc

Editor's Choice
💼 Business
5.0(2 ratings)
Free
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This platform empowers IT decision-makers and trusted advisors by providing sales training, networking opportunities, and market research. It aims to facilitate business transformation and navigate the evolving landscape of enterprise technology.

Redtail Speak#2

Redtail Speak by Redtail Technology, Inc.

Strong Contender
💼 Business
2.2(18 ratings)
FreeAds
Redtail Speak screenshot 1
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This app provides a secure and compliant platform for financial advisors to text message clients and collaborate with staff. It offers real-time communication, automatic archiving, and integration with CRM systems for enhanced client relationships and team efficiency.

SFNet Connect#3

SFNet Connect by SWAPCARD CORPORATION

Worth Considering
💼 Business
4.0(5 ratings)
FreeAds
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This app connects professionals in the secured finance industry. It facilitates networking, provides access to industry data and insights, and fosters collaboration through various events and communities.

More apps like Cogent Wealth

4
ArtCloud Manager
ArtCloud Manager
ArtCloud Manager
Art Gallery Software
Free

Manage your art gallery inventory, create invoices, and email tear sheets directly from your iPhone or iPad. This business tool allows for quick edits and access to your account from anywhere.

Edit inventory on the goEmail tear sheetsCreate invoices
💼 Business
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free
5
SBIA Small Business Investor
SBIA Small Business Investor
SBIA Small Business Investor
by Small Business Investor Alliance Inc
Free
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AVANT Summit
AVANT Summit
AVANT Summit
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7
Genworth MobilePRO
Genworth MobilePRO
Genworth MobilePRO
by Genworth North America Corporation
Free

Access key business features from a leading financial security company on your iPhone or iPad. Track pending applications, view sales appointments, review commission statements, and manage your long-term care business.

Track pending applicationsView OK to Sell appointmentsReview commission statements
💼 Business
(8)
free
8
Artlogic PrivateViews
Artlogic PrivateViews
Artlogic PrivateViews
by Artlogic Media Limited
Free

This app allows creative professionals to present and share images of their work with clients offline. Collectors can view and store updated presentations until they expire. A demo is available for new users.

Offline image presentationShare image detailsSend presentation links via email
💼 Business
(4)
free
9
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases
10
myNumotion
myNumotion
myNumotion
myNumotion Customer App
Free

Access real-time order updates, schedule appointments, and communicate directly with support representatives. This app simplifies the mobility equipment journey for users by providing self-service tools and information.

Real-time order informationSchedule appointmentsLive chat with representatives
💼 Business
(47)
free