Best apps like Compass Finserve

10+ similar apps compared and reviewed

5.0 avg rating
10 free apps
Updated July 2026

Compass Finserve is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Compass Finserve

More apps like Compass Finserve

4
Finmonks
Finmonks
Finmonks
Finmonks Financial Studio LLP
Free
💰 Finance
(0)
5
IPO Ideas-IPO & Unlisted Share
IPO Ideas-IPO & Unlisted Share
IPO Ideas-IPO & Unlisted Share
IPO - Apply, Track & Grow
Free
💰 Finance
(0)
6
MM Wealth Vridhi
MM Wealth Vridhi
MM Wealth Vridhi
by MM WEALTH VRIDHI PRIVATE LIMITED
Free
💰 Finance
(0)
7
SURCOM
SURCOM
SURCOM
by SURAT COMMERCIAL PRIVATE LTD
Free

Track your investment portfolio, including mutual funds and equity shares. View detailed breakdowns of your assets, sector allocations, and scheme performance. Access your transaction history and the latest Net Asset Value (NAV).

Family Portfolio TrackingApplicant Portfolio TrackingAsset Allocation Details
💰 Finance
(2)
free
8
PMPK Wealth
PMPK Wealth
PMPK Wealth
by PMPK Wealth Private Limited
Free

This free finance app allows investors to track their mutual fund and equity share portfolios. It offers features like family and applicant portfolio views, asset and sector allocation details, and performance tracking. Financial calculators are also included to assist users.

Investor onboarding in 5 minutesPaperless processFamily and applicant portfolio tracking
💰 Finance
(2)
free
9
Fortune Finserve
Fortune Finserve
Fortune Finserve
by Fortune Finserve LLP
Free

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and generate detailed reports. Invest online in mutual funds and stay informed about your SIPs and insurance premiums.

Complete portfolio reportingHistorical performance trackingOnline mutual fund investment
💰 Finance
(1)
free
10
Masterstroke Online
Masterstroke Online
Masterstroke Online
by Masterstrokeonline
Free
💰 Finance
(0)