Best apps like Concentus

10+ similar apps compared and reviewed

5.0 avg rating
10 free apps
Updated September 2026
Concentus
Concentus
Concentus Wealth Advisors

Looking for something like Concentus? 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 Concentus

Curio Wealth#3

Curio Wealth by Curio Wealth, LLC

Curio Wealth
Worth Considering
💰 Finance
5.0(2 ratings)
Free
Curio Wealth screenshot 1
Curio Wealth screenshot 2
Curio Wealth screenshot 3
Curio Wealth screenshot 4
Curio Wealth screenshot 5
Curio Wealth screenshot 6

Access your investment portfolio and stay updated on market trends and financial planning. Connect with your team via direct messaging and scheduled calls, and receive timely alerts for important events. Share valuable financial insights with family and friends.

More apps like Concentus

4
Modearn
Modearn
Modearn
by Morton Wealth
Free

This app provides personalized financial advice and wealth management services for Gen X and Millennials. It helps clients with career opportunities, executive compensation, tax strategies, investment management, and estate planning. Users can track investments and chat with their advisor.

Personalized financial adviceInvestment account trackingDirect messaging with advisor
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5
Creidim Wealth
Creidim Wealth
Creidim Wealth
Creidim Wealth
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6
Certified Financial Group
Certified Financial Group
Certified Financial Group
Certified Financial Group
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7
Concenture Wealth
Concenture Wealth
Concenture Wealth
Concenture
Free

This app connects clients with their Registered Investment Advisors, offering a personalized experience. It allows users to view firm news, attend virtual meetings, access market insights, and communicate privately with their advisor. It also facilitates inviting family members to learn from trusted professionals.

Firm newsfeed accessScheduled Zoom calls with advisorMarket insights from advisor
💰 Finance
(2)
free
8
Robertson Stephens WM
Robertson Stephens WM
Robertson Stephens WM
Robertson Stephens
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9
Bridlewood Private Wealth
Bridlewood Private Wealth
Bridlewood Private Wealth
Bridlewood Private Wealth
Free

Stay informed on market trends and financial planning with timely content. Communicate directly with your financial team and receive alerts for important events. Access curated news, newsletters, and podcasts to enhance your financial knowledge.

Market trend contentFinancial planning insightsDirect client-team messaging
💰 Finance
(1)
free
10
Strong Valley App
Strong Valley App
Strong Valley App
Strong Valley
Free
💰 Finance
(0)