Best apps like Crownmark Wealth

10+ similar apps compared and reviewed

4.4 avg rating
10 free apps
Updated August 2026

Whether you want more options like Crownmark Wealth or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to Crownmark Wealth

GS Custody Solutions#3

GS Custody Solutions by Goldman Sachs

Worth Considering
💰 Finance
4.3(11 ratings)
Free
GS Custody Solutions screenshot 1
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Access portfolio summaries, positions, and transaction history on your mobile device. Securely manage high-priority items and view account balances and personal profile details. Offers on-the-go capabilities for modern clients.

More apps like Crownmark Wealth

4
GenTeck Connect Mobile
GenTeck Connect Mobile
GenTeck Connect Mobile
Genesis Bank App for Business
Free
💰 Finance
(0)
5
Hightower Black Diamond
Hightower Black Diamond
Hightower Black Diamond
by HIGHTOWER HOLDING LLC
Free

Access your Black Diamond client portal and financial reports on the go. Requires authorization as a Hightower client. Contact your advisor to request access.

Mobile access to Black Diamond portalView financial reportsClient-specific access
💰 Finance
(8)
free
6
Crump Life Insurance Services
Crump Life Insurance Services
Crump Life Insurance Services
Instant quotes and case status
Free

This app simplifies the life insurance sales process by offering instant quotes and real-time case status updates. It integrates with existing systems, allowing users to submit applications, manage documents, and communicate with clients seamlessly.

Instant quoting for approved carriersReal-time case status notificationsApplication submission and drop tickets
💰 Finance
(8)
free
7
Citizens Bank & Trust Co. Mob.
Citizens Bank & Trust Co. Mob.
Citizens Bank & Trust Co. Mob.
by Citizens Bank & Trust Company of Ardmore
Free

Manage your bank accounts, view balances, and track transactions on the go. Easily pay bills, transfer funds, and locate branches or ATMs. Receive customizable alerts for deposits, checks, and balance levels for enhanced financial awareness.

View account balances and transaction historyPay bills and transfer moneyFind ATM and branch locations
💰 Finance
(433)
free with in-app purchases
8
DNS TRANSACT
DNS TRANSACT
DNS TRANSACT
Transact
Free

This app provides cloud-based ATM management and monitoring services for registered customers. It offers features like transaction processing, security, fraud management, and real-time alerts for ATM terminals. The goal is to enhance ATM estate profitability and efficiency.

Cloud-based ATM ManagementReal-time ATM Terminal AlertsTransaction Processing & Security
💰 Finance
(7)
free
9
myBank of Madison
myBank of Madison
myBank of Madison
by Bank of Madison
Free

Manage your finances on the go with this secure banking app. It offers tools to monitor your accounts, make payments, transfer funds, deposit checks remotely, and access customer support.

Account balance alertsMake paymentsTransfer funds
💰 Finance
(415)
free
10
MyPeach
MyPeach
MyPeach
by Peach State Bank & Trust
Free

Manage all your financial accounts, including those from other institutions, in one convenient place. Track transactions, set alerts, make payments, transfer funds, and deposit checks with ease. Secure your finances with advanced login options and easily locate branches and ATMs.

Aggregate all financial accountsOrganize transactions with tags and notesSet balance alerts
💰 Finance
(824)
free with in-app purchases