Best apps like Dorsey & Company

10+ similar apps compared and reviewed

4.0 avg rating
10 free apps
Updated July 2026
Dorsey & Company
Dorsey & Company
Stephens Financial Services, LLC

Whether you want more options like Dorsey & Company 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 Dorsey & Company

More apps like Dorsey & Company

4
Weston Banks Client Portal
Weston Banks Client Portal
Weston Banks Client Portal
by Weston Banks & Company, LLC
Free

Access your investment portfolio and financial data through a streamlined and intuitive interface. This application requires authorized user access, with requests managed through your financial team.

Portfolio data accessSimple interfaceElegant design
💰 Finance
(1)
free
5
Seashore Wealth Management
Seashore Wealth Management
Seashore Wealth Management
by Seashore Wealth Management, LLC
Free

Access your investment portfolio data through a streamlined and intuitive interface. Requires authorization as an existing client to log in and view your financial information.

Portfolio data accessSimple interfaceElegant design
💰 Finance
(1)
free
6
ARK Financial Client Portal
ARK Financial Client Portal
ARK Financial Client Portal
by Ark Financial Management, LLC
Free

Access your investment portfolio data through a streamlined and intuitive mobile interface. Requires authorization and is intended for existing clients of ARK Financial Management.

Portfolio data accessSimple interfaceElegant design
💰 Finance
(1)
free
7
Tolleson Wealth Management
Tolleson Wealth Management
Tolleson Wealth Management
by Tolleson Management LP
Free
💰 Finance
(0)
8
OWM Client Portal
OWM Client Portal
OWM Client Portal
by ADOFAM, INC
Free
💰 Finance
(0)
9
MONEY MANAGEMENT SERVICES
MONEY MANAGEMENT SERVICES
MONEY MANAGEMENT SERVICES
by Money Management Services, Inc
Free
💰 Finance
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10
Prospera Client Portal
Prospera Client Portal
Prospera Client Portal
by Prospera Financial Services, Inc
Free

Access your financial portfolio data through a streamlined interface. Requires authorization as a Prospera client to log in and view your investment information.

Access portfolio dataSimple interfaceElegant design
💰 Finance
(1)
free