Best apps like EQ Wealth Advisors

10+ similar apps compared and reviewed

3.7 avg rating
10 free apps
Updated July 2026

EQ Wealth Advisors 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 EQ Wealth Advisors

Hantz Group#1

Hantz Group by Hantz Group

Hantz Group
Editor's Choice
💰 Finance
4.3(48 ratings)
Free
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Manage your personal finances with ease. Stay informed about your financial status and track your investments directly from your mobile device.

TradeGenius: Insider Trading#2

TradeGenius: Insider Trading by Mook Ltd

Trade Like Congress
Strong Contender
💰 Finance
4.8(1.2K ratings)
FreeAdsIn-App Purchases
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This app uses AI to analyze publicly disclosed trades from political leaders and corporate insiders, providing clear, actionable insights for traders. It offers real-time alerts on insider transactions, historical performance analysis, and daily market briefs to help users make informed investment decisions.

Morningstar for Advisors#3

Morningstar for Advisors by Morningstar, Inc.

Worth Considering
💰 Finance
3.8(12 ratings)
Free
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This app digitizes client portfolio information for financial advisors, allowing them to capture, crop, and create portfolio scenarios. It provides access to client accounts and market insights on the go, enhancing advisor efficiency and client connection.

More apps like EQ Wealth Advisors

4
Vtrade Touch
Vtrade Touch
Vtrade Touch
by VisionMax (Private) Limited
Free

This application allows Trec Holders of Pakistan Stock Exchange Limited to monitor the market. It provides essential tools for tracking stock performance and making informed investment decisions.

Market Watch for Trec HoldersPakistan Stock Exchange monitoringInvestment tracking tools
💰 Finance
(11)
free
5
Northpointe Bank Mobile
Northpointe Bank Mobile
Northpointe Bank Mobile
by Northpointe Bank
Free

Manage your deposit accounts conveniently and securely from your mobile device. View balances, transaction history, transfer funds, pay bills, and send money to friends and family.

View account balancesView transaction historyTransfer funds between accounts
💰 Finance
(913)
free
6
Bitkit: Bitcoin Wallet
Bitkit: Bitcoin Wallet
Bitkit: Bitcoin Wallet
Self Custody Lightning Wallet
Free

This app provides a self-custodial Bitcoin wallet, enabling users to manage their funds, make instant payments globally, and control their digital assets. It offers features like a built-in Lightning node and customizable transaction fees for enhanced financial freedom.

Self-custodial Bitcoin walletInstant global paymentsBuilt-in Lightning node
💰 Finance
(10)
free
7
Black Diamond Wealth Platform
Black Diamond Wealth Platform
Black Diamond Wealth Platform
by Black Diamond Performance Reporting, LLC
Free

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

Portfolio data accessSimple interfaceElegant design
💰 Finance
(95)
free
8
Coinbase Prime Approvals
Coinbase Prime Approvals
Coinbase Prime Approvals
For Institutional Clients
Free

This mobile app allows institutional clients to manage their portfolios and approve transactions remotely. It offers expedited transaction times and secure authentication using hardware keys, mirroring the security of the web platform.

Portfolio access on the goExpedite transaction approvalsMobile video verification
💰 Finance
(30)
free
9
Virtus Funds Account Access
Virtus Funds Account Access
Virtus Funds Account Access
by Virtus Investment Partners, Inc.
Free

Manage your mutual fund accounts securely and conveniently from your mobile device. This app offers easy-to-use tools and enhanced fraud protection for your financial freedom.

Online account managementMutual fund accessMobile device management
💰 Finance
(2)
free
10
Genesis Finance
Genesis Finance
Genesis Finance
Manage your lease & loan
Free

Manage your Genesis auto loan or lease with this app. Track payments, view account details, and explore refinance or upgrade options. Enjoy a secure and intuitive financial management experience designed for Genesis owners.

Manage Genesis Finance accountSecure vehicle paymentsLoan insights and financial dashboard
💰 Finance
(173)
free