Best apps like EquateMobile

10+ similar apps compared and reviewed

4.6 avg rating
10 free apps
Updated July 2026

Whether you want more options like EquateMobile 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 EquateMobile

T. Rowe Price Personal®#1

T. Rowe Price Personal® by T. Rowe Price

INVEST WITH CONFIDENCE®
Editor's Choice
💰 Finance
4.6😞(23K ratings)
Free
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Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

What We Love

  • 🚀 Fast and efficient
  • 💡 Useful features
  • 👍 User-friendly

Room to Improve

  • 🐛 Crashes and bugs
  • 🔋 Performance issues
  • 📉 Inaccurate data and glitches
Fidelity Health®#2

Fidelity Health® by Fidelity Investments

Health benefits + expenses
Strong Contender
💰 Finance
4.9😊(24K ratings)
Free
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Manage your employer-sponsored health benefits and healthcare expenses with ease. Access coverage details, store ID cards, track HSA/FSA balances, and pay providers directly. Simplify your healthcare financial management on the go.

What We Love

  • 👍 Easy to use
  • 🚀 Fast and responsive
  • 💳 Convenient for HSA reimbursements
  • 🔍 Helpful for managing health finances

Room to Improve

  • 🐛 Occasional crashes or errors
  • 🔒 Strict 2-factor authentication can be inconvenient
  • 📱 Compatibility issues with older iOS versions
NetBenefits#3

NetBenefits by Fidelity Investments

Fidelity workplace benefits
Worth Considering
💰 Finance
4.6😞(29K ratings)
Free
#47in Finance
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Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

What We Love

  • 👍 Easy to use
  • 🚀 Convenient mobile access
  • 🔒 Secure document upload
  • 💡 Helpful retirement planning tools

Room to Improve

  • 🐛 Buggy and glitchy
  • 🕸️ Feels like a mobile website, not a true app
  • 🤔 Confusing navigation and user experience

More apps like EquateMobile

4
Stock Plan
Stock Plan
Stock Plan
Morgan Stanley at Work
Free

Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

View stock plan account balance and activityCheck award vesting schedulesSell shares and exercise options
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5
Brightside Financial
Brightside Financial
Brightside Financial
Financial Care starts here
Free

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

On-demand financial assistantsTailored financial solutionsDebt management tools
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6
Computershare Investor Centre
Computershare Investor Centre
Computershare Investor Centre
Your portfolio. In your pocket
Free

Manage your shareholdings conveniently on the go. Access your portfolio, download important documents, and track your investments securely. You can also manage holding details and buy or sell shares.

Access portfolioDownload tax formsTrack investments
💰 Finance
(1.4K)
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7
Shareworks
Shareworks
Shareworks
Morgan Stanley at Work
Free

Manage your equity plan on the go. View your portfolio, track events, and complete transactions like selling shares or exercising options. Securely access your financial data and manage your employee stock purchase plan.

Manage and forecast portfolioTrack past and future eventsView ESPP holdings
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8
CitiManager – Corporate Cards
CitiManager – Corporate Cards
CitiManager – Corporate Cards
For corporate card users only
Free

Manage your corporate credit card account on the go. View statements, balances, credit limits, and recent transactions. Enhanced security features like biometric authentication and one-time passwords are included for convenient and secure access to your account information.

View account summariesAccess previous statementsCheck current balances
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9
HSA Bank
HSA Bank
HSA Bank
Own your health & wealth™
Free

Manage your health and benefit accounts with ease. Access balances, track transactions, make contributions, and file claims. Plan for the future with investment management and a contribution planner tool.

Account balance and transaction historyContribution managementReimbursement and claim filing
💰 Finance
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10
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Account and cash managementBudgeting and spending trackingFinancial tools
💰 Finance
(63K)
free