Best apps like Evergreen Wealth Solutions

9+ similar apps compared and reviewed

4.6 avg rating
9 free apps
Updated July 2026

Evergreen Wealth Solutions is great, but it's not the only option. Explore 9+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Evergreen Wealth Solutions

Finequities#2

Finequities by Finequities LLC

Investing Powered by AI
Strong Contender
💰 Finance
5.0(9 ratings)
FreeIn-App Purchases
Finequities screenshot 1
Finequities screenshot 2
Finequities screenshot 3
Finequities screenshot 4
Finequities screenshot 5
Finequities screenshot 6

Connect with other investors, access AI-powered insights, and trade stocks and ETFs commission-free. Observe and copy top-performing portfolios to inform your own investment strategies. A social platform designed for informed decision-making.

More apps like Evergreen Wealth Solutions

4
Ivy Invest: Build wealth
Ivy Invest: Build wealth
Ivy Invest: Build wealth
Alternative credit investments
Free

Access institutional-class investment strategies with a portfolio including private equity, venture capital, and real estate. This app offers a long-term approach to investing, managed by an experienced CIO, with regular liquidity windows.

Long-term portfolio buildingAlternative and traditional assetsInstitutional investment strategy
💰 Finance
(29)
free
5
Bank of the West BIZ Mobile
Bank of the West BIZ Mobile
Bank of the West BIZ Mobile
by BANK OF THE WEST (TX)
Free
💰 Finance
(0)
6
Rio Bank Business
Rio Bank Business
Rio Bank Business
by Rio Bank
Free

Manage your business finances conveniently and securely from your mobile device. Check balances, view transactions, deposit checks, and approve pending transfers. Receive real-time account alerts for better financial oversight.

Check account balancesView transaction historyDeposit checks via photo
💰 Finance
(1)
ad-supported
7
RMD Calculator
RMD Calculator
RMD Calculator
What's your RMD?
Free

Calculate your Required Minimum Distribution (RMD) from tax-deferred retirement accounts. This tool helps users determine their annual RMD based on account balance and age, as mandated by US government regulations for individuals 73 and older.

RMD calculationAge-based distributionAccount balance input
💰 Finance
(114)
free
8
OneLocal Bank Mobile Banking
OneLocal Bank Mobile Banking
OneLocal Bank Mobile Banking
by OneLocal Bank
Free

Manage your finances conveniently and securely from your mobile device. Check balances, transfer funds, deposit checks, pay bills, and control your debit and credit cards with advanced tools. Real-time alerts and robust security features keep you informed and protected.

Check account balances and transactionsTransfer money between accountsDeposit checks via photo
💰 Finance
(551)
free
9
COMMLink®
COMMLink®
COMMLink®
by Advisor360°, LLC
Free

This app allows financial advisors to manage their business on the go. It provides access to trading, money transfers, client contact information, and compensation reports directly from a smartphone or tablet.

Place tradesMove moneyConfirm balance transfers
💰 Finance
(33)
free