Best apps like Ferguson Wellman

10+ similar apps compared and reviewed

5.0 avg rating
10 free apps
Updated July 2026
Ferguson Wellman
Ferguson Wellman
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Looking for something like Ferguson Wellman? We've analyzed 10+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to Ferguson Wellman

Waldron Client Portal#3

Waldron Client Portal by Waldron Private Wealth

Waldron
Worth Considering
💰 Finance
5.0(3 ratings)
Free
Waldron Client Portal screenshot 1
Waldron Client Portal screenshot 2
Waldron Client Portal screenshot 3

Access your financial information and connect with your wealth management team through a dedicated mobile application. This platform offers focused advice and simplifies financial decisions to help you achieve your goals.

More apps like Ferguson Wellman

4
Prosperity - An EisnerAmper Co
Prosperity - An EisnerAmper Co
Prosperity - An EisnerAmper Co
by EISNERAMPER LLP
Free
💰 Finance
(0)
5
FBG Private Wealth
FBG Private Wealth
FBG Private Wealth
by Fiduciary Benefits Group, Inc.
Free
💰 Finance
(0)
6
BKM Wealth
BKM Wealth
BKM Wealth
by BKM Wealth Management, LLC
Free

Access your financial accounts and view your complete financial picture on the go. Review your financial goals and priorities, and securely upload documents. Communicate directly with your financial advisor for personalized support.

Account accessFinancial overviewGoal review
💰 Finance
(3)
free
7
Nicholson WMG
Nicholson WMG
Nicholson WMG
by Nicholson Wealth Management Group, LLC
Free

Securely access your investment accounts, financial plans, and important documents. This app provides high-net worth families and institutions with investment counsel and risk management.

Secure account viewingInvestment plan accessDocument retrieval
💰 Finance
(2)
free
8
Braintrust Invest
Braintrust Invest
Braintrust Invest
Where smart money invests
Free

Access curated investment opportunities in private markets and premium banking. Offers professional portfolio management for wealth growth. Designed for investors seeking sophisticated financial solutions.

Curated investment offeringsPremium banking accessPrivate market investments
💰 Finance
(4)
ad-supported
9
CWM Portal
CWM Portal
CWM Portal
by Columbus Wealth Management LLC
Free

Access your complete financial overview, including your financial plan, net worth, and performance data. Securely store and retrieve important documents. This app is designed for clients of Columbus Wealth Management to manage their finances.

Financial plan viewingNet worth trackingPerformance data access
💰 Finance
(1)
free
10
Unrivaled WM
Unrivaled WM
Unrivaled WM
by Unrivaled Wealth Management LLC
Free

Access your entire financial overview, including your financial plan, net worth, and performance data. Securely store important documents in the vault. This app provides comprehensive financial planning and portfolio management services.

Complete financial pictureNet worth trackingPerformance data
💰 Finance
(2)
free