Best apps like Ferguson Wellman

9+ similar apps compared and reviewed

4.8 avg rating
9 free apps
Updated August 2026
Ferguson Wellman
Ferguson Wellman
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.

Looking for something like Ferguson Wellman? We've analyzed 9+ 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

Holistic Planning+#2

Holistic Planning+ by Uptick Partners, LLC

Planning with Purpose
Strong Contender
💰 Finance
5.0(2 ratings)
Free
Holistic Planning+ screenshot 1
Holistic Planning+ screenshot 2
Holistic Planning+ screenshot 3
Holistic Planning+ screenshot 4

Access and monitor your investment portfolios from any device. View real-time trades, transactions, holdings, and performance. Sync held-away accounts and receive important notifications from your advisor.

More apps like Ferguson Wellman

4
Summit Bank (OR) Business
Summit Bank (OR) Business
Summit Bank (OR) Business
by Summit Bank OR
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Manage your business finances conveniently and securely from your mobile device. Check balances, view transactions, deposit checks, and approve pending transactions anytime, anywhere.

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Summit Bank(OR) Mobile Banking
Summit Bank(OR) Mobile Banking
Summit Bank(OR) Mobile Banking
by Summit Bank OR
Free

Manage your finances on the go with this quick and easy mobile banking app. Check balances, transfer funds, and pay bills conveniently from your device. Available for free to account holders.

Check account balancesTransfer moneyPay bills
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BUNKER: Invest in the US
BUNKER: Invest in the US
BUNKER: Invest in the US
Intelligent investments
Free

Invest in the US stock market from anywhere with this app. It offers automated portfolio creation and management based on your risk profile, along with financial education resources.

Open US investment accountInvestor profile questionnaireAI-powered robo-advisor portfolios
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Fast British GBP converter
Fast British GBP converter
Fast British GBP converter
GBP currency converter
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Easily convert British Pounds to over 90 world currencies and 60 cryptocurrencies. This handy tool also functions as a calculator and discount tool, with automatic rate updates and offline access.

Instant currency conversionIntegrated calculatorDiscount calculation tool
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8
Clackamas County Bank
Clackamas County Bank
Clackamas County Bank
by Clackamas County Bank Mobile Internet Banking
Free

Manage your finances on the go with this mobile banking app. Check balances, transfer funds, pay bills, and deposit checks remotely. Secure sign-on options enhance your banking experience.

Check account balancesSearch transactionsTransfer funds between accounts
💰 Finance
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free with in-app purchases
9
Modearn
Modearn
Modearn
by Morton Wealth
Free

This app provides personalized financial advice and wealth management services for Gen X and Millennials. It helps clients with career opportunities, executive compensation, tax strategies, investment management, and estate planning. Users can track investments and chat with their advisor.

Personalized financial adviceInvestment account trackingDirect messaging with advisor
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