Best apps like Fidelity Charitable

10+ similar apps compared and reviewed

4.5 avg rating
10 free apps
Updated September 2026

Whether you want more options like Fidelity Charitable 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 Fidelity Charitable

Daffy: Save, Invest, Give#2

Daffy: Save, Invest, Give by Daffy Charitable Fund

The Donor-Advised Fund for You
Strong Contender
๐Ÿ’ฐ Finance
4.9๐Ÿ˜Š(528 ratings)
Free
Daffy: Save, Invest, Give screenshot 1
Daffy: Save, Invest, Give screenshot 2
Daffy: Save, Invest, Give screenshot 3
Daffy: Save, Invest, Give screenshot 4
Daffy: Save, Invest, Give screenshot 5
Daffy: Save, Invest, Give screenshot 6

This app simplifies charitable giving by allowing users to set aside funds, invest them tax-free for growth, and donate to any U.S. charity. It consolidates donation receipts for easy tax tracking and supports various asset types for contributions.

What We Love

  • ๐Ÿ‘ Easy to fund and use
  • ๐Ÿ‘ Simple to contribute from brokerage
  • ๐Ÿ‘ Amazing and a blessing
  • ๐Ÿ‘ Incredible app with excellent functionality
  • ๐Ÿ‘ Makes giving easy
  • ๐Ÿ‘ Excellent, cost-effective solution
  • ๐Ÿ‘ Donating non-cash assets made easy
  • ๐Ÿ‘ Convenient for donor and donee
  • ๐Ÿ‘ Makes generosity easy
  • ๐Ÿ‘ Transparent and fixed pricing
  • ๐Ÿ‘ White glove service
  • ๐Ÿ‘ Seamless process
  • ๐Ÿ‘ All giving info in one app
  • ๐Ÿ‘ Intuitive app
  • ๐Ÿ‘ Makes good thoughts into good deeds
  • ๐Ÿ‘ Intuitive and simple UI
  • ๐Ÿ‘ Straightforward fund choices
  • ๐Ÿ‘ Reasonable membership fee
  • ๐Ÿ‘ Very cool concept
  • ๐Ÿ‘ Create a DAF in minutes
  • ๐Ÿ‘ Easy to contribute and donate
  • ๐Ÿ‘ Donate from phone with one click
  • ๐Ÿ‘ No time wasted remembering donations
  • ๐Ÿ‘ Impressed with giving platform
  • ๐Ÿ‘ DAF made easy
  • ๐Ÿ‘ Seamlessly give
  • ๐Ÿ‘ Automate donations for tax write-offs
  • ๐Ÿ‘ Simplifying tzedaka
  • ๐Ÿ‘ Great giving app
  • ๐Ÿ‘ Automate giving
  • ๐Ÿ‘ Charity recommendations
  • ๐Ÿ‘ Donations were easy (ETH)
  • ๐Ÿ‘ See tax deductible donations easily
  • ๐Ÿ‘ Love how easy it is to give
  • ๐Ÿ‘ Simple to give regularly
  • ๐Ÿ‘ Best way to make giving a habit
  • ๐Ÿ‘ Manage giving intentionally
  • ๐Ÿ‘ Set money aside monthly
  • ๐Ÿ‘ Enjoy the donation process
  • ๐Ÿ‘ Super useful tool
  • ๐Ÿ‘ Easy to set money aside automatically
  • ๐Ÿ‘ Nice variety of portfolios
  • ๐Ÿ‘ Everything from phone

Room to Improve

  • ๐Ÿ’ก Wish for view into overall portfolio performance
  • ๐Ÿ’ก Unable to change investment aggressiveness after setup
  • ๐Ÿ’ก Clarity needed on how it works and usage
  • ๐Ÿ’ก Desire for option to add money, let it grow, then donate for better tax offset
  • ๐Ÿ’ก Desire for ability to transfer stock directly within Daffy (from robo-advisor)
PURE Insurance#3

PURE Insurance by PURE Insurance

Exclusively for PURE members.
Worth Considering
๐Ÿ’ฐ Finance
4.8๐Ÿ˜ž(3.4K ratings)
Free
PURE Insurance screenshot 1
PURE Insurance screenshot 2
PURE Insurance screenshot 3
PURE Insurance screenshot 4
PURE Insurance screenshot 5
PURE Insurance screenshot 6

This app provides PURE insurance members with tools to manage their policies, submit claims, and access exclusive member benefits. It offers features like real-time claim tracking, digital home inspections, and personalized insurance advice.

What We Love

  • ๐Ÿ‘ Easy self-service features
  • ๐Ÿ’ก Useful member privileges
  • ๐Ÿš€ Smooth login experience

Room to Improve

  • ๐Ÿ› Frequent login issues
  • ๐Ÿ› Inability to pay bills through the app
  • ๐Ÿ› Buggy and unstable performance
  • ๐Ÿ› Lack of password manager integration

More apps like Fidelity Charitable

4
Rockefeller Digital
Rockefeller Digital
Rockefeller Digital
by Rockefeller & Co. LLC
Free

Manage your Rockefeller Global Family Office accounts on the go. Access balances, deposit checks, transfer funds, pay bills, and securely communicate with your advisor. Digitally authorize transactions and view important documents.

Account balance and activity accessMobile check depositFund transfers
๐Ÿ’ฐ Finance
(46)
free
5
Investor-Portal
Investor-Portal
Investor-Portal
AppFolio Investment Manager
Free

Access a centralized hub for real estate investors to monitor their investments and receive updates from their investment manager. Track performance, review documents, and get real-time project news.

Track investment performanceView and sign documentsReal-time project updates
๐Ÿ’ฐ Finance
(1.5K)
free
6
GS PWM
GS PWM
GS PWM
Wealth Management
Free

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

View portfolio market valueTrack investment resultsInitiate transfers
๐Ÿ’ฐ Finance
(86)
free
7
Wealthscapeโ„ 
Wealthscapeโ„ 
Wealthscapeโ„ 
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
๐Ÿ’ฐ Finance
(2.8K)
free
8
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
Free

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting
๐Ÿ’ฐ Finance
(28)
free
9
Jump AI
Jump AI
Jump AI
AI for wealth managers
Free

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations
๐Ÿ’ฐ Finance
(1.6K)
freemium
10
Chubb Mobile
Chubb Mobile
Chubb Mobile
Chubb Personal Risk Services
Free

Access your insurance information and manage your policy on the go. Get digital auto ID cards, accident support, and tools to report claims easily. Connect with your agent and find answers to common questions.

Digital auto ID cardsAccident support toolsOne-step claim reporting
๐Ÿ’ฐ Finance
(332)
free