Best Fidelity Charitable alternatives: apps like Fidelity Charitable

10+ similar apps compared and reviewed

4.5 avg rating
10 free apps
Updated November 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#1

Daffy: Save, Invest, Give by Daffy Charitable Fund

The Donor-Advised Fund for You
Editor's Choice
๐Ÿ’ฐ Finance
4.9๐Ÿ˜Š(556 ratings)
Free
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This app simplifies charitable giving by acting as a donor-advised fund. It allows users to contribute various assets, receive immediate tax deductions, grow their funds tax-free through investments, and easily donate to charities.

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#2

PURE Insurance by PURE Insurance

Exclusively for PURE members.
Strong Contender
๐Ÿ’ฐ Finance
4.8๐Ÿ˜ž(3.6K ratings)
Free
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This app provides PURE members with convenient access to policy information, claims tracking, bill payments, and exclusive benefits. It offers tools for risk assessment, home health monitoring, and personalized insurance advice to enhance member resilience and simplify their insurance experience.

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
The Donors Fund#3

The Donors Fund by The Donors Fund Inc

Take charge of your charity
Worth Considering
๐Ÿ’ฐ Finance
5.0(28 ratings)
Free
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This app provides bank-like technology to manage charitable donations, consolidating them into a single tax-deductible receipt. It offers easy access to over 1.5 million verified charities with no minimums or fees.

More apps like Fidelity Charitable

4
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
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5
Fidelity Mobile Banking
Fidelity Mobile Banking
Fidelity Mobile Banking
by The Fidelity Deposit & Discount Bank
Free

Access your bank accounts on your iPhone to check balances, view transactions, and transfer funds. Securely pay bills, find nearby branches, and deposit checks remotely.

Check account balancesView recent transactionsTransfer money
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6
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
Free

Access a comprehensive and secure overview of your financial life. Track spending, investments, and set personalized goals. Securely store important documents and communicate with your advisor.

All-in-one account viewTrack spending and investmentsPersonalized goal setting
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(30)
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7
Addepar
Addepar
Addepar
Wealth management platform
Free

Access up-to-date portfolio data for net worth, performance, and asset allocation. Explore your investments by asset class and review significant transactions for a clearer financial overview.

Real-time portfolio dataNet worth trackingPerformance analysis
๐Ÿ’ฐ Finance
(60)
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8
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
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freemium
9
Wealthscapeโ„ 
Wealthscapeโ„ 
Wealthscapeโ„ 
by National Financial Services LLC
Free

This app provides financial advisors and brokers with mobile access to critical brokerage information. It enhances client responsiveness and practice management with secure, portable, and easy-to-use features.

Advanced security with biometric loginMobile check depositView account positions and balances
๐Ÿ’ฐ Finance
(3K)
free
10
Rockefeller Digital
Rockefeller Digital
Rockefeller Digital
by Rockefeller & Co. LLC
Free

Manage your Rockefeller Global Family Office accounts on the go. View balances, deposit checks, transfer funds, pay bills, and securely communicate with your advisor. Access statements and tax documents digitally.

Account balance and activity trackingMobile check depositFund transfers
๐Ÿ’ฐ Finance
(48)
free