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.
5.0(26 ratings)
Free
Best apps like Fidelity Charitable
10+ similar apps compared and reviewed
4.5 avg rating
10 free apps
Updated July 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 by Daffy Charitable Fund
The Donor-Advised Fund for YouStrong Contender
💰 Finance
4.9😊(485 ratings)
Free
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
- 👍 Easy to fund and use
- 👍 Simple to contribute from brokerage
- 👍 Amazing and a blessing
- 👍 Incredible app with excellent functionality
Room to Improve
- 💡 Wish for view into overall portfolio performance
- 💡 Unable to change investment aggressiveness after setup
- 💡 Clarity needed on how it works and usage
4.8😞(3.2K ratings)
Free
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
- 👍 Easy self-service features
- 💡 Useful member privileges
- 🚀 Smooth login experience
Room to Improve
- 🐛 Frequent login issues
- 🐛 Inability to pay bills through the app
- 🐛 Buggy and unstable performance
More apps like Fidelity Charitable
4
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
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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
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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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(86)
free7
Wealthscape℠
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
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free8
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
💰 Finance
(24)
free9
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
💰 Finance
(1.1K)
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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
💰 Finance
(225)
free