Best apps like fintello

10+ similar apps compared and reviewed

4.4 avg rating
10 free apps
Updated September 2026

fintello is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to fintello

Nuborrow#1

Nuborrow by Nuborrow GP Inc

Editor's Choice
💰 Finance
0.0(0 ratings)
FreeAds
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Manage your mortgage application and home equity with this personal finance app. Track your credit score, view mortgage rates, and securely store important documents. Receive automatic updates and alerts throughout the closing process.

MyRepChat for Intune#3

MyRepChat for Intune by fmg Suite, LLC.

Compliant Text Messaging
Worth Considering
💰 Finance
3.6(5 ratings)
Free
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Enables financial professionals to text clients and colleagues compliantly. All conversations are captured and retained for reporting, integrating with archiving providers. Clients can text using their native messaging app without needing to download anything new.

More apps like fintello

4
MicroVentures
MicroVentures
MicroVentures
Invest in Startups
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Insiderwave
Insiderwave
Insiderwave
by Insiderwave Inc.
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Access real-time stock trades from successful Wall Street investors. See their purchases, track performance, and replicate their strategies with integrated brokerage. Gain an edge with verified data.

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Gold & Silver Price Live
Gold & Silver Price Live
Gold & Silver Price Live
Price Tracker & Portfolio
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Track live prices for gold, silver, platinum, and palladium with interactive historical charts. Monitor the gold-silver ratio, manage your precious metals portfolio, and utilize a built-in calculator for conversions. Supports over 40 currencies and multiple weight units.

Live precious metal pricesInteractive historical chartsGold-Silver Ratio monitoring
💰 Finance
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free with in-app purchases
7
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
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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
💰 Finance
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9
EquityZen
EquityZen
EquityZen
Marketplace for Pre-IPO Equity
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Access a vast market of pre-IPO companies to invest in or sell shares. This platform offers curated investment opportunities, deep market data, and a streamlined, user-friendly experience for accredited investors.

Invest in pre-IPO companiesSell shares of pre-IPO companiesAccess curated investment offerings
💰 Finance
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Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
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Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios
💰 Finance
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free with in-app purchases