Best apps like Finvest: AI Wealth Manager

10+ similar apps compared and reviewed

4.6 avg rating
10 free apps
Updated July 2026

Looking for something like Finvest? We've analyzed 10+ 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 Finvest

Arta Finance#1

Arta Finance by Arta Finance Inc.

Wealth for the AI Era
Editor's Choice
💰 Finance
4.5(40 ratings)
Free
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This platform offers a personalized, tech-driven approach to wealth building, providing access to exclusive investments and expert connections. It features AI-driven strategies, private market access, and transparent pricing for next-gen wealth builders.

Mezzi Wealth#2

Mezzi Wealth by StockTalk, Inc

AI portfolio and tax guidance
Strong Contender
💰 Finance
4.7(103 ratings)
FreeIn-App Purchases
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This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.

Treasury Yield Curve Tracker#3

Treasury Yield Curve Tracker by Jade Lizard Software LLC

U.S. Yield Curves & Bond Rates
Worth Considering
💰 Finance
4.6(22 ratings)
FreeIn-App Purchases
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Visualize and analyze U.S. Treasury yield curves with real-time data and historical comparisons. Understand interest rates, bond markets, and economic trends with customizable charts and data export. Ideal for finance professionals and new investors alike.

More apps like Finvest

4
Jiko: Spendable T-Bills
Jiko: Spendable T-Bills
Jiko: Spendable T-Bills
The future of money storage
Free

This app offers a unique way to manage your money by combining the safety and yield of T-bills with the convenience of a debit card. Earn interest on your savings while spending your investments with real-time liquidation and cashback rewards. It's a secure, federally regulated financial institution designed for modern money management.

Automated T-bill investmentReal-time earnings updatesSpendable T-bill investments
💰 Finance
(47)
free
5
Parrot Finance: Easy Investing
Parrot Finance: Easy Investing
Parrot Finance: Easy Investing
Invest like the 1%
Free

Invest using strategies from top hedge funds and asset managers. Connect your existing brokerage account and automatically replicate trades from curated portfolios. Diversify across stocks and ETFs with proven strategies.

Connect existing brokerage accountsSubscribe to curated portfoliosAutomatic trade replication
💰 Finance
(101)
free with in-app purchases
6
TreasuryViewer
TreasuryViewer
TreasuryViewer
View TreasuryDirect® Account
Free

Easily view and manage your TreasuryDirect® securities on your mobile device. Buy and trade treasury bonds commission-free, with detailed financial statistics for various security types. Secure login options ensure your data remains private.

View TreasuryDirect® accountBuy and trade treasury bonds commission-freeDetailed financial statistics for various securities
💰 Finance
(1.3K)
free with in-app purchases
7
Nook Earn App
Nook Earn App
Nook Earn App
Earn up to 7.6% APY
Free

This app allows users to earn high yields on their money by connecting to money markets. It offers competitive APY rates, immediate payouts, and flexible control over deposits and withdrawals. The platform prioritizes privacy and transparency, with funds secured through trusted partners.

Earn up to 7.6% APYImmediate payouts every 16 secondsConnect via Plaid, Coinbase, or USDC
💰 Finance
(326)
free
8
Frec: Direct indexing
Frec: Direct indexing
Frec: Direct indexing
Low fees and line of credit
Free

Manage investments and control your financial future with direct indexing, customizable portfolios, and tax-loss harvesting. Access cash through a portfolio line of credit and earn more on idle cash with secure Treasury options.

Direct indexing with customizable stock/sector weightsLong/short direct indexing for factor tiltsDiversify concentrated stocks with minimal tax impact
💰 Finance
(37)
free with in-app purchases
9
Moola Invest: Easier Investing
Moola Invest: Easier Investing
Moola Invest: Easier Investing
Crypto & Stock Market Trading
Free

This app simplifies investing in stocks, ETFs, and cryptocurrencies with AI-powered guidance. Start with as little as $5 and benefit from data-driven recommendations, commission-free trading, and interest on cash balances. It also offers retirement accounts and educational resources.

Trade stocks, ETFs, and cryptoAI-driven investment recommendationsInvest with as little as $5
💰 Finance
(157)
free with in-app purchases
10
Silo Markets: Points On Stocks
Silo Markets: Points On Stocks
Silo Markets: Points On Stocks
Earn Points On Investing
Free

Invest in a wide range of assets including stocks, ETFs, government bonds, and corporate bonds. The platform prioritizes security with SIPC and FDIC insurance, and offers a diverse selection of over 10,000 investment options.

SIPC and FDIC insuranceOver 10,000 stocks and ETFsGovernment bonds (T-Bills, T-Notes, TIPS)
💰 Finance
(54)
free with in-app purchases