Best apps like Harvest Advisors

10+ similar apps compared and reviewed

3.9 avg rating
10 free apps
Updated July 2026
Harvest Advisors
Harvest Advisors
Harvest Financial Advisors LLC

Harvest Advisors 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 Harvest Advisors

Local Union 392#1

Local Union 392 by Local Union 392 FCU

Editor's Choice
💰 Finance
1.5(2 ratings)
Free
Local Union 392 screenshot 1
Local Union 392 screenshot 2
Local Union 392 screenshot 3
Local Union 392 screenshot 4

Manage your finances on the go with this mobile banking application. Check account balances, schedule money transfers, and deposit checks anytime, anywhere. Access contact information for branches and customer service directly within the app.

Beneficiary Plan#3

Beneficiary Plan by Lightware Media Inc.

Estate Planning
Worth Considering
💰 Finance
5.0(7 ratings)
FreeIn-App Purchases
Beneficiary Plan screenshot 1
Beneficiary Plan screenshot 2
Beneficiary Plan screenshot 3
Beneficiary Plan screenshot 4
Beneficiary Plan screenshot 5
Beneficiary Plan screenshot 6

Easily create essential legal documents like wills and trusts without a lawyer. Organize your assets, designate beneficiaries, and monitor your net worth. An AI assistant provides guidance, and catastrophic monitoring keeps you informed of potential impacts to your plan.

More apps like Harvest Advisors

4
PCA Wealth
PCA Wealth
PCA Wealth
by Schwab Retirement Technologies Inc.
Free

Manage your retirement account on the go with this mobile app. Features include enrollment, income forecasting, balance monitoring, contribution changes, investment management, document uploads, and a financial learning center. Secure login options like biometrics are available.

Retirement account enrollmentIncome forecastingBalance and performance monitoring
💰 Finance
(8)
free
5
Bankwithfm Mobile
Bankwithfm Mobile
Bankwithfm Mobile
by THE FARMERS & MERCHANTS BANK
Free

Manage your finances conveniently from your mobile device. Check balances, transfer funds between accounts, pay bills, and deposit checks. Locate nearby branches and ATMs with ease.

Check account balances and transactionsTransfer funds between accountsPay and schedule bills
💰 Finance
(659)
free
6
OC Federal Mobile
OC Federal Mobile
OC Federal Mobile
by OC Federal Credit Union
Free

Manage your finances on the go with this personal financial advocate. It offers secure tools to view transactions, set alerts, make payments, transfer funds, and deposit checks remotely. You can also manage debit cards, access statements, and locate branches and ATMs.

View transaction historySet balance alertsMake payments
💰 Finance
(604)
free
7
Kingdom Advisors
Kingdom Advisors
Kingdom Advisors
Transform. Mobilize. Connect.
Free

Access resources, manage conference experiences, and connect with a community. Explore job opportunities and engage in topic-specific groups. This app facilitates networking and learning within a specialized field.

Conference experience managementAccess to resources (videos, tools)Community groups
💰 Finance
(14)
free
8
GiveSmart Fundraise
GiveSmart Fundraise
GiveSmart Fundraise
by MobileCause Inc
Free

Process credit card transactions directly from your mobile device. Securely accept payments, collect donor information, and assign keywords to forms for immediate fundraising. Ideal for organizations using the GiveSmart platform.

Mobile credit card transactionsDirect credit card inputCollect donor contact information
💰 Finance
(7)
free
9
Bankwithfm Business
Bankwithfm Business
Bankwithfm Business
by THE FARMERS & MERCHANTS BANK
Free
💰 Finance
(0)
10
Warsaw Federal Mobile Banking
Warsaw Federal Mobile Banking
Warsaw Federal Mobile Banking
by Warsaw Federal Savings and Loan Association
Free

Manage your personal and business finances on the go. This app allows you to check balances, pay bills, deposit checks, transfer funds, and locate branches and ATMs securely. It offers features for reviewing transactions and approving business transfers.

Check balancesPay billsDeposit checks
💰 Finance
(19)
ad-supported