10+ similar apps compared and reviewed
Whether you want more options like HoldingsHub 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.
Monitor your investments across various asset classes, including stocks, ETFs, and cryptocurrencies. Visualize portfolio performance with detailed metrics and charts, and stay informed with real-time market news and quotes.
This AI-powered app helps you research investments, create personalized plans, and manage multiple brokerage accounts. It offers a conversational AI assistant, market data, and planning tools to invest with confidence. Connect your accounts or invest directly.
Manage your personal or business finances securely and conveniently from your mobile device. Access account details, transfer funds, deposit checks, pay bills, and track spending with integrated budgeting tools.
Secure your family's future with an all-in-one platform for life insurance and estate planning. Apply for term life insurance in minutes with no medical exams and create legally solid Wills and Trusts with guided tools.
Consolidate all your investments, including stocks, crypto, and ETFs, in one intuitive platform. Monitor performance with live pricing, clear charts, and detailed analytics. Securely connect accounts or manage holdings manually for a comprehensive overview of your financial assets.
This app simplifies professional stock research with clear, easy-to-understand insights. It offers company profiles, real-time prices, AI-powered analysis, and summarized news updates to help users make informed investment decisions.
Organize and track your complete net worth, including all accounts and family members. Generate professional reports, project your financial future, and share summaries securely. Designed for privacy and clarity on Apple devices.
Anonymously track your net worth with unlimited assets and portfolios. It offers automatic updates for stocks, ETFs, and crypto, alongside manual tracking for bank accounts and real estate. Features include dividend tracking, retirement planning, and currency conversions.
