Best apps like Investments & Wealth Events

25+ similar apps compared and reviewed

4.6 avg rating
10 free apps
Updated July 2026
Investments & Wealth Events
Investments & Wealth Events
Investment Management Consultants Association

Investments & Wealth Events is great, but it's not the only option. Explore 25+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to Investments & Wealth Events

ClientWise eXchange™#2

ClientWise eXchange™ by ClientWise LLC

Community. Content. Learning.
Strong Contender
💼 Business
5.0(6 ratings)
FreeAds
ClientWise eXchange™ screenshot 1
ClientWise eXchange™ screenshot 2
ClientWise eXchange™ screenshot 3
ClientWise eXchange™ screenshot 4

This app connects financial advisors and their teams within an exclusive online community. It offers content and learning resources designed to foster growth and build high-performing firms. Join a network dedicated to advancing the financial advisory profession.

More apps like Investments & Wealth Events

4
Cliffwater
Cliffwater
Cliffwater
by Cliffwater LLC
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Stay informed about all upcoming events with detailed information on agendas, speakers, and activities. Access comprehensive event details directly from your device.

Event updatesAgenda detailsSpeaker information
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BHC Insurance On Demand
BHC Insurance On Demand
BHC Insurance On Demand
by Brown-Hiller, Inc.
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Access your insurance information anytime, anywhere with this mobile client portal. Manage your account details and explore various service options conveniently from any device. Get started today to streamline your insurance management.

24/7 service optionsMobile accessFast service
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6
FINTRX
FINTRX
FINTRX
by FINTRX, Inc
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Access a vast database of private wealth information, including global family offices and registered investment advisors. Track asset flows, AUM changes, and identify potential LPs for your fund or private company.

Global family office dataRegistered investment advisor dataOver 1 million private wealth records
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7
UNCDF Mentorship App
UNCDF Mentorship App
UNCDF Mentorship App
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8
PMI Annual Forum
PMI Annual Forum
PMI Annual Forum
An event app for attendees
Free
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9
Money Management Institute
Money Management Institute
Money Management Institute
by MONEY MANAGEMENT INSTITUTE (THE)
Free

Access all essential information for Money Management Institute (MMI) conferences and events. View the agenda, speaker bios, sponsor details, and receive important updates. Connect with other attendees, send messages, and share your feedback.

Event agenda accessSpeaker biographiesSponsor and exhibitor information
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10
Envestnet Elevate
Envestnet Elevate
Envestnet Elevate
by Envestnet Financial Technologies, Inc.
Free

Enhance your event experience by personalizing your schedule and connecting with other attendees for networking and enjoyment. This app facilitates a more engaging and productive event participation.

Personalize event experienceCurate personal agendaConnect with attendees
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