Best Legacy Wealth Management Group alternatives: apps like Legacy Wealth Management Group

9+ similar apps compared and reviewed

4.3 avg rating
9 free apps
Updated November 2026
Legacy Wealth Management Group
Legacy Wealth Management Group
Legacy Wealth Management Group, Inc

Looking for something like Legacy Wealth Management Group? We've analyzed 9+ 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 Legacy Wealth Management Group

3.4(27 ratings)
Free
Beacon Mobile Banking screenshot 1
Beacon Mobile Banking screenshot 2
Beacon Mobile Banking screenshot 3
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Manage your finances conveniently from your mobile device. Check account balances, review transaction history, and transfer funds securely. You can also pay loans and communicate with support through secure messaging.

More apps like Legacy Wealth Management Group

4
Bank of the James
Bank of the James
Bank of the James
by Bank of the James Financial Group Inc
Free

Securely manage your bank accounts from anywhere. Check balances, view transaction history, pay bills, and transfer funds. Locate ATMs and branches easily.

Check account balancesView account historiesPay bills
πŸ’° Finance
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free with in-app purchases
5
Black Diamond Wealth Platform
Black Diamond Wealth Platform
Black Diamond Wealth Platform
by Black Diamond Performance Reporting, LLC
Free

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing Black Diamond users who have been granted phone application authorization.

Portfolio data accessSimple interfaceElegant design
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(97)
free
6
SEI Connect - Investor
SEI Connect - Investor
SEI Connect - Investor
Powering Wealth
Free

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

Biometric loginPush notificationsDocument scanner
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(34)
ad-supported
7
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

Specialized wealth teams for tech employeesEquity compensation and tax strategyAI-powered financial technology
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8
My Security Benefit
My Security Benefit
My Security Benefit
Retirement in your hands
Free

Manage your retirement accounts and access planning tools. Estimate retirement income, view account balances, and adjust your investment mix. Track your progress with a personalized real-time score to optimize your retirement plan.

Retirement income estimationAccount balance and performance viewingInvestment mix adjustment
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(57)
free with in-app purchases
9
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your LPL accounts securely and conveniently from your mobile device. Monitor your total portfolio, track balances, view transaction activity, and analyze asset allocations. Access account documents and receive daily market updates.

Monitor accountsTrack portfolio valueView account balances
πŸ’° Finance
(4.6K)
free