Best apps like Legacy Wealth Management Group

9+ similar apps compared and reviewed

4.3 avg rating
9 free apps
Updated July 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

The Legacy Wealth App#1

The Legacy Wealth App by LEGACY WEALTH LLC

Editor's Choice
πŸ’° Finance
4.8(10 ratings)
Free
The Legacy Wealth App screenshot 1
The Legacy Wealth App screenshot 2
The Legacy Wealth App screenshot 3

Access your investment portfolio data through a streamlined and intuitive mobile interface. Designed exclusively for clients of Legacy Wealth, this app provides a clear overview of your financial information.

Bank of the James#3

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

Worth Considering
πŸ’° Finance
4.8😞(1.2K ratings)
FreeAds
Bank of the James screenshot 1
Bank of the James screenshot 2
Bank of the James screenshot 3
Bank of the James screenshot 4
Bank of the James screenshot 5
Bank of the James screenshot 6

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

What We Love

  • πŸ’» Convenient online banking
  • 🏦 Hometown bank feel
  • πŸ‘ Easy and efficient

Room to Improve

  • πŸ› Frequent crashes and glitches
  • πŸ”‘ Login issues and password resets
  • πŸ€– Unreliable Face ID/Touch ID

More apps like Legacy Wealth Management Group

4
Beacon Mobile Banking
Beacon Mobile Banking
Beacon Mobile Banking
by Beacon Credit Union, Inc.
Free

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.

Check account balancesView transaction historyTransfer funds
πŸ’° Finance
(25)
free
5
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
πŸ’° Finance
(30)
ad-supported
6
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC.
Free

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Wealth management toolsAdvisor collaborationFinancial planning access
πŸ’° Finance
(25)
free
7
Black Diamond Wealth Platform
Black Diamond Wealth Platform
Black Diamond Wealth Platform
by Black Diamond Performance Reporting, LLC
Free

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

Portfolio data accessSimple interfaceElegant design
πŸ’° Finance
(95)
free
8
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Dedicated advisory teamProfessional investment managementAutomated cash management
πŸ’° Finance
(7K)
freemium
9
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
πŸ’° Finance
(3.6K)
free