Best apps like Live Oak Wealth

Looking for something like Live Oak Wealth? We've analyzed 10+ 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 Live Oak Wealth

First State Bank of Nashua by First State Bank

Editor's Choice

4.9(76 ratings)

FreeAds

Manage your finances on the go with secure access to your accounts. View balances, check history, pay bills, transfer funds, and make mobile deposits. Locate nearby branches and ATMs easily.

JFS Wealth Advisors by JFS Wealth Advisors, LLC

Strong Contender

5.0(1 ratings)

Free

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture in a secure, user-friendly mobile interface.

FBCO Business Mobile by First Bank of Central Ohio

Worth Considering

Legacy Wealth Management Group

0.0(0 ratings)

Free

More apps like Live Oak Wealth

by Legacy Wealth Management Group, Inc

Portfolio performance dataFinancial account aggregationDaily and historical performance tracking

Access detailed portfolio performance data through a user-friendly interface. View all your financial accounts in one place, tracking daily and historical performance. This app is part of a mission to provide genuine client service and frequent interaction.

(3)

Griffin Gold

by Griffin Funding, Inc.

Comprehensive financial dashboardMortgage planning assistanceSmart expense tracking and budgeting

This app helps you manage your finances, track spending, and monitor your credit score. It also assists with mortgage planning, home value tracking, and real estate searches, all while prioritizing your financial data security.

(1)

ad-supported

by BlackDiamond Wealth Management Inc.

BlackDiamond WM

View account informationCheck balancesAccess planning tools

Access your financial account details, view balances, and utilize planning tools. Easily connect with your financial advisor through the app.

(4)

Meridian Bank

by Meridian Bank Corp

Organize transactions with tags, notes, and photosPersonalize account dashboardSet transaction and balance alerts

Manage your finances on the go with this banking app. Organize transactions, make payments, deposit checks, and track your spending. Securely access your accounts and set personalized alerts.

(453)

Bank of Bartlett

by Bank of Bartlett

Account inquiriesFund transfersSecure mobile access

Access your bank accounts conveniently from your smartphone. Perform transfers and check account balances securely. Enrollment requires initial login via online banking.

free with in-app purchases

(939)

Revenued

The Better Business Card

Business card for all companiesAccessible for subprime creditInstant approvals

A business card designed for companies of all sizes, including those with subprime credit. It offers instant approvals and credit limits tailored to your business needs.

(37)

Expert investment guidance

Pave Finance

Bespoke portfolio tailoringExclusion of unwanted sectors/stocksActive market monitoring

This wealth management platform offers expert investment guidance for individuals starting with as little as $50. Tailor your portfolio to your values, automate trading, and let the app actively monitor market conditions for you.

(26)