Best apps like PensionBee: Roll over 401(k)s

10+ similar apps compared and reviewed

4.2 avg rating
10 free apps
Updated July 2026

PensionBee is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to PensionBee

Fastback: Instant Refunds#1

Fastback: Instant Refunds by Apace Refunds LLC

Your refund, Instantly.
Editor's Choice
💰 Finance
4.6(17 ratings)
Free
Fastback: Instant Refunds screenshot 1
Fastback: Instant Refunds screenshot 2
Fastback: Instant Refunds screenshot 3
Fastback: Instant Refunds screenshot 4
Fastback: Instant Refunds screenshot 5

Receive refunds for your purchases instantly, before you even return the item. This finance app offers control over your money with no credit checks or interest. Manage all your refunds in one place and improve your financial planning.

4.8😞(992 ratings)
Free
Vaulted: Buy Gold & Silver screenshot 1
Vaulted: Buy Gold & Silver screenshot 2
Vaulted: Buy Gold & Silver screenshot 3
Vaulted: Buy Gold & Silver screenshot 4
Vaulted: Buy Gold & Silver screenshot 5
Vaulted: Buy Gold & Silver screenshot 6

Invest in physical gold and silver with a secure and transparent platform. Buy, sell, and store precious metals with competitive pricing and dedicated advisors. Protect your wealth with a trusted alternative savings account.

What We Love

  • 👍 Easy to use
  • 🚀 Automated investing
  • 💎 Ability to buy real gold
  • 🤝 Helpful advisors

Room to Improve

  • 🐛 Logging issues
  • 🔒 Security concerns
  • 💰 Withdrawal problems
Capitalize by Wefunder#3

Capitalize by Wefunder by Wefunder Inc.

Raise money for your startup
Worth Considering
💰 Finance
5.0(11 ratings)
Free
Capitalize by Wefunder screenshot 1
Capitalize by Wefunder screenshot 2
Capitalize by Wefunder screenshot 3
Capitalize by Wefunder screenshot 4

This platform simplifies the process for startup founders to raise capital by streamlining investor invitations, contract signing, and payment transfers. It offers direct investment options or the ability to create a founder-led SPV.

More apps like PensionBee

4
Realbricks - Real Estate App
Realbricks - Real Estate App
Realbricks - Real Estate App
Invest in real estate for $100
Free

Invest in real estate with as little as $100, eliminating the need for mortgages, tenants, or maintenance. This platform allows you to earn passive income through rental dividends and build long-term wealth via property appreciation. You can also buy and sell shares on your terms, offering unprecedented liquidity.

Invest with $100 minimumEarn passive incomeBuild long-term wealth
💰 Finance
(20)
free
5
easyBitcoin
easyBitcoin
easyBitcoin
Invest in bitcoin the easy way
Free

Invest in Bitcoin with a user-friendly platform backed by a trusted brand. Earn rewards on your Bitcoin holdings and interest on USD balances. Offers a welcome bonus and FDIC insurance for USD deposits.

Buy, hold, and grow Bitcoin1% welcome bonus on recurring buys2% annual Bitcoin rewards
💰 Finance
(12)
ad-supported
6
IRA Financial
IRA Financial
IRA Financial
SDIRA, Solo 401(k), ROBS
Free

Manage your self-directed retirement accounts, explore diverse investment options like real estate and crypto, and access expert resources. Stay informed with real-time alerts and secure transactions to take control of your financial future.

Account managementDiverse investment optionsSecure transactions
💰 Finance
(38)
free
7
Bolster: Get Your Credit Right
Bolster: Get Your Credit Right
Bolster: Get Your Credit Right
Build credit, Dispute errors
Free

This app helps you build credit history, dispute errors on your credit report, and gain insights into your spending. It offers multiple credit-building tools with no credit checks and a streamlined process for disputing inaccuracies, aiming to improve your financial future.

Credit building toolsDispute credit report errorsSpending and savings insights
💰 Finance
(519)
free with in-app purchases
8
CyberMetals: Buy Gold & Silver
CyberMetals: Buy Gold & Silver
CyberMetals: Buy Gold & Silver
Trade Gold, Silver & More 24/7
Free

Invest in securely stored gold and silver at low costs. Build your portfolio with automated purchases and redeem physical precious metals through a trusted partnership. Track performance and trade 24/7.

Buy and sell digital precious metalsSecurely stored and insured holdingsAutomatic scheduled purchases
💰 Finance
(52)
free
9
Alto CryptoIRA
Alto CryptoIRA
Alto CryptoIRA
Trade Crypto with Your IRA
Free

Invest in over 175 cryptocurrencies within a tax-advantaged IRA. Buy and trade leading digital assets directly from your mobile device, leveraging the benefits of traditional retirement accounts for your crypto portfolio.

Trade 175+ cryptocurrenciesTax-advantaged IRAMobile trading
💰 Finance
(16)
ad-supported
10
Family Security Plan (PFP)
Family Security Plan (PFP)
Family Security Plan (PFP)
by Security Mutual Life Insurance Company of New York
Free
💰 Finance
(0)