Best apps like RightCapital

10+ similar apps compared and reviewed

3.3 avg rating
10 free apps
Updated July 2026

Whether you want more options like RightCapital or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to RightCapital

Client Access#1

Client Access by Raymond James Financial, Inc.

Editor's Choice
πŸ’° Finance
4.0😐(154 ratings)
Free
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Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

What We Love

  • πŸ‘ Easy to use interface
  • πŸš€ Fast performance and quick access to information
  • πŸ“Š Comprehensive account and portfolio information
  • πŸ”’ Secure authentication options (Face ID, Touch ID)

Room to Improve

  • πŸ› Persistent login issues and authentication failures
  • πŸ› App crashes and freezes frequently
  • πŸ“‰ Lacks data visualization and charting capabilities
Work, Save, Retire#2

Work, Save, Retire by American Trust Company

Easily Access Retirement Plan
Strong Contender
πŸ’° Finance
1.5(28 ratings)
Free
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This app serves as a retirement roadmap, guiding users from their current financial standing to their desired future. It allows for easy monitoring and management of retirement plan accounts.

4.4😞(59 ratings)
Free
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Manage your retirement savings with this app. Track your balance, monitor progress toward goals, and adjust contributions. Review investment performance and access planning tools.

What We Love

  • πŸ‘ Easy to use
  • πŸš€ Intuitive design
  • πŸ’‘ Biometric login support
  • πŸš€ Quick and efficient

Room to Improve

  • πŸ› Frequent login issues
  • πŸ› Crashes and freezes
  • πŸ› Unreliable app performance

More apps like RightCapital

4
Stifel Wealth Tracker
Stifel Wealth Tracker
Stifel Wealth Tracker
by Stifel Financial Corp.
Free

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

Consolidated financial account viewNet worth trackingGoal progress monitoring
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5
Altruist Client
Altruist Client
Altruist Client
The way money should feel.
Free

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

View account balances and returnsTrack transactions and transfersAnalyze investment allocations
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6
CPS Portal
CPS Portal
CPS Portal
by CPS Investment Advisors
Free

Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.

View portfolio valuesCheck asset allocationsContact your advisor
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7
My Financial Expert
My Financial Expert
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Build a better tomorrow.
Free

Manage your financial wellness and identity protection benefits with timely alerts and on-the-go account access. Stay informed about important changes to your credit and financial information.

View financial wellness benefitsAccess identity protection servicesReceive credit change alerts
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8
EQ Wealth Advisors
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