Best apps like SageView Wealth Management

17+ similar apps compared and reviewed

4.2 avg rating
10 free apps
Updated August 2026

Whether you want more options like SageView Wealth Management or a completely different take on the same concept, our curated list of 17+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to SageView Wealth Management

PTC Companion#2

PTC Companion by Mother Lode Holding Company

Strong Contender
💰 Finance
5.0(8 ratings)
Free
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This app offers real estate professionals tools for client meetings and property listings. It includes calculators for affordability and loan qualification, and allows for the generation and sharing of buyer estimates and seller net sheets. Customizable marketing materials and tutorials are also provided.

Plinqit#3

Plinqit by HT Mobile Apps LLC

Savings made simple
Worth Considering
💰 Finance
4.9(74 ratings)
FreeAds
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This app rewards users for saving money and learning about personal finance. Link your bank account, set savings goals, and earn money by saving, referring friends, and completing educational modules. It offers a secure and free way to achieve financial goals.

More apps like SageView Wealth Management

4
Easy Life Guardian
Easy Life Guardian
Easy Life Guardian
by GUARDIAN LIFE INSURANCE LIMITED
Free

This application allows users to purchase two specific insurance policies from Guardian Life Insurance Limited: Easy Life and Easy Life MSP. It provides a platform for acquiring these financial protection plans.

Purchase Easy Life policyPurchase Easy Life MSP policyGuardian Life Insurance Limited products
💰 Finance
(3)
free
5
Granite Bank
Granite Bank
Granite Bank
by Granite Community Bank
Free

Manage your finances on the go with this banking app. Deposit checks, view balances, transfer funds between accounts, and find ATMs. Experience secure, fast, and easy-to-navigate banking technology.

Mobile check depositView account balancesTransfer funds
💰 Finance
(5)
free
6
First Intl. Bank & Trust Busi
First Intl. Bank & Trust Busi
First Intl. Bank & Trust Busi
by First International Bank & Trust
Free
💰 Finance
(0)
7
TSRFCU Cards
TSRFCU Cards
TSRFCU Cards
by Tri State Rail Federal Credit Union
Free
💰 Finance
(0)
8
MyWealthGuide
MyWealthGuide
MyWealthGuide
Powered By Asset Strategy
Free

Take control of your money with personalized financial guidance. Enter your age and income to receive a targeted plan for retirement, budgeting, savings, and insurance. Complete challenges and sync accounts for a comprehensive financial overview.

Personalized target financial planRetirement fund trackingBudgeting and spending challenges
💰 Finance
(2)
free
9
Bragg Client Portal
Bragg Client Portal
Bragg Client Portal
by Bragg Client Portal
Free

Manage your finances with a secure mobile app offering an interactive dashboard, dynamic investment reports, and a document vault for communication with your financial advisor. It provides budgeting tools and a comprehensive view of your financial picture.

Interactive financial dashboardDynamic investment reportsSecure document vault
💰 Finance
(3)
free
10
ICM Pershing
ICM Pershing
ICM Pershing
Investor Cash Management
Free

Manage your cash with a linked account that offers immediate liquidity and higher rates. Transact using a debit card, ATM, P2P transfers, and online bill pay. Ideal for investors seeking better cash management.

Linked cash management accountImmediate liquidityHigher interest rates
💰 Finance
(1)
free