Best apps like SC&H Wealth

10+ similar apps compared and reviewed

4.6 avg rating
10 free apps
Updated July 2026
SC&H Wealth
SC&H Wealth
SC&H Financial Advisors, Inc.

SC&H Wealth 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 SC&H Wealth

Roxboro Savings Bank#3

Roxboro Savings Bank by Roxboro Savings Bank, SSB

Mobile Banking Solution
Worth Considering
💰 Finance
4.9(204 ratings)
Free
Roxboro Savings Bank screenshot 1
Roxboro Savings Bank screenshot 2
Roxboro Savings Bank screenshot 3
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Roxboro Savings Bank screenshot 5
Roxboro Savings Bank screenshot 6

Manage your finances on the go with this mobile banking solution. Easily pay bills, deposit checks, transfer funds, and view account activity. Securely access your information and locate branches or ATMs anytime.

More apps like SC&H Wealth

4
Advyzon
Advyzon
Advyzon
By Advyzon
Free

Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.

Client managementContact managementNote taking
💰 Finance
(7)
free
5
myAdvisorLink
myAdvisorLink
myAdvisorLink
by Advyzon
Free

Access your investment information conveniently from your mobile device. Connect with your financial advisor to get started.

View investment informationOn-the-go accessConnect with financial advisor
💰 Finance
(11)
free
6
Anchor Pointe Financial
Anchor Pointe Financial
Anchor Pointe Financial
by Uptick Partners, LLC
Free
💰 Finance
(0)
7
Wave Wealth
Wave Wealth
Wave Wealth
by Wave Wealth Management LLC
Free

Manage your financial accounts and access important documents from your advisor. View a comprehensive financial picture and securely access statements. Face ID is available for quick and easy access.

Comprehensive financial overviewAccount managementSchwab statement access
💰 Finance
(3)
free
8
McGlone Suttner
McGlone Suttner
McGlone Suttner
by McGlone Suttner Wealth Management, Inc.
Free

Manage your finances securely and conveniently from your mobile device. This application provides the tools to confidently oversee your money anytime, anywhere, all in one accessible location.

Financial world connectivityMoney management toolsSecure access
💰 Finance
(1)
free
9
Holistic Planning+
Holistic Planning+
Holistic Planning+
Planning with Purpose
Free

Access and monitor your investment portfolios from any device. View real-time trades, transactions, holdings, and performance. Sync held-away accounts and receive important notifications from your advisor.

Real-time portfolio viewingSimplified reportingSync held-away accounts
💰 Finance
(2)
free
10
PeakeMobile
PeakeMobile
PeakeMobile
Peake Federal Credit Union
Free

Manage your finances on the go with 24/7 access to your accounts. Deposit checks, make payments, transfer funds, and locate branches and ATMs directly from your mobile device.

View account balances and transaction historyDeposit checks remotelyTransfer funds between accounts
💰 Finance
(1.1K)
free