Best apps like Schmidt Wealth Management

Whether you want more options like Schmidt Wealth Management 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 Schmidt Wealth Management

First Wealth Management by The First National Bank of Hutchinson

Editor's Choice

0.0(0 ratings)

Free

Accolade Funds Placce by Accolade Holding a.s.

Overview of Your Investments

Strong Contender

0.0(0 ratings)

Free

Alpine Bank Wealth Management by Alpine Bank

ABWM Client Access

Worth Considering

Legacy Financial Advisors

5.0(1 ratings)

Free

Alpine Bank Wealth Management screenshot 1

Alpine Bank Wealth Management screenshot 2

Alpine Bank Wealth Management screenshot 3

Alpine Bank Wealth Management screenshot 4

Alpine Bank Wealth Management screenshot 5

Alpine Bank Wealth Management screenshot 6

Access your portfolio data, view net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups for personalized views. Features 2-factor and biometric authentication for enhanced security.

More apps like Schmidt Wealth Management

Legacy Financial

View financial newsfeedAttend Zoom calls with advisorAccess eMoney client portal

This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.

(4)

free

Cattlemens Bank

by Cattlemens Bank

Check account balancesView transaction historyPay bills

Manage your finances conveniently from your mobile device. Check balances, review transactions, pay bills, and transfer funds on the go. Access your bank accounts anytime, anywhere with this free mobile banking solution.

free with in-app purchases

(284)

by City National Bank of Florida

TotalBank

Check account balancesView transaction historyMake fund transfers

Manage your finances on the go with this mobile banking app. Check balances, review transaction history, and transfer funds securely. Explore competitive rates on savings accounts and certificates of deposit.

(9)

ad-supported

by City National Bank of Florida

CNB ePartner Mobile

(0)

by The First National Bank of Hutchinson Kansas

FNB Hutch

Check balances 24/7Transfer fundsView transaction history

Manage your finances on the go with this mobile banking app. Check balances, transfer funds, view transactions, and send secure messages. It offers convenient features like mobile bill pay and paperless statements.

(82)

free

BillerOne - Bills Payments

(0)

UBS Wealth replaces this app

Credit Suisse WM APAC

Portfolio insightsElectronic documentsDigital wealth management

This app has been decommissioned and replaced by UBS Wealth. Existing UBS Wealth Management clients should download the new app for portfolio insights and electronic documents.

(1)

free