Best apps like SteelPeak Wealth

9+ similar apps compared and reviewed

4.4 avg rating
9 free apps
Updated July 2026
SteelPeak Wealth
SteelPeak Wealth
Steel Peak Wealth Management LLC

SteelPeak Wealth is great, but it's not the only option. Explore 9+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to SteelPeak Wealth

Modearn#1

Modearn by Morton Capital Management, LLC

by Morton Wealth
Editor's Choice
๐Ÿ’ฐ Finance
5.0(1 ratings)
Free
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This app provides personalized financial advice and wealth management services for Gen X and Millennials. It helps clients with career opportunities, executive compensation, tax strategies, investment management, and estate planning. Users can track investments and chat with their advisor.

Concenture Wealth#3

Concenture Wealth by Concenture Wealth

Concenture
Worth Considering
๐Ÿ’ฐ Finance
5.0(2 ratings)
Free
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This app connects clients with their Registered Investment Advisors, offering a personalized experience. It allows users to view firm news, attend virtual meetings, access market insights, and communicate privately with their advisor. It also facilitates inviting family members to learn from trusted professionals.

More apps like SteelPeak Wealth

4
City National Bank App
City National Bank App
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Mobile banking reimagined
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Manage your finances with a comprehensive mobile banking app. Easily view accounts, deposit checks, pay bills, transfer funds, and set up wire transfers. Includes secure login options and a business suite for integrated management.

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The Motley Fool
The Motley Fool
The Motley Fool
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Access real-time stock rankings, recommendations, news, and analysis from The Motley Fool. Receive instant notifications about your portfolio, new stock picks, and expert commentary. Customize alerts or get comprehensive updates to stay informed about market insights.

Stock rankings and recommendationsPortfolio trackingCustomizable notifications
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6
Schwab Mobile
Schwab Mobile
Schwab Mobile
Own your tomorrowยฎ
Free

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

Consolidated account viewMobile check depositIntuitive trade ticket
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7
Schwab Workplace Retirement
Schwab Workplace Retirement
Schwab Workplace Retirement
by The Charles Schwab Corporation
Free

This application provides recordkeeping and related services for retirement plans. It is part of the services offered by a financial institution to manage your retirement accounts.

Retirement plan recordkeepingRelated administrative servicesAccount management
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8
TipRanks Stock Market Analysis
TipRanks Stock Market Analysis
TipRanks Stock Market Analysis
Investing, Trade, Finance News
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Access Wall Street analyst insights, track your investments, and stay updated on market news. This app provides data-driven scores, real-time quotes, and personalized alerts to help you make informed trading decisions.

Stock market analysisPortfolio managementFinancial data access
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Seeking Alpha: News & Analysis
Seeking Alpha: News & Analysis
Seeking Alpha: News & Analysis
Stock Market Portfolio, Alerts
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Access real-time financial news, market analysis, and expert investment insights. Track your portfolio, set customizable alerts, and discover stock ratings. This platform empowers active investors with tools previously available only to institutions.

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freemium