Access your investment portfolio data through a streamlined and intuitive mobile interface. View your financial information with ease and clarity.
Best apps like Stonebridge Advisers
10+ similar apps compared and reviewed
3.5 avg rating
10 free apps
Updated July 2026
Stonebridge Advisers 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 Stonebridge Advisers
5.0(3 ratings)
Free
This AI-powered assistant helps financial advisors by analyzing client communications like emails and meetings. It automatically generates compliant notes, summaries, and action items, streamlining preparation and follow-ups. Seamless integration with cloud storage and CRMs enhances client relationship management and business outcomes.
OneAscent Portal by OneAscent Financial Services, LLC
Worth Considering
💰 Finance
0.0(0 ratings)
Free
More apps like Stonebridge Advisers
4
SBSWMO Mobile Banking
by SECURITY BANK OF SOUTHWEST MISSOURI
Free
Manage your finances conveniently and securely from your mobile device. Check balances, view transaction history, transfer funds, and pay bills with ease. Access bank locations and contact information directly through the app.
Check account balancesView account activity and historyTransfer money between accounts
💰 Finance
(3)
free5
Dunham Mobile
by Dunham & Associates Investment Counsel, Inc.
Free
Manage your investment accounts on the go. View statements, confirmations, and easily reset your password. Stay connected to your financial information anytime, anywhere.
Account accessView statementsView confirmations
💰 Finance
(4)
free6
Fair Market Value: GrahamValue
Warren Buffett Intrinsic Value
Free
This app helps investors determine a stock's fundamental value using the Graham number formula. It calculates an upper price bound for defensive investors, identifying potentially undervalued stocks for investment.
Calculates Graham NumberMeasures fundamental stock valueIdentifies undervalued stocks
💰 Finance
(1)
free7
SA Stone Mobile
SA Stone Mobile Wealth Access
Free
Access your investment accounts, check balances and holdings, and view recent activity. Stay informed with tailored market news and connect directly with your financial advisor.
Check investment account balancesView holdings and activitiesConnect with financial advisor
💰 Finance
(6)
free8
HCB by Hack Club
Open-source nonprofit neobank
Free
This nonprofit neobank app empowers local hackathons, clubs, and teams to manage funds, collect donations, and issue cards. It offers real-time transaction tracking, instant card management, and effortless receipt handling.
Track organization balances and transactionsInstantly manage and issue cardsEffortless receipt tracking and uploading
💰 Finance
(7)
ad-supported9
Sky FCU Mobile Banking
by Sky Federal Credit Union
Free
Manage your personal and business banking needs securely and conveniently. Perform various transactions like viewing balances, transferring funds, making loan payments, and using bill pay.
View account balancesTransfer fundsMake loan payments
💰 Finance
(14)
free10
StoneX Wealth Access
StoneX Wealth Access
Free
Access your investment portfolio and account activity on the go. View, download, and share trade confirmations, statements, and tax documents. Stay informed with portfolio-specific news and detailed information on your open positions.
View portfolio on the goAccess account activityDownload trade confirms
💰 Finance
(3)
free