Best apps like SVB Private Bank

9+ similar apps compared and reviewed

4.1 avg rating
9 free apps
Updated July 2026

SVB Private Bank 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 SVB Private Bank

Compound Planning#1

Compound Planning by Compound Financial, Inc

Your finances, all in one app
Editor's Choice
πŸ’° Finance
4.7(12 ratings)
Free
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Consolidate all your financial accounts, investments, and documents into a single, real-time dashboard. Securely store important financial and tax papers, organized by asset for easy access. Simplify your financial life and make informed decisions with a complete overview of your net worth, assets, and liabilities.

Carta Carry#2

Carta Carry by eShares, Inc.

Your fund at your fingertips
Strong Contender
πŸ’° Finance
4.9(15 ratings)
FreeAds
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Manage your fund's financial activities remotely. Initiate capital calls, wire transfers, and payments, while tracking tasks from request to completion. Receive real-time notifications for enhanced transparency and fund management on the go.

Fortis Bank#3

Fortis Bank by Fortis Bank

Mobile Banking
Worth Considering
πŸ’° Finance
4.9(427 ratings)
Free
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Consolidate all your financial accounts, including those from other banks, into one organized view. Track balances, transaction history, and set alerts for bills and low funds. Enhance transactions with notes and images for better financial management.

More apps like SVB Private Bank

4
SVB Private Banking
SVB Private Banking
SVB Private Banking
by Boston Private Bank & Trust Company
Free

Manage personal or business finances on all your devices through a single, secure platform. This mobile app complements its web-based counterpart, offering a consistent experience for account management, bill payments, transfers, and more.

Account ManagementBill PaymentCard Management
πŸ’° Finance
(18)
ad-supported
5
SVB Mobile
SVB Mobile
SVB Mobile
by Sauk Valley Bank Mobile Banking
Free

Manage your bank accounts conveniently on the go. This app allows you to check balances, pay bills, deposit checks, and transfer funds. Easily locate ATMs and banking centers with GPS integration.

Check account balancesTransfer fundsPay bills
πŸ’° Finance
(7)
free
6
First Republic Corporate
First Republic Corporate
First Republic Corporate
by First Republic Bank
Free

Manage your business finances conveniently from your mobile device. Deposit checks, view account details, approve transactions, and pay bills securely. Access is managed by corporate online administrators.

Mobile check depositView account balances and historyApprove or release wires
πŸ’° Finance
(9.4K)
free
7
Tegus
Tegus
Tegus
by Tegus
Free

Access thousands of expert interviews and research insights on the go. Seamlessly organize, read, listen, highlight, and take notes on transcripts, syncing across all your devices. Powerful search tools help you find specific information quickly.

Access expert interviewsOrganize research insightsRead and listen to content
πŸ’° Finance
(29)
free
8
Fidelity Digital Assets
Fidelity Digital Assets
Fidelity Digital Assets
User Access Only
Free

This application provides custody and trading services for digital assets through a national trust bank. It is registered with the Financial Conduct Authority in the UK for money laundering regulations.

Digital asset custodyDigital asset tradingNational trust bank services
πŸ’° Finance
(6)
free
9
Morgan Stanley Matrix
Morgan Stanley Matrix
Morgan Stanley Matrix
by Morgan Stanley
Free

Access exclusive institutional client features for market insights, prime brokerage management, and foreign exchange trading. Stay updated with real-time data, research, and order management capabilities on the go.

Proprietary research and market commentaryPersonalized content feeds and alertsPrime brokerage wire notifications and approvals
πŸ’° Finance
(5)
free