Best apps like Three Arch Wealth

9+ similar apps compared and reviewed

4.7 avg rating
9 free apps
Updated September 2026
Three Arch Wealth
Three Arch Wealth
Three Arch Wealth Management LLC

Three Arch 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 Three Arch Wealth

More apps like Three Arch Wealth

4
PersonaFi
PersonaFi
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5
SMI Private Client
SMI Private Client
SMI Private Client
by SMI Advisory Services, LLC
Free

Manage your finances with this secure and user-friendly mobile app. Track investments, view statements, and connect with your advisor. Get a complete financial overview on an interactive dashboard.

Interactive financial dashboardInvestment performance trackingDocument vault for statements
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6
New Venture Brokerage
New Venture Brokerage
New Venture Brokerage
Innovative app for finance
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VestGen Wealth Partners
VestGen Wealth Partners
VestGen Wealth Partners
by Hanlon Investment Management Inc.
Free

Access your investment accounts and stay updated on your portfolio performance from your mobile device. View account values, holdings, and important documents like statements and tax forms.

View account values and holdingsAccess document vaultView signed account documents
💰 Finance
(1)
free
8
Index Fund Advisors
Index Fund Advisors
Index Fund Advisors
Wealth Management • Taxes
Free

This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.

Connect with Wealth AdvisorsRead and share investing articlesWatch investment education videos
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9
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
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(7)
free