Best apps like Valian

10+ similar apps compared and reviewed

4.6 avg rating
10 free apps
Updated July 2026
Valian
Valian
AssetBook LLC

Valian 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 Valian

Orion Summit#2

Orion Summit by Summit Wealth Systems, Inc

Welcome to Abundance
Strong Contender
💰 Finance
5.0(2 ratings)
Free
Orion Summit screenshot 1
Orion Summit screenshot 2
Orion Summit screenshot 3
Orion Summit screenshot 4
Orion Summit screenshot 5

This finance app facilitates communication, document sharing, and personalized insights for authorized users. It offers a streamlined mobile experience focused on financial management and team collaboration.

More apps like Valian

4
Edge Capital Group
Edge Capital Group
Edge Capital Group
by Edge Capital Partners, LLC
Free

Access your investment portfolio data through a secure and user-friendly mobile interface. This application provides a simple way to view your financial holdings on the go.

Secure portfolio accessSimple interfaceView financial holdings
💰 Finance
(2)
free
5
Money Manager : Track Expense
Money Manager : Track Expense
Money Manager : Track Expense
Manage Expense, Save Wealth
Free
💰 Finance
(0)
6
First Federal of San Rafael
First Federal of San Rafael
First Federal of San Rafael
Secure Mobile Banking
Free

Manage your finances on the go with this secure mobile banking app. View all your accounts, set financial goals, track your credit score, and perform transactions like transfers and bill payments. It also offers features for check deposits, secure messaging, and finding branch locations.

Consolidated account viewMoney goal settingCredit score tracking
💰 Finance
(17)
free
7
Shellman Wealth
Shellman Wealth
Shellman Wealth
by SHELLMAN SA
Free

Access your account information and receive reports directly through this application. Connect with your financial advisor easily for personalized support.

Account information accessReport deliveryDirect advisor contact
💰 Finance
(2)
free
8
State Street Springboard℠
State Street Springboard℠
State Street Springboard℠
by State Street Corporation
Free

This finance app provides clients with efficient tools to manage risk and optimize returns on their investments. It offers summarized information through visual displays for quick evaluation of investments and access to executive reports. Content is delivered from a leading client information platform, offering insights from industry experts.

Risk management toolsReturn optimizationVisual investment displays
💰 Finance
(2)
free
9
Live Oak Wealth
Live Oak Wealth
Live Oak Wealth
by Live Oak Private Wealth, LLC
Free
💰 Finance
(0)
10
SIG - Connect
SIG - Connect
SIG - Connect
by Jason Durity
Free
💰 Finance
(0)