Best apps like Zoe Financial

Whether you want more options like Zoe Financial or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to Zoe Financial

eMoney Client Portal by eMoney Advisor

eMoney Client Portal

Editor's Choice

3.6(28 ratings)

Free

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

Pinnacle Advisors by Pinnacle Wealth Planning Services, Inc

All at the same table

Strong Contender

0.0(0 ratings)

Free

Schwab Advisor Center® Mobile by The Charles Schwab Corporation

Worth Considering

The way money should feel.

2.5(42 ratings)

Free

Schwab Advisor Center® Mobile screenshot 1

Schwab Advisor Center® Mobile screenshot 2

Schwab Advisor Center® Mobile screenshot 3

Schwab Advisor Center® Mobile screenshot 4

This app allows independent registered investment advisors to remotely monitor and manage client accounts. It offers secure access to account balances, positions, and request statuses, with features like mobile check deposit and direct support contact.

More apps like Zoe Financial

Altruist Client

View account balances and returnsTrack transactions and transfersAnalyze investment allocations

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

(1.6K)

Vestwell

For the future.

Track savings goals and employer matchChange savings amount and investment strategyConsolidate savings accounts

This app helps users build their financial future by providing accessible and intuitive savings solutions for retirement, education, disability, and emergencies. Manage your accounts, track progress, and access funds seamlessly from your mobile device.

(141)

Advyzon

By Advyzon

Client managementContact managementNote taking

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.

(7)

Financial planning software

RightCapital

View all financial accounts and investmentsLink external financial accountsTrack expenses with budget module

Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.

(46)

Jump AI

AI for wealth managers

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

(1.8K)

freemium

Your finances, handled for you

Domain Money

Expert financial guidanceCustom financial plansActionable steps

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

free with in-app purchases

(295)

by National Financial Services LLC

Wealthscape℠

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

(2.8K)