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.
3.7(24 ratings)
Free
Best apps like Zoe Financial
10+ similar apps compared and reviewed
4.1 avg rating
10 free apps
Updated July 2026
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
Pinnacle Advisors by Pinnacle Wealth Planning Services, Inc
All at the same tableStrong Contender
💰 Finance
0.0(0 ratings)
Free
Schwab Advisor Center® Mobile by The Charles Schwab Corporation
Worth Considering
💰 Finance
2.3(37 ratings)
FreeAds
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
4
Altruist Client
The way money should feel.
Free
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.
View account balances and returnsTrack transactions and transfersAnalyze investment allocations
💰 Finance
(1.4K)
free5
Vestwell
For the future.
Free
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.
Track savings goals and employer matchChange savings amount and investment strategyConsolidate savings accounts
💰 Finance
(120)
free6
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
💰 Finance
(7)
free7
RightCapital
Financial planning software
Free
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.
View all financial accounts and investmentsLink external financial accountsTrack expenses with budget module
💰 Finance
(46)
free8
Jump AI
AI for wealth managers
Free
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.
AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations
💰 Finance
(1.1K)
freemium9
Domain Money
Your finances, handled for you
Free
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.
Expert financial guidanceCustom financial plansActionable steps
💰 Finance
(294)
free with in-app purchases10
Wealthscape℠
by National Financial Services LLC
Free
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.
Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.7K)
free