Best Cerstone Capital Apps

4.8😞(11K ratings)

Free

Capital Group PlanPremier401k screenshot 1

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Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

What We Love

👍 User friendly
🚀 Easy to make changes
💡 Allows to review investments and make changes

Room to Improve

🐛 Glitchy, freezes up
🐛 Keeps crashing
🐛 Login doesn't work
🐛 Unresponsive after updates
🐛 Force closes when reviewing balance

GSB Capital by GSB Capital NBFI LLC

GSB Prime

Strong Contender

5.0(1 ratings)

Free

Access unsecured loans ranging from 50,000 to 2,000,000 MNT for a 30-day term. Enjoy flexible conditions and a straightforward application process.

J G Capital by Jean Gilles Capital LLC

Jean Gilles Capital

Worth Considering

Access to Private Investment

3.7(19 ratings)

Free

This app offers investment options and business consulting to help members build sustainable wealth and achieve financial freedom. It focuses on providing pathways to financial independence through strategic investment choices.

More Cerstone Capital apps to explore

Linqto

Access to private company investmentsEvaluate investment opportunitiesInvest in unicorns and startups

Access private investment opportunities in leading global unicorns and private companies. Evaluate and invest in innovative mid-to-late-stage companies across diverse sectors like fintech, AI, and health tech. Democratizes access to private market investments for accredited investors.

free with in-app purchases

(89)

Fantasy Startup

by Doriot Markets LLC

Virtual portfolio with $1,000 starting capital50 real-world startup case studies150 bite-sized venture capital lessons

Learn startup investing skills and strategy risk-free through an interactive simulation. Analyze real startup scenarios, build a virtual portfolio, and track your investments' success or failure. Gain practical knowledge for venture capital and wealth building.

📚 Education

(45)

free with in-app purchases

FTV Capital

by FTV Management Company, LP

Exclusive attendee accessEvent informationResource portal

This app serves as a private portal for registered attendees of FTV Capital's Annual Partner Conference. It provides event-specific information and resources for participants. For inquiries, attendees can reach out via email.

💼 Business

(1)

Castle Commercial Capital

Finance your CRE deal today.

Property discovery via direct links10 loan qualifiers with proprietary algorithmsDirect deal submission for funding

This finance app helps real estate investors and business owners secure funding. It allows users to find properties, check loan eligibility with proprietary algorithms, and submit deals directly for processing. Access loan guidelines, educational resources, and a real estate marketplace.

(9)

Transcend Capital Advisors LLC

by Transcend Wealth Collective LLC

Client portal accessAccount viewingPortfolio breakdown and performance

Access your wealth management client portal to view accounts, portfolio performance, and securely store financial documents. This registered investment advisor offers a comprehensive solution for managing your finances.

Shares, ETFs, RA & TFSA

Invest in shares, ETFs, crypto, and propertyNo account or investment minimumsFractional shares and IPO access

Invest in a wide range of assets like shares, ETFs, crypto, and property with low costs and no minimums. Sign up in minutes and manage your portfolio with AI tools and personalized reporting. Trade global markets and fund accounts easily.

Invest in a variety of funds with this secure platform. It simplifies onboarding with digital KYC and allows users to track portfolio performance in real-time with personalized insights and tailored reporting.

Seamless onboardingDigital KYC verificationExplore investment opportunities

💼 Business

(3)

Invest your money smarter

Credicorp Capital Invest

Access to world-class investment managementLow account minimumsOnline account opening

This platform offers international clients access to global investment management with low account minimums. Open an account online, build a diversified portfolio, and access your funds easily.

💼 Business

(3)

Vennre: Wealth Management

Invest & Grow Private Wealth

Discover curated private market opportunitiesDiversify across alternative asset classesSimulate investment scenarios

This platform empowers high earners to build long-term wealth by providing access to curated private market investment opportunities. Explore real estate, private equity, venture capital, and private credit, all vetted through a rigorous due diligence process. Invest digitally and track your portfolio performance with confidence.

free with in-app purchases

(11)

Veracity Capital

by Veracity Capital, LLC

Portfolio data accessSimple interfaceElegant design

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing clients who have been granted specific phone application authorization. Inquiries regarding access can be directed to your primary Veracity Capital contact.

Connect with other high net worth individuals for confidential financial knowledge sharing and networking. Discuss wealth preservation, tax strategies, asset allocation, and alternative investments. Access exclusive opportunities in private markets and attend live and virtual events.

High net worth investor communityConfidential knowledge sharingNetworking opportunities

🌐 Social Networking

(32)

Sixth Street More Than Capital

by Sixth Street Partners, LLC

by CORA Capital Advisors LLC

View account informationCheck balancesContact advisor

Access your financial account details, balances, and connect with your advisor. This app provides a convenient way to manage your financial information on the go.

(2)

Mill Creek Capital Advisors

by Mill Creek Capital Advisors, LLC

Secure portfolio accessView account balancesTrack investment activity

Access your investment portfolio securely and easily. View balances, track activity, and download important financial documents like statements and tax forms. Requires established credentials for existing clients.

(1)

by Impact Capital Partners LLC

Impact Capital Partners

Portfolio data accessClient-specific interfaceSecure client portal

This app provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing clients of the firm. Inquiries for access should be directed to the company.

Robo Advisor mit Weltportfolio

ETF-based investment solutionPersonalized portfolio based on risk toleranceAutomated ETF savings plans

Invest with a scientifically sound ETF-based solution designed to maximize portfolio returns based on personal risk tolerance. Automate investments with savings or payout plans. Offers cost-effective asset management with a focus on factor premiums.