219+ iOS apps curated and reviewed
Equitable Mobile App is the household name in equitable advisors, but it's far from the only option. We track 219+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 4.7★ (32K) | No | No | Aug 2026 |
| 2 |  | Free | 5.0★ (6) | No | No | May 2026 |
| 3 |  | Free | 4.4★ (154) | No | No | Jul 2026 |
| 4 |  | Free | 3.9★ (14) | Yes | No | May 2026 |
| 5 |  | Free | 4.9★ (41) | No | No | Jul 2026 |
| 6 |  | Free | 4.6★ (7K) | No | No | Aug 2026 |
| 7 |  | Free | 3.9★ (15) | No | No | May 2026 |
| 8 |  | Free | 3.5★ (18) | No | No | Aug 2026 |
Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.
This app offers tools and resources for financial professionals and new investors to plan for a secure future. It allows customization of hypothetical scenarios, access to historical data, and creation of digital reports. Explore various retirement strategies designed for growth and income.
Rate corporations based on their impact on your life. Your anonymous feedback is aggregated to influence company funding, contributing to a fairer economy. The app is free, anonymous, and secure.
This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.
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.
This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.
Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.
Submit group benefits claims quickly and easily from your mobile device. Securely sign in, fill out an interactive form, and upload a photo of your receipt for faster reimbursements. Access your claims history and benefit details anytime.
This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.
Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.
Securely connect with trusted financial professionals for face-to-face video chats. Share documents, review contracts, and eSign agreements all within one easy-to-use application.
This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.
Securely access your financial portfolio and account information. View balances, performance, and holdings with an intuitive interface. Stay informed about your financial plan anytime, anywhere.
This app allows financial advisors to manage their business on the go. It provides access to trading, money transfers, client contact information, and compensation reports directly from a smartphone or tablet.
This social media app connects financial advisors for networking and collaboration. It offers a forum to share insights, discuss market trends, and explore strategies. Additionally, it provides access to marketing materials, consumer content, and expert guides to help grow businesses.
Access and manage your retirement accounts with this financial tool. It provides specialized services for wealth management, trust administration, and retirement plan administration, focusing on long-term wealth preservation.
Manage all your bank accounts, including those from other institutions, in one place. This app offers tools for transaction organization, bill payments, money transfers, mobile check deposits, and card management. It prioritizes security with passcode and biometric login options.
Manage your health insurance policies conveniently from your phone. Access digital health cards, submit claims, and explore services like teleconsultation, mental health support, and wellness resources. Find in-network providers and enjoy exclusive discounts.