Best Fintso Partner Apps

0.0(0 ratings)

Free

Fintso: Invest & Track Wealth by Fintso

For Clients of Fintso Partners

Strong Contender

0.0(0 ratings)

Free

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Fundrise: Invest in Alts by Fundrise

Venture, Real estate, Income

Worth Considering

Coinbase: Buy Crypto & Stocks

4.8😐(38K ratings)

FreeIn-App Purchases

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

What We Love

🚀 Easy to use
📈 Decent returns
💰 Diversified investments
🏢 Exposure to real estate
👍 Straightforward platform

Room to Improve

🔒 Lack of liquidity
🕰️ Slow withdrawal process
💸 Penalties for early withdrawal
🤔 Unclear investment strategy
📉 Inconsistent/poor returns

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Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Ally: Bank, Auto & Invest

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The app for all things money

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Ledger Wallet™ crypto app

formerly Ledger Live

Secure crypto managementSend, receive, buy, sell, swap cryptoStake digital assets

Manage your digital assets securely and with confidence. This comprehensive crypto wallet allows you to send, receive, buy, sell, swap, stake, and use your crypto daily. It offers a 360° view of your portfolio, real-time insights, and access to DeFi and NFTs.

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Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

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Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

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Access valuation & documents

EXE Client Portal

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M&A and jobs for advisors

AI-powered networkingM&A and succession marketplacePersonalized recruiting and jobs

This professional network uses AI to connect wealth management and financial services professionals. Discover M&A opportunities, job openings, and industry connections. Engage in discussions and explore a directory of service providers.

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