Top 15 M1 Finance Alternative and Similar Softwares | May 2024

1. State Farm Pocket Agent

Pocket Agent® gives mobile access to State Farm® insurance and financial information, and allows customers to manage their policies and accounts anytime, anywhere.Pocket Agent lets you: • View insurance policy info• View insurance card*• Contact your agent• Search for an agent near you• Submit an auto insurance claim• View claim...... TpSort Score | 396,000

2. Goldman Sachs Private Wealth Management

The Goldman Sachs Private Wealth Management app offers private clients mobile access to their portfolio data information, market news and insights from across Goldman Sachs. The Private Wealth Management app offers you: - Convenient access to your portfolio information, including positions, asset allocation and recent transactions- Easy, secure communication with...... TpSort Score | 8,770,000

3. Vanguard

Long-term investing is now even easier. With this free app for iPhone®, the tools you need to securely manage your Vanguard accounts are at your fingertips.Now available– Create a watch list to monitor up to 30 funds, stocks, and ETFs on your device.– View the cost basis information for either...... TpSort Score | 2,560,000

4. USAA Mobile

USAA mobile gives you immediate and secure account access from your mobile device....... TpSort Score | 87,800,000

5. Capital One Mobile

Manage your Capital One® credit cards, Capital One 360?, and your Capital One® Bank accounts—securely and conveniently with our iPhone® app. View balances and recent activity, deposit checks, pay your bill(s) and schedule payments, move money, find branches/ATMs, and more. Simply use your existing Capital One Online Banking sign-in information...... TpSort Score | 34,900,000

6. WealthBar

WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using time-tested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. You will also work directly with your own personal financial...... TpSort Score | 239,000,000

7. Tradingster

Tradingster.com is a financial service startup that provides online tools and information to help investors make better investment decisions based on open financial data.Currently we provide free COT charts and COT reports. The Commitments of Traders (COT) reports are public available financial data providing weekly information on big players' actions...... TpSort Score | 119,000,000

8. Zapflow

Zapflow is a power tool that helps professional investors to finally ditch locally stored Excel sheets to move towards seamless deal flow, deal portfolio management. It has been developed for VC, PE, M&A and accelerators. Zapflow keeps track of incoming deals for faster processing and supports decision making with a...... TpSort Score | 1,140,000

9. Moneydance

Java-based money organizer very similar to Quicken. New version every year, minimal license fee gives you free upgrades for three years....... TpSort Score | 2,610,000

10. Fidelity Investments

Fidelity Investments for iPhone gives you access to brokerage and workplace savings accounts*, with the ability to trade stocks, deposit checks, and get real-time quotes.The Fidelity app offers new functionality to ensure you can take advantage of your next trading opportunity wherever you are. Features include: • Multi-Leg options trading...... TpSort Score | 272,000

11. Tangerine

Ever since we first opened for business in 1997, we've had a relentless drive to create the most exceptional banking experience for you, our Clients. We're proud to be known as the bank that helps Canadians save their money, and as a leader in simple and innovative everyday banking. It's...... TpSort Score | 2,200,000

12. Acorns

Acorns is an app, FREE to download, that invests your spare change from everyday transactions into your very own diversified portfolio. You can easily get started in minutes: anytime, anywhere.· Intelligent Investing ·A simple and intelligent automatic investment system not only helps you invest regularly but also optimizes your investment...... TpSort Score | 1,320,000

13. Schwab

Manage your money and track the markets no matter where you are. Schwab’s mobile app makes it easy to monitor your accounts, trade, research investments, and follow today’s market news—whenever and wherever you want....... TpSort Score | 944,000

14. KeyBank Mobile

Take control of your money, and bank the way you were meant to bank – anytime, anywhere. With a simple design and features that let you transfer funds, make payments, open an account and even deposit checks*, our iPhone app** has features that are streamlined for today’s on-the-go world. Our...... TpSort Score | 85,900,000

15. RBC Mobile

By selecting Install, you consent to the installation of RBC® Mobile¹, which gives you the simplicity and convenience of everyday banking and investing no matter where you are or what you’re doing. You are entitled to and consent to future updates or upgrades to RBC Mobile, which may be automatically...... TpSort Score | 87,200,000