Best Investwell Mint Alternatives in 2026
Updated
20 apps from financial advisor software ranked against Investwell Mint on the same published basis.
- 1Investwell Mint vs Xplan
- 2Investwell Mint vs eMoney Advisor
- 3Investwell Mint vs MoneyGuide
- 4Investwell Mint vs RightCapital
- 5Investwell Mint vs Conquest
- 7Investwell Mint vs AdvisorEngine CRM
- 8Investwell Mint vs Practifi
- 9Investwell Mint vs Morningstar Office
- 10Investwell Mint vs Wealthbox
- 11Investwell Mint vs FinStak
- 12Investwell Mint vs Redtail CRM
- 13Investwell Mint vs Fin365
- 14Investwell Mint vs intelliflo office
- 15Investwell Mint vs AdviceOS
- 16Investwell Mint vs Snap Projections
- 17Investwell Mint vs Moneytree
- 18Investwell Mint vs Dynamic Planner
- 19Investwell Mint vs Voyant
- 20Investwell Mint vs Plutosoft
- 21Investwell Mint vs One Adviser
Investwell Mint alternatives compared
| # | App | Score | Free plan | From | Runs on |
|---|---|---|---|---|---|
| 1 | Xplan | 9.1 | No | — | Android, API, iOS, Web |
| 2 | eMoney Advisor | 8.9 | No | — | Android, API, iOS, Web |
| 3 | MoneyGuide | 8.8 | No | $33.33/mo | iOS, Mac, Web, Windows |
| 4 | RightCapital | 8.6 | No | $12.50/mo | Android, iOS, Web |
| 5 | Conquest | 7.8 | No | — | API, Web |
| 7 | AdvisorEngine CRM | 7.3 | No | $5.75/mo | Android, iOS, Web |
| 8 | Practifi | 7.2 | No | $135/mo | Android, API, iOS, Web |
| 9 | Morningstar Office | 7.1 | No | — | Web, iOS |
| 10 | Wealthbox | 7.0 | No | — | Web, iOS, Android |
| 11 | FinStak | 7.0 | No | $60/mo | Android, iOS, Web |
| 12 | Redtail CRM | 6.9 | No | $3.25/mo | Web, iOS, Android |
| 13 | Fin365 | 6.7 | No | — | Web |
| 14 | intelliflo office | 6.6 | No | — | API, Web |
| 15 | AdviceOS | 6.6 | No | — | Web |
| 16 | Snap Projections | 6.5 | No | — | Web |
| 17 | Moneytree | 6.4 | No | — | Web |
| 18 | Dynamic Planner | 6.4 | No | — | Web |
| 19 | Voyant | 6.2 | No | — | — |
| 20 | Plutosoft | 6.1 | No | — | Web |
| 21 | One Adviser | 5.9 | No | A$29/mo | Web |
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Questions about Investwell Mint alternatives
What is the best alternative to Investwell Mint?
Xplan, number 1 in financial advisor software with a score of 9.1 out of 10. The others here: eMoney Advisor, MoneyGuide, RightCapital and 16 more.
Is there a free alternative to Investwell Mint?
None of the 20 alternatives here publishes a free plan on its own pricing page.
How are these alternatives ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation.