Report updated May 26, 2026
HUB24
For financial advisers managing client portfolios and individual investors with accounts on the HUB24 platform.
HUB24 is an established finance app that is completely free.
What is HUB24?
HUB24 is a mobile finance app for financial advisers and clients to manage accounts and monitor portfolio performance on iOS.
Advisers hire the app to execute trades and access client reports on the go, serving the need for mobile-accessible platform functionality.
Current Momentum
v2.9 · 10mo ago
Zombie- Maintains stable platform-utility update cadence.
What makes this app unique?
What Does It Look Like?
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What Are The Key Features?
Full platform functionality allowing advisers to execute trades and manage client accounts directly from the mobile interface.
Real-time monitoring of FUM, fee inflows, and asset valuations for both advisers and clients.
How much does it cost?
- Free access for existing HUB24 account holders
The app functions as a utility for existing platform clients, with no direct consumer pricing or in-app purchases.
Who Built It?
Hub24 Pty
View Publisher Intel →Enrichment in progress
Publisher profile available very soon
What other apps does Hub24 Pty make?
What do users think recently?
Analysis in progress, available soon
What is the competitive landscape for HUB24?
Where is it available?
Localized markets (1)
How's The Finance Market?
Market outlook for this category
Available very soon
Which niche is HUB24 in?
to manage investment portfolios and client accounts
Explore the full Investing Dashboards niche
Every app in this space — 593 tracked, the niche's live rankings, and Marlvel's editorial take on the job-to-be-done.
The rivals identified
Nemeses(1)
Fidelity competes directly for the same wealth-management audience by providing a comprehensive, high-frequency mobile interface for portfolio tracking and multi-asset trading.
Differentiators
- Offers integrated cryptocurrency trading and fractional share capabilities not currently present in the HUB24 mobile experience.
- Massive scale and brand recognition create a significant barrier to entry for retail wealth management users.
- Provides a highly polished, consumer-grade mobile trading interface that outpaces HUB24's advisor-centric reporting focus.
Head to head
HUB24 should double down on its advisor-specific workflow efficiency rather than competing on retail trading features, focusing on deepening the platform-to-app integration.
Contenders(4)
This app competes for the attention of retail investors looking for specific stock selection strategies and market momentum indicators.
Differentiators
- Focuses on niche stock selection strategies that cater to retail traders seeking quick market entry signals.
- Provides specific position indicators that simplify complex market data for non-professional, retail-level investment decision making.
It targets the same finance-focused user base by offering proprietary technical analysis tools and community-driven investment content.
Differentiators
- Integrates community-driven content zones that foster user retention through shared investment education and social interaction.
- Utilizes proprietary Five-Line Spectrum analysis to differentiate its technical charting from standard market data displays.
This app overlaps with HUB24 by providing professional-grade market data and profitability tools for a specialized financial niche.
Differentiators
- Offers a specialized profitability optimizer tool designed specifically for the agricultural market sector's unique financial needs.
- Provides a dedicated market data dashboard that serves as a primary intelligence hub for professional farm management.
This app competes for retail users by offering simplified market sentiment analysis and momentum detection tools.
Differentiators
- Uses forward P/E river charts to provide visual, easy-to-understand valuation metrics for retail stock market participants.
- Prioritizes market sentiment analysis to help users gauge broader market trends without requiring deep financial expertise.
Same space(3)
This app occupies the same financial utility space by providing specialized calculation tools for loan and payment scenarios.
Differentiators
- Includes state-specific tax integration, providing more accurate localized payment estimates than generic financial calculators.
- Features a multi-scenario comparison tool that allows users to weigh different loan terms against each other.
It serves the same utility-focused financial audience by offering granular loan and lease calculation features.
Differentiators
- Provides a dedicated lease calculator, addressing a specific financing segment often overlooked by standard loan tools.
- Supports data export functionality, allowing users to move their calculated financial scenarios into external spreadsheets.
This app competes in the financial utility category by providing complex amortization and debt planning tools.
Differentiators
- Includes an extra-payment planner that helps users visualize the long-term impact of accelerated debt repayment strategies.
- Offers a data privacy mode, appealing to users who are sensitive about storing financial information on mobile.
Compare HUB24 against every rival
All rivals in one side-by-side table — identity, store metrics, ratings & sentiment, and strategic intel — plus a head-to-head page for each.
The outtake for HUB24
Strengths to defend, gaps to attack
Core Strengths
- Adviser-specific transactional portal enables complex account management
- Deep integration with Australian managed portfolio workflows creates high switching costs
Critical Frictions
- Zero consumer-facing engagement features
- Lacks fractional share or crypto trading capabilities
Growth Levers
- Expansion into automated tax-reporting tools
- Integration of community-driven investment education zones
Market Threats
- Fidelity's high-frequency mobile interface erodes retail user interest
- Retail-focused calculators from new entrants simplify complex financial planning
What are the next best moves?
Audit adviser-portal workflows because competitors offer superior retail-facing UX → defend B2B retention
Fidelity's superior retail-facing UX threatens to pull retail users away from the HUB24 platform.
Trade-off: Pause development of consumer-facing portfolio charts — adviser retention is the primary revenue driver.
A counter-intuitive read
The lack of consumer-facing engagement features is a strategic choice, not a failure; HUB24's moat is adviser-workflow lock-in, which retail-trading apps cannot replicate.
Feature Gaps vs Competitors
- Integrated cryptocurrency trading (available in Fidelity Investments)
- Fractional share capabilities (available in Fidelity Investments)
Key Takeaways
HUB24 holds its market position through deep adviser-workflow integration but remains vulnerable to retail-focused competitors, so the PM must prioritize B2B utility over consumer-grade UI features.
Where Is It Heading?
Stable
The wealth management market is shifting toward high-frequency retail engagement, which exposes HUB24's utility-only model to churn risk. The PM must double down on adviser-workflow depth to ensure the platform remains the primary choice for professional users.
The app maintains a stable utility-focused update cadence, prioritizing platform-specific functionality over retail-facing feature expansion.