Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
Showing 41–60 of 1,000 ranked alternatives.
Voya Services Company
Manage accounts, view balances, and track expenses
View and manage retirement, health savings, and investment accounts alongside checking, savings, and credit cards. Track transactions, set budgets, and receive alerts. Access account statements and transfer funds securely.
Ark Financial Management, LLC
Access portfolio data and manage investments
Access portfolio data, view account balances, and track investment performance. Review transaction history and generate reports. Receive alerts and manage account settings remotely.
Xantos Labs LLC
Invest in portfolios and manage assets
Manage investment portfolios with customizable asset allocation and performance tracking. View real-time market data and historical returns. Set investment goals and receive personalized insights. Adjust portfolio risk level and monitor expenses.
Wealthfront, Inc.
Earn interest and withdraw instantly
Manage a cash account with a 3.90% APY, no fees, and a 0.65% bonus for new clients. Withdraw instantly to eligible accounts and use over 19,000 free ATMs. Get two ATM fee reimbursements up to $7.50 each.
Farther Finance, Inc
Plan, , and with confidence
Track expenses, set financial goals, and receive personalized advice. Monitor investment performance and adjust portfolios. Access real-time market data and generate customized reports. Automate savings and bill payments.
Monarch Money, Inc.
Expenses, , and share financial goals
Manage finances by consolidating accounts into one view. spending, set budgets, and monitor progress. Collaborate with partners or financial advisors to plan and achieve financial goals. Receive alerts and notifications for account activity.
Domain Money Inc.
Plan with expert financial advice
Create custom financial plans tailored to individual needs. Schedule consultations with certified financial planners. Receive unbiased advice for different life stages. Set financial goals and track progress over time.
CMFG LIFE INSURANCE COMPANY
Track retirement accounts anytime
Monitor retirement accounts with 24/7 access. View 401k and other savings plans from a single account. Use RetireOnTarget to plan retirement income. Track current and projected retirement income levels. Set and adjust retirement income goals.
Morningstar, Inc.
Track investments, analyze portfolios, set goals
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.