Apps Like Wealth-Builder for iPhone and iPad
Track expenses, invest, build
Track income and expenses with categorized entries. Set financial goals and monitor progress. Schedule automatic savings and investments. Access educational content on building and budgeting. Sync with banking accounts for real-time updates.
Wealth-Builder screenshots
Ranked alternatives
Showing 121–140 of 1,000 ranked alternatives.
IRIS Wealth
P-Strategic Financial Allocation SA
Access financial data securely
Access account balances and transaction history. View investment portfolios and performance reports. Schedule transfers and set spending limits. Receive real-time notifications and manage security settings.
MoneyCEO: Personal Finance
You Are a CEO, Inc.
Track accounts, view income, manage expenses
View all financial accounts in one secure dashboard. Monitor income, expenses, and savings. Track cash flow with monthly income and expense reports. Manage bank accounts, 401k, IRA, investments, stocks, and debt.
Zedcrest Wealth
Zedcrest Investment Managers Limited
Save and invest with rewards
Save money with flexible savings options, withdraw at any time, and earn competitive interest rates. Set specific savings goals, automate contributions via linked card, and track progress. Earn rewards on all savings and investment activities.
CLA Wealth Advisors
CLIFTONLARSONALLEN LLP
View portfolio details anytime
View portfolio details, check asset allocations, and access interactive reports. Track financial goals and their achievement probabilities. Download documents and customize the interface for personalized financial insights.
Casa Shares
Casa Shares, Inc.
Invest in real estate with $100
Invest in real estate with minimal initial deposit. Browse curated properties, make investments with simple taps, and receive passive income. Manage tenant relations and property maintenance through automated processes.
Pinnacle Wealth
Pinnacle Wealth Planning Services, Inc
Access financial data and investment plans
View account balances and transaction history. Access investment portfolios and performance reports. Schedule and manage financial goals. Receive alerts for account activity. Contact support for assistance with financial planning.
Vault: Private Wealth
Vault Wealth Limited
Manage assets and track investments
Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.