Wise Wealth app icon

Apps Like Wise Wealth for iPhone and iPad

by GeoWealth Management, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-13

Wise Wealth screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. S&P Capital IQ Pro app icon

    S&P Capital IQ Pro

    S&P Global Market Intelligence LLC

    Access real-time data and market news

    Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.

    ★ 4.63,012 ratingsFinanceFreeData updated 2026-09-13
  2. Bernstein Private Wealth app icon

    Bernstein Private Wealth

    AllianceBernstein L.P.

    Access account balances and transfer funds

    Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.

    ★ 4.258 ratingsFinanceFreeData updated 2026-09-12
  1. DBS digibank - wealth app icon

    DBS digibank - wealth

    DBS Bank Ltd

    Invest, plan, and bank securely

    Manage finances with investment tools, budgeting features, and payment tracking. Set reminders for bills and payments. Access account insights and use smart shortcuts for quick transactions. Monitor spending and plan expenses within the .

    ★ 4.3562 ratingsFinanceFreeData updated 2026-09-12
  2. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  3. iA Private Wealth app icon

    iA Private Wealth

    Industrial Alliance Insurance and Financial Services Inc.

    Monitor portfolio, chat with advisor

    Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.

    ★ 4.823 ratingsFinanceFreeData updated 2026-09-06
  4. Mint by Investwell app icon

    Mint by Investwell

    Excel Net Solutions Private Limited

    Track mutual fund schemes and facts

    View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.

    ★ 4.8189 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.