Stifel Wealth Tracker app icon

Apps Like Stifel Wealth Tracker for iPhone and iPad

by Stifel Financial Corp.★ 3.2185 ratingsFinanceFreeData updated 2026-09-14

Stifel Wealth Tracker screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,608 ratingsFinanceFreeData updated 2026-09-22
  2. getquin - Portfolio Tracker app icon

    getquin - Portfolio Tracker

    QUIN Technologies GmbH

    Track assets, monitor net worth, manage investments

    Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.

    ★ 4.3355 ratingsFinanceFreeData updated 2026-09-25
  3. Blossom: Portfolio Tracker app icon

    Blossom: Portfolio Tracker

    Blossom Social Inc.

    Track stocks, ETFs, and dividends

    Track stocks, ETFs, and dividends with real-time data. Follow investor portfolios and compare performance. Learn investment strategies through educational content. Set alerts for price changes and market news. Share insights with the community.

    ★ 4.72,089 ratingsFinanceFreeData updated 2026-09-06
  1. Lake Michigan CU Mobile app icon

    Lake Michigan CU Mobile

    Lake Michigan Credit Union

    Manage accounts anytime and anywhere.

    The app provides mobile banking features for managing accounts, including viewing balances, monitoring transactions, and transferring funds. It also offers helpful tools like a budget tracker, bill pay, and a financial calculator for users.

    ★ 3.0693 ratingsFinanceFreeData updated 2026-09-23
  2. SC Mobile Singapore app icon

    SC Mobile Singapore

    Standard Chartered

    Track expenses, save, and grow money

    Manage finances with consolidated accounts, investments, credit cards, loans, and insurances in one place. View portfolio summaries, track spending patterns, and receive personalized insights and product recommendations.

    ★ 4.71,156 ratingsFinanceFreeData updated 2026-09-08
  3. WNB Digital app icon

    WNB Digital

    WNB Financial, N.A.

    View balances, track transactions, transfer funds, deposit

    View account balances and transaction history. Transfer funds between accounts. Deposit checks via photo. Pay bills and manage loans. Access savings, certificates of deposit, and money funds. Set up alerts and manage account settings.

    ★ 4.9643 ratingsFinanceFreeData updated 2026-09-06
  4. Wealth eOffice app icon

    Wealth eOffice

    RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED

    View portfolios, track goals, calculate investments

    View investment portfolios and reports. Access financial calculators and goal tracking tools. Review performance metrics and receive advisor-generated insights. Manage investment goals and track progress over time.

    ★ 4.19 ratingsFinanceFreeData updated 2026-09-11
  5. 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
  6. WorthTracker app icon

    WorthTracker

    Tomer Shalom

    Track assets and liabilities

    Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.

    ★ 4.8349 ratingsFinanceFreeData updated 2026-09-26
  7. 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
  8. My-Wealth app icon

    My-Wealth

    Adapt Fintech Advisors Private Limited

    ★ 4.7167 ratingsFinanceFreeData updated 2026-09-11
  9. Hoxton Wealth app icon

    Hoxton Wealth

    HOXTON CAPITAL MANAGEMENT FZE

    Track net worth in real time

    Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.

    ★ 4.548 ratingsFinanceFreeData updated 2026-10-22
  10. WalletWize: Track Money Better app icon

    WalletWize: Track Money Better

    Revent Solutions LLC

    Expenses, sync accounts, set budgets

    Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.

    ★ 4.131 ratingsFinanceFreeData updated 2026-09-06
  11. AUBWM Total Wealth app icon

    AUBWM Total Wealth

    Atlantic Union Bank

    Track investments and view holdings

    View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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