BRG Wealth app icon

Apps Like BRG Wealth for iPhone and iPad

View accounts, track performance, manage holdings

Access account balances, performance data, and holdings. View quarterly performance statements and custodial documents in one place. Upload files for storage. Contact support directly within the .

by Bay Rivers Group inc★ 5.01 ratingsFinanceFreeData updated 2026-09-15

BRG Wealth screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Mercedes-Benz Finance (USA/CA) app icon

    Mercedes-Benz Finance (USA/CA)

    Mercedes-Benz USA LLC

    Manage accounts, track payments, view statements

    Manage financial account details by registering your account and making payments. View transaction history and account balances. Set up payment reminders and access account settings. Receive notifications for account updates.

    ★ 4.934,251 ratingsFinanceFreeData updated 2026-09-06
  2. Equitable Mobile App app icon

    Equitable Mobile App

    Equitable Financial Services, LLC

    Manage accounts, view history, access documents

    Access accounts using FaceID or TouchID. View all accounts in one place. Access up to seven years of documents. Review balances and activity. Adjust investment options. Update personal information. Schedule transactions.

    ★ 4.735,011 ratingsFinanceFreeData updated 2026-09-20
  3. Leaders Credit Union app icon

    Leaders Credit Union

    Leaders Credit Union

    View transactions and deposit checks

    View transactions and balances. Deposit checks via Mobile Check Deposit. Pay or schedule bills with Bill Pay. Apply for new accounts or loans. Submit home purchase or refinance applications electronically. Transfer funds between accounts.

    ★ 4.87,022 ratingsFinanceFreeData updated 2026-09-08
  1. CoinTracker: Portfolio & Taxes app icon

    CoinTracker: Portfolio & Taxes

    Nino Finance, Inc.

    Track crypto holdings and

    Track cryptocurrency holdings and performance across wallets and exchanges. View net worth, gains, losses, and transaction history. Generate tax reports and export data for accounting. Set up alerts for price changes and updates.

    ★ 4.714,345 ratingsFinanceFreeData updated 2026-09-15
  2. Smart Financial Mobile app icon

    Smart Financial Mobile

    Smart Financial Credit Union

    Access accounts, manage transactions, transfer funds, pay

    Access account information anytime and anywhere. Manage transactions and view activity logs. Transfer funds, pay bills, and deposit checks by photo. Locate nearby ATMs and contact customer support. Receive alerts and view statements on tablets.

    ★ 4.815,247 ratingsFinanceFreeData updated 2026-09-08
  3. CIBM Bank app icon

    CIBM Bank

    CIB Marine Bancshares Inc

    Manage accounts and track transfers

    Manage finances by reviewing account activity, transferring money, and depositing checks. Set alerts for low balances and view monthly statements. Make payments to companies or individuals.

    ★ 4.8358 ratingsFinanceFreeData updated 2026-09-06
  4. Lakeview Mortgage app icon

    Lakeview Mortgage

    LOANCARE, LLC

    Manage loan payments and escrow accounts

    Manage payments, view loan details, and access escrow, insurance, and tax information. Make payments, check balances, and receive alerts. Set up automatic payments and contact customer support directly.

    ★ 4.817,030 ratingsFinanceFreeData updated 2026-09-06
  5. Wescom Financial Mobile app icon

    Wescom Financial Mobile

    Wescom Resources Group

    Manage accounts, make payments, deposit checks

    Manage accounts and cards, deposit checks, and make payments. View balances, transfer funds, and set alerts. Access profile settings for security and account management. Use Zelle® for instant payments.

    ★ 4.824,693 ratingsFinanceFreeData updated 2026-09-08
  6. Optum Bank app icon

    Optum Bank

    Optum Inc

    Manage health account funds and benefits

    Track account balances and manage health savings, flexible spending, and other accounts. Pay for health costs directly. Access tips for maximizing benefits. Find answers to account-related questions. Store account information securely.

    ★ 4.754,584 ratingsFinanceFreeData updated 2026-09-14
  7. LGE Mobile app icon

    LGE Mobile

    LGE Community Credit Union

    Deposit checks, view transactions, transfer funds, check

    Make check deposits using camera. View transaction history and account balances. Transfer funds between accounts. Pay loans directly. Manage card settings with biometrics. Access statements and send messages.

    ★ 4.932,212 ratingsFinanceFreeData updated 2026-09-08
  8. Firstmark Credit Union app icon

    Firstmark Credit Union

    Firstmark Credit Union

    View balances and track transactions

    Secure login with biometric authentication. View account balances and transaction history. Transfer funds between accounts. Pay bills and link external accounts. Deposit checks via mobile. Access electronic statements.

    ★ 4.912,335 ratingsFinanceFreeData updated 2026-09-08
  9. Citizens Access app icon

    Citizens Access

    Citizens Bank, N.A.

    Accounts, view statements, transfer funds

    Account summaries, statements, and transaction history at any time. Transfer funds in and out of accounts. View secure 24/7 to CD and Savings accounts.

    ★ 4.89,363 ratingsFinanceFreeData updated 2026-09-06
  10. Union Bank & Trust Mobile app icon

    Union Bank & Trust Mobile

    Union Bank and Trust Company

    Manage accounts, view transactions, access funds securely

    View account balances and transaction history. Manage multiple accounts in one . Receive alerts for account activity. Transfer funds between accounts. Set up custom alerts for specific transactions. Lock and unlock accounts remotely.

    ★ 4.920,218 ratingsFinanceFreeData updated 2026-09-08
  11. 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
  12. BNH Mobile app icon

    BNH Mobile

    Bank of New Hampshire

    Deposit checks and pay bills

    Manage account balances and view transaction history. Pay bills, transfer funds, and send money to friends. Deposit checks by photo. Open accounts and set alerts. Download statements and stop payments. Find office locations and ATMs.

    ★ 4.61,601 ratingsFinanceFreeData updated 2026-09-08
  13. 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
  14. MB Bank app icon

    MB Bank

    MILITARY COMMERCIAL JOINT STOCK BANK

    Manage accounts, track expenses, set budgets

    Check balances, track transactions, and manage accounts and assets within the MB Group. Transfer money 24/7 domestically and internationally. Set alerts and lock accounts remotely.

    ★ 4.725,269 ratingsFinanceFreeData updated 2026-09-12
  15. Mazuma Mobile app icon

    Mazuma Mobile

    Mazuma Credit Union

    View accounts, deposit checks, pay bills, track

    View account balances and transaction history. Snap a picture of checks to deposit remotely. Pay bills and manage cash back offers. Transfer funds and access online statements. Contact support securely. Locate nearby ATMs and branches.

    ★ 4.85,559 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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