Apps Like Live Oak Wealth for iPhone and iPad
Live Oak Wealth screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
First Oak Wealth Management
First Oak Wealth Management LLC
Access portfolio data securely
Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.
Bank of Oak Ridge Mobile
Oak Ridge Financial Services, Inc
Access accounts securely and instantly
View checking and savings account balances and transaction history. Check pending deposits and recent activity. Transfer funds between accounts. Pay bills and view account details. Set up security alerts and manage account settings.
UBS Wealth Management
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
Lone Oak Bank
Lone Oak Bank, National Association
Check balances and manage transfers
Check account balances and search recent transactions by date, amount, or check number. Transfer funds between accounts. Use Touch ID or Face ID for secure sign-on. Deposit checks by photo. Set up alerts and manage account settings.
Valley Oak Credit Union
Valley Oak Credit Union
Access accounts, deposit checks, and manage banking
Access account information, deposit checks via photo, transfer funds, and view branch locations. Check balances and contact details. Navigate to the website through the .
Quaint Oak Bank
Quaint Oak Bank
Track spending, deposit checks, manage accounts
Manage accounts by reviewing balances and transaction details across multiple accounts. Deposit checks remotely using mobile remote deposit. Send and receive money via Zelle® and pay bills through BillPay.
Willow Wealth
YieldStreet, Inc.
Invest in real estate and private equity
Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.
Bank Oak Ridge Mobile
Bank of Oak Ridge
Check balances, make transfers, pay bills,
Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay bills directly through the . Deposit checks by photo. Set transaction alerts and manage account settings remotely.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
Sherman Wealth
Sherman Wealth Management, LLC.
View account balances and performance
View account balances, performance metrics, and transaction statements. Access detailed reports and portfolio summaries. Set up recurring transactions and schedule bill payments. Receive real-time notifications for account activity.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.