Wealthbox app icon

Apps Like Wealthbox for iPhone and iPad

Manage client data and track firm activities

Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.

by Starburst Labs, Inc.★ 4.81,651 ratingsBusinessFreeData updated 2026-09-16

Wealthbox screenshots

Ranked alternatives

Showing 941–960 of 1,000 ranked alternatives.

  1. Kylas app icon

    Kylas

    Kylas Technologies Private Limited

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  1. LeadExpo app icon

    LeadExpo

    WebNX Global Services Private Limited

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  2. Mixbud app icon

    Mixbud

    Binares Pawel Hajduk

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  3. event•hapily app icon

    event•hapily

    hapily, Inc.

    Capture leads at events and sync

    Capture and manage leads by scanning event badges to extract contact information. Exchange contacts quickly via QR code or Bluetooth. Sync data with HubSpot CRM for centralized lead management and follow-up tracking.

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  4. AB2CSV app icon

    AB2CSV

    Antonio Lore'

    Export contacts to CSV or vCard format

    Export contacts from Mac Address Book to CSV or vCard format. Select export options and save files directly. Import contacts into other devices or applications. Manage contact data efficiently without third-party tools.

    ★ 0.00 ratingsUtilities$4.99Data updated 2026-09-08

How we rank alternatives

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