Circle of Wealth® app icon

Apps Like Circle of Wealth® for iPhone and iPad

by Jeff Hopper★ 4.85 ratingsBusinessFreeData updated 2026-09-17

Circle of Wealth® screenshots

Ranked alternatives

Showing 321–340 of 1,000 ranked alternatives.

  1. Write Off app icon

    Write Off

    TSAPlay, LLC

    Learn deductions, track expenses, structure business finances

    Learn business deductions through interactive lessons and a game. Track deductible expenses, understand tax savings, and structure finances properly. Access educational content and master accounting basics for small businesses.

    ★ 4.931 ratingsBusinessFreeData updated 2026-09-11
  1. WFG 365 app icon

    WFG 365

    World Financial Group, Inc.

    ★ 3.723 ratingsBusinessFreeData updated 2026-09-06
  2. IRIS Wealth app icon

    IRIS Wealth

    P-Strategic Financial Allocation SA

    Access financial data securely

    Access account balances and transaction history. View investment portfolios and performance reports. Schedule transfers and set spending limits. Receive real-time notifications and manage security settings.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. GuideCenter app icon

    GuideCenter

    United Capital Financial Advisers, LLC

    ★ 4.111 ratingsFinanceFreeData updated 2026-09-06
  4. Johnson and White app icon

    Johnson and White

    Johnson and White Wealth Management, LLC.

    View account info, check balances, contact advisor

    View account balances and transaction history. Contact advisors directly through the . Access investment statements and portfolio details. Send secure messages and schedule appointments. Manage account settings and notifications.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06
  5. Sherman Wealth app icon

    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.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-10
  6. Avesca app icon

    Avesca

    Jose Barron

    Track savings, forecast retirement, analyze finances

    Track retirement savings with real-time updates and dynamic visualizations. Monitor investment growth and forecast financial outcomes. Receive personalized recommendations to adjust savings and investment strategies.

    ★ 0.00 ratingsProductivityFreeData updated 2026-09-06
  7. Switch by Sterling app icon

    Switch by Sterling

    Sterling Bank Plc

    Send money across borders and manage multi-currency

    Send money across borders without additional fees. Transfer to users for free. Access multi-currency savings accounts, investment plans, lending, and insurance products. Manage transactions and view balances in real time.

    ★ 2.821 ratingsFinanceFreeData updated 2026-09-22

How we rank alternatives

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