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 21–40 of 1,000 ranked alternatives.

  1. PlanMode: Retirement Planner app icon

    PlanMode: Retirement Planner

    Sawhney Systems, Inc.

    Plan your finances and track expenses

    Plan and analyze personal finances with tools for retirement forecasting, Social Security decisions, and investment strategies. Calculate retirement readiness, compare housing options, and assess IRA conversions.

    ★ 4.3105 ratingsFinanceFreeData updated 2026-09-09
  1. Paper: Sketch, Draw & Create app icon

    Paper: Sketch, Draw & Create

    Evernote Corporation

    Sketch anywhere with natural gestures

    Digital sketches and collages with intuitive gesture-based tools. Add and arrange multiple photos on a single page. Cut, paste, move, and rearrange elements easily. Save and share creative projects directly.

    ★ 4.672,620 ratingsProductivityFreeData updated 2026-09-08
  2. Choice Wealth Advisors app icon

    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.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-16
  3. T. Rowe Price Personal® app icon

    T. Rowe Price Personal®

    T. Rowe Price

    Track, decide, and invest with confidence.

    The app provides a consolidated view of T. Rowe Price and linked external accounts, showing balances, performance, and net worth.

    ★ 4.622,954 ratingsFinanceFreeData updated 2026-09-30
  4. Morningstar Investor app icon

    Morningstar Investor

    Morningstar, Inc.

    Track investments, analyze portfolios, set goals

    Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.

    ★ 4.07,032 ratingsFinanceFreeData updated 2026-09-08
  5. BKM Wealth app icon

    BKM Wealth

    BKM Wealth Management, LLC

    View accounts, track goals, manage finances

    View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  6. Wealthfront: Save and Invest app icon

    Wealthfront: Save and Invest

    Wealthfront, Inc.

    Earn interest and withdraw instantly

    Manage a cash account with a 3.90% APY, no fees, and a 0.65% bonus for new clients. Withdraw instantly to eligible accounts and use over 19,000 free ATMs. Get two ATM fee reimbursements up to $7.50 each.

    ★ 4.817,464 ratingsFinanceFreeData updated 2026-09-09
  7. Compound Interest Calc app icon

    Compound Interest Calc

    Dane Hankamer

    Calculate and plan growth

    Calculate investment growth with periodic contributions. Adjust contribution frequency and view year-by-year breakdowns. Track over time. Set and adjust parameters for accuracy. Export results as reports.

    ★ 4.86,636 ratingsFinanceFreeData updated 2026-09-24
  8. Cardflow: Storyboard Mind Map app icon

    Cardflow: Storyboard Mind Map

    Qrayon, LLC

    Organize ideas

    Create and organize digital for brainstorming, planning, and note-taking. Arrange on a virtual board to visualize ideas or workflows. Add text, sketches, or notes to individual . Sync across devices and export content as needed.

    ★ 4.62,951 ratingsBusinessFreeData updated 2026-09-10
  9. Associated Credit Union app icon

    Associated Credit Union

    Associated Credit Union

    View balances, track transactions, transfer funds, pay

    View account balances and recent transactions. Transfer funds, pay bills, and deposit checks via photo. Access Purchase Rewards offers and locate branches or ATMs. Manage accounts and view transaction history from any device.

    ★ 4.89,725 ratingsFinanceFreeData updated 2026-09-08
  10. 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
  11. RetirementSimulatorApp app icon

    RetirementSimulatorApp

    Qian Wang

    Plan retirement scenarios and model financial strategies

    Plan retirement with Monte Carlo simulations generating 1000+ scenarios. AI advisor provides personalized recommendations. Model margin loans, tax strategies, and market volatility. Analyze real-time risk.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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