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 161–180 of 1,000 ranked alternatives.

  1. Moola Invest: Easier Investing app icon

    Moola Invest: Easier Investing

    Moola Copilot LLC

    Trade stocks, ETFs, and index funds

    Buy and sell stocks, ETFs, and S&P 500 Index Funds. Manage personal and retirement accounts. Use AI-driven tools for investment decisions. No trading fees or hidden charges. Earn interest on cash balances. Accounts are FDIC insured up to $1 million.

    ★ 4.7139 ratingsFinanceFreeData updated 2026-09-06
  2. Taxatio - Tax Calculator app icon

    Taxatio - Tax Calculator

    Jesse Squires

    Calculate taxes and estimate annual burden

    Estimate federal and state income taxes, self-employment taxes, and quarterly taxes. View tax bracket and effective tax rate. Calculate estimated annual tax liability with detailed breakdowns.

    ★ 5.07 ratingsFinance$6.00Data updated 2026-09-06
  1. PFG Private Wealth app icon

    PFG Private Wealth

    PFG Private Wealth Management, LLC

    Access your portfolio and financial plan anytime

    Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  2. Canadian Mortgage App app icon

    Canadian Mortgage App

    Bendigi Tech Inc.

    Calculate home ownership costs easily.

    The app calculates home ownership costs, mortgage affordability, and compares lender rates. It offers tools for stress tests, refinance analysis, and land transfer taxes.

    ★ 4.988 ratingsFinanceFreeData updated 2026-09-27
  3. Hohimer Wealth app icon

    Hohimer Wealth

    Hohimer Wealth Management LLC

    View portfolio, generate reports, store documents

    View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-21
  4. EZ Financial Calculators Pro app icon

    EZ Financial Calculators Pro

    Bishinew Incorporated

    Calculate loans, convert currencies, track returns,

    Calculate loan payments and compare different loan options. Determine compound interest and return on investment. Convert currencies and compute tax equivalent yield. Find bond values and use the rule of 72 for growth estimates.

    ★ 4.624 ratingsFinance$6.99Data updated 2026-10-15
  5. Equitable Retirement Guide app icon

    Equitable Retirement Guide

    Equitable Financial Services, LLC

    Plan with custom scenarios

    Customize scenarios and view historical data in charts and graphs. Generate client-approved digital reports. Access structured capital strategies for volatility protection. Track portfolio performance and adjust investment allocations.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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