Windsor Wealth app icon

Apps Like Windsor Wealth for iPhone and iPad

Check balances and contact your team

Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.

by Windsor Wealth Management, Inc.★ 5.03 ratingsFinanceFreeData updated 2026-09-06

Windsor Wealth screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Interra Credit Union app icon

    Interra Credit Union

    Interra Credit Union

    Pay bills and check balances

    Manage finances by paying bills, depositing checks, transferring funds, and checking balances and account history.

    ★ 4.89,703 ratingsFinanceFreeData updated 2026-09-08
  2. iCapital,LLC app icon

    iCapital,LLC

    iCapital, LLC

    View account info, check balances, contact advisor

    View account balances and transaction history. Access portfolio details and performance reports. Send secure messages to your financial advisor. Request account changes or document downloads.

    ★ 4.25 ratingsFinanceFreeData updated 2026-09-09
  3. Guardian Credit Union Alabama app icon

    Guardian Credit Union Alabama

    Guardian Credit Union

    View balances and track transactions

    View account balances and transaction history. Make loan payments and send money to other GCU members. Link external accounts for consolidated management. Access additional features through the .

    ★ 4.99,911 ratingsFinanceFreeData updated 2026-09-11
  1. F&A Mobile Banking app icon

    F&A Mobile Banking

    F&A Federal Credit Union

    View balances and track transactions

    Check account balances and view transaction history. Deposit checks by photo. Transfer funds between accounts. Pay bills and manage card settings. Set alerts, apply for loans, and send secure messages. Locate nearby branches or ATMs.

    ★ 4.96,378 ratingsFinanceFreeData updated 2026-09-09
  2. MD Wealth app icon

    MD Wealth

    MD Wealth Management, LLC

    Access accounts, view reports, manage investments

    Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.

    ★ 5.010 ratingsFinanceFreeData updated 2026-09-16
  3. Indiana Members CU app icon

    Indiana Members CU

    Indiana Members Credit Union

    Check balances, transfer funds, view transactions, pay

    Check balances, view transaction history, transfer funds between accounts, and pay bills directly. Set up recurring payments and receive alerts for account activity.

    ★ 4.712,460 ratingsFinanceFreeData updated 2026-09-09
  4. Campus Federal Credit Union app icon

    Campus Federal Credit Union

    CAMPUS FEDERAL CREDIT UNION INC

    Check balances, pay bills, transfer funds, make

    Check account balances, pay bills, transfer funds, and make payments. Set up alerts and manage transactions remotely. View transaction history and access account details securely.

    ★ 4.910,296 ratingsFinanceFreeData updated 2026-09-11
  5. Evercore Wealth & Trust app icon

    Evercore Wealth & Trust

    Evercore Wealth Management, LLC

    View account balances and statements

    View account balances and statements. Access latest perspectives and upcoming events. Log in with existing online credentials. Check account details and event schedules.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  6. A+ Mobile app icon

    A+ Mobile

    A Plus Federal Credit Union

    Check balances, transfer funds, view history

    Check account balances, transfer money, and view transaction history. Pay bills and deposit checks by photo. Find branch locations and access secure financial services.

    ★ 4.78,291 ratingsFinanceFreeData updated 2026-09-08
  7. Atlantic Mobile Banking app icon

    Atlantic Mobile Banking

    Atlantic Regional Federal Credit Union

    Check balances, view history, transfer funds, pay

    Check account balances and view transaction history. Transfer funds between accounts, pay loans, and manage recurring payments. Set up alerts and access account details securely.

    ★ 4.86,965 ratingsFinanceFreeData updated 2026-09-08
  8. ANBTX Mobile Banking app icon

    ANBTX Mobile Banking

    The American National Bank of Texas

    View balances, track transactions, send payments

    View account balances and transaction history. Check account alerts. Initiate transfers between accounts. Pay bills directly. Access secure features for existing customers.

    ★ 4.810,510 ratingsFinanceFreeData updated 2026-09-09
  9. Consumers Credit Union - MI&IN app icon

    Consumers Credit Union - MI&IN

    CONSUMERS CREDIT UNION

    View balances, transfer funds, pay bills, deposit

    View account balances, transfer funds, pay bills, and deposit checks by photo. Locate nearby branches or ATMs. Access secure transaction history and manage accounts remotely.

    ★ 4.818,270 ratingsFinanceFreeData updated 2026-09-09
  10. First Oak Wealth Management app icon

    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.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  11. STAR Bank Mobile app icon

    STAR Bank Mobile

    Star Financial Bank

    Check balances, transfer funds, view transactions

    Check balances and view transaction history in real time. Track pending transactions and manage fund transfers with creation, approval, cancellation, or viewing options. Send and receive secure messages. Access branch hours and locations.

    ★ 4.811,940 ratingsFinanceFreeData updated 2026-09-09
  12. CUTXMOBILE app icon

    CUTXMOBILE

    Credit Union of Texas

    View statements and track balances

    Check account balances anytime, deposit checks remotely, transfer funds, and view transaction history. Monitor account details including balances and transaction history. Set alerts and access branch hours and locations.

    ★ 4.87,977 ratingsFinanceFreeData updated 2026-09-06
  13. CIBC Caribbean Mobile app icon

    CIBC Caribbean Mobile

    FirstCaribbean International Bank Ltd

    Transfer funds, check balance, pay bills

    Check balances, transfer funds between accounts, and send money to beneficiaries. Pay bills and view transaction history. Receive alerts and manage account settings securely.

    ★ 4.814,365 ratingsFinanceFreeData updated 2026-09-10
  14. Brazos Valley Schools CU app icon

    Brazos Valley Schools CU

    Brazos Valley Schools Credit Union

    Track balances, transfer funds, manage accounts

    Check account balances, transfer funds between accounts, and view transaction history. Set up direct deposits and pay bills. Receive notifications for account activity and manage alerts.

    ★ 4.99,643 ratingsFinanceFreeData updated 2026-09-08
  15. The Peoples Bank SC Mobile app icon

    The Peoples Bank SC Mobile

    The Peoples Bank - Anderson, SC

    Check balances, view history, transfer funds

    Check account balances and view transaction history. Transfer funds between accounts. Set up alerts for account activity.

    ★ 4.8730 ratingsFinanceFreeData updated 2026-09-12
  16. United Community Mobile app icon

    United Community Mobile

    United Community Banks Inc

    Check balances, transfer funds, deposit checks, set

    Check account balances and transaction history. Pay bills and set up alerts to monitor activity. Transfer money and deposit checks via photo. View account details and manage alerts remotely.

    ★ 4.717,558 ratingsFinanceFreeData updated 2026-09-11
  17. Service CU Mobile Banking app icon

    Service CU Mobile Banking

    Service Credit Union

    Check balances and transfer funds

    Check balances, transfer funds, and pay bills. Deposit checks remotely and add bill payees. View account details and locate ATMs and branches. Set alerts and manage transactions securely.

    ★ 4.813,393 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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