Apps Like WTB Wealth for iPhone and iPad
WTB Wealth screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
AUBWM Total Wealth
Atlantic Union Bank
Track investments and view holdings
View investment holdings, asset allocations, and transaction history. Access a dashboard showing account balances, market value, and investment breakdowns. Track performance with visual charts and graphs.
WTB Online
Washington Trust Bank
Deposit checks, pay others, pay bills
Manage finances by checking balances, transferring funds, paying bills, and sending money. Deposit checks via photo. Find branches and report lost or stolen cards. Login using biometrics.
Public: Invest & Trade
Open to the Public Investing, Inc.
Transfer portfolio and earn 1% match
Transfer assets from brokerage, IRA, or 401(k) accounts to build a diversified portfolio. Earn 1% uncapped match on portfolio transfers. in stocks, options, bonds, and crypto. Contribute to IRA and earn 1% match on annual contributions.
LPL Account View
LPL FINANCIAL CORPORATION
Access accounts, track trends, manage goals
Monitor accounts by tracking total portfolio value and viewing performance over different timeframes. Check balances, transaction history, and investment details. Set up alerts for activity and portfolio changes.
Prosper: Invest
Prosper Marketplace, Inc.
Manage portfolio allocations and track investments
Manage investment portfolios by adjusting target allocations with Auto , manually selecting loans, adding funds via one-time or recurring deposits, and viewing details on each Note.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.