First United Wealth Management app icon

Apps Like First United Wealth Management for iPhone and iPad

by First United Bank & Trust★ 5.01 ratingsFinanceFreeData updated 2026-09-24

First United Wealth Management screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. TRUSTtrak app icon

    TRUSTtrak

    Infovisa, Inc.

    View investment accounts on the go.

    The app provides users with quick access to portfolio balances and account summaries. It features dashboards with breakdowns and visual graphs, allowing users to track account performance against the market.

    ★ 2.85 ratingsFinanceFreeData updated 2026-10-20
  2. UBS Wealth Management app icon

    UBS Wealth Management

    UBS AG

    Manage accounts, track spending, set budgets

    Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.

    ★ 4.864,633 ratingsFinanceFreeData updated 2026-09-09
  1. First PREMIER Bank Trust app icon

    First PREMIER Bank Trust

    First PREMIER Bank

    View portfolio balances securely

    View portfolio balances and account summaries on the go. Access investment information securely. Check holdings in dollars or percentages. Track performance metrics. Manage allocations and account details.

    ★ 4.29 ratingsFinanceFreeData updated 2026-09-11
  2. 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
  3. LPL Account View app icon

    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.

    ★ 4.64,229 ratingsFinanceFreeData updated 2026-09-15
  4. My Bank First United Mobile app icon

    My Bank First United Mobile

    First United Bank & Trust

    Check balances and track transactions

    Check account balances and review recent transactions by date, amount, or check number. Transfer funds between accounts. Pay people or bills using a phone number or email. Deposit checks by photo. Set alerts and manage account security remotely.

    ★ 4.83,050 ratingsFinanceFreeData updated 2026-09-08
  5. Shore United Bank app icon

    Shore United Bank

    Shore United Bank

    Check balances and manage transfers

    Check account balances and search transactions by date, amount, or check number. Transfer funds between accounts. Make and view payments, schedule payments, and manage payees.

    ★ 4.84,619 ratingsFinanceFreeData updated 2026-09-08
  6. Prosper: Invest app icon

    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.

    ★ 4.63,235 ratingsFinanceFreeData updated 2026-09-13
  7. IDFC FIRST Bank: MobileBanking app icon

    IDFC FIRST Bank: MobileBanking

    IDFC FIRST BANK LTD

    Swipe to manage accounts and cards

    View account balances and manage credit card and debit card details with one swipe. Make secure payments and UPI transfers. Pay bills and send money instantly.

    ★ 4.83,039 ratingsFinanceFreeData updated 2026-09-27
  8. QNB Egypt Mobile Banking app icon

    QNB Egypt Mobile Banking

    QATAR NATIONAL BANK

    Manage accounts, transfer funds, view transactions

    Manage accounts by checking balances, viewing transaction details, opening new accounts, and requesting cheque books. Track card information, request cheque books, and access IBAN details.

    ★ 4.52,956 ratingsFinanceFreeData updated 2026-09-10
  9. Altruist Client app icon

    Altruist Client

    Altruist Corp

    Track investments and view performance metrics

    View investment performance with account balances, time-weighted returns, and earnings. Track transfers, deposits, withdrawals, and other transactions. See detailed breakdowns of investment allocations and holdings.

    ★ 4.81,608 ratingsFinanceFreeData updated 2026-09-22
  10. The First National Bank in SF app icon

    The First National Bank in SF

    The First National Bank in Sioux Falls

    View balances, transfer funds, find locations

    View account balances and recent transactions. Transfer funds between accounts. Locate nearby branches and ATMs. Receive alerts for account activity. Lock or unlock accounts remotely.

    ★ 4.81,275 ratingsFinanceFreeData updated 2026-09-08
  11. United Teletech Financial app icon

    United Teletech Financial

    UNITED TELETECH FINANCIAL FEDERAL CREDIT UNION INC.

    Manage accounts and view transactions

    Monitor account balances and view recent transactions. Make payments to loans, mortgages, and credit cards. Pay bills through Mobile Bill Pay. Send money via Popmoney. Transfer funds between accounts. Locate ATMs and access online banking 24/7.

    ★ 4.81,228 ratingsFinanceFreeData updated 2026-09-09

How we rank alternatives

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