Apps Like Wealth Architects for iPhone and iPad
Wealth Architects screenshots
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
Money Masters: Learn Finance
Efrontier Markets SA
With bite-sized lessons
Financial concepts through short, bite-sized lessons. Complete quizzes to earn points and compete on leaderboards. Access market news in plain language. Track progress and earn monthly gift cards for top scorers.
CPF TechTools
Charlotte Pipe and Foundry Company
Calculate pipe expansion and temperature adjustments
Calculate pipe expansion and contraction with built-in formulas. Adjust for temperature de-rating using industry-standard methods. Access tools for plumbing engineers, contractors, and architects. Future updates will add more features.
WealthPosition: Budget Track
Financial Enterprise Ltd
Income, expenses, and net worth
Income, expenses, assets, liabilities, and net worth. Create budgets and forecasts with customizable detail levels. View consolidated or detailed financial summaries by week, month, or year.
YourOwn Wallet
YourOwn Inc.
Manage financial data in one secure
Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.
SUMA Wealth
SUMA Wealth, Inc
Link accounts, track spending, manage investments
Manage multiple financial accounts, cards, and investments in a single dashboard. Track expenses, set budgets, and receive personalized spending insights. Use AI to identify unused subscriptions and plan major purchases.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
Numero: Personal Finance
Jason Cox
Track expenses, set budgets, manage money
Track expenses by categorizing transactions and setting budgets. Record receipts and expenses manually or via photo. View spending trends and monthly summaries. Set alerts for budget limits and transaction notifications.
iA Private Wealth
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Docu Center
Schueco International KG
Mobile access to technical documentation.
The app provides mobile access to technical documentation for partners and architects. Documentation is sorted by product category and can be viewed or downloaded onto an iPad.
Balance: Net Worth & Budget
Kango Studios LLC
Track balances, set budgets, manage savings
Track daily and monthly account balances across three categories: on-hand, operating cash, and net . Monitor financial progress without recording individual transactions.
Hiro – AI Financial Planner
Hiro Financial Inc.
Forecast net worth and track progress
Track net worth and forecast scenarios like buying a home or having kids. Connect bank accounts to monitor progress. Chat with an AI advisor for personalized insights and money management guidance. Set goals and view detailed analytics.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.