WealthBuilder Planning app icon

Apps Like WealthBuilder Planning for iPhone and iPad

by MRA ADVISORY GROUP, LLC★ 5.02 ratingsFinanceFreeData updated 2026-09-06

WealthBuilder Planning screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. WealthBuilders Community app icon

    WealthBuilders Community

    Empify LLC

    Save, invest, and grow your wealth

    Access educational content and discussions on wealth building. Track financial goals and progress. Connect with professionals and entrepreneurs for advice. Receive updates and resources to support financial growth.

    ★ 4.91,194 ratingsFinanceFreeData updated 2026-09-25
  2. Wealth-Builder app icon

    Wealth-Builder

    Veradix Inc.

    Track expenses, invest, build

    Track income and expenses with categorized entries. Set financial goals and monitor progress. Schedule automatic savings and investments. Access educational content on building and budgeting. Sync with banking accounts for real-time updates.

    ★ 4.9171 ratingsFinanceFreeData updated 2026-09-11
  1. BKM Wealth app icon

    BKM Wealth

    BKM Wealth Management, LLC

    View accounts, track goals, manage finances

    View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  2. Wealthscape℠ app icon

    Wealthscape℠

    National Financial Services LLC

    Access real-time market data and trade securely

    Access client portfolios, view market data, and manage trades. Track performance metrics, send secure messages, and schedule client meetings. Integrate with Wealthscape platform for secure brokerage operations.

    ★ 4.82,852 ratingsFinanceFreeData updated 2026-09-11
  3. Planning Center Services app icon

    Planning Center Services

    Ministry Centered Technologies

    Online scheduling and worship planning app.

    The app provides access to a Planning Center Services account for staff and volunteers. It allows users to manage schedules, respond to requests, and access rehearsal materials.

    ★ 3.72,190 ratingsBusinessFreeData updated 2026-10-19
  4. Equity Bank app icon

    Equity Bank

    Equity Bank NA

    Review balances and transactions

    Review account activity and balances. View credit card transactions. Open new accounts. Link and monitor external financial institutions. Access statements anytime. Transfer funds between accounts and to other institutions. Pay bills instantly.

    ★ 4.43,170 ratingsFinanceFreeData updated 2026-09-09
  5. MyJWA app icon

    MyJWA

    Julius Wealth Advisors, LLC

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  6. Franklin Savings Bank app icon

    Franklin Savings Bank

    Franklin Savings Bank

    View balances, track transactions, transfer funds, pay

    View account balances and recent transactions instantly. Transfer funds between accounts, pay bills, and deposit checks by photo. Locate branches or ATMs. Requires a password for secure access.

    ★ 4.81,226 ratingsFinanceFreeData updated 2026-09-08
  7. Zseniα app icon

    Zseniα

    KKR Technologies LLC

    ★ 4.6339 ratingsFinanceFreeData updated 2026-09-11
  8. Domain Money app icon

    Domain Money

    Domain Money Inc.

    Plan with expert financial advice

    Create custom financial plans tailored to individual needs. Schedule consultations with certified financial planners. Receive unbiased advice for different life stages. Set financial goals and track progress over time.

    ★ 4.4294 ratingsFinanceFreeData updated 2026-09-06
  9. TRU app icon

    TRU

    Financial Technologies SAE

    Customize payments, manage purchases, explore deals

    Manage finances with customizable payment options, track spending, set budgets, and receive alerts. Schedule payments, view transaction history, and access secure account information. Explore deals and manage purchases within the .

    ★ 4.7245 ratingsFinanceFreeData updated 2026-09-21

How we rank alternatives

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