Curated apps similar to WealthBuilder Planning, ranked by relevance and user ratings.
Aggregate accounts in one place
Citizens Bank & Trust MO
Finance
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check images. Set balance alerts and manage account settings securely.
BrightPlan LLC
Finance
Take control of your finances using BrightPlan for personalized financial guidance, tracking your goals, and making a plan based on your unique situation to thrive! This employer provided benefit helps reduce financial stress and build your confidence when it comes to money.
Huge Legal Technology Company, Inc
Finance
Plan your legacy and protect what matters most. With over 1 million families served and more than $100 billion in assets protected, Trust & Will is the most trusted name in modern estate planning. With the Trust & Will app, you can create, organize, and update your estate plan anytime, anywhere.
View finances, chat with advisor, track expenses,
Tamarac Inc.
FinanceView financial data through an interactive dashboard. Access dynamic reports with current investment details. Store documents securely in a vault. Use budgeting tools to manage expenses. Communicate with a financial advisor within the .
RightCapital Inc.
FinanceRightCapital provides a clear, complete, and simple way for you to view and track your financial life and connect with your financial advisor.
Artem Shyshko
FinanceTake control of your finances with our all-in-one Budget Planning app. Whether you’re saving for a big purchase, trying to cut down on unnecessary expenses, or simply want to understand where your money goes every month, our app offers a clean, powerful, and easy-to-use solution for your personal...
Track accounts, investments, and goals
Range Finance, Inc.
FinanceTrack income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.
Arta Finance Inc.
FinanceArta Finance is a digital wealth platform designed for next-gen wealth builders, providing access to elite investments, expert connections, and insightful tooling to help them grow their wealth with confidence.
Arkadiusz Szczepkowicz
FinanceTrack, Analyze, and Benchmark Your Investments with a Powerful Portfolio Tracker: Finance Bay. Stay on top of your finances with a comprehensive Portfolio Tracker designed to consolidate and streamline your investment management.
Habits, Inc
FinanceUnlock your financial potential with Habits—the premier marketplace for top-tier financial advisors across the United States. Perfect for those navigating pivotal life moments—be it buying your first home, welcoming a new child, selling a business, or changing careers.
Kayma Tech LLP
FinanceTake control of your finances with our Budget Planner, now available. Key Features : - Effortless Budgeting: Setting up and managing budgets is now a breeze with Budget Planner.
Vision One Credit Union
FinanceVision One Mobile is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
IRA Financial Trust Company
FinanceUnlock Your Retirement Potential with the IRA Financial Mobile App! The IRA Financial mobile app is your gateway to managing your self-directed retirement accounts with ease.
GOWALK - FZCO
FinanceBudget Planner & Tracker: Your Comprehensive Financial Companion Budget Planner & Tracker is the quintessential app designed to streamline your financial management, assisting you in achieving the fiscal clarity you deserve.
Manage finances, view balances, make payments, save
PERSONAL FINANCE CENTER
FinanceView your Money Certificate balance. Make loan payments. Access and save monthly statements. Locate nearby branches and ATMs. Secure your account with a 4-digit passcode or biometric authentication.
Wealth More Enterprise, Inc
FinanceInvestors with wealth advisors do better.
Calculate loans, track investments, plan budgets
Nirav Zalavadiya
FinanceCalculate loan payments and mortgage amounts. Determine car loan installments. Analyze business expenses and retirement savings. Perform investment calculations and track goals with customizable formulas and detailed reports.
Hiro Financial Inc.
FinanceTake control of your financial future with Hiro. Forecast your net worth in minutes, and then run scenarios like buying a home, changing jobs, or having kids—and see the impact on your finances. Connect accounts to track your progress over time.
REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Finance(This App is only for registered privileged investors.) Wealth Elite empowers Investors to invest online in top-performing mutual funds schemes, track and manage your Wealth portfolio, map your investments with your life's goals. Key Features of Wealth Elite: • Easy Portfolio Manager - We made...
Capacity Enhancement and Development Services LLC
FinanceClub 720 is your all-in-one homeownership platform—designed to help you discover funding, create a plan, and connect with real people who support your journey. Whether you're looking to buy a home, rent a home, renovate, or build credit, our free app helps you match with local and national...
App information from Apple App Store. WealthBuilder Planning and related trademarks belong to MRA ADVISORY GROUP, LLC.