Apps Like WealthFluent for iPhone and iPad
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Ranked alternatives
Showing 261–280 of 1,000 ranked alternatives.
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
PFG Private Wealth
PFG Private Wealth Management, LLC
Access your portfolio and financial plan anytime
Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.
HuWoHo
HUWOHO LLC
Meditate, journal, and record dreams
Meditate with guided sessions and ambient sounds. Track mood and progress through journaling. Record and reflect on dreams. Access spiritual teachings and manifestation tools. Use AI for personalized insights and recommendations.
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.