Dominion Wealth
Dominion Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Access real-time transaction history and send secure messages for support.
Apps Like One+One Wealth for iPhone and iPad
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send and receive messages for account-related inquiries.
One+One Wealth screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
ENZI Wealth
ENZI WEALTH LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.
Ritholtz Wealth Mobile
Ritholtz Wealth Management, LLC
View account info, check balances, contact advisor
View account details and balances in real time. Send messages to advisors for support. Access transaction history and account statements. Set up notifications for account activity.
Parkshore
Parkshore Wealth Management
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send messages and receive updates on account activity.
CJM Wealth Adv.
CJM Wealth Advisers, Ltd.
View account info, check balances, contact advisor
View account details and balances in real time. Contact your financial advisor directly through the . Send secure messages and request assistance for account-related queries.
PWP Portal
Performance Wealth Partners, LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send and receive messages for account inquiries. Access transaction history and manage account settings.
Capital One Mobile
Capital One Services, LLC
Manage accounts, pay bills, check credit
View account balances and export statements. Pay bills and manage loans. Check credit scores through CreditWise. Activate cards remotely. Redeem rewards. Send and receive money via Zelle. Set up alerts and notifications.
RPWA
Rise Private Wealth Advisors LLC
View account info, check balances, contact advisor
View account details and balances. Contact advisors directly through the . Send secure messages and access transaction history. Manage account settings and notifications.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
BlackDiamond WM
BlackDiamond Wealth Management Inc.
View account info, check balances, contact advisor
View account details and balances. Access planning tools for financial goals. Contact advisors directly through the . Send and receive money securely. Manage transactions and set up alerts.
Bank of America Mobile Banking
Bank of America
View balances, track activity, manage alerts
View account balances and review transaction history. Activate or replace credit and debit cards. Set alerts for account activity. Transfer funds between accounts and pay bills securely. Send and receive money via Zelle using a U.S.
Townsend Portal
Townsend & Associates Inc.
View account info, check balances, contact advisor
View account details and balances in real time. Access transaction history and send messages to advisors. Receive notifications for account updates and activity alerts.
Johnson and White
Johnson and White Wealth Management, LLC.
View account info, check balances, contact advisor
View account balances and transaction history. Contact advisors directly through the . Access investment statements and portfolio details. Send secure messages and schedule appointments. Manage account settings and notifications.
PFW Advisors
PFW Advisors LLC
View account info, check balances, contact advisor
View account details and balances. Contact directly through the . Access transaction history and manage account settings. Send secure messages and request support.
iCapital,LLC
iCapital, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Access portfolio details and performance reports. Send secure messages to your financial advisor. Request account changes or document downloads.
All One CU
All One Credit Union
Check balances, view history, transfer funds, pay
Check account balances and view transaction history. Transfer funds between accounts, pay bills, and deposit checks via photo. Send money to individuals using P2P payments.
CommonWealth One FCU
CommonWealth One Federal Credit Union
Check balances and view transactions
Check balances and view transaction history. Transfer funds between accounts. Make deposits via photo. Pay bills and apply for loans. Send secure messages for support.
FCU Mobile Banking
Florida Credit Union
Check balances and view transactions
Check balances and view transaction history. Transfer funds between accounts and pay loans. Send secure messages for support. Pay bills directly through the .
LGE Mobile
LGE Community Credit Union
Deposit checks, view transactions, transfer funds, check
Make check deposits using camera. View transaction history and account balances. Transfer funds between accounts. Pay loans directly. Manage card settings with biometrics. Access statements and send messages.
Credit Union ONE (Michigan)
Credit Union ONE
View balances, deposit checks, set alerts
Securely view balances and transaction history. Deposit checks by photo. Set schedule alerts for account activity. Check balances without logging in via smartphone, smartwatch, or tablet. Pay bills electronically with next-day processing.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.