Compound Planning app icon

Apps Like Compound Planning for iPhone and iPad

Track net worth and manage assets

Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.

by Compound Financial, Inc★ 4.610 ratingsFinanceFreeData updated 2026-09-06
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Ranked alternatives

Showing 361–380 of 1,000 ranked alternatives.

  12. SAM Connect app icon

    SAM Connect

    SAM Technology LLC

    Track returns, upload docs, chat with tax

    Track tax returns and upload documents securely. Chat with tax professionals and make payments. Access AI-powered tax strategies for personalized planning. Manage financial data and receive guidance for tax preparation.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-06
    App details
  15. 1% Club app icon

    1% Club

    Finance With Sharan

    Track expenses, save, and invest wisely

    Learn personal finance through structured courses from India's top experts. Track investments, set financial goals, and receive progress reports. Access budgeting tools and investment calculators to plan long-term wealth growth.

    ★ 2.45 ratingsFinanceFreeData updated 2026-09-06
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  16. Freestone Capital Management app icon

    Freestone Capital Management

    FREESTONE CAPITAL MANAGEMENT LLC

    View finances, track expenses, secure documents, create

    View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisor. Manage budgets and track spending. Access account details and transaction history.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-15
    App details

How we rank alternatives

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