Relevant Wealth app icon

Apps Like Relevant Wealth for iPhone and iPad

by RELEVANT WEALTH ADVISORS, LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Relevant Wealth screenshots

Ranked alternatives

Showing 381–400 of 1,000 ranked alternatives.

  2. Akta Wealth app icon

    Akta Wealth

    Excel Net Solutions Private Limited

    Track investments and manage portfolio assets

    Track and manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, generate transaction statements, and download complete portfolio reports.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-11
    App details
  3. SUMA Wealth app icon

    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.

    ★ 4.614 ratingsFinanceFreeData updated 2026-09-06
    App details
  6. Auric Capital app icon

    Auric Capital

    Auric Capital Partners LLC

    Manage client portfolios and communications

    Access client account information, view portfolio performance, and receive personalized insights. Schedule calls, send messages, and access educational resources. Receive real-time updates and alerts on account activity.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06
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  13. Fountainhead app icon

    Fountainhead

    Fountainhead Capital Management, LLC

    View holdings, track portfolio, analyze investments, access

    View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
    App details

How we rank alternatives

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