Relevant Wealth app icon

Apps Like Relevant Wealth for iPhone and iPad

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

Relevant Wealth screenshots

Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  1. NJ  E-Wealth Account app icon

    NJ E-Wealth Account

    NJ INDIA INVEST PRIVATE LIMITED

    Transact and check reports easily.

    The app allows users to transact while on the go. Users can check their transactions and portfolio reports.

    ★ 4.124 ratingsFinanceFreeData updated 2026-10-11
  1. Willow Wealth app icon

    Willow Wealth

    Willow Wealth Inc.

    Invest in real estate and private equity

    Invest in private markets with options in real estate, private equity, and private credit. Build custom portfolios or let the manage investments automatically. View performance metrics and manage holdings directly.

    ★ 4.61,638 ratingsFinanceFreeData updated 2026-09-16
  2. Mint by Investwell app icon

    Mint by Investwell

    Excel Net Solutions Private Limited

    Track mutual fund schemes and facts

    View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.

    ★ 4.8244 ratingsFinanceFreeData updated 2026-09-19
  3. iA Private Wealth app icon

    iA Private Wealth

    Industrial Alliance Insurance and Financial Services Inc.

    Monitor portfolio, chat with advisor

    Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.

    ★ 4.823 ratingsFinanceFreeData updated 2026-09-06
  4. Sherman Wealth app icon

    Sherman Wealth

    Sherman Wealth Management, LLC.

    View account balances and performance

    View account balances, performance metrics, and transaction statements. Access detailed reports and portfolio summaries. Set up recurring transactions and schedule bill payments. Receive real-time notifications for account activity.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-10
  5. WMCube app icon

    WMCube

    Wealth Management Cube Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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