Wealthgrade app icon

Apps Like Wealthgrade for iPhone and iPad

View accounts in one place

View consolidated financial accounts from multiple institutions in one place. Track personal net worth and compare it to others. Set financial goals and receive progress updates. Share achievements and engage with a community of users.

by Wealthgrade, Inc.★ 4.68 ratingsFinanceFreeData updated 2026-09-06

Wealthgrade screenshots

Ranked alternatives

Showing 221–240 of 1,000 ranked alternatives.

  1. My M1FCU Mobile app icon

    My M1FCU Mobile

    Modestos First Federal Credit Union

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Track spending patterns and receive account statements.

    ★ 4.8285 ratingsFinanceFreeData updated 2026-09-25
  2. First State Bank of Purdy app icon

    First State Bank of Purdy

    First State Bank of Purdy

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds between accounts. Pay bills directly from the .

    ★ 4.9293 ratingsFinanceFreeData updated 2026-09-06
  1. Lakeside Bank app icon

    Lakeside Bank

    Lakeside Bank (TX)

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check photos. Set balance alerts and manage spending limits.

    ★ 4.9204 ratingsFinanceFreeData updated 2026-09-25
  2. 21st Century Bank Mobile app icon

    21st Century Bank Mobile

    21st Century Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set up alerts for account activity. Transfer funds between accounts. Pay bills directly.

    ★ 4.7283 ratingsFinanceFreeData updated 2026-09-19
  3. TN Members 1st app icon

    TN Members 1st

    Tennessee Member First Federal Credit Union

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for balance changes and spending thresholds. Manage budgets and view spending patterns over time.

    ★ 4.8274 ratingsFinanceFreeData updated 2026-09-06
  4. Envelope Budget - Petty Cash app icon

    Envelope Budget - Petty Cash

    Tayson Nguyen

    Track expenses and manage budgets

    Create a zero-based by assigning a job to every dollar. Set up multiple funds to track financial goals. Share funds with others. Schedule automatic recurring expenses and income. Customize expense categories. Sync data across devices using iCloud.

    ★ 4.810 ratingsFinanceFreeData updated 2026-09-06
  5. Loft Advisors app icon

    Loft Advisors

    First Dakota National Bank Inc

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Track spending patterns and receive financial insights.

    ★ 4.9252 ratingsFinanceFreeData updated 2026-09-18
  6. Subsee - Track Subscriptions app icon

    Subsee - Track Subscriptions

    Tabee Networking Limited

    Payments, set reminders, manage

    Recurring payments and in one place. Set up custom templates for different services. Receive alerts for upcoming payments, due dates, and cancellation options. Manage trial periods and control payment schedules.

    ★ 4.4117 ratingsFinanceFreeData updated 2026-09-22
  7. AI Business Plan Generator -KI app icon

    AI Business Plan Generator -KI

    Daniel Dominguez

    Generate plans with AI

    Create a by answering simple questions. The generates a customized, comprehensive in 15 minutes. Include sections like executive summary, market analysis, and financial projections. Export as PDF or share directly.

    ★ 4.835 ratingsBusinessFreeData updated 2026-09-06
  8. SasiCalc app icon

    SasiCalc

    Support Analysis Software, Inc.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  9. WB Artesia-Mobile app icon

    WB Artesia-Mobile

    WESTERN BANK, ARTESIA, NEW MEXICO

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipts or check images. Set alerts for account activity. Manage budgets and track spending patterns.

    ★ 4.8232 ratingsFinanceFreeData updated 2026-09-06
  10. Savings Calculator: Plan, Goal app icon

    Savings Calculator: Plan, Goal

    Phan Nhat Đang

    Calculate goals, track growth, view charts

    Calculate investment growth with year-by-year simulations and final result projections. Determine time needed to reach goals and required annual contributions. Compute simple interest. Store results and view detailed charts for analysis.

    ★ 4.3132 ratingsFinanceFreeData updated 2026-09-06
  11. Ploutos Budget: Money Manager app icon

    Ploutos Budget: Money Manager

    Ploutos Studios LLC

    Track expenses, investments, and net worth

    Track income and expenses across multiple accounts. Set budgets and monitor spending. View net worth and investment portfolios. Schedule and automate transfers. Receive alerts for account activity. Generate reports and set financial goals.

    ★ 5.010 ratingsFinanceFreeData updated 2026-09-06
  12. Gulfside Bank app icon

    Gulfside Bank

    Gulfside Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set balance alerts and customize notifications. Manage bills, transfers, and card security remotely.

    ★ 4.9217 ratingsFinanceFreeData updated 2026-09-16
  13. SnapTrader: AI Trade Analyzer app icon

    SnapTrader: AI Trade Analyzer

    Catalytic Venture, Inc.

    Upload chart to get AI analysis

    Upload a chart screenshot to analyze visual patterns and identify potential buy or sell signals. Supports crypto, forex, and stock charts. Provides AI-based insights for decisions. Requires a paid subscription for full features.

    ★ 4.29 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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