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 281–300 of 1,000 ranked alternatives.

  1. Crunch : Money Manager app icon

    Crunch : Money Manager

    Crunch App Ltd.

    Track expenses, manage budgets, monitor net worth

    Track expenses, manage budgets, and monitor net worth in real time. Link accounts from 18 UAE banks for consolidated financial overview. Support multiple currencies with customizable base currency settings.

    ★ 4.510 ratingsFinanceFreeData updated 2026-09-06
  1. Rising Bank app icon

    Rising Bank

    Midwest BankCentre, 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 receive notifications. Manage budgets and track spending patterns.

    ★ 4.695 ratingsFinanceFreeData updated 2026-09-16
  2. MOZE app icon

    MOZE

    MOZE Co., Ltd.

    Track expenses, organize budgets, manage accounts

    Track income and expenses with categorized entries. Create budgets and set financial goals. View monthly summaries and expense breakdowns. Sync data across devices. Export reports in PDF and Excel formats.

    ★ 4.567 ratingsFinanceFreeData updated 2026-09-17
  3. MyJWA app icon

    MyJWA

    Julius Wealth Advisors, LLC

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  4. Ameriprise Advisor Deposit app icon

    Ameriprise Advisor Deposit

    Ameriprise

    Checks into client accounts

    Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.

    ★ 4.684 ratingsFinanceFreeData updated 2026-09-28
  5. Summit Banking app icon

    Summit Banking

    Summit Bank (CA)

    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 alerts for balance changes and manage spending.

    ★ 4.967 ratingsFinanceFreeData updated 2026-09-15
  6. My Spending app icon

    My Spending

    Luke Zammit

    Track income and expenses

    Track income and expenses with customizable categories and multiple accounts. Set budgets and auto recurring transactions. Export data to PDF, Excel, or XML. Sync across devices using MySpending Cloud.

    ★ 4.369 ratingsFinanceFreeData updated 2026-09-13
  7. Cashly: Track Your Money app icon

    Cashly: Track Your Money

    Pixerit, LLC

    Expenses and manage cash flow

    Income and expenses to monitor cash flow. Set reminders for upcoming bills and payments. View current and future financial status with due dates. Schedule recurring deposits and payments. Receive alerts for due dates.

    ★ 4.36 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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