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.
Wealthgrade screenshots
Ranked alternatives
Showing 301–320 of 1,000 ranked alternatives.
Budget planner by Bottomline
KD incubator UG (haftungsbeschrankt)
Track expenses and set budgets
Track recurring expenses and view upcoming financial commitments. Log transactions quickly and stay updated on spending. Set limits and receive alerts for overspending. Sync data across devices and generate monthly expense reports.
Loan Interest Guide
Nanjing Shitu Cloud Technology Co., Ltd.
Calculate and compare rates
Calculate using flat rate, reducing balance, and other methods. Compare repayment strategies to minimize total cost. Track expenses and analyze terms to make informed borrowing decisions.
CB&T Anywhere
Citizens Bank & Trust MO
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipts or check images. Set balance alerts and manage account settings securely.
WealthTrunk: Net Worth Tracker
Christopher Scott Schultz
Track net and generate reports
Track net and organize accounts by family member. Monitor wealth growth over time and generate professional reports. Project financial future and share updates securely. Add accounts and family members to create a personalized financial overview.
WealthPosition: Budget Track
Financial Enterprise Ltd
Income, expenses, and net worth
Income, expenses, assets, liabilities, and net worth. Create budgets and forecasts with customizable detail levels. View consolidated or detailed financial summaries by week, month, or year.
AsterKey:Finance Manager
Aster Key, LLC
Securely manage your financial data locally
Manage finances with encrypted data stored locally on your device. Track expenses, set budgets, and monitor spending habits. Generate reports and receive alerts for transactions. Sync with financial institutions securely without uploading data.
Rhame & Gorrell Wealth
Rhame & Gorrell Wealth Management, LLC
View financial data and manage budgets
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisors. Manage budgets and track spending. Set financial goals and monitor progress.
Matty
Matty Investments, LLC
Trade stocks and save automatically
Track stock prices and place trades with real-time data. Set savings goals and automate transfers. View portfolio performance and manage multiple accounts. Receive notifications for market changes and account activity.
Shayr: Family and Finances
Shayr LLC
Track expenses, sync accounts, view net worth
Track spending and net worth with real-time charts and graphs. Link multiple bank accounts and credit cards. Set budgets and receive spending alerts. View transaction history and categorize expenses. Share financial insights with members.
WealthWorth: Net Worth Tracker
Jake Cupani
Track net and manage categories
Track net by adding or removing categories. View visual breakdowns of asset and liability values. Monitor total net changes over time. Adjust categories as needed.
GROWFINN
growfinn wealth management private limited
Track investments and manage portfolios
Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.