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 41–60 of 1,000 ranked alternatives.

  1. SESLOC Mobile App app icon

    SESLOC Mobile App

    SESLOC Credit Union

    Deposit checks and view account info

    Manage accounts with balance checks, account info viewing, and check deposits via . Sync with Apple Watch for transaction updates and balances. Receive text, email, or push alerts for account activity.

    ★ 4.85,429 ratingsFinanceFreeData updated 2026-09-08
  2. OneEleven Financial Wellness app icon

    OneEleven Financial Wellness

    OneEleven, Inc.

    Track expenses, set goals, and coach

    Track expenses and budget with category-based spending insights. Set goals and receive progress updates. Access educational videos on personal finance topics. Receive personalized advice from virtual coaches.

    ★ 4.8303 ratingsFinanceFreeData updated 2026-09-06
  3. Identity Guard: ID Protection app icon

    Identity Guard: ID Protection

    Intersections Inc.

    Monitor credit and alert for threats

    Monitor credit reports and alert on suspicious activity. Freeze and unfreeze credit accounts. Place fraud alerts and monitor account activity. Report stolen identities and receive credit restoration support.

    ★ 4.72,242 ratingsFinanceFreeData updated 2026-09-06
  1. Budget Planner: Budget, Bills app icon

    Budget Planner: Budget, Bills

    Pretty View LLC

    Track expenses and manage your

    Organize monthly finances by creating custom budgets and tracking income and expenses. Add transactions easily and balance spending. Learn saving techniques and manage personal finance effectively.

    ★ 4.32,322 ratingsFinanceFreeData updated 2026-09-13
  2. Small Business Accounting app icon

    Small Business Accounting

    Monelyze Inc.

    Sync accounts across devices

    Manage finances with no login required. Track expenses and income across devices via iCloud. Create invoices and organize receipts. View financial reports and calculate taxes. Sync data between iPhone, iPad, and Mac.

    ★ 4.7483 ratingsFinanceFreeData updated 2026-09-06
  3. PEFCU Mobile Banking app icon

    PEFCU Mobile Banking

    Publix Employees Federal Credit Union

    Pay with phone number or email

    Manage finances by transferring money between accounts and other financial institutions. Pay individuals via phone number or email. Set up alerts and monitor account balances remotely.

    ★ 4.913,044 ratingsFinanceFreeData updated 2026-09-08
  4. EFE app icon

    EFE

    Edelman Financial Engines, LLC

    Track accounts and view progress

    View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.

    ★ 4.67,564 ratingsFinanceFreeData updated 2026-09-11
  5. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  6. Hanscom FCU Mobile Banking app icon

    Hanscom FCU Mobile Banking

    Hanscom Federal Credit Union

    Manage accounts, check balances, pay bills, deposit

    Check account balances and view transaction history with filters. Pay bills and deposit checks via photo. Transfer funds between accounts. Send secure messages and locate nearby ATMs or branches.

    ★ 4.82,169 ratingsFinanceFreeData updated 2026-09-08
  7. Dollarbird - Budget Calendar app icon

    Dollarbird - Budget Calendar

    Dollarbird Apps SRL

    Track expenses, forecast budgets, share calendars

    Track income and expenses with a interface. Set financial goals and receive forecasts. Share budgets and collaborate with others. View spending trends and adjust plans accordingly. Receive alerts for upcoming bills and transactions.

    ★ 4.73,482 ratingsFinanceFreeData updated 2026-09-12
  8. Money manager, expense tracker app icon

    Money manager, expense tracker

    Orange dog d.o.o.

    Track expenses, income, and budgets

    Track income and expenses with categorized entries. Set and monitor budgets. View spending patterns and savings progress. Receive alerts for transactions. Sync data across devices. Export financial reports. Manage multiple accounts and currencies.

    ★ 4.97,727 ratingsFinanceFreeData updated 2026-09-25
  9. Chartway Mobile Banking app icon

    Chartway Mobile Banking

    Chartway Federal Credit Union

    View accounts, send money, replace card info,

    View accounts at a glance and make person-to-person payments. Replace debit or credit card information easily. Navigate across devices and manage budgets with financial tools. Set alerts, control card access, and receive travel notifications.

    ★ 4.55,760 ratingsFinanceFreeData updated 2026-09-08
  10. TruityCU app icon

    TruityCU

    Truity Federal Credit Union

    Aggregate accounts in one place

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

    ★ 4.87,428 ratingsFinanceFreeData updated 2026-09-19
  11. TENCU app icon

    TENCU

    THE TENNESSEE CREDIT UNION

    Access accounts and transfer funds securely

    Access accounts securely at any time. Transfer funds between accounts or other institutions. Manage cards, lock or unlock them remotely. Pay friends directly from the . Deposit checks remotely. Set merchant and transaction alerts.

    ★ 4.61,283 ratingsFinanceFreeData updated 2026-09-19
  12. Penny Stocks Tracker &Screener app icon

    Penny Stocks Tracker &Screener

    Line Century Global Joint Stock Company

    Track , filter screens, analyze charts

    Screeners allow filtering by price and volume. Watchlist tracks all in one place. Charts support technical analysis with line and candlestick formats. Stats, news, and profiles provide fundamental analysis. Coverage includes all stock types.

    ★ 4.76,120 ratingsFinanceFreeData updated 2026-09-17
  13. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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