Curated apps similar to Wealthgrade, ranked by relevance and user ratings.
Aggregate accounts in one place
Gulfside Bank
Finance
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.
Gateway Bank
Finance
Gateway Go is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Watermark Bank
Finance
Watermark Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Balanced Software LLC
FinanceMaster your money with Balance Pro: the all-in-one app to budget, track your finances, gain valuable spending insights, and effortlessly achieve your financial goals. KEY FEATURES — Sync Bank Accounts — Connect to your bank or financial institutions to sync all your accounts in one place,...
Endeavor Bank
FinanceEndeavor Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Waycross Bank and Trust Inc
FinanceWB&T is your personal financial advocate.
Choose pay dates, track expenses, save money,
Wagestream Inc.
FinanceManage finances by saving to an easy-access account with a market-leading interest rate. Track spending across multiple bank accounts. Check shifts and earnings in real time. Choose pay dates and access exclusive discounts from partnered retailers.
Valley Bank of Commerce
FinanceValley Bank of Commerce is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Open accounts and track expenses
Up Money Pty Ltd
FinanceOpen an account quickly and manage budgets with real-time spending tracking. Set savings goals and automate transfers. Split bills and payments with group members. View transaction history and adjust spending limits.
Pathway Bank
FinancePathway Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Track net worth and set financial goals
Andrew Little
FinanceTrack net worth by categorizing assets and liabilities. Input data manually or import from previous records. View charts to monitor financial progress. Set goals and receive alerts for spending patterns.
Buxfer, Inc.
FinanceBuxfer helps you see all your accounts at one place, understand where your money goes, reduce unwanted spending, and save for future goals. ALL ACCOUNTS IN ONE PLACE: - Add transactions on the go.
Aggregate accounts in one place
New Frontier Bancshares, Inc.
FinanceAggregate 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.
BIG PAY PTE. LTD.
FinanceWith the power to manage your money anywhere, BigPay has one purpose, - to empower you with essential financial services to level up your lives, one transaction at a time.
WisdomTree, Inc.
FinanceOne Platform.
Synium Software GmbH
FinanceiFinance helps you keep track of your income and spending in the most convenient and fastest way. iFinance's convenient evaluations and charts provide an at-a-glance overview of your income streams and expenditures so that optimizing your finances becomes a breeze.
Alphanso Inc.
FinanceAlphanso Wealth Take control of your financial future with Alphanso - your ultimate wealth management app. Combining cutting-edge ML models with expert human expertise, Alphanso provides personalized financial planning to help you achieve your goals.
Fivancial, Inc.
FinanceBankSocial is a self-custody wallet and investing platform that lets you securely store digital assets, trade crypto, invest in stocks, and manage your financial life—all in one place. Your keys mean your assets. No middlemen.
Vestwell Holdings Inc.
FinanceVestwell is on a mission to help savers build the financial future they deserve. Businesses, advisors, individuals, and state governments alike trust our solutions to make saving more accessible and intuitive for all. Wherever you may be in your savings journey, Vestwell grows with you.
Midwest BankCentre, Inc.
FinanceRising Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
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