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 121–140 of 1,000 ranked alternatives.



West Gate Bank®
West Gate Bank
Set alerts for account activity
Customizable alerts notify when balance falls below a specified threshold. Effortless payments allow settling bills or sending money to friends. Convenient transfers enable moving funds between accounts. View account balances and transaction history.

Highmark Credit Union
Highmark 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 receipts or check photos. Set alerts for account activity. Transfer funds between accounts. Pay bills directly.


TCFCU Mobile Banking
TULARE COUNTY 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 alerts for account activity. Transfer funds between accounts. Pay bills directly.

FSB - myMobile
First State Bank of Livingston Inc
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes to transactions, and attach receipts or check photos. Set up alerts for account activity and manage account settings.

Income and Expense Tracker
Alexey Sakharov
Track , expenses, and currency transfers
Track and expenses with budgeting tools and multi-currency accounts. Transfer funds between accounts and categorize transactions with subcategories. View circular and line charts filtered by time, account, or category.

Heritage Bank KY
Heritage Bank Incorporated
Check balance, send money, manage accounts
Check balances, transfer funds, and review transaction history. Access branch and ATM locations. Report suspicious activity and monitor debit card transactions. Link accounts and cards from other institutions.


Highpoint Community
Highpoint Community Bank
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one dashboard. View transaction details, add tags and notes, and attach receipt photos. Set transaction alerts and manage account settings securely.

Jacobson & Schmitt Advisors
Jacobson & Schmitt Advisors, LLC
View net worth and financial plan anytime
View real-time net worth and financial plan details. Track investments, expenses, and income. Receive alerts for account changes. Update financial goals and view performance reports. Sync with banking accounts for accurate data.

Lydia AI Budgeting Coach
Kata Technology Bilisim Yazilim Hizmetleri Limited Sirketi
Track expenses, manage budget, grow savings
Track daily spending and income with automated categorization. Create a personalized budget with customizable categories and goals. Monitor bills and subscriptions with alerts. Build better money habits through habit tracking and progress reports.


Canopy Credit Union Mobile
Canopy Federal Credit Union
Manage accounts, pay bills, and transfer money
Manage accounts by viewing balances and monitoring checking, savings, cards, and loans. Set up transaction and deposit alerts. Transfer money, make payments, pay bills, and deposit checks via photo. Pay loans and use the Money Management tool.

MC Federal Credit Union
MC Federal Credit Union
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 photos. Set up alerts for account activity. Manage budgets and track spending.


MVB Bank Mobile
MIDDLETOWN VALLEY BANK, MIDDLETOWN, MD (INC)
Aggregate accounts in one place
Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage budgets. Transfer funds, pay bills, and view spending reports.

FNB Oneida app
FIRST NATIONAL BANK OF ONEIDA, THE
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 balance changes and scheduled payments.

How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.