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 121–140 of 1,000 ranked alternatives.

  1. West Gate Bank® app icon

    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.

    ★ 4.7973 ratingsFinanceFreeData updated 2026-09-06
  1. Highmark Credit Union app icon

    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.

    ★ 4.71,185 ratingsFinanceFreeData updated 2026-09-22
  2. TCFCU Mobile Banking app icon

    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.

    ★ 4.91,315 ratingsFinanceFreeData updated 2026-09-21
  3. FSB - myMobile app icon

    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.

    ★ 4.81,551 ratingsFinanceFreeData updated 2026-09-19
  4. Income and Expense Tracker app icon

    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.

    ★ 4.7486 ratingsFinanceFreeData updated 2026-09-12
  5. Heritage Bank KY app icon

    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.

    ★ 4.61,205 ratingsFinanceFreeData updated 2026-09-09
  6. Highpoint Community app icon

    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.

    ★ 4.81,032 ratingsFinanceFreeData updated 2026-09-20
  7. Jacobson & Schmitt Advisors app icon

    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.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  8. Lydia AI Budgeting Coach app icon

    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.

    ★ 4.922 ratingsFinanceFreeData updated 2026-09-06
  9. Canopy Credit Union Mobile app icon

    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.

    ★ 4.7778 ratingsFinanceFreeData updated 2026-09-25
  10. MC Federal Credit Union app icon

    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.

    ★ 4.81,000 ratingsFinanceFreeData updated 2026-09-21
  11. MVB Bank Mobile app icon

    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.

    ★ 4.91,063 ratingsFinanceFreeData updated 2026-09-06
  12. FNB Oneida app app icon

    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.

    ★ 4.9796 ratingsFinanceFreeData updated 2026-09-23

How we rank alternatives

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