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 161–180 of 1,000 ranked alternatives.

  1. Retirement Calculator, Planner app icon

    Retirement Calculator, Planner

    Phan Nhat Đang

    Plan with accurate calculations

    Calculate needs with accurate projections and monthly withdrawal estimates. Receive personalized advice to adjust savings strategies. Set financial goals and track progress over time. Adjust plans based on income and expenses.

    ★ 4.4307 ratingsUtilitiesFreeData updated 2026-09-23
  2. CoinKeeper 3 - money manager app icon

    CoinKeeper 3 - money manager

    Dizrapp OOO

    Track expenses and view spending trends

    Track expenses with categorized spending insights. Identify high-cost areas and receive alerts when budgets are exceeded. Set spending limits and monitor progress toward financial goals. Sync data across devices and view detailed reports.

    ★ 4.4120 ratingsFinanceFreeData updated 2026-09-14
  3. CentreBank app icon

    CentreBank

    CENTREBANK

    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 spending habits with customizable insights.

    ★ 4.9278 ratingsFinanceFreeData updated 2026-09-16
  1. FNB-Anywhere app icon

    FNB-Anywhere

    FIRST NATIONAL BANK INC

    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 balance alerts and manage spending limits. Transfer funds between accounts and pay bills directly.

    ★ 4.9768 ratingsFinanceFreeData updated 2026-09-17
  2. WorthTracker app icon

    WorthTracker

    Tomer Shalom

    Track assets and liabilities

    Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.

    ★ 4.8349 ratingsFinanceFreeData updated 2026-09-26
  3. Sterling CU 24/7 app icon

    Sterling CU 24/7

    Sterling 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 and manage budgets.

    ★ 4.8724 ratingsFinanceFreeData updated 2026-09-06
  4. Cancel Subscriptions & Refund app icon

    Cancel Subscriptions & Refund

    VUNYO BILGI TEKNOLOJILERI LIMITED SIRKETI

    Track and stop unwanted payments

    Track and manage recurring payments with automatic detection of . unwanted and identify hidden charges. Monitor monthly expenses and control Apple iTunes purchases. Organize for better financial oversight.

    ★ 4.3529 ratingsFinanceFreeData updated 2026-09-06
  5. CCBGAontheGO app icon

    CCBGAontheGO

    Citizens Community Bank

    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 balance alerts and manage spending limits. Export statements and track account activity.

    ★ 4.9492 ratingsFinanceFreeData updated 2026-09-06
  6. Wyoming Community Bank app icon

    Wyoming Community Bank

    Wyoming Community Bank

    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.

    ★ 4.9608 ratingsFinanceFreeData updated 2026-09-20
  7. Preferred Bank Mobile app icon

    Preferred Bank Mobile

    Preferred Bank, CA & NY

    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 receive notifications.

    ★ 4.7472 ratingsFinanceFreeData updated 2026-09-14
  8. CSBank Cadott app icon

    CSBank Cadott

    Citizens State Bank Cadott

    Aggregate accounts, track balances, view transactions

    Aggregate financial accounts from multiple institutions into one dashboard. View real-time balances and transaction history. Set budget alerts and track spending. Transfer funds between accounts and receive account statements.

    ★ 4.492 ratingsFinanceFreeData updated 2026-09-06
  9. WaddleWallet - Budget Pet app icon

    WaddleWallet - Budget Pet

    NaturalUI Inc.

    Build plans, connect accounts, track finances

    Build a financial plan by answering lifestyle questions. Connect bank accounts via Plaid to receive a financial breakdown. Set goals to achieve financial freedom without professional advice.

    ★ 4.646 ratingsFinanceFreeData updated 2026-09-06
  10. Trading Ideas Driven by AI app icon

    Trading Ideas Driven by AI

    BRIDGES HULL LTD

    Track stock prices and analyze trends

    Track stock prices and market data with real-time quotes and charts. View company news and analyst ratings. Set price alerts and monitor portfolio performance. Analyze historical data and compare stocks. Share insights and research notes.

    ★ 4.2205 ratingsFinanceFreeData updated 2026-09-06
  11. WealthRoots app icon

    WealthRoots

    Phoenix Digital, LLC

    Track net worth, monitor assets, consolidate finances

    Track real estate values and home equity. Monitor vehicle values and maintenance records. Consolidate financial assets and investments in one place. Calculate net worth and view detailed asset insights. Set reminders for financial goals and expenses.

    ★ 5.012 ratingsFinanceFreeData updated 2026-09-06
  12. WMCB Mobile app icon

    WMCB Mobile

    West Michigan Community Bank

    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 balance alerts and manage spending limits. Export statements and contact support through the .

    ★ 4.8642 ratingsFinanceFreeData updated 2026-09-15
  13. United Banking app icon

    United Banking

    United Bank

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one view. Track transactions with tags, notes, and receipt photos. Set alerts for balance changes and spending patterns. Manage budgets and view spending reports.

    ★ 4.8554 ratingsFinanceFreeData updated 2026-09-16

How we rank alternatives

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