Apps Like SUMA Wealth for iPhone and iPad
Link accounts, track spending, manage investments
Manage multiple financial accounts, cards, and investments in a single dashboard. Track expenses, set budgets, and receive personalized spending insights. Use AI to identify unused subscriptions and plan major purchases.
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Empower Personal Dashboard™
Personal Capital Corporation
Track expenses, plan budgets, manage accounts
Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.
UBS Wealth Management
UBS AG
Manage accounts, track spending, set budgets
Manage accounts and cash with real-time updates. Set budgets and track spending using detailed financial tools. Monitor UBS-administered equity awards once enabled by your company's plan administration team.
EveryDollar: Budget Management
The Lampo Group Incorporated
Track expenses, set budgets, save money
Create custom budgets and track expenses. Set financial goals and manage transactions. Plan spending and monitor progress. Sync with financial accounts. Adjust budgets to find hidden savings.
Quicken Simplifi: Budget Smart
Quicken Inc.
Track expenses, , and manage accounts
Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.
Truist Mobile
Truist Financial Corporation
Check balances, make payments, and move money
Check balances, view transactions, and manage accounts with detailed statements. Set alerts, order checks, and lock cards remotely. Transfer funds, pay bills, and set spending limits.
Liberty Bank CT
Liberty Bank (CT)
Track expenses and set savings goals
Monitor credit scores and track changes over time. Categorize transactions to analyze spending habits. Set savings goals and create budgets. Send money instantly between individuals or accounts. Schedule bill payments and manage payees.
Hiatus - Subscriptions & Bills
Hiatus Inc.
Track expenses, monitor accounts, save money
Consolidate accounts to track spending and . Identify financial habits through activity analysis. Set savings goals and receive budgeting recommendations. Export transaction data and set spending limits. Receive alerts for unusual account activity.
Monarch: Budget & Track Money
Monarch Money, Inc.
Expenses, , and share financial goals
Manage finances by consolidating accounts into one view. spending, set budgets, and monitor progress. Collaborate with partners or financial advisors to plan and achieve financial goals. Receive alerts and notifications for account activity.
Educators WI Mobile Banking
Educators Credit Union - Ivanhoe Place Real Estate Llc,
Manage accounts anytime, anywhere, securely.
The app allows users to manage accounts, pay bills, and deposit checks. Users can also view credit scores, create savings goals, and monitor spending habits.
Affinity Plus Mobile Banking
Affinity Plus Federal Credit Union
Track budgets, monitor net worth, add cards
Track monthly budgets across categories and monitor net worth by comparing account balances to debts. Add cards to digital wallets for secure payments. Request and activate replacement cards with digital versions available immediately.
GoBankFFB
First Fidelity Bank (U.S.)
Aggregate accounts, track spending, manage budgets
Aggregate financial accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set balance alerts and manage budgets. Track spending patterns and receive financial insights.
DollarWise: Budget & Tracking
Hammer Media LLC
Track expenses, plan budgets, set goals
Track spending with automatic account syncing and custom categories. Set limits and receive actionable insights. Monitor debt, savings, and expenses. Adjust budgets and view progress over time.
OneUnited Bank: WiseOne AI
OneUnited Bank
Check balances, transfer funds, pay bills
Check balances, transfer funds, pay bills, and view cash back offers. Locate branches and ATMs, make deposits, and activate offers. Manage accounts and access transaction history.
Metro Credit Union Mobile
Metro Credit Union
Access accounts, deposit checks, transfer funds, pay
Monitor checking and savings accounts, view mortgage and loan balances, track spending, and set budget-based savings goals. Receive account alerts, adjust preferences, and manage cards.
Arizona Financial Mobile
Arizona Financial Credit Union
Track spending, deposit checks, manage budgets
Check account balances and view transaction history with check images. Transfer funds between accounts instantly or schedule transfers. Track spending and create budgets across multiple accounts. Deposit checks and become a member through the .
myVoyage
Voya Services Company
Track expenses, connect accounts, plan budgets
Organize financial accounts by connecting checking, savings, and credit cards. Track spending and debts. Set and monitor financial goals such as saving for college or paying off debt. Receive insights to guide financial decisions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.