Apps Like Wealth-X for iPhone and iPad
Access global ultra high net worth intelligence.
The app provides access to global intelligence on Ultra High Net Worth Individuals. Users can search the database, view dossiers, and download PDFs.
Wealth-X screenshots
Ranked alternatives
Showing 21–40 of 1,000 ranked alternatives.
T. Rowe Price Personal®
T. Rowe Price
Track, decide, and invest with confidence.
The app provides a consolidated view of T. Rowe Price and linked external accounts, showing balances, performance, and net worth.
Betterment Invest & Save Money
Betterment
In portfolios and automatically
In and through automated portfolios and expert guidance. Set financial goals, schedule regular contributions, and track progress. Adjust risk tolerance and access real-time performance reports.
Precision Wealth Strategies
Precision Wealth Strategies, LLC
View account balances and contact your team
View account balances and performance metrics. Contact the Team directly. Access transaction history and send messages for support.
TL Wealth
TL Private Wealth LLC
View portfolio values and holdings
View portfolio values, holdings, and performance details. Access transaction history and account summaries. Receive real-time updates and set up custom alerts for account changes.
Sherman Wealth
Sherman Wealth Management, LLC.
View account balances and performance
View account balances, performance metrics, and transaction statements. Access detailed reports and portfolio summaries. Set up recurring transactions and schedule bill payments. Receive real-time notifications for account activity.
Choice Wealth Advisors
Choice Wealth Advisors, LLC
View account info, check balances, contact advisor
View account balances and transaction history. Send secure messages to . Access portfolio details and activity logs. Schedule consultations and receive alerts for account changes.
Divvi Wealth
Divvi Wealth Management, LLC
View account details, collaborate, stay connected
View account details, access portfolio information, and track financial goals. Communicate with financial advisors, receive updates on investments, and review performance reports. Set reminders for financial milestones and adjust investment settings.
Landlord Tycoon: Own the World
Reality Games (London) Limited
Buy properties, upgrade, earn income
Buy, sell, and trade virtual properties based on real- locations. Upgrade buildings to increase rent. Compete with players globally by managing investments and expanding your portfolio. Earn passive income through rent collection.
Signify Wealth
Signify Wealth LLC
View accounts and track net worth
View account details and track net worth in a single interface. Monitor spending habits and set financial goals. Receive alerts for account activity and transaction history.
Quicken: Budget & Track Money
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.
BV Private Wealth
BV Private Wealth, LP
View portfolios, send messages, track investments
Access client accounts, view portfolio performance, and manage investments. Receive notifications for transactions and market updates. Schedule meetings and download reports securely.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.