WealthPaver app icon

Apps Like WealthPaver for iPhone and iPad

Invest in assets and manage portfolios

Manage investments with real-time portfolio tracking and performance analysis. Set financial goals, schedule regular contributions, and monitor expenses. Access educational resources and receive market insights to inform decision-making.

by WEFEA, Inc★ 5.04 ratingsFinanceFreeData updated 2026-09-06

WealthPaver screenshots

Ranked alternatives

Showing 181–200 of 1,000 ranked alternatives.

  1. CRVJ Investment Services app icon

    CRVJ Investment Services

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  2. Domain Money app icon

    Domain Money

    Domain Money Inc.

    Plan with expert financial advice

    Create custom financial plans tailored to individual needs. Schedule consultations with certified financial planners. Receive unbiased advice for different life stages. Set financial goals and track progress over time.

    ★ 4.4294 ratingsFinanceFreeData updated 2026-09-06
  3. Wevest: Investment Tracker app icon

    Wevest: Investment Tracker

    THARWA AL-MUSTAGHEBEL FOR INFORMATION TECHNOLOGY COMPANY

    Track investments and manage portfolios

    Track investments with a comprehensive portfolio dashboard that consolidates all assets in one place. View detailed performance analytics and customize strategies. Set up alerts for market changes and manage multiple accounts within the .

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  1. Mintos app icon

    Mintos

    AS Mintos Marketplace AS

    ★ 4.010 ratingsFinanceFreeData updated 2026-09-21
  2. my Sun Life (Canada) app icon

    my Sun Life (Canada)

    Sun Life Assurance Company of Canada

    Manage benefits, insurance, and investments.

    The app provides an all-in-one digital hub for managing benefits, insurance, and investments. Users can track savings, submit claims, check investment performance, and access health services.

    ★ 4.3620 ratingsFinanceFreeData updated 2026-09-21
  3. Index Fund Advisors app icon

    Index Fund Advisors

    Index Fund Advisors, Inc

    Connect with and track your investments

    Connect with Wealth via phone, email, or Facetime for personalized financial guidance. Read and share evidence-based investing articles. Watch educational interviews and documentaries on investment topics.

    ★ 4.941 ratingsFinanceFreeData updated 2026-09-09
  4. Bloom: AI for Investing app icon

    Bloom: AI for Investing

    Bloom Investing LLC

    Get instant portfolio analysis and guidance

    Get expert guidance on your portfolio by asking questions and uploading screenshots for instant analysis. Identify market trends and understand how they affect your investments.

    ★ 4.8171 ratingsFinanceFreeData updated 2026-09-15
  5. Moorr: Lifestyle by Design app icon

    Moorr: Lifestyle by Design

    Integrated Pathways Pty Ltd

    Track expenses, set goals, manage budgets

    Track expenses and set bill reminders. Monitor net worth and asset changes. Set financial goals with timeline tracking. Manage budgets and cash flow. View historical wealth data and cash flow insights.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  6. Bitfolio - Crypto portfolio app icon

    Bitfolio - Crypto portfolio

    Timelabs Ltd

    Track assets, stocks, and crypto without

    Track and manage investments across cryptocurrencies, stocks, forex, savings, and tangible assets like real estate and artwork. Add, edit, or remove assets from the portfolio. View detailed performance metrics and historical data.

    ★ 4.3524 ratingsFinanceFreeData updated 2026-09-13
  7. Sarwa: Invest, Trade & Save app icon

    Sarwa: Invest, Trade & Save

    Sarwa Digital Wealth BVI Limited

    Invest, , and securely

    Manage investments with real-time trading of stocks and ETFs. money with estimated returns of over 4%. Track and transfer funds from a UAE AED account. Set up investment plans and monitor performance.

    ★ 4.4102 ratingsFinanceFreeData updated 2026-09-06
  8. Earned app icon

    Earned

    NOHO FINANCIAL, INC.

    Manage finances with AI-driven insights

    Manage finances with AI-driven insights and personalized recommendations. Set financial goals, track spending, and receive investment strategies. Schedule consultations, review performance reports, and adjust portfolios remotely.

    ★ 4.715 ratingsFinanceFreeData updated 2026-09-06
  9. Kai.com-Buy Bitcoin&Crypto app icon

    Kai.com-Buy Bitcoin&Crypto

    VN TECH LTD

    Copy strategies and trade assets

    CopyWise lets users follow trading strategies from experienced traders. View real-time price data and execute trades. Set price alerts and track portfolio performance. Manage multiple accounts and access market analysis.

    ★ 3.97 ratingsFinanceFreeData updated 2026-09-06
  10. Spartan Wealth Mobile app icon

    Spartan Wealth Mobile

    Spartan Wealth Management Inc.

    Manage finances, track expenses, plan budgets

    View accounts, track expenses, and monitor investments in real time. Set financial goals and receive alerts. Schedule payments and access transaction history. Securely manage multiple accounts and view detailed reports.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  11. Raiffeisen mobile investing app icon

    Raiffeisen mobile investing

    Raiffeisenbank, a.s.

    Invest in products and manage your portfolio

    Manage investments with one-time or regular contributions to stocks, ETFs, mutual funds, and certificates. Open accounts and contracts in under 10 minutes. Track portfolio performance and view detailed investment details.

    ★ 4.49 ratingsFinanceFreeData updated 2026-09-06
  12. daba finance app icon

    daba finance

    DABA MARKETS INC.

    Invest in stocks, bonds, and funds

    Track investments in stocks, bonds, IPOs, managed funds, and venture capital. View portfolio performance and transaction history. Set up recurring investments and receive market updates.

    ★ 4.662 ratingsFinanceFreeData updated 2026-09-06
  13. Neverless: Crypto & Gold app icon

    Neverless: Crypto & Gold

    Boku Labs Ltd

    Buy and sell cryptocurrencies securely

    Buy and sell cryptocurrencies with instant deposits via Apple Pay. Trade nearly any without fees. Earn higher passive returns through automated Strategies accounts. Manage investments with real-time performance tracking and secure access.

    ★ 4.860 ratingsFinanceFreeData updated 2026-09-06
  14. Necton Investimentos app icon

    Necton Investimentos

    Banco BTG Pactual S.A.

    Invest in assets and track performance

    Invest in financial products with real-time market data and portfolio tracking. View investment performance, manage accounts, and execute trades. Receive notifications and access customer support.

    ★ 4.9202 ratingsFinanceFreeData updated 2026-09-06
  15. Tykr: Confident Investing app icon

    Tykr: Confident Investing

    Tykr LLC

    Invest in stocks and track market trends

    Track stock performance with real-time data and historical analysis. Set investment goals and receive risk assessments. Access educational modules for financial literacy. Compare stocks using simple-term ratings.

    ★ 4.978 ratingsFinanceFreeData updated 2026-09-06
  16. Vennre app icon

    Vennre

    VENNRE VENTURES ADVISERS (VVA) LTD

    Invest in private market deals

    Access private market investments with deal details, terms, and performance data. Review investment opportunities, manage portfolios, and track returns. Set custom diversification goals and receive real-time updates on fund performance.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
  17. Slog: Budget&Portfolio Tracker app icon

    Slog: Budget&Portfolio Tracker

    Hangzhou PlatinumTinkling Technology Co., Ltd.

    Track expenses, analyze portfolios, manage net worth

    Track income and expenses with a simple transaction recorder. View aggregated net worth and portfolio performance. Analyze spending habits and monitor financial goals. Set budgets and receive alerts for spending thresholds.

    ★ 4.425 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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