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 201–220 of 1,000 ranked alternatives.

  1. Alpha: Your Money Friend app icon

    Alpha: Your Money Friend

    AfterHour Inc.

    Track market trends and invest wisely

    Track investment portfolios, set alerts, and customize watchlists. View real-time market data and AI-driven insights. Access portfolio performance metrics and historical trends. Receive notifications for market changes and portfolio updates.

    ★ 4.312 ratingsFinanceFreeData updated 2026-09-06
  2. OnePoint BFG app icon

    OnePoint BFG

    Bleakley Schwartz Cooney & Finney L.L.C.

    Manage accounts, view reports, track investments

    Manage investments, view portfolio performance, and track expenses. Schedule transactions and set recurring payments. Receive real-time market data and generate customized reports.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-16
  3. Quantel app icon

    Quantel

    Tenjin AI Financial Technologies, LLC

    Invest in portfolios and track performance

    Start investing with as little as $500 per month. Research stocks, track portfolio performance, and receive personalized investment advice. Set up managed portfolios with AI-driven models and human expertise.

    ★ 4.610 ratingsFinanceFreeData updated 2026-09-06
  1. Warren Street Wealth Advisors app icon

    Warren Street Wealth Advisors

    Warren Street Wealth Advisors, LLC

    View performance, track holdings, access statements

    View investment performance, holdings, and statements. Access account details securely. Set up alerts for transactions. Receive regular performance updates. Manage investment portfolios remotely.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-10
  2. SBI Securities: Stocks & IPO app icon

    SBI Securities: Stocks & IPO

    SBICAP SECURITIES LIMITED

    Trade and manage investments

    Track stock prices and analyze market trends. Place buy and sell orders with real-time data. View portfolio performance and transaction history. Access research reports and expert insights. Set price alerts and manage multiple accounts.

    ★ 4.052 ratingsFinanceFreeData updated 2026-09-06
  3. Finbos - AI money tracker app icon

    Finbos - AI money tracker

    Eniom LLC

    Track expenses and manage debt

    Track income and expenses with categorized entries. Set and monitor financial goals. Manage debts and view spending trends. Receive insights to improve financial decisions. Sync data across devices.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  4. TPW Portal app icon

    TPW Portal

    Tiller Private Wealth, Inc.

    Share secure documents and investment reports

    View investment reports and securely share documents with advisors. Access detailed performance data and track portfolio changes. Receive updates on account activity and manage document access permissions.

    ★ 4.04 ratingsFinanceFreeData updated 2026-09-06
  5. InvestSky: US Stocks and ETFs app icon

    InvestSky: US Stocks and ETFs

    InvestSky Financial Limited

    Invest in and track your portfolio

    Connect with other investors to share ideas and discuss strategies. Trade over 5000 US and track portfolio performance. Access real-time market data and receive investment insights. Set up alerts for price changes and market news.

    ★ 4.883 ratingsFinanceFreeData updated 2026-09-06
  6. Penny Stocks - Trading Course app icon

    Penny Stocks - Trading Course

    yoav fael

    Learn to invest

    Learn about stock investments through educational content. Track market trends and company fundamentals. Practice with simulated accounts. Access real-time data and analysis tools. Set investment goals and monitor portfolio performance.

    ★ 4.03 ratingsFinanceFreeData updated 2026-09-10
  7. Cerro Pacific Wealth Advisors app icon

    Cerro Pacific Wealth Advisors

    Cerro Pacific Wealth Advisors LLC

    View financial data and manage your portfolio

    View financial dashboard for comprehensive overview. Access interactive portfolio reports with real-time investment data. Securely view documents from team. Use budgeting tools to manage expenses.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  8. KoinWorks Super App Funding app icon

    KoinWorks Super App Funding

    SEJAHTERA LUNARIA ANNUA, PT

    Manage finances and invest securely

    Manage finances with secure account registration using an ID card. Choose from various investment products. Track investments and monitor returns. View transaction history and set investment goals. Receive alerts for account activity.

    ★ 4.022 ratingsFinanceFreeData updated 2026-09-17
  9. BV Private Wealth app icon

    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.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  10. Trade W - Investment & Trading app icon

    Trade W - Investment & Trading

    Tradewill Global Llc

    And invest anytime, anywhere

    Open an account with zero fees. stocks, cryptocurrencies, and commodities. View real-time market data and charts. Set up alerts for price changes. Practice with demo accounts. Access educational resources and analysis tools.

    ★ 3.674 ratingsFinanceFreeData updated 2026-09-06
  11. yowlo.app app icon

    yowlo.app

    Yowlo Inc.

    Analyze stocks and track market trends

    Access real-time financial data and analyst reports. Screen stocks using customizable criteria. Analyze forecasts and valuation metrics. Compare company performance and market trends. Create and share investment insights.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
  12. Hoxton Wealth app icon

    Hoxton Wealth

    HOXTON CAPITAL MANAGEMENT FZE

    Track net worth in real time

    Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.

    ★ 4.535 ratingsFinanceFreeData updated 2026-09-06
  13. Wealthwiz app icon

    Wealthwiz

    Ampsys Consulting Private Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  14. Nivesh: Wealth Management App app icon

    Nivesh: Wealth Management App

    Providential Platforms Private Limited

    Invest, track, and grow your

    Manage investments with access to 1700+ mutual fund schemes and SIPs. Track portfolio performance and set investment goals. Schedule and manage SIPs. View detailed fund information and historical returns.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  15. Fundify: Startup Investing app icon

    Fundify: Startup Investing

    Fundify Advisors LLC

    Invest in startups and build portfolios

    Invest in startups automatically through a diversified portfolio of early-stage companies. View investment details, track performance, and manage contributions. Receive updates on fund performance and company progress.

    ★ 4.242 ratingsFinanceFreeData updated 2026-09-06
  16. Vest Legacy app icon

    Vest Legacy

    Vest, Incorporated

    Invest in stocks and access educational content

    Invest in US stocks with commission-free trades. View real-time market data and charts. Access educational content and investment simulations. Place orders and track portfolio performance. Receive regulatory compliance updates.

    ★ 4.536 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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