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 221–240 of 1,000 ranked alternatives.

  1. Zoe Financial app icon

    Zoe Financial

    ZOE FINANCIAL INC.

    Access accounts, invest, track growth

    Access account balance, investment performance, and current holdings. View transfer status and transaction history including deposits and withdrawals. Receive updates on investment account growth.

    ★ 4.77 ratingsFinanceFreeData updated 2026-09-06
  2. Currence app icon

    Currence

    Currence Inc.

    Track expenses, save, and invest wisely

    Track expenses, set savings goals, and build budgets. View spending patterns and progress over time. Automate transfers and receive notifications for transactions. Access educational resources on personal finance.

    ★ 4.768 ratingsFinanceFreeData updated 2026-09-06
  3. Casa Shares app icon

    Casa Shares

    Casa Shares, Inc.

    Invest in real estate with $100

    Invest in real estate with minimal initial deposit. Browse curated properties, make investments with simple taps, and receive passive income. Manage tenant relations and property maintenance through automated processes.

    ★ 4.68 ratingsFinanceFreeData updated 2026-09-06
  1. IMPACT by Interactive Brokers app icon

    IMPACT by Interactive Brokers

    Interactive Brokers LLC

    Invest in values-aligned companies

    Select values to filter companies aligning with your beliefs. Explore investments matching your criteria. Monitor portfolio performance and grades. Swap positions with a single trade to improve portfolio grade.

    ★ 4.456 ratingsFinanceFreeData updated 2026-10-14
  2. Stock Tracker: Market Watch app icon

    Stock Tracker: Market Watch

    RTC Holdings Incorporated

    Track stocks, receive alerts, manage investments

    Track prices in real time and receive push and email alerts for changes. Set stop loss limits to protect investments. View portfolio performance and analyze data. Adjust alerts and monitor multiple assets across different markets.

    ★ 3.9229 ratingsFinanceFreeData updated 2026-09-11
  3. BrightPlan app icon

    BrightPlan

    BrightPlan LLC

    Track goals, plan budgets, manage finances

    Manage finances with personalized planning, goal tracking, and budgeting tools. Set financial goals and receive tailored guidance. Access educational resources like articles and live sessions.

    ★ 4.639 ratingsFinanceFreeData updated 2026-09-14
  4. hScore - Investment Made Easy app icon

    hScore - Investment Made Easy

    HSCORE ADVISORS, LLC

    Analyze stocks and build portfolios

    Analyze stock investments with real-time data and historical trends. Generate ideas based on fundamentals and market performance. Research stocks using financial metrics and compare companies. Build and manage portfolios with customizable settings.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  5. Vault: Private Wealth app icon

    Vault: Private Wealth

    Vault Wealth Limited

    Manage assets and track investments

    Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  6. PSBT Trust & Wealth app icon

    PSBT Trust & Wealth

    Peoples Security Bank and Trust Company

    View balances, track transactions, manage portfolios

    View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  7. Eyeball app icon

    Eyeball

    Eyeball Corp

    Track market trends and follow financial news

    Access real-time financial news and curated content on stocks, cryptocurrencies, and investments. Follow interest-based playlists. Track market trends and educational resources. Stay updated with breaking financial updates and analysis.

    ★ 4.933 ratingsFinanceFreeData updated 2026-09-06
  8. The Edge Markets app icon

    The Edge Markets

    The Edge Communications Sdn Bhd

    Track portfolios, analyze data, stay informed

    Access real-time financial news from regional and global sources. Track stock prices, analyze market trends, and view portfolio performance. Receive daily stock recommendations and use built-in tools for data-driven decision making.

    ★ 1.02 ratingsBusinessFreeData updated 2026-09-09
  9. Client Access app icon

    Client Access

    Raymond James Financial, Inc.

    View accounts, manage investments, transfer funds, deposit

    View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.

    ★ 4.0156 ratingsFinanceFreeData updated 2026-09-08
  10. Associated Retirement Online app icon

    Associated Retirement Online

    Schwab Retirement Technologies Inc.

    Enroll, forecast, monitor, save

    Enroll in plans quickly. View income forecasts. Track account balance and investment performance. Adjust paycheck contributions. Choose and rebalance investments. Upload documents via secure photo submission. Access financial learning resources.

    ★ 1.618 ratingsFinanceFreeData updated 2026-09-06
  11. BioAngels app icon

    BioAngels

    INDIAN ANGEL NETWORK SERVICES PRIVATE LIMITED

    Invest in biotech startups and ventures

    Connect with startups in Biotech, Medtech, Healthtech, Pharma, Agritech, and Cleantech. View investment opportunities, submit proposals, and communicate with angel investors. Track startup progress and manage investment portfolios.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  12. MySIPonline - Mutual Fund App app icon

    MySIPonline - Mutual Fund App

    COGNUS TECHNOLOGY

    Invest in funds and SIPs

    Track investments and SIPs. Analyze portfolios and set financial goals. Receive AI-driven investment advice. Plan gold investments and take loans against funds. Manage financial goals and view investment performance.

    ★ 4.73 ratingsFinanceFreeData updated 2026-09-13
  13. Entrust Self-Directed IRA app icon

    Entrust Self-Directed IRA

    Entrust Administration, Inc.

    Invest in real assets and manage

    Manage retirement investments through a IRA. Choose from alternative assets like real estate, private equity, and precious metals. Transfer funds and invest in non-traditional options. Monitor account activity and manage contributions.

    ★ 4.210 ratingsFinanceFreeData updated 2026-09-06
  14. TC Traders Investments app icon

    TC Traders Investments

    Traders Club Ltda

    Track portfolios, follow , replicate trades

    Track investment portfolios and performance metrics. Follow , replicate trades, and analyze market gains. View stocks, options, futures, REITs, ETFs, mutual funds, and fixed income in one platform.

    ★ 4.7104 ratingsFinanceFreeData updated 2026-09-14

How we rank alternatives

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