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 321–340 of 1,000 ranked alternatives.

  1. Johnson and White app icon

    Johnson and White

    Johnson and White Wealth Management, LLC.

    View account info, check balances, contact advisor

    View account balances and transaction history. Contact advisors directly through the . Access investment statements and portfolio details. Send secure messages and schedule appointments. Manage account settings and notifications.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06
  2. Tadawulaty - تداولاتي app icon

    Tadawulaty - تداولاتي

    Saudi Stock Exchange (Tadawul)

    Track stocks, view portfolios, manage investments

    Access investor accounts to check balances and transaction history. View portfolio performance and holdings. Vote on shareholder proposals and submit inquiries. Receive real-time market data and news updates.

    ★ 2.223 ratingsFinanceFreeData updated 2026-09-10
  1. Finance 360 app icon

    Finance 360

    MY TOOL BOX PRO LLC

    Connect with experts, track your finances, manage

    Access real-time financial data and expert advice. Schedule consultations with certified professionals. Track investments, manage budgets, and receive personalized financial planning recommendations.

    ★ 5.013 ratingsFinanceFreeData updated 2026-09-06
  2. SilverBack Mobile app icon

    SilverBack Mobile

    Silver backs corp

    Track expenses, manage accounts, set budgets

    Manage finances with real-time account monitoring, transaction history, and budget tracking. Set up recurring payments and schedule transfers. Monitor real estate investments and life insurance policies.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  3. Premier Path Wealth Partners app icon

    Premier Path Wealth Partners

    PREMIER PATH WEALTH PARTNERS, LLC

    View portfolio data and track investments

    View portfolio data and financial information through an intuitive interface. Monitor account balances, holdings, and investment performance. Track account activity and interact with the team for support.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  4. Bolero for iPhone app icon

    Bolero for iPhone

    KBC Global Services NV

    Track stocks and manage your portfolio

    Monitor stock prices and portfolio performance in real time. Track investments across multiple markets. Buy and sell shares, ETFs, bonds, and options. Set up personalized portfolio views and receive market news updates.

    ★ 4.525 ratingsFinanceFreeData updated 2026-09-09
  5. Primerica Shareholder Services app icon

    Primerica Shareholder Services

    The Bank of New York Mellon Corporation

    View balances, complete transactions, track history

    View current and historical account balances. Complete transactions and access transaction history online. Manage mutual fund investments. Set financial goals and track progress. Receive investment recommendations tailored to individual needs.

    ★ 4.330 ratingsFinanceFreeData updated 2026-09-06
  6. NOVO - MF, IPO, G-Sec, SGB app icon

    NOVO - MF, IPO, G-Sec, SGB

    Fortune Trading Corporation

    Invest in stocks and manage portfolios

    Access primary market products like mutual funds, IPOs, SGBs, and G-Secs. View investment details, place orders, and track performance. Receive real-time updates and manage portfolios digitally.

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

    Markets AI

    Miliardi Capital LLC

    Trade stocks with AI-powered insights

    Analyze stock performance with real-time social sentiment data and AI-driven insights. Track individual stock details, set price alerts, and receive market updates. View historical data and compare stocks across different sectors.

    ★ 4.926 ratingsFinanceFreeData updated 2026-09-06
  8. UniSuper app icon

    UniSuper

    UniSuper Management Pty Ltd

    Check super balance and contributions

    Check super balance and recent contributions. Make extra payments to increase retirement savings. View investment returns and payment schedules. Update retirement income details and insurance coverage.

    ★ 4.941 ratingsFinanceFreeData updated 2026-09-06
  9. Hohimer Wealth app icon

    Hohimer Wealth

    Hohimer Wealth Management LLC

    View portfolio, generate reports, store documents

    View financial portfolio with an interactive dashboard. Generate dynamic reports with investment details. Store and share documents securely via a document vault. Access additional financial tools and features.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-21
  10. SGH Wealth Management app icon

    SGH Wealth Management

    SGH Wealth Management, LLC

    Monitor investments and financial data securely

    Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.

    ★ 5.07 ratingsFinanceFreeData updated 2026-10-03
  11. Finextra Pro app icon

    Finextra Pro

    Finextra

    Track portfolio news and metrics

    Monitor portfolio performance with real-time news, analyst estimates, and market events. Track financial metrics to analyze trends. View stock trends via customizable charts. Compare competitor metrics across multiple categories.

    ★ 5.015 ratingsFinanceFreeData updated 2026-09-06
  12. GROWFINN app icon

    GROWFINN

    growfinn wealth management private limited

    Track investments and manage portfolios

    Track investment portfolios with Family and Applicant Portfolio views. Review asset allocation and net worth composition. Check insurance details and scheme exposure. Monitor mutual fund and equity share investments.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-13
  13. Divvi Wealth app icon

    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.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  14. HDFC Bank SmartWealth app icon

    HDFC Bank SmartWealth

    HDFC Bank Ltd

    Invest in FDs and mutual funds

    Invest in Fixed Deposits and Mutual Funds through a single platform. View portfolio performance and transaction history. Set investment goals and receive market updates. Adjust investment plans and manage holdings directly.

    ★ 4.927 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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