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 341–360 of 1,000 ranked alternatives.

  1. Blanchard Gold app icon

    Blanchard Gold

    Blanchard and Company, Inc.

    Precious metals value in seconds.

    The app provides real-time prices for gold, silver, platinum, and palladium. It offers daily market news and analysis from a precious metals investment firm.

    ★ 2.128 ratingsFinanceFreeData updated 2026-09-19
  2. OMIG Wealth app icon

    OMIG Wealth

    Old Mutual Investment Group Uganda (OMIG) Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. Net Worth & Budget - NetTrack app icon

    Net Worth & Budget - NetTrack

    NETTRACK LLC

    Sync accounts, track net , monitor assets

    Automatic Account Sync connects and updates financial accounts in real time. Monitor assets, liabilities, and investments. View net with daily snapshots. Set budgets and track spending. Receive alerts for account activity.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
  1. NS Wealth app icon

    NS Wealth

    NS Wealth Solution Private limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  2. Cedar Point Capital Partners app icon

    Cedar Point Capital Partners

    Cedar Point Capital Partners, LLC

    View financial data and reports

    View financial data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from a wealth advisor. Manage budgets and track financial progress.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  3. Sidepocket Mobile app icon

    Sidepocket Mobile

    Sidepocket Incorporated

    Track trades, view ratios, manage risk

    Track real-time Sharpe and Sortino ratios for risk assessment. Analyze exclusive trading strategies with detailed performance metrics. Execute trades and monitor portfolio performance.

    ★ 4.929 ratingsFinanceFreeData updated 2026-09-06
  4. GEC app icon

    GEC

    Nazariion Savinon

    Record bills, track expenses, plan budgets

    Track income from multiple projects with detailed categorization. Record expenses for budget planning and financial organization. Log investment details to monitor performance and fund status. Generate statistical reports for financial analysis.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
  5. Secure Investments app icon

    Secure Investments

    FUTUREWISE TECHNOLOGIES PRIVATE LIMITED

    Invest in mutual funds and track goals

    Manage in mutual funds with real-time tracking and portfolio analysis. Set and monitor financial goals with progress indicators. your account with PIN, fingerprint, and face recognition.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  6. Akta Wealth app icon

    Akta Wealth

    Excel Net Solutions Private Limited

    Track investments and manage portfolio assets

    Track and manage investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View historical performance, generate transaction statements, and download complete portfolio reports.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-11
  7. CHIEF-Investing & Trading app icon

    CHIEF-Investing & Trading

    Chief Securities Limited

    Trade stocks and manage investments

    Trade stocks, futures, and options with real-time price data and order execution. Monitor portfolio performance and track market trends. Access research reports and analyze historical data. Place limit and market orders.

    ★ 4.37 ratingsFinanceFreeData updated 2026-09-08
  8. Gandhi Backoffice app icon

    Gandhi Backoffice

    Gandhi Securities And Investment Private Limited

    Track account balances and trade positions

    Track investments in Indian Equity, Derivatives, Commodities, and Currency markets. View account balances, monitor trades, and access portfolio details. Receive real-time market data and execute orders through the back office interface.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  9. SAM Client App app icon

    SAM Client App

    Stansberry Asset Management, LLC

    Check performance, review portfolios, track investments

    Check investment performance, review portfolio details, and understand asset allocation. Subscribe to NewsFeed, download reports, view past webinars, and contact Customer Relationship Managers.

    ★ 4.65 ratingsFinanceFreeData updated 2026-09-06
  10. CircleBlack Investor app icon

    CircleBlack Investor

    Circleblack Inc.

    Track finances, view accounts, manage investments

    Track financial accounts and investments in one place. View progress toward retirement and other goals. Receive performance data at account, goal, and total wealth levels. Benchmark against industry standards. Set and monitor financial targets.

    ★ 4.316 ratingsFinanceFreeData updated 2026-09-09
  11. Salvo app icon

    Salvo

    XSLNCE MFB LTD

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  12. Stock Menu app icon

    Stock Menu

    Daaivin Communication Private Limited

    ★ 0.00 ratingsEducationFreeData updated 2026-09-06
  13. Trade, Think, Invest - Vennote app icon

    Trade, Think, Invest - Vennote

    Xin Chen

    Track trades, record insights, plan strategies

    Record and review trades with detailed notes and analysis. Track performance across stocks, options, futures, forex, and cryptocurrency. Set goals, monitor progress, and document investment decisions for better planning and growth.

    ★ 4.216 ratingsFinanceFreeData updated 2026-09-06
  14. Per Annum: Earn Higher Returns app icon

    Per Annum: Earn Higher Returns

    Transactree Services Private Limited

    Invest in assets and track daily

    Track investment performance with real-time updates. View daily interest transfers and manage funds through a curated list of alternate assets. Set up automatic reinvestment and monitor repayment history.

    ★ 4.01 ratingsFinanceFreeData updated 2026-09-06
  15. Iwencai-Investment Assistant app icon

    Iwencai-Investment Assistant

    Zhejiang flush fund sales Co. Ltd.

    Access real-time financial data and insights

    Access real-time financial data and analysis across various markets. Perform scenario modeling and risk assessment. Retrieve comprehensive reports and insights. Customize alerts and track investment performance.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-12
  16. WOOD & Co app icon

    WOOD & Co

    worldflow LLP

    Track investments and manage portfolios

    View real-time stock prices and market data. Place trades and manage portfolios. Access research reports and analyst insights. Set price alerts and track investment performance. Monitor market trends and news updates.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-14

How we rank alternatives

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