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 401–420 of 1,000 ranked alternatives.

  1. OsmoBit Investment Tracker app icon

    OsmoBit Investment Tracker

    OSMO Capital Markets Limited

    Track assets, monitor prices, analyze trends

    Monitor cryptocurrency prices and market trends with real-time charts. Track portfolio performance and asset allocation. Set price alerts and receive notifications. View historical data and analyze trading volume.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  1. Amerant Investments app icon

    Amerant Investments

    Amerant Bank, N.A.

    Place trades, view balances, track holdings

    Access account balances, holdings, and transaction history. View order status and place equity trades. Receive real-time market data and set up alerts. Manage portfolio performance and track investment activity.

    ★ 4.817 ratingsFinanceFreeData updated 2026-09-25
  2. YourOwn Wallet app icon

    YourOwn Wallet

    YourOwn Inc.

    Manage financial data in one secure

    Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.

    ★ 5.012 ratingsFinanceFreeData updated 2026-09-06
  3. PFG Private Wealth app icon

    PFG Private Wealth

    PFG Private Wealth Management, LLC

    Access your portfolio and financial plan anytime

    Track portfolio balances, performance, and transactions with real-time updates. Monitor financial goals and progress toward retirement, savings, and other objectives.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  4. Finomatic app icon

    Finomatic

    FINOMATIC FINTECH SERVICES PRIVATE LIMITED

    Track assets and manage your portfolio

    Manage and monitor your financial portfolio with real-time updates on mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  5. MCWS Client App app icon

    MCWS Client App

    McKinley Carter Wealth Services, Inc

    Check portfolio balance and track performance

    Check portfolio balance and track account performance. Run custom reports and analyze investment allocation. Set up alerts and manage transactions. View detailed performance charts and historical data.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  6. INDmoney - NRI Investing App app icon

    INDmoney - NRI Investing App

    INDMONEY TECH PRIVATE LIMITED

    Invest in stocks and mutual funds

    Invest in Indian stocks and mutual funds with real-time market data and alerts. Create custom watchlists and track stock prices. Open a free demat account with zero maintenance charges. Pay ₹0 for account management.

    ★ 5.011 ratingsFinanceFreeData updated 2026-09-06
  7. True Wealth Design app icon

    True Wealth Design

    True Wealth Design, LLC

    View financial data and manage budgets

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access documents from financial advisors in a secure vault. Manage budgets and track spending. Set financial goals and receive alerts.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-22
  8. 經濟通 股票強化版TQ (平板) - etnet app icon

    經濟通 股票強化版TQ (平板) - etnet

    ET Net Limited

    Track stock prices and analyze portfolios

    Check real-time stock prices with detailed quotes, charts, and peer comparisons. Monitor investment portfolios and customize watchlists. Access financial news, market analysis, and economic updates.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-09
  9. CV Advisors app icon

    CV Advisors

    CV ADVISORS LLC

    View portfolios, track investments, stay informed

    View and monitor investment portfolios and accounts. Track performance of investments and markets. Receive updates and alerts on financial activities. Securely access account details and market data.

    ★ 5.015 ratingsBusinessFreeData updated 2026-09-09
  10. SliceVista - Real Estate FIP app icon

    SliceVista - Real Estate FIP

    ZENDOT TECHNOLOGIES PRIVATE LIMITED

    Invest in shares

    Invest in through fractional ownership. Choose from commercial properties, holiday homes, and land. Start with a minimum investment of Rs. 10 lakhs. Manage investments and track performance through the platform.

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  11. One Digital app icon

    One Digital

    Centricity Financial Distribution private limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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