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 461–480 of 1,000 ranked alternatives.

  1. E-Commerce International app icon

    E-Commerce International

    GF Securities (Hong Kong) Brokerage Limited

    Trade stocks, bonds, and funds globally

    Enable online trading for Hong Kong, US, and Shenzhen-Hong Kong Connect markets. Access real-time stock prices and financial news. Preview offshore funds, bonds, and bills. Manage accounts, funds, and transactions online.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-12
  2. HashWhale app icon

    HashWhale

    HASHWHALE PTE. LTD

    Manage digital assets securely and transparently

    Manage digital assets with secure storage and transaction tracking. Monitor portfolio performance and set withdrawal limits. Access real-time market data and receive transaction alerts. Verify asset authenticity and generate compliance reports.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06
  1. StockQuery app icon

    StockQuery

    nathaniel quashie

    Search stocks, analyze data, track trends

    Access real-time stock prices and company financials. Search for stocks, ETFs, and index funds with AI-driven insights. Analyze fundamentals, view charts, and set price alerts. Track portfolio performance and receive investment recommendations.

    ★ 4.67 ratingsFinanceFreeData updated 2026-09-06
  2. Grand Wealth Management LLC app icon

    Grand Wealth Management LLC

    Grand Wealth Management, LLC

    View portfolio data securely

    Access portfolio data and manage investments through a secure web interface. View account balances, transaction history, and performance metrics. Receive real-time updates and communicate with financial advisors for account inquiries.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  3. Lake City Bank Wealth Access app icon

    Lake City Bank Wealth Access

    Lake City Bank

    Track balances, view trades, and check holdings

    View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. Catalyst FP app icon

    Catalyst FP

    CATALYST FINANCIAL PARTNERS LLC

    Access portfolios, accounts, and vault

    Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  5. FSM - Invest Globally app icon

    FSM - Invest Globally

    iFAST Corporation Ltd

    Invest globally with confidence today.

    The app provides access to global investment opportunities including Unit Trusts, Stocks, ETFs, Bonds, and IPOs. Users can build diversified portfolios, invest regularly, and access FX rates and currency tools.

    ★ 3.811 ratingsFinanceFreeData updated 2026-09-18
  6. MarketPath app icon

    MarketPath

    Yair Ben-Dor

    Simulate trades and learn investing

    Learn investing basics through interactive simulations and educational modules. Build a virtual portfolio with $10,000 in simulated funds. Track performance, earn achievements, and access instructional content to improve financial skills.

    ★ 5.08 ratingsFinanceFreeData updated 2026-09-06
  7. DP TradeKING - MF app icon

    DP TradeKING - MF

    DP TRADE KING PRIVATE LIMITED

    Track portfolio, manage assets, view reports

    Manage and monitor investment portfolios with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports, view historical performance, and access transaction statements.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  8. AV PRO app icon

    AV PRO

    Asset Vantage Inc

    Manage assets, track expenses, generate reports

    Track and manage financial assets with real-time data aggregation. View comprehensive investment reports and performance analytics. Customize dashboards and set alerts for account activity. nd export detailed financial statements.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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