Unrivaled WM app icon

Apps Like Unrivaled WM for iPhone and iPad

by Unrivaled Wealth Management LLC★ 5.02 ratingsFinanceFreeData updated 2026-09-06

Unrivaled WM screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. NBT Bank app icon

    NBT Bank

    NBT Bancorp, Inc.

    Manage finances anytime, anywhere, easily.

    The app allows users to manage personal or business finances. Users can view account balances, transfer funds, pay bills, and deposit checks.

    ★ 4.738,628 ratingsFinanceFreeData updated 2026-10-20
  1. MyJWA app icon

    MyJWA

    Julius Wealth Advisors, LLC

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  2. S&P Capital IQ Pro app icon

    S&P Capital IQ Pro

    S&P Global Market Intelligence LLC

    Access real-time data and market news

    Access company financials, market data, and news. View filings and key metrics. Search for stocks and analyze financial reports. Set alerts for market changes. Sync with desktop for comprehensive data access.

    ★ 4.63,012 ratingsFinanceFreeData updated 2026-09-13
  3. EFE app icon

    EFE

    Edelman Financial Engines, LLC

    Track accounts and view progress

    View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.

    ★ 4.67,564 ratingsFinanceFreeData updated 2026-09-11
  4. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
  5. Mint by Investwell app icon

    Mint by Investwell

    Excel Net Solutions Private Limited

    Track mutual fund schemes and facts

    View mutual fund scheme details including fund objective, features, return performance, holdings, and NAV graphs. Compare schemes by return performance. Access financial calculators. Check portfolio performance and holdings.

    ★ 4.8244 ratingsFinanceFreeData updated 2026-09-19
  6. 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
  7. getquin - Portfolio Tracker app icon

    getquin - Portfolio Tracker

    QUIN Technologies GmbH

    Track assets, monitor net worth, manage investments

    Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.

    ★ 4.3355 ratingsFinanceFreeData updated 2026-09-25
  8. Refinitiv Eikon app icon

    Refinitiv Eikon

    Refinitiv US LLC

    Financial tools for market professionals.

    The app provides market-moving news and Reuters exclusives. It offers list and portfolio monitoring, market summaries, and custom alerts for market data, news, and research.

    ★ 2.336 ratingsFinanceFreeData updated 2026-10-02

How we rank alternatives

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