OneWealth app icon

Apps Like OneWealth for iPhone and iPad

View account info, track portfolio performance, monitor

View account information and balances. Track portfolio performance and asset allocation. Analyze historical performance data. Monitor investments with a user-friendly interface.

by One Wealth Management Investment And Advisory Services, LLC★ 5.01 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  1. Core analysis of stocks app icon

    Core analysis of stocks

    Zarnaiin Ranjhoo

    Invest in assets and track performance

    Track investment performance with real-time market and AI-driven insights. Manage sub-industry portfolios and receive detailed company evaluations. Forecast trends and optimize asset allocation using intelligent algorithms.

    ★ 5.020 ratingsFinanceFreeData updated 2026-09-06
  2. CoinPrice - Bitcoin, ETH Price app icon

    CoinPrice - Bitcoin, ETH Price

    Nhung Selly

    Track crypto prices and market data

    Track cryptocurrency prices in real time with support for over 3000 coins including Bitcoin, Ethereum, Litecoin, and Dogecoin. View market volume, capital, and changes. Monitor ICO and token projects. Manage a portfolio with tracking and market data.

    ★ 4.6433 ratingsFinanceFreeData updated 2026-09-13
  1. Wilkinson Global app icon

    Wilkinson Global

    Wilkinson Global Asset Management LLC

    Access portfolio data anytime

    View portfolio data including asset allocations and performance metrics. Access account balances and transaction history. Receive real-time updates and generate detailed reports. Manage investment holdings and track market trends.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  2. OneAscent app icon

    OneAscent

    OneAscent

    Access portfolio data anytime

    Access portfolio data in real time. View investment performance, asset allocation, and transaction history. Receive alerts for account changes. Export reports and contact support through the .

    ★ 4.88 ratingsFinanceFreeData updated 2026-09-06
  3. Bloom: AI for Investing app icon

    Bloom: AI for Investing

    Bloom Investing LLC

    Get instant portfolio analysis and guidance

    Get expert guidance on your portfolio by asking questions and uploading screenshots for instant analysis. Identify market trends and understand how they affect your investments.

    ★ 4.8171 ratingsFinanceFreeData updated 2026-09-15
  4. myASNB app icon

    myASNB

    Permodalan Nasional Bhd

    Invest view and add funds securely

    View investment portfolio and account balance. Sign up for a new account. Perform additional investments and invest in other funds. Track recent transactions. Manage investments from mobile or tablet.

    ★ 4.7357 ratingsFinanceFreeData updated 2026-09-17
  5. GuruFocus app icon

    GuruFocus

    Cechan Tian

    View stock data and analyze financial trends

    Monitor investments in real-time with quick portfolio access. Analyze stocks using summary data and 30-year financials. Customize an all-in-one screener to filter stocks based on specific criteria.

    ★ 4.8464 ratingsFinanceFreeData updated 2026-09-10
  6. Polaris Finmart app icon

    Polaris Finmart

    POLARIS FINMART LLP

    Invest in funds and track your portfolio

    Track portfolio performance with real-time updates and historical data. View fund details, including returns and risk ratings. Place mutual fund investments, set recurring contributions, and manage existing holdings.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  7. Avenue: Conta e Investimentos app icon

    Avenue: Conta e Investimentos

    Avenue Securities LLC

    Open accounts and invest abroad

    Manage international investments with access to NYSE and NASDAQ. Open a free account and trade stocks directly. Monitor portfolio performance and view real-time market data. Receive notifications for price changes and transaction confirmations.

    ★ 4.91,257 ratingsFinanceFreeData updated 2026-09-15
  8. BrainOS® Mobile app icon

    BrainOS® Mobile

    Brain Corp

    Pair with robots to monitor performance

    Monitor robot performance with real-time and historical data on cleaning efficiency and machine status. Enable push notifications for task completion or maintenance needs. View trends and manage paired robotic floor cleaners.

    ★ 4.72,195 ratingsBusinessFreeData updated 2026-09-06
  9. Oak Grove Capital Mobile app icon

    Oak Grove Capital Mobile

    Oak Grove Capital, LLC.

    View portfolio values and contact your advisor

    View portfolio values and asset allocations in real time. Contact your financial advisor directly through the . Receive updates on account performance and transaction history.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-09
  10. Pennyworth Expense Tracker App app icon

    Pennyworth Expense Tracker App

    Jack Xuan

    Track expenses, set goals, manage budgets

    Track expenses, create budgets, and set financial goals. View spending reports and charts. Monitor progress toward savings targets. Manage multiple accounts and categorize transactions. Receive alerts for budget limits. Sync data across devices.

    ★ 4.81,292 ratingsFinanceFreeData updated 2026-09-09
  11. 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
  12. Fiducient Advisors app icon

    Fiducient Advisors

    Fiducient Advisors LLC

    View portfolio data securely

    View portfolio data including asset allocation, performance metrics, and transaction history. Access account statements and tax documents. Receive notifications about market changes and portfolio updates.

    ★ 4.04 ratingsFinanceFreeData updated 2026-09-06
  13. Fountainhead app icon

    Fountainhead

    Fountainhead Capital Management, LLC

    View holdings, track portfolio, analyze investments, access

    View holdings and portfolio values in real-time. Track investment performance and access market news. Securely contact advisors and log in with existing credentials or Touch ID.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  14. Scripbox Mutual Fund & SIP App app icon

    Scripbox Mutual Fund & SIP App

    Scripbox Wealth Managers Private Limited

    Invest in funds and SIPs

    Invest in funds and set up systematic investment plans. Access personalised portfolio recommendations based on risk profile and financial goals. Monitor performance and track investments. Adjust SIPs and view detailed investment history.

    ★ 4.6106 ratingsFinanceFreeData updated 2026-09-11
  15. baha Stock Markets (iPad) app icon

    baha Stock Markets (iPad)

    baha GmbH

    Track prices, view data, and monitor news

    Track portfolio performance with real-time prices and historical data. View intuitive analytics and set price alerts. Access live quotes and global news. Explore currency conversion tools and company profiles.

    ★ 4.6854 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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