LakeEffectWealth app icon

Apps Like LakeEffectWealth for iPhone and iPad

by Circleblack Inc.★ 5.01 ratingsFinanceFreeData updated 2026-09-06

LakeEffectWealth screenshots

Ranked alternatives

Showing 61–80 of 1,000 ranked alternatives.

  1. MCCU KY app icon

    MCCU KY

    Members Choice Credit Union KY

    Manage finances with tags and notes

    Manage finances with transaction tagging, notes, and receipt/photo uploads. Set balance alerts. Send payments to individuals or businesses. Transfer funds between accounts. View account balances and transaction history.

    ★ 4.81,621 ratingsFinanceFreeData updated 2026-09-06
  2. BNC Bank app icon

    BNC Bank

    BNC National Bank

    Track transactions and set alerts

    Manage finances by organizing transactions with tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks remotely. Reorder or disable debit cards.

    ★ 4.8899 ratingsFinanceFreeData updated 2026-09-06
  1. myBRB app icon

    myBRB

    Blue Ridge Bank, Inc.

    Manage transactions with tags and notes

    Organize transactions with tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo.

    ★ 4.82,007 ratingsFinanceFreeData updated 2026-09-06
  2. Arthur State Bank app icon

    Arthur State Bank

    Arthur State Bank

    Manage transactions with tags and notes

    Manage finances with transaction organization, including tags, notes, and receipt photos. Set balance alerts. Make payments to companies or individuals. Transfer funds between accounts. Deposit checks remotely.

    ★ 4.81,841 ratingsFinanceFreeData updated 2026-09-06
  3. WV Central app icon

    WV Central

    West Virginia Central Federal Credit Union

    Manage transactions with tags and notes

    Manage finances with transaction organization, including tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks via photo.

    ★ 4.81,803 ratingsFinanceFreeData updated 2026-09-06
  4. Five Star CU app icon

    Five Star CU

    Five Star Credit Union

    Aggregate accounts in one place

    Aggregate financial accounts from multiple institutions into one dashboard. Track transactions with tags, notes, and receipt photos. Set balance alerts and manage budgets. View spending trends and receive security alerts.

    ★ 4.99,925 ratingsFinanceFreeData updated 2026-09-06
  5. Holistic Planning+ app icon

    Holistic Planning+

    Uptick Partners, LLC

    View portfolios in real time

    View portfolios in real time with up-to-date holdings and performance data. Access simplified reports and sync held-away accounts. Receive notifications from your advisor. Track recent trades and transactions from anywhere.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  6. FRSB app icon

    FRSB

    First Robinson Savings Bank, NA

    Manage transactions with tags and notes

    Organize transactions with tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks by photographing them.

    ★ 4.8997 ratingsFinanceFreeData updated 2026-09-06
  7. PrimeTrust FCU Mobile app icon

    PrimeTrust FCU Mobile

    Primetrust Financial Federal Credit Union

    Manage accounts, transfer funds, pay bills, deposit

    Manage finances with account access, fund transfers, and bill payments. Set balance alerts, make payments to individuals or businesses, and deposit checks via photo. View transaction history and manage accounts securely.

    ★ 4.81,852 ratingsFinanceFreeData updated 2026-09-06
  8. Hope Credit Union app icon

    Hope Credit Union

    Hope Federal Credit Union

    Manage finances with tags, notes, and receipts

    Manage finances with transaction tagging, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks remotely.

    ★ 4.81,679 ratingsFinanceFreeData updated 2026-09-06
  9. LECUmobile app icon

    LECUmobile

    Leading Edge Credit Union

    Organize transactions with tags and notes

    Manage finances by organizing transactions with tags, notes, and receipt photos. Set balance alerts. Make payments to individuals or businesses. Transfer funds between accounts. Deposit checks remotely.

    ★ 4.8978 ratingsFinanceFreeData updated 2026-09-06
  10. O2 Digital Banking app icon

    O2 Digital Banking

    Old Second National Bank

    Aggregate accounts, track expenses, manage budgets

    Manage finances by aggregating accounts from multiple institutions into one dashboard. View transactions, add tags and notes, and attach receipt photos. Set alerts for account activity. Transfer funds, pay bills, and monitor spending trends.

    ★ 4.79,884 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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