Apps Like Wealth Personal for iPhone and iPad
Wealth Personal screenshots
Ranked alternatives
Showing 121–140 of 1,000 ranked alternatives.
CBB Personal Mobile
Commonwealth Business Bank
Review balances, pay bills, and track transactions
Review account balances, pay bills, and view transactions. Transfer funds between accounts. Make deposits and search for bank locations.
Rhame & Gorrell Wealth
Rhame & Gorrell Wealth Management, LLC
View financial data and manage budgets
View financial overview with interactive dashboard. Generate dynamic reports on investments. Store and share documents securely with advisors. Manage budgets and track spending. Set financial goals and monitor progress.
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.
ClientLink
Wedbush Securities, Inc.
Access accounts and manage investments
View accounts with Household Summary, Today’s Gain/Loss, and Balances. Group accounts by Non-Retirement and Retirement. Check Cash and Stocks & Related holdings. See Top Performing stocks in portfolio.
NetXInvestor™ Mobile
Pershing, LLC
Manage investments on the go.
The app offers users access to account information, including balances, holdings, and activity. Users can view real-time quotes and place trades for equities and mutual funds if enabled by their financial institution.
Gulf Coast FCU
Gulf Coast Federal Credit Union
Pay bills, deposit checks, view balances
Check account balances and recent transactions. Pay bills or friends, transfer funds, and deposit checks by photo. Turn debit card on/off remotely. Locate branches or ATMs. Contact customer service. Securely manage finances anytime.
GalaxyOne: Wealth & Investing
Fierce Technology, Inc.
Save, invest, and trade securely
Manage finances with high-yield cash accounts offering 3.50% APY. Auto-reinvest interest into bitcoin. Buy, transfer, and trade crypto and U.S. equities without fees. Earn 8.00% premium yield on cash. View account balances and transaction history.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.