Wealth Personal app icon

Apps Like Wealth Personal for iPhone and iPad

by Financial Planning Consultants of Northern Michigan, Inc.★ 0.00 ratingsFinanceFreeData updated 2026-09-06
App detailsView in App Store

Wealth Personal screenshots

Ranked alternatives

Showing 161–180 of 1,000 ranked alternatives.

  2. Oldfather app icon

    Oldfather

    Oldfather Financial Services LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-11
    App details
  4. Morgan Stanley Wealth – Tablet app icon

    Morgan Stanley Wealth – Tablet

    Morgan Stanley

    Manage finances from virtually anywhere online.

    The app allows users to manage accounts, deposit checks, transfer money, and access documents. Users can view balances, activity, and holdings, and update profile information.

    ★ 3.470 ratingsFinanceFreeData updated 2026-11-14
    App details
  8. iCapital,LLC app icon

    iCapital,LLC

    iCapital, LLC

    View account info, check balances, contact advisor

    View account balances and transaction history. Access portfolio details and performance reports. Send secure messages to your financial advisor. Request account changes or document downloads.

    ★ 4.25 ratingsFinanceFreeData updated 2026-09-09
    App details
  12. WRFA, LLC app icon

    WRFA, LLC

    WebsterRogers Financial Advisors, LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  13. Parkshore app icon

    Parkshore

    Parkshore Wealth Management

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Send messages and receive updates on account activity.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-11
    App details
  14. RPWA app icon

    RPWA

    Rise Private Wealth Advisors LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisors directly through the . Send secure messages and access transaction history. Manage account settings and notifications.

    ★ 5.04 ratingsFinanceFreeData updated 2026-10-06
    App details
  17. BRG Wealth app icon

    BRG Wealth

    Bay Rivers Group inc

    View accounts, track performance, manage holdings

    Access account balances, performance data, and holdings. View quarterly performance statements and custodial documents in one place. Upload files for storage. Contact support directly within the .

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-15
    App details

How we rank alternatives

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