Manage financial data in one secure
Manage financial identity by integrating data from banks, income sources, and investment accounts to track net worth and assets. Share financial data instantly for loans, rentals, or planning. Monitor cash and investments in one secure platform.
Showing 1–20 of 1,000 ranked alternatives.
Empower Annuity Insurance Company of America
Track expenses, view balances, manage budgets
Track income and expenses across multiple accounts. Monitor net worth with real-time updates. Access professional investment advice. Set financial goals and receive personalized recommendations. Sync data from various financial institutions.
Wealthica Financial Technology Inc.
Track investments and banking transactions
Track net worth by integrating accounts from banks, investments, and crypto platforms. View all assets and liabilities in one place. Analyze spending patterns and investment performance over time.
Acorns Grow Incorporated
Save, , and track money
Save and money automatically. Set up recurring transfers and track spending habits. View investment portfolios and performance. Receive financial education resources and set savings goals. Lock accounts and manage security settings remotely.
JPMorgan Chase Bank, NA
Track income, spend, and credit score
Manage accounts with activity tracking for checking, savings, credit cards, and loans. Deposit checks via photo. Send and receive money using Zelle. Schedule credit card payments. Monitor credit score and track income and expenses.
Snowball Analytics
Track investments and manage portfolios
Track investment portfolios with consolidated brokerage accounts. Plan and monitor investments, manage dividends, and analyze performance. View dividend and coupon income via a calendar. Set and track financial goals. Sync data across devices.
Voya Services Company
Manage accounts, view balances, and track expenses
View and manage retirement, health savings, and investment accounts alongside checking, savings, and credit cards. Track transactions, set budgets, and receive alerts. Access account statements and transfer funds securely.
Albert Corporation
Track expenses, save, and invest securely
Track expenses and create a monthly budget. Customize spending plans and monitor account activity. Earn cash back at select stores. Get 24/7 identity monitoring and access a financial genius for advice.
Chimpanzee, LLC
Manage money, make choices, shape your future
Manage a realistic financial simulation where decisions impact character development and future wealth. Date, marry, and pass wealth to children. Choose traits for stat boosts. Invest in property, find renters, and manage income streams.
Rise Companies Corp
In real estate and private credit
Manage private real estate investments by allocating funds to properties. Track portfolio performance and cash flow. View detailed investment reports and manage holdings. Access market analysis and investor insights.
Personal Capital Corporation
Track expenses, plan budgets, manage accounts
Manage all financial accounts in one place. View net worth, track investments, and plan for retirement. Set budgets, monitor spending, and receive personalized financial insights. Sync accounts and access real-time market data.
SILVERWIZ LLC
Track accounts, loans, and crypto securely
Track bank and credit accounts, loans, and debts. Set budgets and financial goals. Monitor bills and subscriptions. Manage investments and cryptocurrency. Automatically sync transactions from banks. Backup data to the cloud.
Digital Brokerage Services LLC
Trade stocks, funds, and crypto
Trade stocks, funds, and crypto with a minimum investment of $1. No commissions on stocks and ETFs. View investment ideas and use tools to explore and select assets.
RevEx Technologies, Inc
Connect accounts, track spending, get insights
Track income and expenses with categorization and budgeting tools. Set goals and receive personalized recommendations. Monitor account balances and transaction history. Receive alerts for unusual activity. Generate reports and export data securely.
Family Trust FCU
Transfer funds, make payments, find branches
Access account balances and transaction history. Transfer funds between accounts and external institutions. Make loan payments and locate branches or surcharge-free ATMs. Deposit checks via photo. Log in using online credentials.
Andrew Little
Track net with custom categories
Track net across categories like banking, investments, and loans. Add custom categories and view trends with detailed charts. Compare current net to previous months. Set savings and investment goals. Secure financial data stays on the device.
TipRanks Ltd
Track stocks, manage portfolios, access financial data
Track performance and manage investment portfolios. Access financial news and analyst opinions. View data-driven scores for trends. Receive insights from Wall Street experts. Monitor updates in real time.
Members Choice Credit Union
Track expenses, manage loans, and plan budgets
Track income and expenses across multiple accounts. Review checking, savings, credit card, and loan balances. Deposit checks remotely. Set financial goals and monitor progress. View budget breakdowns and cash flow details.
Schwab Retirement Technologies Inc.
Manage your account remotely
Manage account with enrollment, balance checks, and investment tracking. Forecast retirement income and adjust contributions. Submit documents via secure uploads. Choose investments and rebalance.
Monnaie Technology Limited
Open accounts, send money, track spending
Open multiple accounts instantly without fees. Transfer funds, pay bills, and manage airtime and data. Track spending and income using AI tools. Partner with licensed banks for secure transactions.
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