Apps Like Plan, forecast & build Wealth for iPhone and iPad
Ranked alternatives
Showing 161–180 of 1,000 ranked alternatives.
Quantel
Tenjin AI Financial Technologies, LLC
Invest in portfolios and track performance
Start investing with as little as $500 per month. Research stocks, track portfolio performance, and receive personalized investment advice. Set up managed portfolios with AI-driven models and human expertise.
Waldron Client Portal
Waldron Private Wealth
Manage assets, plan finances, invest wisely
Track investment portfolios, view account balances, and receive performance reports. Schedule and manage meetings with financial advisors. Access educational resources and update personal financial information securely.
Hiro – AI Financial Planner
Hiro Financial Inc.
Forecast net worth and track progress
Track net worth and forecast scenarios like buying a home or having kids. Connect bank accounts to monitor progress. Chat with an AI advisor for personalized insights and money management guidance. Set goals and view detailed analytics.
Asset Pro
Proxy Digital, LLC
Track assets, protect wealth, build net worth
Track and review all assets including properties, vehicles, and personal valuables. Monitor net worth changes and set goals for growth. Optimize insurance coverage and receive alerts for policy updates.
Gatewood Wealth Solutions
Gatewood Wealth Solutions, LLC
Manage finances and track investments
Access financial plans, investment performance, and cash flow data anytime. View detailed reports, track expenses, and set financial goals. Receive alerts for account activity and securely manage investments.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.