Wealth Wizard app icon

Apps Like Wealth Wizard for iPhone and iPad

by Maziar Shakibaii★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Wealth Wizard screenshots

Ranked alternatives

Showing 161–180 of 1,000 ranked alternatives.

  1. Solid Point Wealth Advisors app icon

    Solid Point Wealth Advisors

    Solid Point Wealth Advisors, LLC

    View financial data and manage budgets

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Access and view secure documents from a advisor. Manage budgets and track spending.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  1. Paulson Wealth Mobile app icon

    Paulson Wealth Mobile

    PWM LLC

    View account performance and track financial goals

    View account balances and performance metrics. Access financial goal plans and progress. Receive personalized insights and updates from financial advisors. Adjust investment settings and review portfolio details.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-10
  2. ENZI Wealth app icon

    ENZI Wealth

    ENZI WEALTH LLC

    View account info, check balances, contact advisor

    View account details and balances. Contact advisor directly. Access real-time account updates and transaction history. Send secure messages for support. Manage account inquiries and feedback.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  3. Gera Wealth app icon

    Gera Wealth

    Gera Wealth Private Limited

    Track assets, view reports, manage investments

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements instantly. Log in using Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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