Marstone Wealth app icon

Apps Like Marstone Wealth for iPhone and iPad

by Marstone, Inc.★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 101–120 of 1,000 ranked alternatives.

  1. Nippon India Mutual Fund app icon

    Nippon India Mutual Fund

    Nippon Life India Asset Management Limited

    Invest in funds anytime

    View investment portfolios, check performance, and track returns. Manage SIPs and switch funds. Receive real-time market updates and notifications. Access research reports and expert insights. Redeem investments and view transaction history.

    ★ 3.169 ratingsFinanceFreeData updated 2026-09-08
  2. WealthInfoLine app icon

    WealthInfoLine

    WEALTH INFOLINE FINANCIAL SERVICES PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  1. InvestEngine: ETF Investing app icon

    InvestEngine: ETF Investing

    InvestEngine UK Limited

    Invest in diversified portfolios automatically

    Invest in diversified portfolios with automatic contributions. Choose from curated ETFs by providers like J.P. Morgan and Vanguard. Avoid account and transaction fees. Set investment goals and adjust contributions manually.

    ★ 5.024 ratingsFinanceFreeData updated 2026-09-15
  2. Dezerv: MF & Stock analysis app icon

    Dezerv: MF & Stock analysis

    Dezerv Investments Private Limited

    Invest in diversified portfolios

    Manage investment portfolios with expert guidance. View diversified portfolios tailored to your goals. Receive explanations for portfolio changes. Adjust investments and track performance over time. Access market and adjust strategies as needed.

    ★ 4.99 ratingsFinanceFreeData updated 2026-09-06
  3. Ginmon app icon

    Ginmon

    Ginmon GmbH

    Track expenses, plan budgets, manage investments

    Set financial goals like retirement or home purchase. Create personalized plans with investment recommendations. Track progress and adjust strategies. Receive expert guidance on wealth management. Sync accounts for real-time data.

    ★ 4.73 ratingsFinanceFreeData updated 2026-09-12
  4. CIBC Mobile Wealth app icon

    CIBC Mobile Wealth

    Canadian Imperial Bank of Commerce

    Monitor investments and trade on the go.

    The app allows users to monitor investments across various CIBC accounts. Users can discover investment ideas, trade various assets, and access account statements and trade confirmations.

    ★ 3.9138 ratingsFinanceFreeData updated 2026-09-20
  5. Wealth-Builder app icon

    Wealth-Builder

    Veradix Inc.

    Track expenses, invest, build

    Track income and expenses with categorized entries. Set financial goals and monitor progress. Schedule automatic savings and investments. Access educational content on building and budgeting. Sync with banking accounts for real-time updates.

    ★ 4.9171 ratingsFinanceFreeData updated 2026-09-11
  6. SGH Wealth Management app icon

    SGH Wealth Management

    SGH Wealth Management, LLC

    Monitor investments and financial data securely

    Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.

    ★ 5.07 ratingsFinanceFreeData updated 2026-10-03
  7. iA Private Wealth app icon

    iA Private Wealth

    Industrial Alliance Insurance and Financial Services Inc.

    Monitor portfolio, chat with advisor

    Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.

    ★ 4.823 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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