NewEdge Wealth app icon

Apps Like NewEdge Wealth for iPhone and iPad

by NewEdge Wealth LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06
App detailsView in App Store

Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. First Oak Wealth Management app icon

    First Oak Wealth Management

    First Oak Wealth Management LLC

    Access portfolio data securely

    Access portfolio data and manage investments through a simple interface. View account balances, transaction history, and performance metrics. Receive real-time updates and alerts. Communicate with advisors and request support directly.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
    App details
  5. Precision Wealth Strategies app icon

    Precision Wealth Strategies

    Precision Wealth Strategies, LLC

    View account balances and contact your team

    View account balances and performance metrics. Contact the Team directly. Access transaction history and send messages for support.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-18
    App details
  12. JVL Wealth app icon

    JVL Wealth

    JVL Associates, LLC

    Access client portal and manage accounts

    Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
    App details
  17. 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
    App details

How we rank alternatives

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