WealthRoots app icon

Apps Like WealthRoots for iPhone and iPad

Track net worth, monitor assets, consolidate finances

Track real estate values and home equity. Monitor vehicle values and maintenance records. Consolidate financial assets and investments in one place. Calculate net worth and view detailed asset insights. Set reminders for financial goals and expenses.

by Phoenix Digital, LLC★ 5.012 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. WorthTracker app icon

    WorthTracker

    Tomer Shalom

    Track assets and liabilities

    Track net worth by entering assets like real estate, bank accounts, and stocks, and liabilities such as loans and mortgages. Update portfolio regularly to monitor progress toward financial goals. View progress visuals and asset allocation charts.

    ★ 4.8271 ratingsFinanceFreeData updated 2026-09-06
  2. 小青账记账-存钱记账本理财购物清单 app icon

    小青账记账-存钱记账本理财购物清单

    YouQian

    Pay bills without ads

    Manage financial assets by linking bank cards, Alipay, WeChat, and cash wallets. Track liabilities and net assets with detailed statistics. Organize expenses using two-level classifications and custom icons.

    ★ 4.9248 ratingsFinanceFreeData updated 2026-09-06
  3. TrackMyStack Net Worth Tracker app icon

    TrackMyStack Net Worth Tracker

    Beeblesoft Ltd

    Track net and update assets automatically

    Track net with unlimited portfolios and assets. Manually update bank accounts, credit cards, and real estate. Automatically track stocks, ETFs, and crypto with real-time prices. Monitor dividends, cost basis, and unrealized gains or losses.

    ★ 4.958 ratingsFinanceFreeData updated 2026-09-06
  1. Communify App app icon

    Communify App

    JBI HOLDINGS, LLC

    Track assets, view net worth, analyze holdings

    Track individual assets and total net worth across different asset classes and holdings. View top holdings and all positions. Analyze specific companies for detailed insights and data-driven decision-making.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  2. Yahoo Finance: Stocks, Markets app icon

    Yahoo Finance: Stocks, Markets

    Yahoo Inc.

    Track , get alerts, and view real-time

    Track portfolio performance and manage crypto assets with a portfolio tool. Follow , ETFs, or crypto for real-time quotes and personalized . Set alerts for market updates and investment insights.

    ★ 4.8625,609 ratingsFinanceFreeData updated 2026-09-08
  3. getquin - Portfolio Tracker app icon

    getquin - Portfolio Tracker

    QUIN Technologies GmbH

    Track assets, monitor net worth, manage investments

    Track investment portfolios with real-time updates and net worth aggregation. Add assets like stocks, ETFs, real estate, and collectibles. Visualize holdings in a single dashboard. Monitor net worth 24/7.

    ★ 4.3316 ratingsFinanceFreeData updated 2026-09-06
  4. Blockchain.com: Trade Bitcoin app icon

    Blockchain.com: Trade Bitcoin

    Blockchain-UK Limited

    Buy, sell, swap, send crypto assets

    Buy and sell cryptocurrencies using bank cards, Apple Pay, or bank accounts. Swap and send digital assets securely. Explore NFTs, DeFi platforms, and meme coins. View transaction history and manage wallet settings.

    ★ 4.7184,256 ratingsFinanceFreeData updated 2026-09-08
  5. Fundrise: Invest in Alts app icon

    Fundrise: Invest in Alts

    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.

    ★ 4.837,853 ratingsFinanceFreeData updated 2026-09-15
  6. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
  7. AssetDash: Portfolio Tracker app icon

    AssetDash: Portfolio Tracker

    Asset Dash Corporation

    Track tokens, NFTs, and stocks in real

    Track Solana-based tokens and NFTs with syncing for up to 3 wallets. View net worth and asset allocation breakdowns. Categorize tokens and NFTs for organized tracking. Upgrade to access other chains and exchanges.

    ★ 4.71,087 ratingsFinanceFreeData updated 2026-09-06
  8. Delta by etoro app icon

    Delta by etoro

    Opus Labs CVBA

    Track investments across exchanges and assets

    Track investments across stocks, crypto, ETFs, forex, and commodities. Sync with 300+ exchanges and wallets. View real-time prices and portfolio performance. Set price alerts for specific assets. Monitor balances and transaction history.

    ★ 4.711,365 ratingsFinanceFreeData updated 2026-09-13
  9. Abacus for Firefly III app icon

    Abacus for Firefly III

    Victor Balssa

    Track net worth by currency

    Access financial data via OAuth2 authentication. Manage net worth by currency. View historical asset account charts. Store access tokens securely using iOS Keychains. No external APIs or analytics tracking. Syncs with III instance.

    ★ 4.943 ratingsFinanceFreeData updated 2026-09-06
  10. Compound Planning app icon

    Compound Planning

    Compound Financial, Inc

    Track net worth and manage assets

    Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.

    ★ 4.610 ratingsFinanceFreeData updated 2026-09-06
  11. YourOwn Wallet app icon

    YourOwn Wallet

    YourOwn Inc.

    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.

    ★ 5.012 ratingsFinanceFreeData updated 2026-09-06
  12. Divest app icon

    Divest

    Divest technologies LLC

    Send assets and receive local currency instantly

    Send assets and receive local currency instantly in linked bank accounts. No fees, with instant customer support and fast transfer processing. Track transactions and view balance updates in real time.

    ★ 4.82,845 ratingsFinanceFreeData updated 2026-09-06
  13. Wealthica app icon

    Wealthica

    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.

    ★ 4.022 ratingsFinanceFreeData updated 2026-09-12
  14. Hoxton Wealth app icon

    Hoxton Wealth

    HOXTON CAPITAL MANAGEMENT FZE

    Track net worth in real time

    Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.

    ★ 4.535 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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