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 201–220 of 1,000 ranked alternatives.

  1. Atlantic Union Bank Wealth app icon

    Atlantic Union Bank Wealth

    Atlantic Union Bank

    View account details and manage investments

    View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.

    ★ 3.73 ratingsFinanceFreeData updated 2026-09-06
  2. AV PRO app icon

    AV PRO

    Asset Vantage Inc

    Manage assets, track expenses, generate reports

    Track and manage financial assets with real-time data aggregation. View comprehensive investment reports and performance analytics. Customize dashboards and set alerts for account activity. nd export detailed financial statements.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  1. WealthTrunk: Net Worth Tracker app icon

    WealthTrunk: Net Worth Tracker

    Christopher Scott Schultz

    Track net and generate reports

    Track net and organize accounts by family member. Monitor wealth growth over time and generate professional reports. Project financial future and share updates securely. Add accounts and family members to create a personalized financial overview.

    ★ 5.019 ratingsFinanceFreeData updated 2026-09-06
  2. Investcorp Wealth app icon

    Investcorp Wealth

    Investcorp Holdings B.S.C. (c)

    Invest in alternative assets and manage

    Create an account and allocate capital to alternative investments. Monitor portfolio performance with transparent reporting. Access news and insights on global markets. Track investment opportunities and manage capital distributions.

    ★ 4.48 ratingsFinanceFreeData updated 2026-09-06
  3. ECS FINANCIAL app icon

    ECS FINANCIAL

    ECS FINANCIAL SERVICES (INDIA) PRIVATE LIMITED

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-18
  4. BtcTurk | Hisse: Buy Sell app icon

    BtcTurk | Hisse: Buy Sell

    BTCTURK YATIRIM MENKUL DEGERLER ANONIM SIRKETI

    Invest in stocks and track your portfolio

    Track stock prices and market data in real time. Buy and equities, ETFs, and gold certificates. Participate in IPOs and manage investments. Set price alerts and view portfolio performance. Access trading history and transaction details.

    ★ 4.124 ratingsFinanceFreeData updated 2026-09-06
  5. Portfolio X - Stock Tracker app icon

    Portfolio X - Stock Tracker

    Popa Alexandru

    Track stocks, crypto, and dividends

    Track stocks, cryptocurrencies, and dividends with real-time data and market insights. View performance, set price alerts, and receive financial news. Manage multiple assets and analyze historical trends.

    ★ 4.741 ratingsFinanceFreeData updated 2026-09-06
  6. InvestMax app icon

    InvestMax

    Investmax Finserve Private Limited

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-15
  7. MBS Mobile® app icon

    MBS Mobile®

    MB Securities Joint Stock Company

    Trade stocks, derivatives, and bonds

    Trade stocks, derivatives, and fixed income assets with real-time market data accessible without login. Open accounts, execute trades, and receive order confirmations digitally. Access customized research reports and market alerts.

    ★ 4.765 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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