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 221–240 of 1,000 ranked alternatives.

  1. Rental Planner: Rent Manager app icon

    Rental Planner: Rent Manager

    Galiya Kadyrova

    Manage bookings, income, and expenses

    Manage bookings, track income and expenses, and monitor occupancy rates. Set rates, receive notifications, and generate reports. Sync with calendars and view real-time data.

    ★ 4.616 ratingsBusinessFreeData updated 2026-09-06
  1. Connect Invest Mobile app icon

    Connect Invest Mobile

    Connect Invest Corporation

    In real estate notes

    In real estate notes with fractional ownership. View portfolio performance, track cash flow, and manage investments. Set up recurring contributions and receive regular reporting.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  2. YeezyMine app icon

    YeezyMine

    CLOUDTECH BLOCKCHAIN FOR INFORMATION TECHNOLOGY NETWORK SERVICES

    ★ 3.85 ratingsFinanceFreeData updated 2026-09-06
  3. Tala Invest app icon

    Tala Invest

    SIDRA CAPITAL COMPANY (CLOSED JOINT STOCK)

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. Collaterize app icon

    Collaterize

    COLLATERIZE GROUP

    Tokenize assets and manage investments

    Manage tokenized real-world assets such as US Treasury Bills, real estate, and fine art. Invest with minimum amounts starting at $1. Monitor portfolio performance and access exclusive investment opportunities. Set up and manage transactions securely.

    ★ 4.718 ratingsFinanceFreeData updated 2026-09-06
  5. YSwinner app icon

    YSwinner

    YUANTA SECURITIES VIETNAM JOINT STOCK COMPANY

    Track stocks, place orders, manage portfolio

    Track stocks and manage investment portfolios by setting up tracking lists and placing buy/sell orders. View asset details, manage authorized accounts, and access transaction history. Receive real-time stock market news and transfer funds quickly.

    ★ 4.05 ratingsFinanceFreeData updated 2026-09-15
  6. Symba app icon

    Symba

    eCommission Financial Services, Inc.

    Track deals, sync contacts, manage tasks

    Track real estate deals and commissions with task management and note-taking. Sync contacts and automate bookkeeping. Forecast taxes and income. View bank balances and business mileage deductions. Monitor debts and expenses in one place.

    ★ 4.728 ratingsFinanceFreeData updated 2026-09-06
  7. Houston Trust GWAccess app icon

    Houston Trust GWAccess

    Houston Trust Company

    View portfolio, send messages, track transactions

    View portfolio details including net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups. Send secure messages to team. Use 2-factor and biometric authentication for security.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  8. SURCOM app icon

    SURCOM

    SURAT COMMERCIAL PRIVATE LTD

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-11
  9. Accounting Pie - Bookkeeping app icon

    Accounting Pie - Bookkeeping

    Irvinesoft Inc

    Manage finances, track expenses, and file taxes

    Track income and expenses with categorized entries. nd print invoices. Scan receipts for . Access income and expense statements. Set reminders for payments and due dates. Export financial data in multiple formats.

    ★ 5.07 ratingsBusinessFreeData updated 2026-09-06

How we rank alternatives

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