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 261–280 of 1,000 ranked alternatives.

  1. Fedgroup app icon

    Fedgroup

    FEDGROUP HOLDINGS PTY LTD

    Invest in assets and track your portfolio

    Manage financial investments by purchasing Impact Farming assets and traditional securities. Track portfolio performance, set investment goals, and view detailed financial reports. Receive real-time updates on asset values and transaction history.

    ★ 4.315 ratingsFinanceFreeData updated 2026-09-15
  2. CashFlow LT app icon

    CashFlow LT

    Takuya Murakami

    Manage daily cash income and outgo.

    The app allows users to manage daily cash income and outgo, bank, and credit card accounts. It supports multiple accounts, transaction transfers, and provides daily, weekly, monthly, and annual reports.

    ★ 5.07 ratingsFinanceFreeData updated 2026-09-10
  1. Money Easy Lite app icon

    Money Easy Lite

    Pitsanu Potajan

    Track expenses and incomes anytime

    Track cash, savings, credit cards, assets, liabilities, and funds. Organize transactions by category or tag. Set budgets to control expenses. Schedule recurring transactions. View spending and income trends over time.

    ★ 4.711 ratingsFinanceFreeData updated 2026-09-13
  2. Jacobson & Schmitt Advisors app icon

    Jacobson & Schmitt Advisors

    Jacobson & Schmitt Advisors, LLC

    View net worth and financial plan anytime

    View real-time net worth and financial plan details. Track investments, expenses, and income. Receive alerts for account changes. Update financial goals and view performance reports. Sync with banking accounts for accurate data.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  3. AIRE Advisors app icon

    AIRE Advisors

    AIRE Advisors, LLC

    View account info, balances, and financial plans

    View account balances and asset allocation details. Access financial plans and transaction history. Receive real-time updates and portfolio performance metrics. Manage investments and contact support through in- messaging.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  4. DayCost 2 - Personal Finance app icon

    DayCost 2 - Personal Finance

    良峰 侯

    Track assets, manage budgets, sync across devices

    Track expenses with automatic syncing via iCloud. Log transactions quickly using 3-second notes. Capture receipts by taking photos. Repeat transactions to generate entries automatically. Set biometric password protection for secure access.

    ★ 4.114 ratingsFinance$2.99Data updated 2026-10-12
  5. My MF app icon

    My MF

    Excel Net Solutions Private Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-14
  6. Sarsa app icon

    Sarsa

    SARSA SECURITIES DISTRIBUTION PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-18
  7. CHIEF-Investing & Trading app icon

    CHIEF-Investing & Trading

    Chief Securities Limited

    Trade stocks and manage investments

    Trade stocks, futures, and options with real-time price data and order execution. Monitor portfolio performance and track market trends. Access research reports and analyze historical data. Place limit and market orders.

    ★ 4.37 ratingsFinanceFreeData updated 2026-09-08
  8. Albourne app icon

    Albourne

    Albourne Partners (Cyprus) Ltd

    ★ 5.05 ratingsBusinessFreeData updated 2026-09-16
  9. Fippy app icon

    Fippy

    Harley Zapata

    Track expenses, manage budgets, grow net worth

    Track expenses, income, and transfers with detailed categorization. View total balance, net worth, and recent transactions in a global overview. Set monthly budget limits and monitor spending against them.

    ★ 0.00 ratingsFinance$4.99Data updated 2026-09-06

How we rank alternatives

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