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 301–320 of 1,000 ranked alternatives.

  1. Ploutos Budget: Money Manager app icon

    Ploutos Budget: Money Manager

    Ploutos Studios LLC

    Track expenses, investments, and net worth

    Track income and expenses across multiple accounts. Set budgets and monitor spending. View net worth and investment portfolios. Schedule and automate transfers. Receive alerts for account activity. Generate reports and set financial goals.

    ★ 5.010 ratingsFinanceFreeData updated 2026-09-06
  2. Aitbot app icon

    Aitbot

    ASCOIN TECHNOLOGY PTE. LTD.

    Get real-time financial advice and track investments

    AI chatbot provides real-time financial advice and answers questions. Track cryptocurrency portfolio and net worth on a dashboard. Set financial goals and receive personalized recommendations. Monitor spending and budget categories.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  1. Range Finance, Inc. app icon

    Range Finance, Inc.

    Range Finance, Inc.

    Track accounts, investments, and goals

    Track income, expenses, and net worth across all accounts. Set financial goals and monitor progress. Use AI to analyze spending patterns and suggest budget adjustments. Automate savings and investment contributions.

    ★ 4.842 ratingsFinanceFreeData updated 2026-09-06
  2. My E&P app icon

    My E&P

    Algo Trading Services Pty Ltd

    Access investment data and research now.

    The app provides clients access to investment data, including portfolio information, market data, and research. Clients can view valuations, asset allocation, stock quotes, dividend history, charting, news, market summaries, and transaction history.

    ★ 0.00 ratingsFinanceFreeData updated 2026-10-08
  3. PENTAGRAPH app icon

    PENTAGRAPH

    PENTAGRAPH PARTNERS

    View portfolio, track investments, manage assets

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. View portfolio reports, track historical performance, download transaction statements, and access one-click account statements.

    ★ 4.47 ratingsFinanceFreeData updated 2026-09-13

How we rank alternatives

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