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 361–380 of 1,000 ranked alternatives.

  1. Sapient Finserv app icon

    Sapient Finserv

    Sapient Finserv Private Limited

    Manage mutual funds, equity shares, bonds, fixed

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for any asset management company in India.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-10
  2. ValU Wealth Care app icon

    ValU Wealth Care

    Excel Net Solutions Private Limited

    Track assets and download reports

    Manage and monitor financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access portfolio reports, view historical performance, and download transaction statements.

    ★ 4.33 ratingsFinanceFreeData updated 2026-09-06
  3. Bellwether app icon

    Bellwether

    Bellwether Associates LLP

    Track assets and manage your portfolio

    Manage and track financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-10
  1. Ladderup Asset app icon

    Ladderup Asset

    Ladderup Finance Ltd

    Track assets, view reports, manage investments

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, track historical performance, and access transaction statements.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-13
  2. Simple Compound Interest app icon

    Simple Compound Interest

    Stack3

    Calculate final return and total investment

    Calculate by inputting capital, monthly deposits, annual , and investment period. Display final return, total investment, and return rate. Save multiple scenarios and view monthly growth.

    ★ 4.723 ratingsFinanceFreeData updated 2026-09-10
  3. Sajag app icon

    Sajag

    Excel Net Solutions Private Limited

    Track portfolio, view reports, manage assets

    Manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio reports, historical performance, and transaction statements. Download statements for specific assets. Log in using Google email.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-11
  4. CRVJ Investment Services app icon

    CRVJ Investment Services

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Manage financial investments with access to mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View complete portfolio reports, historical performance, and transaction statements. Download data and log in via Google email.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  5. Wealt app icon

    Wealt

    WEALT GROUP LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  6. SLM MF & SIP SERVICES-PARTNER app icon

    SLM MF & SIP SERVICES-PARTNER

    SLM MANAGEMENT CONSULTANTS PRIVATE LIMITED

    Initiate SIPs and manage mutual funds

    Manage mutual fund transactions with purchase, redemption, and SIP order initiation. Advisors can process payments via shared links. Track investor portfolios and manage multiple asset classes through an AI-powered platform.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  7. Finomatic app icon

    Finomatic

    FINOMATIC FINTECH SERVICES PRIVATE LIMITED

    Track assets and manage your portfolio

    Manage and monitor your financial portfolio with real-time updates on mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance.

    ★ 5.05 ratingsFinanceFreeData updated 2026-09-06
  8. Assetwize app icon

    Assetwize

    Prisec Technologies Private Limited

    Organize assets and categorize data

    Organize and categorize asset information with customizable tags and folders. Use AI to analyze and provide insights on asset performance. View assets in a visual gallery with detailed metadata.

    ★ 5.06 ratingsBusinessFreeData updated 2026-09-06

How we rank alternatives

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