WealthView
Tamarac Inc.
Finance
See your complete financial picture and interact with your financial advisor using WealthView.
Free
Finding alternatives to
Top 19 Alternatives
Curated apps similar to WealthRoots, ranked by relevance and user ratings.
Altfolio
BeanApps LLC
Finance
Alt(ernative)folio is the perfect tool to have instant access to your net worth across alternative investments like precious metals and crypto currencies! Track your gains/losses with the transaction management features! If you have no historical record of your purchases, no problem! Just specify...
$5.99
WealthTrunk: Net Worth Tracker
Christopher Scott Schultz
Finance
WealthTrunk shows you what your daily budgeting app doesn't --- your complete net worth picture. Organize all of your accounts by family member, track your wealth journey over time, generate professional reports, and project your financial future.
Free
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#4 
ウェルスナビで全自動の資産運用を
WealthNavi Inc.
Finance■ 預かり資産1.7兆円突破（※1）45万人がご利用中（※2）預かり資産・運用者数No.1（※3）のロボアドバイザー WealthNavi（ウェルスナビ）は、約50カ国1万2,000銘柄に分散投資を行い、世界経済の成長を上回るリターンを目指す自動でおまかせの資産運用アプリです。 ※1 2025年10月27日時点 ※2 2025年6月30日時点の運用者数 ※3 一般社団法人日本投資顧問業協会「契約資産状況（最新版）（2025年3月末現在）『ラップ業務』『投資一任業』」を基にネット専業業者を比較 ウエルスアドバイザー社調べ（2025年6月時点） ■...
Free -
#5 
Wealth Broker: Investing All
HUATONG JIUAN LIMITED
Finance——Company Overview—— Wealth Broker, headquartered in Singapore, is a leading digital platform for investment and wealth management, holding brokerage licenses from Australian ASIC and New Zealand FSPR.
Free -
#6 
Parqet - Portfolio Tracker
Parqet Fintech GmbH
FinancePORTFOLIO PERFORMANCE TRACKER Track your wealth and portfolio performance in real time. ALL YOUR ASSETS IN ONE PLACE Supports all your assets, favorite brokers, and banks. • Easy import for the most popular banks and exchanges (over 50 brokers supported) • 100,000+ stocks, ETFs, and other...
Free -
#7 
My Money Goals: Track Finances
Eric Morales
FinanceKEEP TRACK OF WHAT YOU DO WITH YOUR MONEY! Whether you are trying to save money, pay off debt, plan a vacation or make a long awaited purchase, our app is here to help. Stay accountable and motivated by tracking all your financial goals with our simple and user-friendly interface.
$0.99 -
#8 
Net Worth Tracker - Worth it
Maxime Mazzone
FinanceExplore your net worth with the smart money tracker and finance tracker that keeps things simple. Worth it is your all-in-one net worth tracker and money tracker that helps you understand your full financial picture. Track savings, investments, property and more, all in one place. Whether you're...
Free -
#9 
InvestMates: AI Money Manager
InvestMates Pte Ltd
FinanceWelcome to InvestMates, the All-in-One Wealth Management app for Indians worldwide, where we've redefined the landscape of investing, making investors feel financially empowered.
Free -
#10 
WealthBuddy
Meristem Securities Limited
FinanceNow better than ever – Meet the all-new Wealthbuddy! Wealthbuddy is your trusted digital companion for saving, investing, and managing your finances—right from your phone.
Free -
#11 
Wealthgrade
Wealthgrade, Inc.
FinanceWealthgrade empowers and liberates you by showing all of your accounts in one snapshot so you don’t have to check multiple apps many times a day to understand your holistic financial snapshot.
Free -
#12 
WealthPosition: Budget Track
Financial Enterprise Ltd
FinanceWealthPosition is a personal finance app.
Free -
#13 
Bulltick360
BULLTICK FINANCIAL SERVICES, LLC
FinanceBulltick360 is a digital wealth management consolidation platform in which users can see their full balance sheet with financial assets, fixed assets, deferred assets and liabilities.
Free -
#14 
FinDarts
FINDARTS FINSERV PRIVATE LIMITED
FinanceFinDarts is one-stop shopping for all your Wealth Management needs.
Free -
#15 
Rhame & Gorrell Wealth
Rhame & Gorrell Wealth Management, LLC
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Free -
#16 
Dakota Wealth Management
Dakota Wealth Management, LLC
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Free -
#17 
Wealth Power Financial Tracker
Expanded Apps, Inc.
FinanceWith so many methods on the market to budget your money, how do you integrate these methods into your daily life? The Wealth Power Financial Tracker is the answer for budgeting, saving, and learning to live within your means.
Free -
#18 
Symphonia Wealth
SYMPHONIA WEALTH PRIVATE LIMITED
FinanceSymphonia Wealth is one-stop shopping for all your Wealth Management needs.
Free -
#19 
nfties - NFT Tracker
WORLDLINE LLC
FinanceAll things NFT's in a single app. Track all your NFTs in one place, follow their performances, and estimated value. Create watchlists, read the latest news, find trending collections, and discover the highest sales! Effortlessly track your wallets and your favorite digital assets.
Free
App information from Apple App Store. WealthRoots and related trademarks belong to Phoenix Digital, LLC.