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 421–440 of 1,000 ranked alternatives.

  1. MoneyUp by Recoup app icon

    MoneyUp by Recoup

    Riddlic, Inc.

    Compare accounts, see rankings, track progress

    Track income, expenses, and net worth. Compare financial metrics against users, friends, and mentors. Connect bank accounts for real-time data. Set financial goals and monitor progress. Receive alerts for transactions and account activity.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  1. Clearstead Advisors, LLC app icon

    Clearstead Advisors, LLC

    Clearstead Advisors, LLC

    View portfolio, track assets, access account values

    View account balances and portfolio details in real time. Track holdings and asset allocation. Monitor performance of individual assets and overall portfolio. Receive alerts for account activity.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  2. FrontierAgent ONE app icon

    FrontierAgent ONE

    FRONTIER TITLE COMPANY - WH, L.L.C.

    Generate seller net sheets and buyer estimates

    Calculate closing costs and generate seller net sheets and buyer estimates for real estate transactions. Input property details to receive instant calculations. Access preloaded city/county-specific data for accurate results.

    ★ 5.016 ratingsBusinessFreeData updated 2026-09-06
  3. Vijay InvestEdge app icon

    Vijay InvestEdge

    Excel Net Solutions Private Limited

    Track investments and manage portfolio 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 with one click.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-12
  4. WealthWorth: Net Worth Tracker app icon

    WealthWorth: Net Worth Tracker

    Jake Cupani

    Track net and manage categories

    Track net by adding or removing categories. View visual breakdowns of asset and liability values. Monitor total net changes over time. Adjust categories as needed.

    ★ 5.03 ratingsFinance$0.99Data updated 2026-09-06
  5. MINVEST app icon

    MINVEST

    M-INVEST

    Track investments and manage assets

    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.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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