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 501–520 of 1,000 ranked alternatives.

  1. Symphonia Wealth app icon

    Symphonia Wealth

    SYMPHONIA WEALTH PRIVATE LIMITED

    Track assets and manage your portfolio

    View portfolio performance and download complete reports with all assets. Track mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Access transaction statements for any period. Log in using Google email.

    ★ 4.97 ratingsFinanceFreeData updated 2026-09-06
  1. Flexi Expense Tracker : Budget app icon

    Flexi Expense Tracker : Budget

    Swetha MB

    Manage money without connecting accounts.

    The app provides financial control without bank connections. It allows users to track expenses, plan budgets, monitor bills, and watch assets grow, all privately and offline.

    ★ 5.02 ratingsFinanceFreeData updated 2026-10-15
  2. KUBIX FS app icon

    KUBIX FS

    Excel Net Solutions Private Limited

    Track assets, view reports, manage investments

    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. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-06
  3. nWealth app icon

    nWealth

    A D NAIK WEALTH PRIVATE LIMITED

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-12
  4. Vestbox app icon

    Vestbox

    Bitsquare Technologies Private Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  5. All Things Money Lite app icon

    All Things Money Lite

    DeLullo Software, LLC

    Comprehensive financial tracking for users.

    The app provides financial tracking for bank, credit card, and stock accounts. It calculates net worth, tracks bills, and helps users stay on budget.

    ★ 0.00 ratingsFinanceFreeData updated 2026-11-05
  6. Merchant Finvest app icon

    Merchant Finvest

    Excel Net Solutions Private Limited

    Track investments and manage portfolio

    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.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-13
  7. Max Capital app icon

    Max Capital

    MAX CAPITAL S.A.

    Track portfolio value in real time

    View portfolio across multiple currencies and asset types. Buy MEP dollars with real-time exchange rates. Execute trades for stocks, bonds, and mutual funds securely. Access market analysis from financial experts.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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