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 541–560 of 1,000 ranked alternatives.

  1. MF - Bonanza app icon

    MF - Bonanza

    Bonanza Portfolio Limited

    Track portfolio, view reports, manage investments

    Track and manage financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance history and generate complete portfolio reports.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-22
  1. Rachit Finserv app icon

    Rachit Finserv

    Excel Net Solutions Private Limited

    Track portfolio assets and download reports

    Manage financial assets with mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download complete reports, and access transaction statements. Log in with Google email.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14
  2. Metafolio: Gold Tracker app icon

    Metafolio: Gold Tracker

    Diogo Fialho

    Track , silver, and metal value securely

    Track the real value of , silver, and other precious metals. Add items like jewelry, coins, and bars. View live market prices and portfolio value. Monitor performance and calculate current worth without complexity.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. Lantan app icon

    Lantan

    PEAKTOWER PROPERTIES LTD

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  4. Gold Money Pro app icon

    Gold Money Pro

    cheolhyun wang

    Manage finances with simple tools.

    The app allows users to manage cash, credit cards, and bank accounts. It provides asset management, category and budget settings, and graphical reports of financial data.

    ★ 5.01 ratingsFinance$3.99Data updated 2026-09-11
  5. Holistic Money app icon

    Holistic Money

    HOLISTIC FINANCIAL SERVICES PRIVATE LIMITED

    Manage mutual funds, equity shares, bonds,

    Manage financial assets with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download portfolio reports, view historical performance, and access transaction statements. Log in via Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  6. AllKeeper app icon

    AllKeeper

    RUSTY BIT, LLC

    Track assets, manage issues, share updates

    Manage maintenance schedules and track issues for vehicles or properties. Store documentation and location data. Share information with others and request assistance on tasks. Organize contacts and monitor asset status.

    ★ 5.04 ratingsProductivityFreeData updated 2026-09-06
  7. Gera Wealth app icon

    Gera Wealth

    Gera Wealth Private Limited

    Track assets, view reports, manage investments

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

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-14

How we rank alternatives

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