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 561–580 of 1,000 ranked alternatives.

  1. LendersAgent ONE app icon

    LendersAgent ONE

    PalmAgent Software

    Generate net sheets and estimates

    Manage real estate closing costs with preloaded calculations and city/county-specific data. Generate seller net sheets and buyer estimates quickly. Access advanced features with a premium subscription for enhanced tools and customization.

    ★ 5.06 ratingsBusinessFreeData updated 2026-09-08
  1. Hemant Finserve app icon

    Hemant Finserve

    Excel Net Solutions 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, track historical performance, and access transaction statements.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  2. Insynch Wealth app icon

    Insynch Wealth

    Insynch LLP

    Track portfolio assets and reports

    Manage financial portfolio with Mutual Funds, Equity Shares, Bonds, Fixed Deposits, PMS, and Insurance. Download complete portfolio reports. View historical performance. Access transaction statements for any period. Log in via Google email.

    ★ 5.03 ratingsFinanceFreeData updated 2026-10-17
  3. Fenxor app icon

    Fenxor

    Teodoro Lucky Trinidad

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  4. NeoMarkets app icon

    NeoMarkets

    Neo Wealth Management Private Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  5. BMSmart app icon

    BMSmart

    BAO MINH SECURITIES COMPANY

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  6. DFEXD app icon

    DFEXD

    To Hoang Khang

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

    Magna GP

    Data Tree Technologies LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  8. TVS Mobile app icon

    TVS Mobile

    Thien Viet Securities Joint Stock Company

    ★ 0.00 ratingsFinanceFreeData updated 2026-10-06

How we rank alternatives

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