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
App detailsView in App Store

Ranked alternatives

Showing 641–660 of 1,000 ranked alternatives.

  2. TCAM Wealth app icon

    TCAM Wealth

    THANH CONG SECURITIES JOINT STOCK COMPANY

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  3. SJ Investment app icon

    SJ Investment

    Excel Net Solutions Private Limited

    Track portfolio, 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 with one click. Log in using Google email.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-13
    App details
  6. VeracityIM app icon

    VeracityIM

    Veracity Investment Management IMF LLP

    Manage mutual funds, equity shares, bonds, fixed

    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.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-18
    App details
  8. Fiscus app icon

    Fiscus

    Finlabs India Private Limited

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  11. TruNeevesh app icon

    TruNeevesh

    TRUNEEVESH LLP

    Track investments, view portfolios, manage funds

    Track mutual funds, NPS, PMS, bonds, SGBs, fixed deposits, IPOs, LAS, and custom assets like real estate or PPF. View portfolio performance, set investment goals, and receive alerts for market changes.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
    App details
  14. RedRiverAgent ONE app icon

    RedRiverAgent ONE

    PalmAgent Software

    Generate buyer estimates and seller net sheets

    Calculate closing costs and generate buyer estimates and seller net sheets for real estate transactions. Input property details to compute fees and taxes. Customize email and print templates for client communication.

    ★ 4.04 ratingsFinanceFreeData updated 2026-09-08
    App details
  15. OmegaAgent ONE app icon

    OmegaAgent ONE

    PalmAgent Software

    Generate buyer estimates and seller net sheets

    Calculate closing costs and generate buyer estimates and seller net sheets for real estate transactions. Input property details to calculate fees and taxes. Customize email and print templates for client communication.

    ★ 4.04 ratingsBusinessFreeData updated 2026-09-08
    App details

How we rank alternatives

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