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 721–740 of 1,000 ranked alternatives.

  1. Betamfwala app icon

    Betamfwala

    Excel Net Solutions Private Limited

    Track assets and manage investments

    Track and manage mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. View portfolio performance, download transaction statements, and generate complete portfolio reports.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-11
  2. Inserv Financial app icon

    Inserv Financial

    INSERV FINANCIAL SERVICES PRIVATE LIMITED

    Track assets and manage investments

    Manage and monitor your portfolio with real-time updates on mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance.

    ★ 4.52 ratingsFinanceFreeData updated 2026-09-06
  3. StarTexAgent ONE app icon

    StarTexAgent ONE

    PalmAgent Software

    Closing cost calculations for real estate.

    The app provides city/county-specific closing cost calculations for real estate professionals. It generates seller net sheets and buyer estimates for clients.

    ★ 3.73 ratingsBusinessFreeData updated 2026-09-10
  4. TitleocityApp ONE app icon

    TitleocityApp ONE

    Titleocity, LLC

    Generate seller net sheets and buyer estimates

    Calculate closing costs and generate seller net sheets and buyer estimates for real estate transactions. Access preloaded city/county specific data and industry-standard calculations. Export results and share with clients directly.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06
  5. HBZ-WM app icon

    HBZ-WM

    Habib Bank AG Zurich

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  6. Vika Wealth app icon

    Vika Wealth

    KUBER MONEYMART

    Track assets and manage your portfolio

    Manage financial portfolio 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.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  7. M P MEHTA FINSERV LLP app icon

    M P MEHTA FINSERV LLP

    M P MEHTA FINSERV LLP

    Manage mutual funds, equity shares, bonds, fixed

    Track and manage financial assets including 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 2026-09-13
  8. ALCANCE FINSERV app icon

    ALCANCE FINSERV

    ALCANCE FINSERV PRIVATE LIMITED

    Manage mutual funds, equity shares, bonds,

    Manage and monitor financial assets including 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 2026-09-06
  9. Rocket Capital app icon

    Rocket Capital

    Excel Net Solutions Private Limited

    Track portfolio, manage assets, view reports

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

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  10. Goldaxis app icon

    Goldaxis

    GoldAxis Global Corporation

    Manage digital assets and track balances

    Manage digital assets across multiple currencies and platforms. View balances and track transactions. Receive blockchain updates and news. Securely store and access assets on mobile devices.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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