Simplicity Wealth app icon

Apps Like Simplicity Wealth for iPhone and iPad

by Sawtooth Asset Management, Inc★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 81–100 of 1,000 ranked alternatives.

  1. PSBT Trust & Wealth app icon

    PSBT Trust & Wealth

    Peoples Security Bank and Trust Company

    View balances, track transactions, manage portfolios

    View personal balance sheet, recent transactions, portfolio holdings, and cash flow trends. Link accounts from over 20,000 institutions. Securely aggregate assets and liabilities. Set up alerts for account activity.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  2. MJ Wealth app icon

    MJ Wealth

    RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-18
  1. Paulson Wealth Mobile app icon

    Paulson Wealth Mobile

    PWM LLC

    View account performance and track financial goals

    View account balances and performance metrics. Access financial goal plans and progress. Receive personalized insights and updates from financial advisors. Adjust investment settings and review portfolio details.

    ★ 5.02 ratingsFinanceFreeData updated 2026-09-10
  2. Keller Wealth app icon

    Keller Wealth

    KMH Wealth Management, LLC

    View financial plan and account information.

    The app provides authorized users with access to financial plan information, account valuation, performance, and reporting. This application is designed for mobile devices.

    ★ 0.00 ratingsFinanceFreeData updated 2026-10-25
  3. MD Wealth app icon

    MD Wealth

    MD Wealth Management, LLC

    Access accounts, view reports, manage investments

    Access account balances and transaction history. View investment performance and portfolio details. Schedule and manage meetings. Receive notifications and update contact information. Submit documents and track application status.

    ★ 5.010 ratingsFinanceFreeData updated 2026-09-16

How we rank alternatives

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