Showing 81–100 of 1,000 ranked alternatives.
Unitus Community Credit Union
Access financial tools and education
Save, grow, and invest money with built-in tools for budgeting and tracking expenses. Access insurance options and set financial goals. Apply for loans or credit lines and manage payments.
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
SGH Wealth Management, LLC
Monitor investments and financial data securely
Monitor investment performance with detailed analytics and portfolio reports. Aggregate accounts from multiple institutions in one place. Access real-time retirement plan data and manage financial information securely with encryption and SSL.
WEFEA, Inc
Invest in assets and manage portfolios
Manage investments with real-time portfolio tracking and performance analysis. Set financial goals, schedule regular contributions, and monitor expenses. Access educational resources and receive market insights to inform decision-making.
SUMA Wealth, Inc
Link accounts, track spending, manage investments
Manage multiple financial accounts, cards, and investments in a single dashboard. Track expenses, set budgets, and receive personalized spending insights. Use AI to identify unused subscriptions and plan major purchases.
Yieldclub, Inc.
Save money with higher returns
Save money with high-yield digital dollar strategies. Set savings goals and track progress. Earn interest without crypto or investing knowledge. Manage accounts and view transaction history. Receive notifications for account activity.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.