Three Arch Wealth app icon

Apps Like Three Arch Wealth for iPhone and iPad

by Three Arch Wealth Management LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 221–240 of 1,000 ranked alternatives.

  1. Lake City Bank Wealth Access app icon

    Lake City Bank Wealth Access

    Lake City Bank

    Track balances, view trades, and check holdings

    View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  2. OPULENCE WEALTH app icon

    OPULENCE WEALTH

    OPULENCE WEALTH LABS PRIVATE LIMITED

    Track assets and manage investments

    Manage and track financial assets including mutual funds, equity shares, bonds, fixed deposits, PMS, and insurance. Download complete portfolio reports. View historical performance data. Access transaction statements for any period.

    ★ 4.24 ratingsFinanceFreeData updated 2026-09-14
  3. DSP Mutual Fund app icon

    DSP Mutual Fund

    DSP ASSET MANAGERS PRIVATE LIMITED

    Track investments and manage portfolios

    Track investment performance with real-time portfolio insights and asset allocation details. Receive actionable recommendations based on advanced analytics. Manage transactions and view historical returns.

    ★ 4.918 ratingsFinanceFreeData updated 2026-09-19
  4. Private Client Services app icon

    Private Client Services

    The Capital Group Companies Inc.

    Check balances and review assets

    Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.

    ★ 4.111 ratingsFinanceFreeData updated 2026-10-01

How we rank alternatives

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