Wealth Trees app icon

Apps Like Wealth Trees for iPhone and iPad

by 浩雷 秦★ 0.00 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. Bernstein Private Wealth app icon

    Bernstein Private Wealth

    AllianceBernstein L.P.

    Access account balances and transfer funds

    Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.

    ★ 4.258 ratingsFinanceFreeData updated 2026-09-12
  2. Bitfolio - Crypto portfolio app icon

    Bitfolio - Crypto portfolio

    Timelabs Ltd

    Track assets, stocks, and crypto without

    Track and manage investments across cryptocurrencies, stocks, forex, savings, and tangible assets like real estate and artwork. Add, edit, or remove assets from the portfolio. View detailed performance metrics and historical data.

    ★ 4.3524 ratingsFinanceFreeData updated 2026-09-13
  3. Budget Planner - Money Flow app icon

    Budget Planner - Money Flow

    Hermann Wagenleitner

    Track expenses, income, and budgets

    Track expenses and income with quick transaction logging. Customize accounts and categories with icons and colors. Sync across devices and set flexible budgets. Manage recurring transactions and use a built-in calculator and currency converter.

    ★ 4.7736 ratingsFinanceFreeData updated 2026-09-09
  1. TrackMyStack Net Worth Tracker app icon

    TrackMyStack Net Worth Tracker

    Beeblesoft Ltd

    Track net and update assets automatically

    Track net with unlimited portfolios and assets. Manually update bank accounts, credit cards, and real estate. Automatically track stocks, ETFs, and crypto with real-time prices. Monitor dividends, cost basis, and unrealized gains or losses.

    ★ 4.958 ratingsFinanceFreeData updated 2026-09-06
  2. InvestMates: AI Money Manager app icon

    InvestMates: AI Money Manager

    InvestMates Pte Ltd

    Manage investments, track portfolios, set goals

    Manage investments with real-time portfolio tracking and performance analysis. Set up recurring contributions and goal-based investing. Access market data and research reports. Adjust risk profiles and monitor transactions.

    ★ 4.711 ratingsFinanceFreeData updated 2026-09-06
  3. 8FIGURES AI Investment Advisor app icon

    8FIGURES AI Investment Advisor

    8FIGURES Inc.

    Track portfolios, analyze risks, invest wisely

    Track portfolio performance with real-time P/L and benchmark comparisons. Analyze risks and receive asset-allocation recommendations. Link multiple accounts including banks, brokers, and crypto wallets.

    ★ 4.935 ratingsFinanceFreeData updated 2026-09-06
  4. Vault: Private Wealth app icon

    Vault: Private Wealth

    Vault Wealth Limited

    Manage assets and track investments

    Access personalized financial advice from dedicated advisors. Manage customizable investment portfolios including equities, bonds, and market opportunities. Monitor investments and receive tailored guidance for management.

    ★ 5.04 ratingsFinanceFreeData updated 2026-09-06
  5. BIP ClientCare app icon

    BIP ClientCare

    BIP Technology, LLC

    View portfolio, track assets, receive insights

    View asset performance data, access portfolio details, and receive personalized insights. Track investments, set reminders, and communicate with financial advisors. Receive notifications and update account information securely.

    ★ 5.011 ratingsBusinessFreeData updated 2026-09-06
  6. Simple Stocks app icon

    Simple Stocks

    Axel Bennani

    Track , crypto, and funds in one

    Track , crypto, ETFs, funds, forex, commodities, indexes, and savings in one place. View real-time portfolio performance with intraday, monthly, yearly, and all-time data.

    ★ 4.685 ratingsFinanceFreeData updated 2026-09-06
  7. Hoxton Wealth app icon

    Hoxton Wealth

    HOXTON CAPITAL MANAGEMENT FZE

    Track net worth in real time

    Track net worth by aggregating data from bank accounts, property price trackers, and investment portfolios. View real-time insights and multi-currency balances. Set retirement goals and monitor progress.

    ★ 4.535 ratingsFinanceFreeData updated 2026-09-06

How we rank alternatives

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