Manage over 30 asset classes with AI-powered insights and bank integrations. Organize, analyze, and report on your family's diverse portfolios in one secure platform. Get clear financial visibility and peace of mind.




6+ similar apps compared and reviewed
Whether you want more options like Figg Wealth or a completely different take on the same concept, our curated list of 6+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.




Manage over 30 asset classes with AI-powered insights and bank integrations. Organize, analyze, and report on your family's diverse portfolios in one secure platform. Get clear financial visibility and peace of mind.





A secure platform for clients to view and understand their investment portfolios. It offers real-time access to valuations and performance, keeping users informed about market changes and investment journeys.






This app provides a comprehensive, real-time overview of your family's aggregated wealth. It allows you to manage portfolios, track property, connect bank accounts, and securely communicate with your wealth manager.


This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.


Track your financial health by monitoring your net worth. This app simplifies money management by focusing on your overall assets and liabilities, offering visual reports and goal setting without requiring constant transaction logging.