Best First United Wealth Management alternatives: apps like First United Wealth Management

10+ similar apps compared and reviewed

4.2 avg rating
10 free apps
Updated November 2026

First United Wealth Management is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to First United Wealth Management

More apps like First United Wealth Management

4
C2C Referral Partner
C2C Referral Partner
C2C Referral Partner
Clicks 2 Compare
Free
💰 Finance
(0)
5
TRUSTtrak
TRUSTtrak
TRUSTtrak
by Infovisa, Inc.
Free

Monitor your investment portfolio performance and account balances with clear visuals and breakdowns. Track your progress against the market to understand your path to wealth, all from your iPhone or iPad.

View portfolio balancesAccount summaries with allocationsInteractive dashboards
💰 Finance
(5)
free
6
Pacific Alliance Bank
Pacific Alliance Bank
Pacific Alliance Bank
by Pacific Alliance Bank
Free

Manage your finances securely from your iPhone. Perform transactions, pay bills, transfer funds, and locate ATMs anytime, anywhere. Requires enrollment in online banking.

Check account balancesView transaction historyPay bills
💰 Finance
(17)
ad-supported
7
FinTrust Investments
FinTrust Investments
FinTrust Investments
by FINTRUST INVESTMENTS PRIVATE LIMITED
Free

Manage your complete financial portfolio, including mutual funds, equity, bonds, and insurance. Track historical performance, download transaction statements, and invest online. Includes tools like retirement and SIP calculators.

Complete portfolio reportingHistorical performance trackingOnline investment in mutual funds
💰 Finance
(2)
free
8
First Bank & Trust Wealth
First Bank & Trust Wealth
First Bank & Trust Wealth
by First Bank & Trust (SD/MN)
Free

Access your portfolio, account holdings, statements, and transactions with this secure mobile app. Designed for authorized clients, it offers a simple interface for managing your wealth on the go.

Portfolio data accessAccount holdings viewStatement retrieval
💰 Finance
(1)
free
9
Fortis Bank - mRDC
Fortis Bank - mRDC
Fortis Bank - mRDC
by Fortis Bank
Free

Deposit checks remotely using your mobile device's camera. This app is exclusively for existing Fortis Business Mobile Deposit service users with a Fortis Bank account.

Remote check depositCamera-enabled depositsBusiness account integration
💰 Finance
(2)
free
10
SJ Investment
SJ Investment
SJ Investment
by Excel Net Solutions Private Limited
Free

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and generate detailed reports. Invest online and utilize various financial calculators.

Complete portfolio reportingHistorical performance trackingOnline investment in mutual funds
💰 Finance
(2)
free