Best apps like Gatewood Wealth Solutions

10+ similar apps compared and reviewed

4.4 avg rating
10 free apps
Updated July 2026
Gatewood Wealth Solutions
Gatewood Wealth Solutions
Gatewood Wealth Solutions, LLC

Looking for something like Gatewood Wealth Solutions? We've analyzed 10+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to Gatewood Wealth Solutions

Sparrow Advisors#2

Sparrow Advisors by Sparrow Advisors

Strong Contender
💰 Finance
5.0(2 ratings)
Free
Sparrow Advisors screenshot 1
Sparrow Advisors screenshot 2

This exclusive platform offers high net worth individuals and families a secure way to manage complex financial portfolios and collaborate with advisors. Access real-time reports, a secure document vault, and tailored financial plans in a seamless, intuitive interface.

Unrivaled WM#3

Unrivaled WM by Unrivaled Wealth Management LLC

Worth Considering
💰 Finance
5.0(2 ratings)
Free
Unrivaled WM screenshot 1
Unrivaled WM screenshot 2
Unrivaled WM screenshot 3
Unrivaled WM screenshot 4

Access your entire financial overview, including your financial plan, net worth, and performance data. Securely store important documents in the vault. This app provides comprehensive financial planning and portfolio management services.

More apps like Gatewood Wealth Solutions

4
myTailoredWealth
myTailoredWealth
myTailoredWealth
by Trustmark Bank
Free

Access your customized wealth management account on your mobile device. View real-time stock prices, check trades, and review performance statements. This app provides a convenient way for individuals and corporations to manage their financial goals.

Customized wealth managementReal-time stock pricesTrade checking
💰 Finance
(1)
free
5
IRA Financial
IRA Financial
IRA Financial
SDIRA, Solo 401(k), ROBS
Free

Manage your self-directed retirement accounts, explore diverse investment options like real estate and crypto, and access expert resources. Stay informed with real-time alerts and secure transactions to take control of your financial future.

Account managementDiverse investment optionsSecure transactions
💰 Finance
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6
Ameritas Retirement
Ameritas Retirement
Ameritas Retirement
by Ameritas Life Insurance Corp.
Free

Manage your retirement savings and access important account details on the go. This app provides tools and resources to help you plan for a financially secure future, with access to a U.S.-based service team for support.

Review retirement progressAccess account informationView account balance
💰 Finance
(35)
free
7
AdviceWorks®
AdviceWorks®
AdviceWorks®
Client Access
Free

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

Comprehensive account overview dashboardNet worth tracking with linked accountsSecure document vault for statements and reports
💰 Finance
(124)
free
8
Shepherd Wealth Management
Shepherd Wealth Management
Shepherd Wealth Management
by Circleblack Inc.
Free

This financial institution offers comprehensive solutions for individuals, families, and businesses. It provides personalized strategies for investment, retirement planning, asset protection, and tax planning with a focus on transparency and integrity.

Personalized financial strategiesInvestment managementRetirement planning
💰 Finance
(1)
ad-supported
9
MyJWA
MyJWA
MyJWA
by Julius Wealth Advisors, LLC
Free

This personal finance application provides Julius Wealth Advisors clients with a centralized hub to manage investment accounts, track net worth, and access a document vault. It's designed for seamless financial overview and management.

View Investment AccountsTrack Net WorthAccess Document Vault
💰 Finance
(1)
free
10
Caliber Wealth Management
Caliber Wealth Management
Caliber Wealth Management
by Caliber Wealth Management
Free
💰 Finance
(0)