Best apps like GreenUp Wealth Management

10+ similar apps compared and reviewed

4.7 avg rating
10 free apps
Updated July 2026
GreenUp Wealth Management
GreenUp Wealth Management
Greenup Street Wealth Management LLC

Whether you want more options like GreenUp Wealth Management or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to GreenUp Wealth Management

Zoe Financial#1

Zoe Financial by ZOE FINANCIAL INC.

Your Way to Wealth
Editor's Choice
💰 Finance
4.7(7 ratings)
Free
Zoe Financial screenshot 1
Zoe Financial screenshot 2
Zoe Financial screenshot 3

This wealth platform connects you with a financial advisor and advanced technology for a unique investment experience. Track your investment accounts, view performance, and monitor transaction history.

More apps like GreenUp Wealth Management

4
Evergreen GaveKal
Evergreen GaveKal
Evergreen GaveKal
by Evergreen GaveKal
Free
💰 Finance
(0)
5
Motive Wealth
Motive Wealth
Motive Wealth
by Motive Portal
Free

This app provides a secure digital hub for your complete financial picture and plan. It offers investment portfolio and net worth reporting, a document vault, and a financial plan summary. Advisors can collaborate in real-time by granting them viewing access.

Investment portfolio reportingNet worth reportingDocument vault
💰 Finance
(2)
free
6
Seneschal Family Office
Seneschal Family Office
Seneschal Family Office
by Seneschal Advisors, LLC
Free
💰 Finance
(0)
7
BGM Wealth Partners, LLC
BGM Wealth Partners, LLC
BGM Wealth Partners, LLC
by BGM Wealth Partners, LLC
Free
💰 Finance
(0)
8
Solid Point Wealth Advisors
Solid Point Wealth Advisors
Solid Point Wealth Advisors
Solid Point Wealth Advisors
Free

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture, all within a secure and user-friendly mobile interface.

Interactive financial dashboardDynamic investment reportsSecure document vault
💰 Finance
(1)
free
9
Clune & Associates
Clune & Associates
Clune & Associates
by CLUNE & ASSOCIATES, LTD
Free
💰 Finance
(0)
10
ARSWealth
ARSWealth
ARSWealth
by ARS Wealth Advisors, LLC
Free

Access your complete financial picture with an intuitive dashboard and dynamic investment reports. Securely store and exchange documents with your wealth advisor through a dedicated vault. This app offers a comprehensive financial overview in a user-friendly and protected mobile environment.

Interactive financial dashboardDynamic investment reportsSecure document vault
💰 Finance
(1)
free