Best apps like Meritas Wealth Management

10+ similar apps compared and reviewed

3.4 avg rating
10 free apps
Updated August 2026

Meritas 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 Meritas Wealth Management

Cadillac Financial#1

Cadillac Financial by GM Financial

MyAccount
Editor's Choice
💰 Finance
4.7(318 ratings)
Free
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Manage your Cadillac Financial account on the go. Make payments, view history, and update your information securely from your mobile device. Keep your account on track with convenient 24/7 access.

Black Car Fund#2

Black Car Fund by The Black Car Fund

Strong Contender
💰 Finance
3.8(6 ratings)
FreeAds
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This app enables drivers from member bases to easily report work-related incidents. It provides information about the organization and allows users to track past submissions. Designed for drivers facing challenges in urban environments.

Bank of Marin#3

Bank of Marin by Bank of Marin

Worth Considering
💰 Finance
2.3(43 ratings)
Free
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Manage your finances on the go with this mobile banking app. Check balances, deposit checks, pay bills, and transfer funds between accounts. Business users can also approve transactions and initiate wires.

More apps like Meritas Wealth Management

4
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
5
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC.
Free

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Wealth management toolsAdvisor collaborationFinancial planning access
💰 Finance
(25)
free
6
BlackRock® Active Investor
BlackRock® Active Investor
BlackRock® Active Investor
by BlackRock Financial Management, Inc.
Free

Manage your financial accounts securely and conveniently from your mobile device. Access account balances, transaction history, and set up automatic investments. Receive alerts for online activity and digital statements.

On-the-go account accessSecure login and password recoveryQuick links to common functions
💰 Finance
(13)
free
7
Morningstar for iPad
Morningstar for iPad
Morningstar for iPad
by Morningstar, Inc.
Free

Access comprehensive investment data for stocks, funds, and ETFs. Monitor markets, track your portfolio with advanced analysis tools, and research securities. Registered users can log in to manage existing accounts seamlessly.

Portfolio and watchlist monitoringSecurity research and dataMarket performance tracking
💰 Finance
(8.6K)
free with in-app purchases
8
UMB Commercial Card
UMB Commercial Card
UMB Commercial Card
Manage your commercial card
Free

Manage your commercial card account on the go. Cardholders can upload receipts, view transactions, and code expenses. Account managers can review and approve transactions remotely.

Upload receipt photosLink receipts to transactionsView card expenses
💰 Finance
(776)
free
9
Safe 1 Mobile Banking
Safe 1 Mobile Banking
Safe 1 Mobile Banking
by Safe 1 Credit Union
Free

Manage your finances on the go with this mobile banking app. Check balances, view transactions, transfer funds, deposit checks, and pay bills. Easily locate branches and ATMs.

Check account balancesView transaction historyTransfer funds
💰 Finance
(7.3K)
ad-supported
10
Newport Group
Newport Group
Newport Group
by Ascensus
Free

Access your retirement accounts quickly and easily. Manage your investments and track your progress with this rebranded financial tool. Your commitment to retirement planning remains supported with a fresh look.

Fast account accessEasy account managementRetirement planning support
💰 Finance
(519)
free