Best apps like Oakworth Wealth Management

10+ similar apps compared and reviewed

3.9 avg rating
10 free apps
Updated August 2026

Whether you want more options like Oakworth 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 Oakworth Wealth Management

Vyzer#2

Vyzer by Vyzer Inc.

Wealth control and planning
Strong Contender
💰 Finance
3.8(4 ratings)
Free
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Manage and grow your diverse assets, from investments to insurance, in a single, unified dashboard. This app uses AI to automatically track your financial data, offering insights and secure collaboration for individuals and families.

TotalBank#3

TotalBank by City National Bank of Florida

Worth Considering
💰 Finance
2.9(9 ratings)
Free
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Manage your finances on the go with this mobile banking app. Check balances, review transaction history, and transfer funds securely. Explore competitive rates on savings accounts and certificates of deposit.

More apps like Oakworth Wealth Management

4
Ascent Wealth Management Group
Ascent Wealth Management Group
Ascent Wealth Management Group
by Ascent Wealth Management Group, LLC
Free

Access your investment portfolio and account details through a streamlined mobile interface. This application is exclusively for authorized clients of the wealth management group. Request access through your primary contact or the company website.

Portfolio accessAccount informationSimple interface
💰 Finance
(2)
free
5
Legacy Wealth Management Group
Legacy Wealth Management Group
Legacy Wealth Management Group
by Legacy Wealth Management Group, Inc
Free

Access detailed portfolio performance data through a user-friendly interface. View all your financial accounts in one place, tracking daily and historical performance. This app is part of a mission to provide genuine client service and frequent interaction.

Portfolio performance dataFinancial account aggregationDaily and historical performance tracking
💰 Finance
(3)
free
6
CommerceOne Bank
CommerceOne Bank
CommerceOne Bank
by CommerceOne Bank
Free

Manage all your financial accounts in one place, from any bank. Track transactions, set alerts, make payments, and deposit checks with ease. Secure your finances with advanced login options and easily locate branches and ATMs.

Aggregate financial accountsOrganize transactions with tags and notesSet balance alerts
💰 Finance
(364)
ad-supported
7
Alabama Farm Credit Ag Banking
Alabama Farm Credit Ag Banking
Alabama Farm Credit Ag Banking
by Farm Credit Bank of Texas
Free

Manage your finances on the go with this mobile banking application. Check balances, transfer funds, view transactions, and send secure messages anytime, anywhere. Access branch information and hours easily.

Check balances 24/7View pending transactionsCreate, approve, cancel funds transfers
💰 Finance
(1)
free
8
ServisFirst Bank Card Manager
ServisFirst Bank Card Manager
ServisFirst Bank Card Manager
by ServisFirst Bank
Free
💰 Finance
(0)
9
SYZ Direct
SYZ Direct
SYZ Direct
by Banque SYZ SA
Free
💰 Finance
(0)
10
Allegius Credit Union
Allegius Credit Union
Allegius Credit Union
by Allegius Credit Union
Free

Access your accounts conveniently on the go. This app offers mobile banking, website access, and branch information. Stay connected with your finances anytime, anywhere.

Mobile banking accessWebsite integrationBranch locator
💰 Finance
(11)
ad-supported