Best apps like PartnerWealth

10+ similar apps compared and reviewed

3.8 avg rating
10 free apps
Updated July 2026

Looking for something like PartnerWealth? 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 PartnerWealth

On-Site Electronic Deposit#1

On-Site Electronic Deposit by U.S. Bancorp

Editor's Choice
💰 Finance
1.3(69 ratings)
Free
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Deposit checks remotely using your mobile device in a few simple steps. This app allows U.S. Bank business clients to avoid trips to the bank for check deposits. It offers a secure and convenient way to manage business finances on the go.

MyRepChat for Intune#2

MyRepChat for Intune by fmg Suite, LLC.

Compliant Text Messaging
Strong Contender
💰 Finance
3.6(5 ratings)
Free
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Enables financial professionals to text clients and colleagues compliantly. All conversations are captured and retained for reporting, integrating with archiving providers. Clients can text using their native messaging app without needing to download anything new.

Trico Business#3

Trico Business by Tri Counties Bank

Tri Counties Bank
Worth Considering
💰 Finance
2.3(16 ratings)
Free
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Manage your business finances conveniently and securely from your mobile device. Check balances, view transactions, deposit checks, and approve important transfers anytime, anywhere.

More apps like PartnerWealth

4
Fidelity Charitable
Fidelity Charitable
Fidelity Charitable
by Fidelity Investments
Free

Manage your charitable giving on the go. This app allows you to open a Giving Account, recommend grants to your favorite organizations, and track the status of your contributions and future recommendations. It also provides tools to manage your investment selections and account details.

Open a Giving AccountRecommend grantsMonitor grant status
💰 Finance
(20)
free with in-app purchases
5
KH Card
KH Card
KH Card
One Card. Endless Choices.
Free

Manage company awards like Teamwork Awards and KH My Way Dollars. Use your physical or digital card via Apple Pay for flexible spending. Track balances and receive notifications for new awards.

Manage company awardsPhysical and digital card optionsApple Pay integration
💰 Finance
(8)
ad-supported
6
Connex Credit Union Mobile
Connex Credit Union Mobile
Connex Credit Union Mobile
by Connex Credit Union INC.
Free

Manage your finances conveniently and securely from your mobile device. Access account balances, transfer funds, pay bills, and deposit checks with ease. Enjoy features like purchase rewards and cash back offers, all protected by robust encryption.

Check account balancesTransfer money between accountsView transaction history
💰 Finance
(3.4K)
free with in-app purchases
7
Sierra Central CU
Sierra Central CU
Sierra Central CU
by Sierra Central Credit Union
Free

Manage your finances on the go with this mobile banking app. It offers 24/7 access to your accounts, mobile deposits, bill payments, and loan applications. Track spending, monitor your credit score, and benefit from enhanced fraud protection.

24/7 Account AccessMobile Check DepositBill Payment
💰 Finance
(6.1K)
free
8
My Total Mortgage
My Total Mortgage
My Total Mortgage
by Total Mortgage Services, LLC
Free

Simplify your homeownership journey with this comprehensive finance app. Effortlessly compare mortgage rates, apply for loans securely online, and receive real-time updates on your loan status. Take control of your home buying process with transparent communication and easy-to-use tools.

Effortless pre-qualificationCompare mortgage ratesSecure online loan application
💰 Finance
(2)
free
9
MyRepChat
MyRepChat
MyRepChat
Compliant Text Messaging
Free

This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.

Compliant text messagingClient and colleague communicationConversation retention
💰 Finance
(45)
free
10
Tri Counties Mobile Banking
Tri Counties Mobile Banking
Tri Counties Mobile Banking
by Tri Counties Bank
Free

Manage your Tri Counties Bank accounts conveniently from your mobile device. Features include viewing balances and history, transferring funds, paying bills, locating branches, and depositing checks remotely by taking photos.

View account balancesView transaction historyTransfer funds
💰 Finance
(2.9K)
free