Best apps like SGH Wealth Management

10+ similar apps compared and reviewed

4.0 avg rating
9 free apps
Updated July 2026
SGH Wealth Management
SGH Wealth Management
SGH Wealth Management, LLC

SGH 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 SGH Wealth Management

More apps like SGH Wealth Management

4
Real Estate Capital Gain
Real Estate Capital Gain
Real Estate Capital Gain
RE Capital Gain Calculator
$14.99

Calculate real estate capital gains and profitability, including debt financing and exit assumptions. Features a goal seek tool to optimize parameters for target IRR and allows for expense and rental income calculations. Supports historical simulations and data import/export for collaboration.

Capital gain and IRR calculationDebt financing and refinancingExit assumption modeling
💰 Finance
(1)
paid
5
OJM Group
OJM Group
OJM Group
by OJM Group LLC
Free

Manage your finances with an intuitive dashboard, secure document storage, and interactive reports. This app offers budgeting tools and a comprehensive financial overview in a user-friendly mobile interface.

Interactive financial dashboardDynamic investment reportsSecure document vault
💰 Finance
(2)
free
6
Jackson Hole Capital Partners
Jackson Hole Capital Partners
Jackson Hole Capital Partners
by Jackson Hole Capital Partners, LLC
Free
💰 Finance
(0)
7
Master Plan Retirement Consult
Master Plan Retirement Consult
Master Plan Retirement Consult
by GeoWealth Management, LLC
Free
💰 Finance
(0)
8
Clune & Associates
Clune & Associates
Clune & Associates
by CLUNE & ASSOCIATES, LTD
Free
💰 Finance
(0)
9
RoseRock Wealth Management
RoseRock Wealth Management
RoseRock Wealth Management
by RoseRock Wealth Management
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 in a secure, easy-to-use mobile interface.

Interactive financial dashboardDynamic investment reportsSecure document vault
💰 Finance
(1)
free
10
North Berkeley Wealth
North Berkeley Wealth
North Berkeley Wealth
by North Berkeley Investment Partners, LLC
Free
💰 Finance
(0)