Best SheltonWM alternatives: apps like SheltonWM

Whether you want more options like SheltonWM or a completely different take on the same concept, our curated list of 9+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to SheltonWM

Shelton Wealth Management by Shelton Wealth Management, LLC

Editor's Choice

0.0(0 ratings)

Free

Texas Gulf Wealth Management by Texas Gulf Bank, N.A.

TGB WM secure mobile access

Strong Contender

0.0(0 ratings)

Free

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One Wealth Management by One Wealth Capital Management, LLC

Worth Considering

PremierBank Wealth Management

0.0(0 ratings)

Free

More apps like SheltonWM

Wealth Management Mobile App

View total net worth at-a-glanceAnalyze individual holdingsMonitor recent transactions

Manage your wealth on the go with this streamlined mobile app. View your net worth, analyze holdings, monitor transactions, and organize your financial data with advanced security features.

(1)

Alpine Bank Wealth Management

ABWM Client Access

Portfolio data accessNet worth and holdings viewTransaction history

Access your portfolio data, view net worth, holdings, transactions, and asset allocation. Retrieve statements and create custom account groups for personalized views. Features 2-factor and biometric authentication for enhanced security.

(2)

CIBC Private Wealth US

(0)

Transform. Mobilize. Connect.

Kingdom Advisors

Conference experience managementAccess to resources (videos, tools)Community groups

Access resources, manage conference experiences, and connect with a community. Explore job opportunities and engage in topic-specific groups. This app facilitates networking and learning within a specialized field.

(14)

UBS Wealth replaces this app

Credit Suisse WM APAC

Portfolio insightsElectronic documentsDigital wealth management

This app has been decommissioned and replaced by UBS Wealth. Existing UBS Wealth Management clients should download the new app for portfolio insights and electronic documents.

(1)