Best apps like SUMA Wealth

10+ similar apps compared and reviewed

4.7 avg rating
10 free apps
Updated July 2026

Looking for something like SUMA Wealth? 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 SUMA Wealth

Envelope Budget - Kualia#1

Envelope Budget - Kualia by Kualia, Inc.

Personal Finance Planner
Editor's Choice
πŸ’° Finance
4.6(46 ratings)
FreeIn-App Purchases
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Effortlessly manage your finances with an envelope budgeting system. Link accounts, track spending, and fund categories with ease. Gain clarity on your financial standing with insightful reports and a user-friendly interface.

Casa Shares#3

Casa Shares by Casa Shares, Inc.

Buy investment properties
Worth Considering
πŸ’° Finance
4.6(8 ratings)
FreeAds
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Invest in premium real estate with a low minimum investment. Build a diversified property portfolio and earn passive income without managing properties yourself. Expert curation and a user-friendly interface make real estate investing accessible.

More apps like SUMA Wealth

4
SUMA - FCU
SUMA - FCU
SUMA - FCU
by SUMA Yonkers Federal Credit Union
Free

Consolidate all your financial accounts into one convenient view. Manage transactions, set up alerts, make payments, and deposit checks with ease. Securely access your finances from anywhere.

Aggregate financial accountsOrganize transactions with tags and notesSet balance alerts
πŸ’° Finance
(1K)
ad-supported
5
Cash Coach AI: Money Tracker
Cash Coach AI: Money Tracker
Cash Coach AI: Money Tracker
Financial Planner & Management
Free

This AI-powered financial coach offers personalized budgeting, expense tracking, and goal setting. It analyzes spending, identifies savings opportunities, and provides actionable debt management strategies. Securely link bank accounts for automated insights and a healthier financial future.

AI-powered financial insightsSmart budgeting and expense trackingAutomated transaction categorization
πŸ’° Finance
(17)
free
6
Fido: 10% APY Savings
Fido: 10% APY Savings
Fido: 10% APY Savings
Your money, your control
Free

Earn high APY on your savings through secure decentralized finance protocols. Your funds remain in your personal digital wallet, with $100K insurance coverage for peace of mind. Get started quickly and access your money anytime without penalties.

10% APY savingsSecure DeFi protocols$100K insurance coverage
πŸ’° Finance
(48)
free
7
Moola Invest: Easier Investing
Moola Invest: Easier Investing
Moola Invest: Easier Investing
Crypto & Stock Market Trading
Free

This app simplifies investing in stocks, ETFs, and cryptocurrencies with AI-powered guidance. Start with as little as $5 and benefit from data-driven recommendations, commission-free trading, and interest on cash balances. It also offers retirement accounts and educational resources.

Trade stocks, ETFs, and cryptoAI-driven investment recommendationsInvest with as little as $5
πŸ’° Finance
(157)
free with in-app purchases
8
Credit Genius: Score & Games
Credit Genius: Score & Games
Credit Genius: Score & Games
AI Credit Builder & Monitor
Free

Build and monitor your credit score using AI. Report rent payments to Experian for an instant boost, even backdating up to 24 months. Engage in interactive games to master financial concepts and receive 24/7 AI assistance for disputes and FICO growth.

Report rent payments to ExperianBackdate rent payments up to 24 monthsInteractive credit building games
πŸ’° Finance
(110)
free with in-app purchases
9
Mezzi Wealth
Mezzi Wealth
Mezzi Wealth
AI portfolio and tax guidance
Free

This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.

AI-powered portfolio insightsTax-saving opportunitiesFee reduction recommendations
πŸ’° Finance
(103)
subscription
10
AI Budget Calculator - Aisance
AI Budget Calculator - Aisance
AI Budget Calculator - Aisance
Income and Expense Tracker
Free

This app helps you manage your personal finances by planning budget allocations, tracking expenses, and optimizing your financial health. It offers AI-powered customized strategies, goal setting, and comprehensive tracking to help you spend wisely and save money.

AI-powered financial journey with customized strategiesSpecial goals module for structured milestonesComprehensive wallet and money tracking
πŸ’° Finance
(17)
freemium