Best apps like TMG Wealth

10+ similar apps compared and reviewed

4.2 avg rating
10 free apps
Updated September 2026

Whether you want more options like TMG Wealth 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 TMG Wealth

Fidelity Charitable#1

Fidelity Charitable by Fidelity Investments

Editor's Choice
💰 Finance
4.0(20 ratings)
Free
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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.

4.8😞(2K ratings)
Free
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Manage your credit union accounts conveniently from your mobile device. Deposit checks remotely and access a range of banking services on the go.

What We Love

  • 👍 Great credit union
  • 🚀 New and improved app

Room to Improve

  • 🐛 App is broken on specific phone
  • 🐛 Online banking is terrible
  • 🐛 Payment due listed incorrect
TaxDome Client Portal#3

TaxDome Client Portal by TaxDome

Safe accounting client portal
Worth Considering
💰 Finance
4.9😊(40K ratings)
Free
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Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.

What We Love

  • 👍 Easy to navigate
  • 🚀 Convenient and efficient
  • 🔒 Secure and private
  • 💡 Helpful and informative

Room to Improve

  • 🐛 Occasional technical issues
  • 🐛 Difficulty with certain features
  • 🐛 Inconsistent performance

More apps like TMG Wealth

4
MetLife HS&SA
MetLife HS&SA
MetLife HS&SA
Heath Savings & Spending
Free

Manage your health savings and spending accounts on the go. Quickly check balances, view claims, and submit receipts. Securely access all your important account information and benefit details anytime, anywhere.

Check account balances 24/7View claims and submit receiptsScan product barcodes for eligibility
💰 Finance
(203)
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5
Via Benefits Accounts
Via Benefits Accounts
Via Benefits Accounts
By Willis Towers Watson
Free

Manage your accounts conveniently from your mobile device. Review expenses, make payments, and get reimbursed with a user-friendly interface. Stay updated with important account activity through push notifications.

Account dashboard summaryReview expenses and paymentsSubmit reimbursement requests
💰 Finance
(26K)
free
6
Chubb Mobile
Chubb Mobile
Chubb Mobile
Chubb Personal Risk Services
Free

Access your insurance information and manage your policy on the go. Get digital auto ID cards, accident support, and tools to report claims easily. Connect with your agent and find answers to common questions.

Digital auto ID cardsAccident support toolsOne-step claim reporting
💰 Finance
(332)
free
7
Computershare Investor Center
Computershare Investor Center
Computershare Investor Center
Shareholding, secure & simple
Free

Manage your shareholdings conveniently on the go. Access your portfolio, download important documents, and track your investments securely. You can also manage holding details and buy or sell shares.

Access portfolioDownload tax formsTrack investments
💰 Finance
(1.7K)
free
8
IDX - Identity & Privacy
IDX - Identity & Privacy
IDX - Identity & Privacy
by ID Experts
Free

This app provides comprehensive identity and privacy protection. It monitors your personal information for fraud, alerts you to suspicious activity, and helps restore your identity if it's compromised. It also offers credit report locking and monthly credit score access with certain subscriptions.

Identity monitoringFraud alerts and notificationsIdentity restoration assistance
💰 Finance
(107)
subscription
9
Von Maur
Von Maur
Von Maur
by Von Maur
Free

Manage your Von Maur Charge account, including payments and rewards. Use the app to pay with barcodes and access digital receipts for a streamlined shopping experience.

Connect Von Maur Charge, gift cards, and creditsPay with in-app barcodeView balance and make payments
💰 Finance
(18K)
free
10
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC.
Free

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Wealth management toolsAdvisor collaborationFinancial planning access
💰 Finance
(25)
free