Best TMG Wealth alternatives: apps like TMG Wealth

10+ similar apps compared and reviewed

4.3 avg rating

10 free apps

Updated October 2026

The Mather Group, LLC.

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

#1

Orion Wealth Management Portal by Orion Advisor Services, LLC.

Editor's Choice

3.8(26 ratings)

Free

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

#2

Earthmover Credit Union Mobile by EarthMover Credit Union

Strong Contender

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
🐛 App needs work
🐛 App is down often
🐛 Delay in updating account transactions
🐛 Horrible app
🐛 Logging in issues
🐛 Needs an update asap
🐛 Cannot open app after latest iPhone update
🐛 Bad functionality
🐛 Lack of help to make the customer happy
🐛 App crashes

#3

Fidelity Charitable by Fidelity Investments

Worth Considering

3.8(22 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.

More apps like TMG Wealth

Heath Savings & Spending

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

Compare with TMG Wealth

TaxDome Client Portal

TaxDome Client Portal

TaxDome Client Portal

Safe accounting client portal

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.

Review and approve documentsScan and upload documentsSecure chat with accounting professional

Compare with TMG Wealth

Via Benefits Accounts

Via Benefits Accounts

Via Benefits Accounts

By Willis Towers Watson

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

Compare with TMG Wealth

Chubb Personal Risk Services

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

Compare with TMG Wealth

Computershare Investor Center

Computershare Investor Center

Computershare Investor Center

Shareholding, secure & simple

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

Compare with TMG Wealth

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

Compare with TMG Wealth

ProxyVote: Your Voice Matters

ProxyVote: Your Voice Matters

ProxyVote: Your Voice Matters

by Broadridge Financial Inc.,

Easily manage and vote on all your shareholder proxies from your mobile device. Access, review, and cast your votes with just a few taps, and receive notifications and meeting results.

Access and vote proxiesManage shares with few tapsCreate account, no control number needed

Compare with TMG Wealth