Best apps like Trust Point Wealth Management

9+ similar apps compared and reviewed

4.4 avg rating
9 free apps
Updated July 2026

Whether you want more options like Trust Point Wealth Management 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 Trust Point Wealth Management

Coulee Bank#2

Coulee Bank by Coulee Bank

Strong Contender
💰 Finance
4.8(446 ratings)
Free
Coulee Bank screenshot 1
Coulee Bank screenshot 2
Coulee Bank screenshot 3
Coulee Bank screenshot 4

Manage all your financial accounts from different institutions in one place. Track transactions, set up alerts, make payments, transfer funds, and deposit checks remotely. Secure your account with advanced biometric options.

Plante Moran Wealth#3

Plante Moran Wealth by PMFA INC

Worth Considering
💰 Finance
4.6(8 ratings)
Free
Plante Moran Wealth screenshot 1
Plante Moran Wealth screenshot 2
Plante Moran Wealth screenshot 3

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

More apps like Trust Point Wealth Management

4
Bluff View Bank Mobile
Bluff View Bank Mobile
Bluff View Bank Mobile
by Bluff View Bank
Free

Manage your personal finances on the go with this banking app. View all your accounts in one place, pay bills, transfer funds, and deposit checks remotely. It offers bank-level security and customizable alerts for better financial organization.

View all financial accounts in one placeIntegrated bill payAccount-to-account transfers
💰 Finance
(84)
ad-supported
5
BRIDGES TRUST ONLINE
BRIDGES TRUST ONLINE
BRIDGES TRUST ONLINE
by Bridges Trust Company
Free

Access your portfolio data through a streamlined mobile interface. This application is exclusively for authorized Bridges Trust clients. Contact your primary contact to request access.

Portfolio data accessSimple interfaceElegant design
💰 Finance
(1)
free
6
Firefighters CU
Firefighters CU
Firefighters CU
by Firefighters Credit Union Inc
Free

Manage your finances on the go with this mobile banking app. Access your account, deposit checks remotely, and find branch locations. Stay connected to your credit union's services from your smartphone.

Mobile check depositAccount accessBranch locator
💰 Finance
(5)
ad-supported
7
Citizens Digital
Citizens Digital
Citizens Digital
by Citizens State Bank of La Crosse
Free

Manage your bank accounts conveniently from your mobile device. Perform essential banking tasks like viewing balances, transferring funds, and depositing checks anytime, anywhere. Access office and ATM locations with ease.

View account balancesSee recent activityTransfer funds
💰 Finance
(39)
free
8
Bank of Mauston
Bank of Mauston
Bank of Mauston
by Bank of Mauston
Free

Manage your finances on the go with this mobile banking application. Check balances, transfer funds, pay bills, and locate branches conveniently. Secure access is provided using your existing online banking credentials.

Check account balances and activityTransfer funds between accountsPay bills and people
💰 Finance
(9)
free
9
CFBank of WI
CFBank of WI
CFBank of WI
by Community First Bank of Boscobel
Free

Manage your finances on the go with this secure banking app. Organize transactions with tags and photos, set balance alerts, and make payments and transfers easily. Deposit checks instantly and find nearby branches and ATMs.

Organize transactions with tags, notes, and photosSet custom balance alertsMake payments to companies and friends
💰 Finance
(627)
free with in-app purchases