Best apps like Ullman Wealth Management Inc.

22+ similar apps compared and reviewed

3.7 avg rating
10 free apps
Updated September 2026

Looking for something like Ullman Wealth Management Inc.? We've analyzed 22+ 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 Ullman Wealth Management Inc.

More apps like Ullman Wealth Management Inc.

3
Burgundy
Burgundy
Burgundy
Mobile Portfolio Information
Free

Access your investment portfolio information on the go. View market value, net contributions, and rate of return. Track transactions, access reports, and connect with your financial team.

Portfolio dashboard with key metricsDetailed account information and holdingsTransaction tracking with filters
💰 Finance
(0)
free
4
Canchek-eID
Canchek-eID
Canchek-eID
by Canchek Corporation
Free
💰 Finance
(0)
5
Net Worth by BalanceViewer
Net Worth by BalanceViewer
Net Worth by BalanceViewer
Portfolio tracker. Investment
Free

Track your financial portfolio by updating account balances monthly. This app supports numerous currencies and investment types, providing a clear overview of your net worth without requiring sensitive data or bank linking.

Monthly balance updatesSupports 162 currenciesTracks stocks, ETFs, Mutual Funds
💰 Finance
(106)
free with in-app purchases
6
Square One
Square One
Square One
Home, Tenant and Car Insurance
Free

Easily quote, purchase, and manage home or car insurance policies on the go. Submit and track claims, and get expert help from licensed agents via webchat or phone. Get personalized coverage in minutes.

Quote and buy insuranceManage policiesSubmit and track claims
💰 Finance
(0)
ad-supported
7
PaySimply
PaySimply
PaySimply
Pay your CRA taxes and bills
Free

This app offers a fast and secure way to pay over 11,000 types of taxes and bills without account setup. It provides flexible payment options and reminders to help users avoid missing due dates.

Pay over 11,000 tax and bill typesSet payment remindersSave information for repeat payments
💰 Finance
(31)
free
8
Stock Tracker: Market Watch
Stock Tracker: Market Watch
Stock Tracker: Market Watch
Live Prices, Alerts & News
Free

This app helps you monitor your investments with real-time price updates, customizable alerts for market movements and stop-loss levels, and integrated news. Manage multiple portfolios and individual stock performance with ease, ensuring you never miss a crucial market change.

Track multiple portfoliosMonitor individual stock purchasesSet stop-loss and % movement alerts
💰 Finance
(229)
free with in-app purchases
9
CIBC Mobile Business
CIBC Mobile Business
CIBC Mobile Business
by CIBC
Free

Manage your business cash flow securely on the go. View account balances and transactions, approve or reject payments, and get FX rates. Receive notifications for required actions and access up to 60 days of history.

View account balances and transactionsApprove/reject paymentsObtain foreign exchange rates
💰 Finance
(1)
free
10
IG Wealth
IG Wealth
IG Wealth
Easy account access, any time
Free

Securely access your IG Wealth Management accounts from your mobile device. View your financial plan, portfolio snapshot, account statements, and recent transactions. Receive paperless statements and important updates anytime, anywhere.

Account accessFinancial plan viewingPortfolio snapshot
💰 Finance
(204)
free