Best apps like Ullman Wealth Management Inc.

29+ similar apps compared and reviewed

4.6 avg rating
10 free apps
Updated July 2026

Looking for something like Ullman Wealth Management Inc.? We've analyzed 29+ 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.

4
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
5
Simfolio - Financial Planner
Simfolio - Financial Planner
Simfolio - Financial Planner
Retirement calculator, planner
Free

Plan your financial future and retirement with this app. Track your net worth, forecast wealth growth, and set financial goals. Easily visualize your investment portfolio's future performance without complex spreadsheets.

Net worth tracking and forecastingRetirement planningFinancial goal setting
💰 Finance
(2)
free with in-app purchases
6
Canchek-eID
Canchek-eID
Canchek-eID
by Canchek Corporation
Free
💰 Finance
(0)
7
Total Wealth Tracker
Total Wealth Tracker
Total Wealth Tracker
Asset and Net Worth Calculator
Free

Easily track your assets, investments, and net worth to achieve financial freedom and empower your retirement. Gain meaningful insights into your financial data, including stock portfolios and real estate investments, to build wealth effectively.

Personal financial freedom goal settingConsolidated net worth overviewStock portfolio performance tracking
💰 Finance
(1)
free
8
Mandeville
Mandeville
Mandeville
by Webility Solutions Inc.
Free

Manage your investment portfolio, view account balances, and access transaction history. Connect with your advisor, explore the Investor Academy for insights, and utilize investment calculators. Stay informed with news, market commentary, and educational videos.

Portfolio accessAccount balance trackingTransaction history
💰 Finance
(0)
free
9
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
(104)
free with in-app purchases
10
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)
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