Best Ullmann Wealth Partners alternatives: apps like Ullmann Wealth Partners

10+ similar apps compared and reviewed

4.6 avg rating
10 free apps
Updated October 2026
Ullmann Wealth Partners
Ullmann Wealth Partners
Ullmann Wealth Partners Group LLC

Looking for something like Ullmann Wealth Partners? We've analyzed 10+ 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 Ullmann Wealth Partners

CFolio#1

CFolio by Himal Pokhrel

Crypto Portfolio Manager
Editor's Choice
💰 Finance
4.9(7 ratings)
Free
CFolio screenshot 1
CFolio screenshot 2
CFolio screenshot 3
CFolio screenshot 4
CFolio screenshot 5
CFolio screenshot 6

Manage your digital assets with this cryptocurrency portfolio tracker and market analysis tool. Get real-time updates on your holdings, track market movers, and stay informed with the latest crypto news. Set custom alerts for portfolio changes and enjoy a clean, intuitive interface.

Stock Inventory#3

Stock Inventory by Kevin Tang

Stock Portfolio Tracker
Worth Considering
💰 Finance
3.0(1 ratings)
FreeAdsIn-App Purchases
Stock Inventory screenshot 1
Stock Inventory screenshot 2
Stock Inventory screenshot 3
Stock Inventory screenshot 4
Stock Inventory screenshot 5
Stock Inventory screenshot 6

Track stock investments across multiple brokerages securely on your device. Monitor performance, dividends, and allocation with real-time insights and interactive charts. Offers a privacy-first design without requiring account credentials.

More apps like Ullmann Wealth Partners

4
Ledger - The Portfolio Tracker
Ledger - The Portfolio Tracker
Ledger - The Portfolio Tracker
Track Your Portfolio Gains
Free

This finance app helps investors understand their true investment performance by tracking gains and losses for each position. It focuses on simplicity, showing your holdings, current values, and performance without unnecessary distractions. All data is stored locally for enhanced privacy and security.

Track multiple holdings with purchase pricesCalculate total position value and gain/lossView portfolio-wide performance
💰 Finance
(0)
free
5
Ample: Financial Tracking
Ample: Financial Tracking
Ample: Financial Tracking
Safe Withdrawal, Net Worth
Free

Track your net worth, liquid net worth, and safe withdrawal rate. Automatically monitor stocks, ETFs, and cryptocurrency portfolio values. Set financial goals and visualize your progress with custom charts and widgets.

Portfolio account trackingNet worth and liquid net worth monitoringAnnual safe withdrawal rate calculation
💰 Finance
(2)
freemium
6
SocialTrade Live
SocialTrade Live
SocialTrade Live
chat and charts for traders
Free

Connect with traders globally, share ideas, and access advanced charting tools. This free app offers a vibrant community for discussing stocks, futures, and options, powered by an award-winning charting application.

Global trader chat (SlopeTalk)Trading posts and commentsInteractive charting application
💰 Finance
(27)
free with in-app purchases
7
Stock Portfolio Boss
Stock Portfolio Boss
Stock Portfolio Boss
Track stock price & portfolios
Free

Track stock portfolios, research company fundamentals, and set price alerts. Easily add earnings and dividend dates to your calendar. Monitor pre and extended market price changes with customizable charts.

Custom portfolio trackingPrice alerts and notificationsEarnings and dividend date calendar integration
💰 Finance
(10)
free with in-app purchases
8
Consider: Stock Portfolio
Consider: Stock Portfolio
Consider: Stock Portfolio
Free Investment Tracker
Free

Consolidate all your investment holdings from various brokerages into a single, real-time dashboard. Visualize your portfolio performance with live prices, heat maps, and detailed stock charts. Track key financial ratios and manage your cost basis without needing to link brokerage accounts.

Multi-account dashboardLive stock pricesPortfolio heat map
💰 Finance
(9)
free
9
mycentralbank.mobile
mycentralbank.mobile
mycentralbank.mobile
by Central Bank (FL)
Free

Aggregate all your financial accounts from various institutions into one convenient view. Manage transactions, set alerts, make payments, transfer funds, and deposit checks with ease. Secure your finances with passcode and biometric authentication.

Aggregate financial accountsOrganize transactions with tags and notesSet balance alerts
💰 Finance
(155)
free
10
Taylorsville Savings Bank
Taylorsville Savings Bank
Taylorsville Savings Bank
by Taylorsville Savings Bank SSB
Free

Manage your finances on the go with this mobile banking application. Perform essential banking tasks like checking balances, transferring funds, and paying bills securely from your device.

Manage accountsTransfer fundsPay bills
💰 Finance
(67)
ad-supported