Manage client information, notes, tasks, and documents on the go. This app provides advisors with essential tools for client management in a mobile-friendly format.
Best apps like Wave Wealth
10+ similar apps compared and reviewed
4.5 avg rating
10 free apps
Updated August 2026
Whether you want more options like Wave 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 Wave Wealth
U.S. Century Bank Mobile by US Century Bank
Strong Contender
💰 Finance
4.0(8 ratings)
Free
Manage your finances on the go with this banking app. Review account balances, transfer funds, pay bills, and locate ATMs and branches securely. It requires online banking enrollment for full functionality.
SYKON Capital by SYKON Capital LLC
Worth Considering
💰 Finance
0.0(0 ratings)
Free
More apps like Wave Wealth
4
Anchor Pointe Financial
by Uptick Partners, LLC
Free
💰 Finance
(0)
5
SC&H Wealth
by SC&H Financial Advisors, Inc.
Free
💰 Finance
(0)
6
McGlone Suttner
by McGlone Suttner Wealth Management, Inc.
Free
Manage your finances securely and conveniently from your mobile device. This application provides the tools to confidently oversee your money anytime, anywhere, all in one accessible location.
Financial world connectivityMoney management toolsSecure access
💰 Finance
(1)
free7
Holistic Planning+
Planning with Purpose
Free
Access and monitor your investment portfolios from any device. View real-time trades, transactions, holdings, and performance. Sync held-away accounts and receive important notifications from your advisor.
Real-time portfolio viewingSimplified reportingSync held-away accounts
💰 Finance
(2)
free8
CSB Marysville Mobile
by Citizens State Bank of Marysville
Free
Manage your bank accounts on the go with this mobile banking application. Check balances, transfer funds, pay bills, deposit checks, and find nearby branches or ATMs. Secure sign-on options are available.
Check account balances and transactionsTransfer funds between accountsPay bills and manage payees
💰 Finance
(302)
free with in-app purchases9
CNH Capital MyAccount
Account management made easy.
Free
Manage your Productivity Plus Line of Credit accounts easily and securely. Review account details, make payments, and go paperless all from your mobile device. Designed for everyday efficiency, it simplifies billing and payments.
Account managementSecure sign-in with multi-factor authenticationView account details
💰 Finance
(1)
free10
Victory Bank Mobile App
by Victory Bank (TX)
Free
💰 Finance
(0)