Best Wave Wealth alternatives: apps like Wave Wealth

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

SYKON Capital by SYKON Capital LLC

Editor's Choice

0.0(0 ratings)

Free

The Bedford Group by TBG-Bedford Group LLC

Strong Contender

5.0(1 ratings)

Free

Manage your financial assets and communicate directly with your advisory team. Access your wealth information and stay connected with your financial advisors from anywhere.

Anchor Pointe Financial by Uptick Partners, LLC

Worth Considering

by SC&H Financial Advisors, Inc.

0.0(0 ratings)

Free

More apps like Wave Wealth

SC&H Wealth

(0)

by McGlone Suttner Wealth Management, Inc.

McGlone Suttner

Financial world connectivityMoney management toolsSecure access

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.

(1)

free

Holistic Planning+

Planning with Purpose

Real-time portfolio viewingSimplified reportingSync held-away accounts

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.

(2)

free

by Citizens State Bank of Marysville

CSB Marysville Mobile

Check account balances and transactionsTransfer funds between accountsPay bills and manage payees

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.

free with in-app purchases

(302)

Victory Bank Mobile App

Advyzon

By Advyzon

Client managementContact managementNote taking

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.

(7)

free

U.S. Century Bank Mobile

by U.S. Century Bank

Account balance and transaction reviewFund transfers between accountsBill payment functionality

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.

(8)

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