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Free
Best apps like Wealth Personal
10+ similar apps compared and reviewed
4.3 avg rating
10 free apps
Updated July 2026
Looking for something like Wealth Personal? 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 Wealth Personal
CapitPlan by ISF SECURITIES LIMITED
Strong Contender
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FreeIn-App Purchases
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NHTrust
by THE NEW HAMPSHIRE TRUST COMPANY
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Securely access and manage your financial portfolio with a comprehensive 360-degree view of your wealth. This app offers convenient access to account balances, document sharing, and team communication for clients of NHTrust Wealth Management.
Secure portfolio access360-degree financial viewCheck account balances
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Reminder$
Track your pending payments
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Blue Pelican Wealth
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Ledger Mate
Super simple account register!
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Manually track bank accounts, balances, and transactions without logins or syncing. Organize finances with custom tags and filter by date range for clear insights into spending. Offers full control over financial records.
Multiple account managementManual transaction entryCustom transaction tags
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Pocket Plan App
Retirement Investment Budget
Free
Manage your personal finances and retirement planning with this comprehensive app. Connect accounts, track your retirement score, visualize future scenarios, and generate clear financial reports. Collaborate with financial advisors for enhanced planning.
Connect bank, retirement, and investment accountsTrack Retirement ScoreVisualize future financial scenarios
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Personal Financial Plan Wiz
by PF Wiz LLC
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This app helps you plan for your lifetime financial goals with a DIY approach. It allows for 'what if' analysis on various financial variables and provides tips to improve your financial forecast. Get started on saving money and assessing your financial future.
Project financial variables through retirementAssess alternative financial outcomesGet tips to improve financial forecast
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Prosper - Financial Planner
Track Net Worth, Loans & FIRE
Free
Plan your financial future with interactive projections for net worth, cash flow, and retirement. Simulate major life decisions and optimize financial goals like mortgage payments. Data is stored locally for privacy with optional cloud sync.
Interactive net worth and cash flow projectionsWhat-if scenario testingInflation-adjusted projections
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freemium