Best WealthCounsel alternatives: apps like WealthCounsel

10+ similar apps compared and reviewed

4.4 avg rating
10 free apps
Updated October 2026

WealthCounsel is great, but it's not the only option. Explore 10+ similar apps for iPhone and iPad, each reviewed and rated by real users. Find free alternatives, premium upgrades, and hidden gems.

Top Alternatives to WealthCounsel

3.7(14 ratings)
Free
LawPay screenshot 1
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Accept client payments securely and manage transactions on the go. This app is designed for legal professionals to process credit card payments, separate funds into trust or operating accounts, and capture digital signatures, ensuring compliance and convenience.

Law Mother#2

Law Mother by Plan Mother LLC

Your Wealthy Ever After
Strong Contender
πŸ’° Finance
5.0(1 ratings)
Free
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This app provides a community, tools, and expert guidance to help users achieve financial freedom. It offers step-by-step plans, live coaching, and access to financial, legal, and tax experts to simplify money management and investment decisions.

4.8😞(3.2K ratings)
Free
ARAG Legal screenshot 1
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Easily manage your legal needs with this app. Start a case, create legal documents, find and review network attorneys, and access your member ID. Secure access with passkeys ensures your information is protected.

What We Love

  • πŸ‘ Pleased with the help received
  • πŸ‘ Excellent resource
  • πŸ‘ Easy to open a case and find a good attorney
  • πŸ‘ Good service

Room to Improve

  • πŸ› Worst Attorney plan & Service
  • πŸ› Attorneys not accepting cases
  • πŸ› System issues and response
  • πŸ› Totally useless app
  • πŸ› App needs serious updating
  • πŸ› App has not worked since downloading it
  • πŸ› Lawyers are unresponsive
  • πŸ› Worst service
  • πŸ› Very disappointing
  • πŸ› Systems down
  • πŸ› Horrible or maybe I don't understand what they do
  • πŸ› Don't waste your money please don't
  • πŸ› Phone app doesn't allow me to enter the date when I started a case
  • πŸ› App not working
  • πŸ› Difficult to use
  • πŸ› Horrible
  • πŸ› It's so hard to find a lawyer
  • πŸ› Frustrating
  • πŸ› Password entry is broken and makes using this app a horrible experience
  • πŸ› The app will not let me log on to my account
  • πŸ› App freezes
  • πŸ› App buggy. Call them instead
  • πŸ› Needs updating

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4
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Ethos - Insurance & Wills
Ethos - Insurance & Wills
An Ethos Technologies company
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Secure your family's future with an all-in-one platform for life insurance and estate planning. Apply for term life insurance in minutes with no medical exams and create legally solid Wills and Trusts with guided tools.

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5
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The way money should feel.
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Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

View account balances and returnsTrack transactions and transfersAnalyze investment allocations
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6
Pinnacle Financial Partners
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Pinnacle Financial Partners
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Manage your finances on the go with this banking application. Check balances, transfer funds, pay bills, and deposit checks remotely. Securely access your accounts with biometric login and find nearby branches or ATMs.

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7
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Bank OZK Mobile Banking
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Manage your business finances on the go with this upgraded mobile banking app. It offers enhanced navigation, customizable account views, and quick tips for optimization. Securely transfer funds, deposit checks, and review transactions anytime, anywhere.

Business finance managementSecure transactionsMoney transfers
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Melio Business Payments
Melio Business Payments
Melio Business Payments
A simpler way to pay vendors
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This platform simplifies business payments and collections, offering flexibility in how you pay vendors and get paid by clients. Manage bills, send invoices, and track payments all from your mobile device.

Automate bill paymentsFlexible payment optionsGlobal vendor payments
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Investing, Spending, Net Worth
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Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
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iTrustCapital: Buy Crypto 24/7
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iTrustCapital: Buy Crypto 24/7
IRA & Non-IRA Crypto Accounts
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Invest in digital assets and precious metals with a secure platform offering 24/7 access to over 90 cryptocurrencies. Manage retirement savings with tax-advantaged IRAs or use Treasury Accounts for business and organizational needs.

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