Best Wealthwise alternatives: apps like Wealthwise: Personal Finance

10+ similar apps compared and reviewed

4.6 avg rating
10 free apps
Updated November 2026

Whether you want more options like Wealthwise 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 Wealthwise

Exirio: Portfolio Tracker#1

Exirio: Portfolio Tracker by Exirio LLC

All your wealth, in one place
Editor's Choice
💰 Finance
4.6😊(26 ratings)
FreeIn-App Purchases
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Exirio: Portfolio Tracker screenshot 6

Track all your investments, from crypto and stocks to property and loans, in over 40 currencies. Gain a comprehensive view of your wealth, understand performance, and make informed decisions with detailed analytics and secure bank connections.

What We Love

  • 👍 User-friendly interface
  • 📈 Excellent net worth tracking
  • 💡 Great free tier
  • 🔗 Seamless Plaid integrations
  • 💰 Holistic wealth overview
  • 🌍 Multi-currency support
  • 🚀 Efficient data import
  • 💬 Responsive customer support
  • 📊 Detailed financial insights
  • 🏠 Tracks diverse assets (real estate, crypto, etc.)
  • ✨ Replaces spreadsheets effectively
  • 🚀 Quick AI import feature
  • 🌟 Highly recommended by users
  • 💼 Good for expats with cross-border investments
  • 💡 Intuitive design for beginners
  • ✅ Comprehensive portfolio tracking
  • 🗂️ Organizes finances in one place
  • 💯 Best in its sector/market
  • 🚀 Effortless multi-asset tracking
  • ✅ Powerful tool for wealth management
  • 💡 Advanced tracking capabilities
  • 🌐 Good international coverage
  • 🚀 Slick UX
  • 💡 Personal investment consultant
  • 🌟 Game-changer for financial management
  • ✅ Stable and reliable
  • 🗂️ Organizes investments by jurisdiction, currency, asset class
  • ⏱️ Saves time on tax and investment reporting
  • 📈 Automatically calculated returns
  • 🏠 Tracks stocks, real estate, cash
  • ✨ Smooth and accurate performance
  • 👍 Well-designed and useful
  • 🚀 Easy to use and navigate
  • ✅ Handles multi-currency portfolios well
  • 💡 User interface and functionality well-thought-out
  • 🚀 Tracks stocks and crypto
  • ✅ Manages portfolio and makes clear decisions
  • 💡 Currency conversion toggle useful for expats
  • 🌟 Outstanding app for managing investments
  • ✅ Calculates MWR and TWR
  • 📈 Tracks past and current gains/losses
  • 👍 Makes viewing, understanding, and tracking investments easy
  • 🚀 Regular updates and good customer support
  • 💡 User-friendly and easy to use
  • ✅ Highly recommended for anyone managing investments effectively
  • 🚀 Efficiently manages finances
  • 👍 Great for tracking advanced investments
  • 🚀 Replaces old spreadsheets
  • 💡 Personal consultant for investments
  • 💯 Most comprehensive wealth and investment tracker
  • 🚀 Fantastic app for tracking investments
  • ✅ Great PFM app
  • 💡 Valuable for tracking in different currencies and asset classes
  • 🚀 User-friendly and easy to use
  • ✅ Makes managing investments a breeze
  • 🚀 Sleek and intuitive interface
  • ✅ Top-notch portfolio managing app
  • 🚀 Convenient and better than spreadsheets
  • ✅ Worthwhile investment of time for data input
  • 🚀 Helps control all investments
  • 💡 All needs met and more
  • 🚀 Great UX and easy to use
  • ✅ Accurate and comprehensive view of assets/liabilities
  • 🚀 Awesome for tracking wealth
  • ✅ Does it all for wealth tracking
  • 🚀 User-friendly wealth tracker

Room to Improve

  • 🐛 Limited features for some users
  • 🐛 Only shows a few accounts when connected to broker
  • 🐛 App crashes frequently
  • 🐛 Failed to register
  • 🐛 Error after connecting Coinbase account
Wealthica#2

Wealthica by Wealthica Financial Technology Inc.

Track all your investments
Strong Contender
💰 Finance
4.0(22 ratings)
FreeIn-App Purchases
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Consolidate all your financial accounts into one platform. Automatically track your net worth, investments, and transactions from thousands of institutions. Gain an unbiased view of your wealth and manage your finances effectively.

WorthTracker#3

WorthTracker by Applitom

Track your net worth
Worth Considering
💰 Finance
4.7😐(358 ratings)
FreeIn-App Purchases
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Easily track your net worth by inputting all your assets and liabilities. Visualize your financial progress, asset allocation, and trends over time. This app offers a simple alternative to complex spreadsheets for managing your financial independence goals.

What We Love

  • 👍 Simple and easy to use
  • ✨ Clean and appealing layout
  • ✅ Does what it needs to
  • 💡 Valuable over time
  • 💰 Affordable subscription
  • 📈 Good for tracking wealth
  • 📊 Easy-to-read charts
  • 🚀 Fast updates
  • 🔒 No account syncing headaches
  • 💯 Manual tracking is perfect

Room to Improve

  • 💸 Too expensive subscription
  • 📉 Limited functionality
  • 🤷‍♂️ Overpriced for features
  • 🤔 Basic like a spreadsheet
  • 🔒 Basic privacy behind paywall
  • 😬 Inputting liabilities not straightforward
  • 🖥️ No desktop version

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This app provides comprehensive financial tracking, AI-powered budgeting, and personalized investment guidance. It helps users understand their spending, grow their wealth, and plan for major life events with secure account connections and expert advice.

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