Comparison

WealthMore vs Sumly

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head
About

WealthMore

Connect with expert wealth advisors and a supportive community to build your financial future. Invest in managed portfolios, track your progress, and access exclusive tools to achieve your goals.

Highlights
  • Connect with wealth advisors
  • Invest in managed portfolios
  • Join a financial community
  • Track goals and progress
  • Exclusive Wealth Plan tool
Features
Read full description

Investors with wealth advisors do better. Join the wealth community led by experts. WealthMore makes it easier to build the wealth and life you want—with expert guidance, community support, and access to investment portfolios managed by our real wealth advisors. Whether you’re just getting started or ready to grow what you’ve already built, our app helps you: Connect with our trusted wealth advisors Invest in advisor-led diversified portfolios Join a supportive financial community Track your goals, savings, and progress Plans for Every Step of Your Journey: Free Community Membership – Join groups of likeminded wealth builders. All led by our wealth advisors. Get access to our Exclusive Wealth Plan tool, plus insights, content, timely market updates. Invest+ – Start working 1:1 with a wealth advisor and investing with just $5,000. Our Invest+ plan is only $25/month Premium Advice+ – Work 1-on-1 with a dedicated wealth advisor, invest in our diversified manage portfolios, manage your external and WealthMore investments all-in-one place. Premium Advice+ is only $125/month Built by financial professionals who believe wealth is for everyone. As Seen In: Forbes, TechCrunch, Essence, Black Enterprise, and more. Download WealthMore today. Because building wealth is better together.

About

Sumly

Manage business and personal finances, file taxes with confidence, and track expenses automatically. This app helps self-employed individuals identify tax savings and avoid missing deadlines with smart reminders and expert support.

Highlights
  • Streamlined tax filing for self-employed
  • Automatic expense tracking and categorization
  • Real-time tax savings visualization
  • Quarterly estimate reminders
  • Deduction opportunity flagging
  • Priority tax expert support
Features
Read full description

Sumly is the financial home for the self-employed. Whether you're a freelancer, independent consultant, contractor, or single-member LLC, Sumly gives you one place to manage business and personal finances, file your taxes, and stop leaving money on the table. The average self-employed professional overpays $2,350 in taxes every year. Sumly changes that. What you can do with Sumly File your taxes with confidence: A streamlined filing experience built for self-employed income, deductions, and the complexity that comes with working for yourself. Automatic expense tracking: Your expenses are captured and categorized automatically. No spreadsheets, no manual uploads, no end-of-year scramble. Real-time tax savings: Watch your tax bill decrease as deductions are applied. You always know where you stand. Quarterly estimate reminders: Never miss an IRS deadline. Smart nudges keep you on schedule all year. Top deduction opportunities: Sumly flags high-impact deductions you might be missing so nothing gets left behind. Priority support from a tax expert: When you have questions, a real tax expert is available to help fast. Stay organized year-round and walk into filing season with clarity and confidence. Privacy Policy: https://www.getsumly.com/legal-pages/privacy-policy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Screenshots

WealthMore4 screens
Sumly4 screens

Verdict

The call

The clearest difference is rating: Sumly at 5.0 against WealthMore's 4.0. Sumly also leads on review sentiment (100% vs 71%). WealthMore's advantage is in-app purchases (none vs 3). On price, ratings volume, update cadence and ads there is nothing between them.

Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS

CostPrice · In-app purchases · Ads · Monetization

Both are free to download. Sumly sells 2 in-app purchases, starting at $39.99 per month. WealthMore asks for nothing beyond the download.

ReceptionRating · Positive reviews · Number of ratings

Sumly holds the better App Store score, 5.0 against 4.0. Both are backed by a comparable volume of ratings — 9 and 5 respectively. Written reviews point the same way: 71% of WealthMore's written reviews are positive against 100% of Sumly's.

UpkeepUpdate frequency

WealthMore ships an update every 2 weeks, Sumly every 9 days. The most recent releases landed on September 16, 2026 and September 17, 2026 respectively.

Scorecard3 real differences · 7 level
WealthMore versus Sumly: the parameters behind the verdict, then further details
ParameterWealthMoreSumly
PriceFreeFree
Rating4.0 (9 ratings)5.0 (5 ratings) — better
Positive reviews71.4% of reviews100.0% of reviews — better
Number of ratings9 — better5
Update frequencyEvery 2 weeksEvery 9 days — better
AdsNoNo
In-app purchasesNo — betterYes
MonetizationFreemiumFree with in-app purchases
DevicesiPhone, iPad, iPodiPhone, iPad, iPod
Requires iOS15.1 — better15.6
Further details — not scored
Size67 MB44 MB
Age rating4+4+
DeveloperWealthMoreSumly

Customer experience

WealthMore

All ratings9 ratings
Positive66.7%
Neutral11.1%
Negative22.2%
Written reviews7 reviews
Positive71.4%
Neutral14.3%
Negative14.3%

Sumly

All ratings5 ratings
Positive100.0%
Neutral0.0%
Negative0.0%
Written reviews1 reviews
Positive100.0%
Neutral0.0%
Negative0.0%

In-app purchases

None

WealthMore

No in-app purchases

2 purchases

Sumly

Subscriptions2
  • Pro Subscription7 Days trial2 variants$39.991 Month
  • Pro Subscription7 Days trial$49.991 Month

Questions

Is WealthMore free?
WealthMore is free to download, with no in-app purchases.
Is Sumly free?
Sumly is free to download, with in-app purchases available.
Which has better reviews, WealthMore or Sumly?
Sumly is rated higher. WealthMore averages 4.0 out of 5 from 9 ratings, while Sumly averages 5.0 from 5 ratings.
Do WealthMore or Sumly have ads?
Neither WealthMore nor Sumly shows ads.
Which is updated more often, WealthMore or Sumly?
WealthMore ships an update every 2 weeks, and Sumly every 9 days. Most recently, WealthMore was updated on September 16, 2026 and Sumly on September 17, 2026.

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