WealthMore vs Sumly
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
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.
- Connect with wealth advisors
- Invest in managed portfolios
- Join a financial community
- Track goals and progress
- Exclusive Wealth Plan tool
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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.
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.
- 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
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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
Verdict
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
Both are free to download. Sumly sells 2 in-app purchases, starting at $39.99 per month. WealthMore asks for nothing beyond the download.
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.
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.
| Parameter | WealthMore | Sumly |
|---|---|---|
| Price | Free | Free |
| Rating | 4.0 (9 ratings) | 5.0 (5 ratings) — better |
| Positive reviews | 71.4% of reviews | 100.0% of reviews — better |
| Number of ratings | 9 — better | 5 |
| Update frequency | Every 2 weeks | Every 9 days — better |
| Ads | No | No |
| In-app purchases | No — better | Yes |
| Monetization | Freemium | Free with in-app purchases |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 15.1 — better | 15.6 |
| Further details — not scored | ||
| Size | 67 MB | 44 MB |
| Age rating | 4+ | 4+ |
| Developer | WealthMore | Sumly |
Customer experience
WealthMore
Sumly
In-app purchases
WealthMore
No in-app purchases
Sumly
- Pro Subscription7 Days trial2 variants$39.991 Month
- Pro Subscription7 Days trial$49.991 Month









