Top 15 WealthBar Alternative and Similar Softwares | Dec 2024

1. SoFi

Wealth management for $5 per month for each $100K.Free for SoFi borrowers. We’ll manage your first $10K for free. Then the management fee is just $5 per month for each $100K invested. Invest Your Money (in 5 minutes)Define Goals: We help you figure out goals and how much you can...... TpSort Score | 743,000

2. Wealthfront

Have you invested the right way?Portfolio Review will analyze your current investment portfolio. It provides data-driven, actionable recommendations to improve net-of-fee, after-tax, risk-adjusted return. Have a world-class investment team in your corner.With financial experts such as Burton Malkiel and Charles Ellis, Wealthfront’s investment team accumulates more than 200 years of...... TpSort Score | 134,000

3. Vanguard

Long-term investing is now even easier. With this free app for iPhone®, the tools you need to securely manage your Vanguard accounts are at your fingertips.Now available– Create a watch list to monitor up to 30 funds, stocks, and ETFs on your device.– View the cost basis information for either...... TpSort Score | 2,560,000

4. Fidelity Investments

Fidelity Investments for iPhone gives you access to brokerage and workplace savings accounts*, with the ability to trade stocks, deposit checks, and get real-time quotes.The Fidelity app offers new functionality to ensure you can take advantage of your next trading opportunity wherever you are. Features include: • Multi-Leg options trading...... TpSort Score | 272,000

5. Interactive Brokers

Interactive Brokers LLC is a member of NYSE, FINRA, SIPC. Interactive Brokers Group (IB Group) and its predecessor companies have been building trading technology for 38 years. IB Group consolidated equity capital exceeds $5 billion following the payment of a special cash dividend of approximately $1 billion pre-tax."Create technology to...... TpSort Score | 2,550,000

6. Morgan Stanley

This application is for Morgan Stanley institutional clients with a valid Client Link account. Morgan Stanley clients can access the firm's investment research virtually anywhere, at any time with the new Morgan Stanley Research application for the iPad or iPhone. - The latest research from our industry-leading analysts...... TpSort Score | 6,370,000

7. Loyal3

Democratizing the stock market, making it easy and affordable for everyone to invest in brands they love, and IPOs, fee-free.Our mission is to make it easy and affordable for people to own the brands they love. Own What You Love® reflects this principle.No fees charged for enrollment, transactions, or account...... TpSort Score | 28,300,000

8. J.P. Morgan Mobile

Access to J.P. Morgan Private Bank and J.P. Morgan Securities accounts on your iPhone or iPod touchEligible clients can view accounts, make transactions and access market intelligence.For J.P. Morgan Private Banking and J.P. Morgan Securities clients, it’s easy to manage your investment, banking, and credit accounts at anytime from your...... TpSort Score | 518,000,000

9. USAA Mobile

USAA mobile gives you immediate and secure account access from your mobile device....... TpSort Score | 87,800,000

10. U.S. Bank

What would you do if you had more time?Work, play, whatever you like > Get information quickly and schedule payments in advance.Live more, type less >Believe it or not, you can snap a picture to pay bills and make deposits.Stay close >Your family, friends or people you work with can...... TpSort Score | 94,300,000

11. TD Ameritrade

TD Ameritrade combines innovative trading technology, easy-to-use and understand trading tools, investment services, investor education and outstanding client service to create a great financial services experience. To learn more about TD Ameritrade, please visit our sites listed below.Brokerage services, including: trading stocks, options, futures, forex, mutual funds, bonds, ETFs, CDs,...... TpSort Score | 197,000

12. Robinhood

Robinhood is a new way to invest in the stock market. For...... TpSort Score | 188,000,000

13. KeyBank Mobile

Take control of your money, and bank the way you were meant to bank – anytime, anywhere. With a simple design and features that let you transfer funds, make payments, open an account and even deposit checks*, our iPhone app** has features that are streamlined for today’s on-the-go world. Our...... TpSort Score | 85,900,000

14. RBC Mobile

By selecting Install, you consent to the installation of RBC® Mobile¹, which gives you the simplicity and convenience of everyday banking and investing no matter where you are or what you’re doing. You are entitled to and consent to future updates or upgrades to RBC Mobile, which may be automatically...... TpSort Score | 87,200,000

15. Goldman Sachs Private Wealth Management

The Goldman Sachs Private Wealth Management app offers private clients mobile access to their portfolio data information, market news and insights from across Goldman Sachs. The Private Wealth Management app offers you: - Convenient access to your portfolio information, including positions, asset allocation and recent transactions- Easy, secure communication with...... TpSort Score | 8,770,000