Commerce · alternatives · 2026
24 alternatives to WealthERP
Mutual fund & wealth management software
Below are 24 products that do a similar job, ranked by how close each is in meaning and then by launch-day votes.
- 1
Thank you for your comments, just some context: - The app is a simple desktop application that works on macOS, Windows, and Ubuntu. - I developed this app for my own needs. Getting tired of SaaS app subscriptions and privacy concerns. - For now, the activities are logged manually or imported from a CSV file. No integration with Plaid or other platforms. - No monetization is planned for now (only a "buy me a coffee" if you use and appreciate the app).
2024 · wealthfolio.app · its alternatives →
- 2
Use wealthbot.io to easily setup your own wealth management platform ⛺ - wealthbot-io/wealthbot
2015 · github.com · its alternatives →
- 3
Acorns▲179Automated portfolio management monitoring your investments
2014 · acorns.com · its alternatives →
- 4
- 5LO
2019 · lannister.capital · its alternatives →
- 6
Wealthfolio▲167Boring investment tracker with local data storage
2024 · wealthfolio.app · its alternatives →
- 7
Round▲93Tech-enabled wealth manager with Wall St’s top fund managers
2020 · investround.com · its alternatives →
- 8
- 9
Elevate your portfolio's performance
2023 · primeinvestor.in · its alternatives →
- 10
- 11
- 12
File income tax returns, save taxes, invest in mutual funds
2021 · play.google.com · its alternatives →
- 13
Smart investing made simpler (and prettier)
2016 · wealthsimple.com · its alternatives →
- 14
Intelligent portfolio management for self-directed investors
2022 · globalpredictions.com · its alternatives →
- 15
Why Mutualfund software attract more customers for advisors?
2020 · wealthelite.in · its alternatives →
- 16
- 17
App to perform advanced projections of your wealth growth
2025 · redikhet.eu · its alternatives →
- 18
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- 20
IntelliInvest - Stock Market & Mutual Fund Analysis
2019 · play.google.com · its alternatives →
- 21
Wealth Guard▲11Tracking your assets and investments have never been easier
2025 · wealthguardapp.de · its alternatives →
- 22
DIY.FUND▲8Free portfolio management software for the individual invest
2016 · diy.fund · its alternatives →
- 23
Digital Wealth Management and Free Personal Finance Tools
2019 · personalcapital.com · its alternatives →
- 24
GuideFin▲4Ad-free retirement & wealth planning for Indian investors
Jul 2026 · play.google.com · its alternatives →
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Ranked by how close each launch is in meaning, then by votes. Prices were read from each product’s own site when checked and can change. Refine with your own description →