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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. 1WP

    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. 2
    Acorns▲179

    Automated portfolio management monitoring your investments

    2014 · its alternatives →

  3. 3

    Boring investment tracker with local data storage

    2024 · its alternatives →

  4. 4
    Round▲93

    Tech-enabled wealth manager with Wall St’s top fund managers

    2020 · its alternatives →

  5. 5

    Your Gateway to smarter mutual fund investing

    2025 · its alternatives →

  6. 6

    Elevate your portfolio's performance

    2023 · its alternatives →

  7. 7

    The Ultimate AI Assistant for Wealth Management pro's

    2024 · its alternatives →

  8. 8

    Intelligent portfolio management for self-directed investors

    2022 · its alternatives →

  9. 9UW
  10. 10

    Open source wealth management platform

    2015 · its alternatives →

  11. 11

    App to perform advanced projections of your wealth growth

    2025 · redikhet.eu · its alternatives →

  12. 12

    Wealth Management just got easier.

    20d ago · quantridge.net · its alternatives →

  13. 13

    Mutual funds, stocks & long-term investment app

    2025 · its alternatives →

  14. 14

    AI-powered personalized family office for your wealth

    Jul 2026 · play.google.com · its alternatives →

  15. 15

    Tracking your assets and investments have never been easier

    2025 · its alternatives →

  16. 16

    Ad-free retirement & wealth planning for Indian investors

    Jul 2026 · play.google.com · its alternatives →

  17. 17

    Powering financial inclusion with secure aeps solutions

    2025 · its alternatives →

  18. 18

    Wealth manage Desktop App

    Dec 2025 · addywealth.vercel.app · its alternatives →

  19. 19

    AI wealth manager. All your assets, one app

    2025 · its alternatives →

  20. 20

    Private banking in your pocket.

    2025 · its alternatives →

  21. 21

    A-Finance: Your ultimate financial assistant & more.

    2025 · its alternatives →

  22. 22

    Finance, Investor and Digital Asset Community Super App

    Sep 2025 · play.google.com · its alternatives →

  23. 23

    Expense Tracking, Wealth Management, Personal finance

    19d ago · play.google.com · its alternatives →

  24. 24

    Track stocks, crypto, budget & net worth -- privately

    Mar 2026 · wealthpulseapp.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 →