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Wealthbox

Wealthbox alternatives

Smart CRM for financial advisors

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The best alternatives to Wealthbox are Swadesh Money, NerdWallet for iOS, and Bench Accounting. If these 3 options don't work for you, we've listed a few more alternatives below.
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Best alternatives to Wealthbox
  • Swadesh Money
    1. Swadesh Money
    15 reviews
    25 alternatives
    Learn more
    Open a zero-balance U.S. account in 3 minutes using just your passport and visa, and enjoy seamless cross-border transfers & secure U.S. banking! Receive a FREE US SIM card and a virtual VISA debit card to start transacting instantly when you sign up. Deposits are insured for up to $250,000 and held in partnership with Evolve Bank & Trust. Swadesh is a financial technology company, not a bank. Banking services provided by SolidFi in partnership with Evolve Bank and Trust, N.A; Members FDIC
  • NerdWallet for iOS
    2. NerdWallet for iOS
    5 alternatives
    Learn more
    Chat with in-house financial advisors on all things 💰
  • Bench Accounting
    3. Bench Accounting
    20 reviews
    30 alternatives
    Learn more
    Get real-time cash flow updates and connect with your bookkeeper with Bench for iPhone—the companion app to North America's largest bookkeeping service. With Bench for iPhone, you can check in on your business performance in seconds with real-time cash flow updates and intuitive visual reports. Need to contact your bookkeeper? No sweat—chat with them in seconds via the message feed.
  • Cha'Ching
    4. Cha'Ching
    8 alternatives
    Learn more
    Cha'Ching helps you split up your income to ensure you’re maximizing every dollar you earn by allocating a percentage to certain customizable categories of your choice, like savings/emergency fund, investing, charity, traveling, and more.