Best apps like UBS Wealth Management

10+ similar apps compared and reviewed

4.5 avg rating
10 free apps
Updated July 2026

Looking for something like UBS Wealth Management? We've analyzed 10+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to UBS Wealth Management

2.9๐Ÿ˜ž(3.2K ratings)
Free
Transamerica Retirement App screenshot 1
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Transamerica Retirement App screenshot 5

Manage your retirement savings and investments on the go. Access account balances, track performance, and adjust savings or investment strategies. Utilize tools to project future retirement outlook based on your current plan.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿ‘ Sleek and modern design
  • ๐Ÿš€ Quick access to account information
  • ๐Ÿ‘ Intuitive navigation

Room to Improve

  • ๐Ÿ› Frequent crashes and bugs
  • ๐Ÿ”’ Lack of security features (e.g., 2FA)
  • ๐Ÿ” Limited functionality compared to website
EFE#2

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(7.4K ratings)
FreeAds
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Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

What We Love

  • ๐Ÿ‘ User-friendly
  • ๐Ÿš€ Easy to navigate
  • ๐Ÿ’ก Comprehensive account information
  • ๐Ÿ”’ Secure login process

Room to Improve

  • ๐Ÿ› Inconsistent data updates
  • ๐Ÿ” Limited functionality compared to website
  • ๐Ÿ” Difficulty linking external accounts
M1: Invest & Bank Smarter#3

M1: Invest & Bank Smarter by M1 Finance LLC

Manage Money, Build Wealth
Worth Considering
๐Ÿ’ฐ Finance
4.7๐Ÿ˜Š(74K ratings)
FreeAds
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This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

What We Love

  • ๐Ÿš€ Great update and app
  • ๐Ÿš€ Wonderful app to organize accounts
  • ๐Ÿš€ Easiest visual long-term investing app
  • ๐Ÿ‘ Excellent service and good app

Room to Improve

  • ๐Ÿ” Stop pushing users to take on margin debt
  • ๐Ÿ› Buggy and glitchy app
  • ๐Ÿ” Confusing and baffling app

More apps like UBS Wealth Management

4
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts
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5
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
๐Ÿ’ฐ Finance
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6
TIAA
TIAA
TIAA
by Teachers Insurance and Annuity Association America
Free

Manage your retirement and brokerage accounts securely with this app. Monitor investments, track fund performance, and trade equities, ETFs, and mutual funds. Set financial goals and access support tools.

Secure login (password, Touch ID, Face ID)Investment and retirement plan managementBrokerage trading (equities, ETFs, mutual funds)
๐Ÿ’ฐ Finance
(8.3K)
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7
Empower ยฎ
Empower ยฎ
Empower ยฎ
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
๐Ÿ’ฐ Finance
(397K)
free with in-app purchases
8
Empower Personal Dashboardโ„ข
Empower Personal Dashboardโ„ข
Empower Personal Dashboardโ„ข
Personal Capital
Free

Consolidate all your financial accounts in one place to gain a clear view of your net worth. Plan for retirement, track investments, and budget expenses with automated organization. Securely manage your money and make informed financial decisions.

Consolidate all financial accountsTrack net worthRetirement planning and calculator
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9
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
๐Ÿ’ฐ Finance
(37K)
free
10
Schwab Workplace Retirement
Schwab Workplace Retirement
Schwab Workplace Retirement
by The Charles Schwab Corporation
Free

This application provides recordkeeping and related services for retirement plans. It is part of the services offered by a financial institution to manage your retirement accounts.

Retirement plan recordkeepingRelated administrative servicesAccount management
๐Ÿ’ฐ Finance
(63K)
free with in-app purchases