Best apps like UBS Wealth Management

8+ similar apps compared and reviewed

4.5 avg rating

8 free apps

Updated September 2026

UBS AG

Looking for something like UBS Wealth Management? We've analyzed 8+ 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

Transamerica Retirement App by Transamerica Retirement Solutions, LLC

Editor's Choice

💰 Finance

2.9😞(3.2K ratings)

Free

Transamerica Retirement App screenshot 1

Transamerica Retirement App screenshot 2

Transamerica Retirement App screenshot 3

Transamerica Retirement App screenshot 4

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

🚀 Easy to use
👍 Sleek and modern design
🚀 Quick access to account information
👍 Intuitive navigation
🚀 Efficient app performance

Room to Improve

🐛 Frequent crashes and bugs
🔒 Lack of security features (e.g., 2FA)
🔍 Limited functionality compared to website
🔍 Difficult to find specific account details
🔍 Outdated and clunky user interface

EFE by Edelman Financial Engines, LLC

Your Investment Advisor

Strong Contender

💰 Finance

4.6😐(7.6K ratings)

Free

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

👍 User-friendly
🚀 Easy to navigate
💡 Comprehensive account information
🔒 Secure login process
🚀 Convenient mobile access

Room to Improve

🐛 Inconsistent data updates
🔍 Limited functionality compared to website
🔍 Difficulty linking external accounts
🔍 Lack of detailed investment performance data
🔍 Confusing retirement projections

M1: Invest & Bank Smarter by M1 Finance LLC

Manage Money, Build Wealth

Worth Considering

💰 Finance

4.7😊(75K ratings)

FreeAds

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

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

More apps like UBS Wealth Management

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

💰 Finance

(65K)

free with in-app purchases

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

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)

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

💰 Finance

(412K)

free with in-app purchases

Ameriprise Financial

by Ameriprise

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

💰 Finance

(37K)

free