Best 1865 Wealth Advisors Apps

213+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Whether you're new to 1865 wealth advisors or looking for an upgrade, our curated collection of 213+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Top Picks for 1865 Wealth Advisors

Alinea: Automated Investing#2

Alinea: Automated Investing by ALINEA INVEST, LLC

Expert Portfolios, AI Insights
Strong Contender
๐Ÿ’ฐ Finance
4.8๐Ÿ˜Š(85K ratings)
Free
#54in Finance
Alinea: Automated Investing screenshot 1
Alinea: Automated Investing screenshot 2
Alinea: Automated Investing screenshot 3
Alinea: Automated Investing screenshot 4
Alinea: Automated Investing screenshot 5
Alinea: Automated Investing screenshot 6

Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿ‘ User-friendly interface
  • ๐Ÿ’ก Innovative investing features
  • ๐Ÿš€ Streamlined investing process

Room to Improve

  • ๐Ÿ› Subscription charges without consent
  • ๐Ÿ› Difficulty cancelling subscriptions
  • ๐Ÿ› Slow customer support response times
Autopilot: Automated Investing#3

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Worth Considering
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(16K ratings)
FreeAds
#75in Finance
Autopilot: Automated Investing screenshot 1
Autopilot: Automated Investing screenshot 2
Autopilot: Automated Investing screenshot 3
Autopilot: Automated Investing screenshot 4
Autopilot: Automated Investing screenshot 5
Autopilot: Automated Investing screenshot 6

Automate your portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿš€ Automated trading
  • ๐Ÿš€ Follows successful investors
  • ๐Ÿ‘ Potential for good returns

Room to Improve

  • ๐Ÿ› Connectivity issues
  • ๐Ÿ› Bugs and glitches
  • ๐Ÿ’ฐ High subscription fees

More 1865 Wealth Advisors apps to explore

4
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

๐Ÿ’ผ Business
(1.5K)
5
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Save. Invest. Get richer daily
Free

Save and invest effortlessly with our user-friendly app that allows you to set financial goals, automate savings, and invest in mutual funds easily. Start building wealth today!

๐Ÿ’ฐ Finance
(11K)
6
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

An all-in-one investing application where you can trade options with rebates, earn high APY on a cash account, buy bonds, utilize AI investment analysis, manage portfolios with advanced tools, and access pre-market trading sessions. Take control of your investments and dive deep into financial analysis with ease.

๐Ÿ’ฐ Finance
(83K)
7
Ellevest: Investing for women
Ellevest: Investing for women
Ellevest: Investing for women
Build wealth for your future.
Free

An application optimized for women, Ellevest helps build personalized investment portfolios to achieve financial goals. With diversified portfolios, tax strategies, impact investing options, and expert guidance, Ellevest aims to empower women financially. Join over 3 million members today for $12/month and start investing for your future.

๐Ÿ’ฐ Finance
(5.8K)
8
Index Fund Advisors
Index Fund Advisors
Index Fund Advisors
Wealth Management โ€ข Taxes
Free

This educational investment app provides personalized wealth management services, evidence-based investing insights, and tools to help users achieve their long-term financial goals. Through the app, users can connect with financial advisors, access educational resources, and utilize investment planning tools to make informed decisions and invest with confidence.

๐Ÿ’ฐ Finance
(40)
9
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

๐Ÿ’ฐ Finance
(177K)
10
Stifel Wealth Tracker
Stifel Wealth Tracker
Stifel Wealth Tracker
by Stifel Financial Corp.
Free

"Access Stifel Wealth Tracker, a free financial management service accessible across multiple devices. Track your net worth, monitor financial progress, analyze investments, and access relevant research reports. Connect with a financial advisor easily for personalized assistance and guidance."

๐Ÿ’ฐ Finance
(181)
11
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

๐Ÿ’ฐ Finance
(37K)
12
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
Financial planning & advisory
Free

Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!

๐Ÿ’ฐ Finance
(90)
13
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This application helps users invest for the future, sign up for affordable health insurance plans, and learn smart financial habits. Join to master your money habits with automated investments, healthcare options, and educational resources.

๐Ÿ’ฐ Finance
(21K)
14
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
by National Financial Services LLC
Free

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

๐Ÿ’ฐ Finance
(19K)
15
Principalยฎ
Principalยฎ
Principalยฎ
Retire on your terms.
Free

Manage your retirement savings conveniently with our app, offering quick access to account information, personalized retirement tracking, financial education, and insurance details. Take control of your financial future with ease.

๐Ÿ’ฐ Finance
(227K)
16
Voya
Voya
Voya
by Voya Services Company
Free

Download our mobile app to easily save for retirement, manage your finances on-the-go, and access tools to boost your savings. Secure, intuitive, and designed to simplify money management, helping you retire with confidence.

๐Ÿ’ฐ Finance
(187K)
17
Baird Online
Baird Online
Baird Online
by Robert W. Baird & Co.
Free

Track your wealth effortlessly with our app designed to monitor financial plans, view portfolios, securely log in, check net worth, access key documents, stay informed with expert insights, and connect with your Baird advisor. Take control of your finances today.

๐Ÿ’ฐ Finance
(1K)
18
T. Rowe Price Personalยฎ
T. Rowe Price Personalยฎ
T. Rowe Price Personalยฎ
INVEST WITH CONFIDENCEยฎ
Free

Track your financial goals with a secure mobile app that helps you manage your retirement savings with features like viewing account activity, balances, and asset allocation. Invest with confidence and take control of your financial future.

๐Ÿ’ฐ Finance
(23K)
19
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC
Free

Manage your wealth and collaborate with your advisor using this comprehensive portal that provides essential tools for financial management. Access the platform to take control of your financial well-being.

๐Ÿ’ฐ Finance
(22)
20
Firstrade: Invest & Trade
Firstrade: Invest & Trade
Firstrade: Invest & Trade
Stocks, Options, ETFs.
Free

A commission-free investment app that allows users to trade stocks, ETFs, options, and mutual funds with no commission fees. Start investing easily and grow your portfolio with powerful tools and real-time market data.

๐Ÿ’ฐ Finance
(8.3K)