Best Acorn Family Office Apps

249+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated July 2026

With an average user rating of 4.4โ˜…, the acorn family office category is one of the App Store's strongest. Browse all 249+ apps we track, sorted so the most loved ones surface first.

Compare top Acorn Family Office Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Acorn Family OfficeAcorn Family OfficeFreeโ€”NoNoJul 2026
2Fidelity InvestmentsFidelity InvestmentsFree4.8โ˜… (3.2M)NoNoAug 2026
3Fortitude Family OfficeFortitude Family OfficeFreeโ€”NoNoJun 2026
4ADP Mobile SolutionsADP Mobile SolutionsFree4.7โ˜… (4.4M)YesNoAug 2026
5Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6โ˜… (177K)YesNoJul 2026
6Julius Baer Brasil MobileJulius Baer Brasil MobileFreeโ€”NoNoMay 2026
7The Family Office CoThe Family Office CoFreeโ€”NoNoJul 2026
8EXE Client PortalEXE Client PortalFreeโ€”NoNoMay 2026

Top Picks for Acorn Family Office

Fidelity Investments#2

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.
Strong Contender
๐Ÿ’ฐ Finance
4.8๐Ÿ˜(3.2M ratings)
Free
#14in Finance
Fidelity Investments screenshot 1
Fidelity Investments screenshot 2
Fidelity Investments screenshot 3
Fidelity Investments screenshot 4
Fidelity Investments screenshot 5
Fidelity Investments screenshot 6

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

What We Love

  • ๐Ÿš€ Efficient app with quick access to accounts
  • ๐Ÿ”’ Secure login process
  • ๐Ÿ‘ Comprehensive research and data tools
  • ๐Ÿ’ก Ability to link external accounts for full financial view

Room to Improve

  • ๐Ÿ› Inaccurate account information and performance data
  • ๐Ÿ” Cluttered and unintuitive user interface
  • ๐Ÿ” Difficult to navigate and find desired features

More Acorn Family Office apps to explore

4
ADP Mobile Solutions
ADP Mobile Solutions
ADP Mobile Solutions
HR for Employees & Managers
Free

Access payroll, time, benefits, and HR information for yourself and your team. Track time, view pay statements, manage time off, and connect with colleagues. Managers can approve requests and view team calendars.

View pay & W2 statementsRequest and approve time offTrack time & attendance (punch in/out, timesheets)
๐Ÿ’ผ Business
(4.4M)
free with in-app purchases
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
(177K)
free
6
Julius Baer Brasil Mobile
Julius Baer Brasil Mobile
Julius Baer Brasil Mobile
by Banco BTG Pactual S.A.
Free
๐Ÿ’ฐ Finance
(0)
7
The Family Office Co
The Family Office Co
The Family Office Co
by THE FAMILY OFFICE COMPANY B.S.C. (CLOSED)
Free
๐Ÿ’ฐ Finance
(0)
8
EXE Client Portal
EXE Client Portal
EXE Client Portal
Access valuation & documents
Free
๐Ÿ’ฐ Finance
(0)
9
Acorns: Save & Invest Money
Acorns: Save & Invest Money
Acorns: Save & Invest Money
ETF, Stock Investing & Savings
Free

This app automates saving, investing, and spending to help you grow your financial wellness. It allows you to invest spare change, set recurring investments, and even invest in Bitcoin. You can also save for emergencies, retirement, and your children's futures.

Automated investingInvest spare changeRecurring investments
๐Ÿ’ฐ Finance
(956K)
subscription
10
JFG Family Office
JFG Family Office
JFG Family Office
by JOHNSON FINANCIAL GROUP LLC
Free

Manage your finances with an intuitive dashboard, interactive reports, and a secure document vault. This app offers budgeting tools and a complete financial overview in a user-friendly mobile interface.

Interactive financial dashboardDynamic investment reportsSecure document vault
๐Ÿ’ฐ Finance
(3)
free
11
Trusted Family Classic
Trusted Family Classic
Trusted Family Classic
Secure Family Office Platform
Free

This platform facilitates communication and engagement for multigenerational family businesses and family offices. It offers a secure, permission-based environment for sharing content, managing events, and connecting with family members, shareholders, and directors.

Family and business communicationRelationship buildingContent and event management
๐Ÿ’ผ Business
(8)
free
12
Stock Plan
Stock Plan
Stock Plan
Morgan Stanley at Work
Free

Manage your stock plan accounts on the go with this mobile application. View your balance, track vesting schedules, sell shares, and exercise options. Interactive visualizations provide key account information at a glance, with secure login options.

View stock plan account balance and activityCheck award vesting schedulesSell shares and exercise options
๐Ÿ’ฐ Finance
(7.7K)
free
13
Imperium Family Office
Imperium Family Office
Imperium Family Office
Monitor your entire portfolio
Free
๐Ÿ’ฐ Finance
(0)
14
American Century Investments
American Century Investments
American Century Investments
Invest for What Matters Most
Free

Manage your investments on the go with this app. Track balances, view performance, make additional investments, and access important documents. It helps you stay informed about market activity and your financial goals.

View account balances and performanceInteractive balance history chartsMake additional investments
๐Ÿ’ฐ Finance
(15)
free with in-app purchases
15
Seneschal Family Office
Seneschal Family Office
Seneschal Family Office
by Seneschal Advisors, LLC
Free
๐Ÿ’ฐ Finance
(0)
16
Park Avenueยฎ Wealth Management
Park Avenueยฎ Wealth Management
Park Avenueยฎ Wealth Management
by Park Avenue Securities
Free

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

Account balances and holdingsInvestment performance trackingPortfolio allocation overview
๐Ÿ’ฐ Finance
(21)
free
17
Wiss Family Office Portal
Wiss Family Office Portal
Wiss Family Office Portal
by WISS & Company, LLP
Free
๐Ÿ’ฐ Finance
(0)
18
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICOยฎ Score updates.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
๐Ÿ’ฐ Finance
(111K)
free
19
Eleven Family Office
Eleven Family Office
Eleven Family Office
by Jetson Systems, Inc.
Free
๐Ÿ“Š Productivity
(0)
20
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
by National Financial Services LLC
Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
๐Ÿ’ฐ Finance
(19K)
free

FAQ about Acorn Family Office

Are there free acorn family office apps for iPhone?
Yes โ€” 20 of the top acorn family office apps we rank are free to download, including Acorn Family Office and Fidelity Investments.
Acorn Family Office has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 249+ acorn family office apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.