Best Acorn Family Office Apps

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.

Stock Plan

Morgan Stanley at Work

Free

Manage your stock plan accounts with this app, offering features like viewing balances, tracking vesting, and selling shares. It provides interactive data visualizations and a curated view of your portfolio, accessible via secure login.

Park Avenue® 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.

Acorn Creek App

by Acorn Creek Capital, LLC

Free

This app allows Acorn Creek Capital clients to manage their finances. View investments, track net worth, develop budgets, and monitor expenses. Securely store documents and access team contact information.

Ally: Bank, Auto & Invest

The app for all things money

Free

Manage your bank, investment, and auto accounts in one secure, convenient app. Features include smart savings tools, commission-free trading, and vehicle payment management. Get paid early and avoid fees with this comprehensive financial management solution.

Empower ®

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.

Wealthscape Investor℠

by National Financial Services LLC

Free

Manage your brokerage accounts on the go with an enhanced user experience. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Advanced security features protect your financial data.

Family Management Corporation

by FAMILY MANAGEMENT CORPORATION

Free

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

Trustworthy - The Family OS®

Secure your family documents

Free

This app provides a secure, centralized platform to organize and protect all your important family information, from financial and legal documents to passwords and IDs. It facilitates collaboration among family members and offers expert assistance for digital organization.

Oxford Financial Group, Ltd.

by Oxford Financial Group, Ltd.

Free

This app offers a secure and user-friendly financial dashboard. Track investments, view consolidated holdings, and access important documents in a private vault. It provides interactive reports and budgeting tools for comprehensive financial management.

M1: AI Wealth Management

Investing, saving & advice

Free

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice integrated directly into your accounts. It acts as a registered fiduciary, legally bound to your best interests, providing on-demand portfolio reviews and custom investment strategies.