Best Aegis Wealth Management Apps

222+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated May 2026

Finding the right aegis wealth management app can be overwhelming with so many options. We've analyzed 222+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Top Picks for Aegis Wealth Management

Titan: Your Wealth Team#2

Titan: Your Wealth Team by Titan Global Capital Management, Inc.

Investing, Wealth Management
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(7K ratings)
FreeAds
Titan: Your Wealth Team screenshot 1
Titan: Your Wealth Team screenshot 2
Titan: Your Wealth Team screenshot 3
Titan: Your Wealth Team screenshot 4
Titan: Your Wealth Team screenshot 5
Titan: Your Wealth Team screenshot 6

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

What We Love

  • ๐Ÿ’Ž Consistent growth
  • ๐Ÿค Exceptional customer service
  • ๐Ÿ“š Great education and content
  • ๐Ÿ” Unique investing strategies

Room to Improve

  • ๐Ÿ’ฐ High membership and advisory fees, with less ROI
  • ๐Ÿ”’ Locked funds and strategy
  • ๐Ÿ”„ Changing policies and fees
4.8๐Ÿ˜ž(11K ratings)
FreeAds
Northwestern Mutual screenshot 1
Northwestern Mutual screenshot 2
Northwestern Mutual screenshot 3
Northwestern Mutual screenshot 4
Northwestern Mutual screenshot 5
Northwestern Mutual screenshot 6

Quickly manage your Northwestern Mutual accounts on the go with the app. View investment account history, insurance policy details, and make premium payments easily. Download now for seamless financial management.

What We Love

  • ๐Ÿ‘ Simple interface
  • ๐Ÿ‘ User-friendly
  • ๐Ÿš€ Helps track finances
  • ๐Ÿš€ Consolidates financial information

Room to Improve

  • ๐Ÿ› Limited functionality
  • ๐Ÿ› Unreliable account linking
  • ๐Ÿ› Frequent login issues

More Aegis Wealth Management apps to explore

4
VisionBank of Iowa
VisionBank of Iowa
VisionBank of Iowa
by VisionBank of Iowa
Free

Manage your money on-the-go with this mobile banking app, offering a range of features including balance checks, fund transfers, bill payments, and more. With a focus on security, simplicity, and smart banking, download the app today to experience local service, trusted support, and 24/7 convenience.

๐Ÿ’ฐ Finance
(731)
5
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

๐Ÿ’ฐ Finance
(60K)
6
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)
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
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.

๐Ÿ’ฐ Finance
(11K)
9
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Manage your 401k
Free

This app is designed for participants in American Funds RecordkeeperDirect 401k plans to manage their retirement accounts. Users can view account details, make changes to their account, and access various account management features provided by Capital Group, home of American Funds. Contact your employer to determine if this app is suitable for your plan.

๐Ÿ’ฐ Finance
(10K)
10
Finvest: AI Money Manager
Finvest: AI Money Manager
Finvest: AI Money Manager
Track, manage & build wealth
Free

Invest effortlessly in US Treasury Bills through a secure platform that offers high yields and flexibility in buying and selling. Benefit from locked interest rates, trusted custodianship, and government backing for a stress-free investment experience. Explore the opportunity to grow your wealth with peace of mind.

๐Ÿ’ฐ Finance
(266)
11
ARM One: Invest. Build wealth.
ARM One: Invest. Build wealth.
ARM One: Invest. Build wealth.
Retirement savings
Free

This app helps you grow your wealth with multiple investment options and expert insights, allowing you to manage all your investments in one place. Download the app to access real-time account updates, diversify your investments, and enjoy a smooth user experience.

๐Ÿ’ฐ Finance
(27)
12
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

An innovative investment platform designed to help users grow their wealth through automated investing, personalized advice, and goal-based strategies. Start investing smarter today for a more secure financial future.

๐Ÿ’ฐ Finance
(62K)
13
Addepar
Addepar
Addepar
Wealth management platform
Free

This wealth management platform provides users with up-to-date portfolio data, including net worth, performance, and asset allocation, allowing them to gain a deeper understanding of their financial situation. Interested users can ask their financial advisor about this platform to get a clearer financial picture.

๐Ÿ’ฐ Finance
(58)
14
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)
15
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank
Free
๐Ÿ’ฐ Finance
(53)
16
Arvest Wealth Portal
Arvest Wealth Portal
Arvest Wealth Portal
By Arvest Wealth Management
Free

Stay connected to your investment accounts 24/7 with a free app that offers secure login, portfolio overview, holdings detail, and market alerts. Download the app to access your accounts, track securities, and download tax forms, and start investing with confidence today!

๐Ÿ’ฐ Finance
(9)
17
True Wealth
True Wealth
True Wealth
Wealth management. Simplified.
Free
๐Ÿ’ฐ Finance
(4)
18
Vault: Private Wealth
Vault: Private Wealth
Vault: Private Wealth
Grow & preserve your wealth
Free
๐Ÿ’ฐ Finance
(6)
19
Neuberger Wealth
Neuberger Wealth
Neuberger Wealth
by Neuberger Berman Group LLC
Free

Access your investment portfolio on-the-go with a secure mobile app, offering features such as secure login, real-time account information, document access, and secure file sharing with your team. Download the app to manage your wealth anytime, anywhere.

๐Ÿ’ฐ Finance
(17)
20
Alux: Self Help & Improvement
Alux: Self Help & Improvement
Alux: Self Help & Improvement
Wealth & HNW Private Network
Free

Discover a comprehensive self-help application designed to enhance your mental well-being. Access a range of tools including mood tracking, guided meditations, gratitude journaling, and personalized goal setting. Start your journey to self-improvement today.

๐Ÿ“š Education
(75)