Best Akta Wealth Apps

5.0(2 ratings)

Free

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track investments, view historical performance, and download statements. Invest online and utilize financial calculators for planning.

Alphanso Wealth by Alphanso Inc.

Financial planning & advisory

Strong Contender

4.8(90 ratings)

FreeIn-App Purchases

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

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

Investing, Wealth Management

Worth Considering

4.6😞(7K ratings)

Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

What We Love

💎 Consistent growth
🤝 Exceptional customer service
📚 Great education and content
🔍 Unique investing strategies
🤖 Personalized, thoughtful, simple next generation investing

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees
🕰️ Difficult to get money out
🤖 Garbage user interface
🚫 Scam, stay away

More Akta Wealth apps to explore

Akbank Mobile

by Akbank T.A.S

Fund transfers (same-day, QR, international)Bill payments and automated schedulingAccount balance and spending tracking

Manage all your banking needs conveniently from your phone. Transfer funds, pay bills, apply for loans, and track investments with an advanced security system and user-friendly interface. Access financial solutions 24/7, anywhere, anytime.

(7K)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

free with in-app purchases

(17K)

Finn: AI Wealth Manager

Track, manage & build wealth

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

(326)

Novelty Wealth: AI for Finance

SEBI RIA | Unbiased Advisory

AI-powered portfolio analysisTax optimization insightsAsset allocation review

This AI-powered platform offers unbiased financial advice for modern investors, covering mutual funds, stocks, and more. It provides portfolio analysis, tax optimization, and personalized insights to help users make smarter financial decisions and gain control over their money.

Facet: Financial Planning

(0)

freemium

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

(22)

Tamra Capital: Save & Invest

Investing. Tracking. Growing

Robo-advisor technologyDiversified ETF portfoliosShariah-compliant investing

This platform simplifies investing with automated robo-advisor technology. It offers diversified portfolios of ETFs in real estate, gold, stocks, and bonds, aiming for lucrative financial returns with low fees. It also provides Shariah-compliant investment options and support for young investors.

(691)

Cube Wealth: Financial Planner

Savings and Investment Guide

Wealth managementInvestment planningRetirement planning

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Annex Wealth Management, LLC

(14)

ad-supported

by Annex Wealth Management, LLC

Wealth Management & Advisory

Learn to earn rewards & invest

Personalized 52-week wealth building planEarn Investable Rewards™ for financial actionsInvest rewards in real estate

This app helps users build wealth through real estate investing and financial education. It offers a personalized 52-week plan with weekly actions, rewards for progress, and the ability to redeem rewards for investments, home purchases, or coaching.

free with in-app purchases

(20)

Wealth Munshi

by WEALTH MUNSHI IMF PRIVATE LIMITED

Goal-based financial planningOnline investment transactions (SIP, one-time, sell, switch)Consolidated portfolio tracking (individual & family)

This app offers comprehensive financial planning and investment management services. It helps users set and track financial goals, transact online, manage portfolios, and track capital gains tax. It also provides alerts for insurance and investment maturities.

(0)

Arab Bank - Wealth Management

Wealth Management Made Easy

Consolidated portfolio overviewPersonalized risk profilingSeamless investment access

Manage and grow your wealth with a comprehensive digital platform. Gain seamless visibility and control over your investments, access diverse financial solutions, and make informed decisions anytime, anywhere.

(1)

Aditya Birla Capital - Wealth

Wealth

Wealth distribution solutionsMutual fund investmentsCompany deposits

This app provides a platform for wealth distribution, offering various financial products like mutual funds, company deposits, and portfolio management services. It acts as a distributor for different financial product providers, guiding users through investment decisions.

(5)

Tri-Star Trust Wealth Access

by Tri-Star Trust Bank

WealthNest.AI: Family Office

(0)

Personalised AI Wealth Copilot

Consolidated view of family financesAI-driven investment and insurance insightsAccess to tax and inheritance specialists

This app consolidates all your family's financial assets, including investments, insurance, and loans, into a single, secure platform. It offers AI-driven insights to help you understand your wealth and provides access to specialists for tax and inheritance planning.

by CORE Wealth Advisors, Inc.

Access your financial portfolio, manage payments, and trade securities on the go. Communicate securely with your advisor and receive digital account statements. Stay informed with research and market news.

Portfolio and account overviewAsset analysisPayment and trade order entry

(1)