Best Altruist Financial Apps

4.8😐(1.6K ratings)

Free

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

What We Love

👍 Easy and intuitive to use
🚀 Stable and fast performance
💻 Clean and modern UI
🤝 Excellent personal care and management
💰 Great investment returns

Room to Improve

🐛 Crashes and freezes
📱 Compatibility issues with newer OS versions
🔍 Limited functionality and data
🔑 Frequent login/authentication issues
🧭 Lack of account nicknames and search

UBS Wealth Management by UBS AG

Strong Contender

4.8😐(65K ratings)

Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

What We Love

🚀 Easy to use
🔒 Secure access
👍 Convenient mobile deposit
🚀 Quick and efficient
👍 Reliable service

Room to Improve

🐛 Buggy and not functional
👎 Limited functionality
👎 Lack of transparency on fees
👎 Confusing layout and navigation
👎 Inconsistent performance

Thrivent Financial by Thrivent Financial For Lutherans

Manage your money with purpose

Worth Considering

Financial Care starts here

4.6😞(748 ratings)

Free

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

What We Love

👍 Quick and easy access
🚀 Great work!
🔒 Fabulous customer service

Room to Improve

🐛 Login does not work
🐛 Erratic behavior, log in difficulty
🐛 App never works
🐛 App keeps giving error
🐛 Features are terrible and can't log in intermittently
🐛 Existing login credentials don't work
🐛 User name and password doesn't work
🐛 Can't log in

More Altruist Financial apps to explore

Brightside Financial

On-demand financial assistantsTailored financial solutionsDebt management tools

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

(1.7K)

Alpheva AI: Financial Advisor

Make More. Stress Less.

Personalized financial insightsReal-time net worth and cash flow trackingInvestment dashboards

This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.

Financial Advisor: Expert Chat

(118)

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Get Instant Support & Advice

by Mainsail Financial Group, LLC

(0)

Mainsail Financial Group

SoFi: Bank, Invest & Crypto

(0)

Online Banking & Investing

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

(385K)

Facet: Financial Planning

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.

Your Financial Wellness Hub

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

(9)

AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

(75K)

Fintuity - Financial Adviser

Online Financial Planning

Free virtual financial adviserExpert independent financial advice10-minute financial health check

Access free or low-cost digital financial advice in the UK. Get a detailed financial health check in 10 minutes, plan investments, pensions, and protection, or connect with expert independent financial advisers for regulated advice.

SDIRA, Solo 401(k), ROBS

Account managementDiverse investment optionsSecure transactions

Manage your self-directed retirement accounts, explore diverse investment options like real estate and crypto, and access expert resources. Stay informed with real-time alerts and secure transactions to take control of your financial future.

(41)

Franklin AI: Financial Advisor

Budget, Save & Track Spending

Personalized spending analysisSubscription identificationCash flow pattern detection

This AI-powered financial advisor analyzes your spending habits to provide personalized insights and actionable advice. It helps you understand where your money goes, identify potential issues, and make smarter financial decisions.

(16)

Robinhood Banking

Credit Card & Banking

3% cash back on all categoriesVirtual cards with disposable numbersSecure account management and card controls

This app offers a credit card with 3% cash back and virtual card numbers for private spending. It also provides banking services like high-yield savings, no-fee ATMs, and full-service banking without visiting a branch.

(107K)

First Option Financial Svcs

by First Option Bank And Trust

Revolut: send, spend, and save

(0)

Change the way you money

Multi-currency spending and transfersVirtual and physical card optionsStock trading with low minimums

Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.

(73K)

Venture, Real estate, Income

Fundrise: Invest in Alts

Invest in private real estateInvest in venture capitalInvest in private credit

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

(38K)

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.

(17K)

Principal®

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

(237K)