250+ iOS apps curated and reviewed
Finding the right annex wealth apps can be overwhelming with so many options. We've analyzed 250+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 5.0★ (1) | No | No | Jun 2026 |
| 2 |  | Free | 4.6★ (29K) | No | No | Aug 2026 |
| 3 |  | Free | 4.6★ (8) | No | No | Jun 2026 |
| 4 |  | Free | 4.8★ (17K) | No | No | Aug 2026 |
| 5 |  | Free | 4.8★ (233K) | No | No | Aug 2026 |
| 6 |  | Free | — | No | No | Aug 2026 |
| 7 |  | Free | 5.0★ (8) | No | No | Aug 2026 |
| 8 |  | Free | 4.7★ (320) | No | Yes | Aug 2026 |
Securely access your Annex Wealth Management accounts and stay informed with the latest updates. Manage your finances on the go with tools designed for client convenience and security.
Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.
Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.
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.
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.
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.
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.
This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.
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.
Access an interactive dashboard to view your complete financial picture and dynamic reports of your current investments. Securely transfer files with your advisor using the document vault feature.
Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.
This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.