Best Annex Wealth Apps

250+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated July 2026

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.

Compare top Annex Wealth Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Annex WealthAnnex WealthFree5.0★ (1)NoNoSep 2026
2NetBenefitsNetBenefitsFree4.6★ (29K)NoNoSep 2026
3Plante Moran WealthPlante Moran WealthFree4.6★ (8)NoNoJun 2026
4Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoSep 2026
5Principal®Principal®Free4.8★ (235K)NoNoSep 2026
6Crownmark WealthCrownmark WealthFreeNoNoAug 2026
7Facet: Financial PlanningFacet: Financial PlanningFree4.9★ (22)NoNoSep 2026
8Finn: AI Wealth ManagerFinn: AI Wealth ManagerFree4.7★ (326)NoYesSep 2026

Top Picks for Annex Wealth

NetBenefits#2

NetBenefits by Fidelity Investments

Fidelity workplace benefits
Strong Contender
💰 Finance
4.6😞(29K ratings)
Free
#50in Finance
NetBenefits screenshot 1
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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.

What We Love

  • 👍 Easy to use
  • 🚀 Convenient mobile access
  • 🔒 Secure document upload
  • 💡 Helpful retirement planning tools

Room to Improve

  • 🐛 Buggy and glitchy
  • 🕸️ Feels like a mobile website, not a true app
  • 🤔 Confusing navigation and user experience
  • ⏱️ Slow performance and long load times
Plante Moran Wealth#3

Plante Moran Wealth by PMFA INC

Worth Considering
💰 Finance
4.6(8 ratings)
Free
Plante Moran Wealth screenshot 1
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Plante Moran Wealth screenshot 3

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.

More Annex Wealth apps to explore

FAQ about Annex Wealth

What are the best annex wealth apps for iPhone?
Annex Wealth tops our annex wealth apps ranking as of July 2026, with a 5.0-star average from 1 App Store ratings, and it's free to download.
Yes — 20 of the top annex wealth apps we rank are free to download, including Annex Wealth and NetBenefits.
Annex Wealth has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 250+ annex wealth apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
Annex Wealth is a mobile application designed for Annex Wealth Management clients to provide secure access to their accounts and financial updates. It allows users to manage their finances on the go.
To access your account, you will need your username and password that you typically use to log in to the Annex Wealth Management Client Website. This ensures secure access to your financial information.