Best Arista Wealth Apps

5.0(1 ratings)

Free

Access your financial life securely and conveniently. View account balances, performance, and important documents. Stay connected with your advisory team and focus on your financial goals with this streamlined platform.

M1: AI Wealth Management by M1 Finance LLC

AI financial advisor built in

Strong Contender

4.7😊(75K ratings)

FreeAds

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.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

Edward Jones by Edward Jones

Track your goals on-the-go

Worth Considering

by CORE Wealth Advisors, Inc.

4.8😊(143K ratings)

Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

What We Love

🚀 Efficient and streamlined app
👍 Intuitive and user-friendly design
🔒 Secure communication with advisors
💡 Ability to integrate external accounts
👍 Helpful for retirement planning and goal tracking

Room to Improve

🐛 Frequent login and Face ID issues
🔍 Lack of advanced features and customization
🔍 Cluttered and overwhelming UI
🔍 Missing key information and data visualizations

More Arista Wealth apps to explore

CORE Wealth Advisors

💼 Business

Elevation Wealth Partners

by Elevation Wealth Partners, LLC

AlphaCore Wealth Advisory

by Alphacore Capital LLC

Paradigm Wealth Management

by PARADIGM WEALTH MANAGEMENT LLC

by MJP ASSOCIATES, INC.

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.

Heartland Wealth Management

(29)

free

by Heartland Wealth Management, LLC

Wealth Portal by Elite Wealth

by Axia Wealth Management, Inc.

Ridgeline Wealth Advisors

by Ridgeline Wealth Advisors, LLC

by Center Street Wealth Management Group, LLC

Center Street Wealth Mgt

Astra Wealth Management Group

by Tyche Wealth Partner LLC

by Olistico Wealth, LLC

by Power Wealth Management, LLC

Power Wealth Management

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

free with in-app purchases

(23K)

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.