222+ iOS apps curated and reviewed
The best arvest wealth portal apps on iPhone average 4.4★ across 222+ titles — we've ranked them by what real users actually keep on their phones. Updated June 2026.
Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.
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.
Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.
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.
Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.
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.
This platform offers a personalized, tech-driven approach to wealth building, providing access to exclusive investments and expert connections. It features AI-driven strategies, private market access, and transparent pricing for next-gen wealth builders.
Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.
Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.
This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.
This app acts as a personal financial coach, helping you build, grow, and protect your wealth. It connects to over 120 financial institutions, providing personalized tools, expert advice, and actionable insights to improve your financial wellness.
This app provides daily stock analysis, sorting, and ranking based on value, safety, and timing. It offers proven market timing systems, a dynamic stock screener, and exclusive charts to help users make informed investment decisions.
Purchase virtual land that mirrors real-world locations and earn virtual rent that can be redeemed for cash. Boost your earnings by watching ads or shopping with partner merchants. Compete for leadership roles in your city, state, or country.
Invest in cryptocurrencies, gold, and silver with zero fees. Access passive income through automated strategies, borrow against your assets, and enjoy bank-grade security. Stocks investing is coming soon.
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
This app offers a novel approach to saving and investing, aiming for better returns while protecting your deposits. Monitor your account balance, track investment performance, and earn rewards through a referral program.
Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.
Manage your personal wealth, banking, and investments through a single, integrated application. View your entire financial picture, conduct transactions, and access support with enhanced security features.
Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.
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.