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Best Asset Allocation Apps

213+ iOS apps curated and reviewed

3.8 avg rating
19 free apps
Updated May 2026

If you already know Assets allocation, this is the deeper bench. 213+ asset allocation apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of May 2026.

Top Picks for Asset Allocation

Willow Wealth#2

Willow Wealth by Willow Wealth Inc.

Private markets investing
Strong Contender
💰 Finance
4.6😞(1.6K ratings)
FreeAds
Willow Wealth screenshot 1
Willow Wealth screenshot 2
Willow Wealth screenshot 3
Willow Wealth screenshot 4

Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.

What We Love

  • 🙌 Great alternative investments
  • 💰 Decent returns
  • 📈 Diversified portfolio options
  • 🤝 Good customer service (for some)

Room to Improve

  • 🚨 Fraudulent/scam company
  • 💸 Significant losses/100% loss of investments
  • 🤬 Terrible customer service/no support
iWealth Asset Allocation Game#3

iWealth Asset Allocation Game by Game Plan8

Worth Considering
📚 Education
3.0(2 ratings)
Free
iWealth Asset Allocation Game screenshot 1
iWealth Asset Allocation Game screenshot 2
iWealth Asset Allocation Game screenshot 3
iWealth Asset Allocation Game screenshot 4
iWealth Asset Allocation Game screenshot 5

This interactive game helps users, especially teens, learn about financial terminology, asset management, and economic conditions by simulating buying and selling assets under varying market scenarios. By making investment decisions and adapting to changing economic conditions, players can build confidence in their financial choices and compete with others to achieve the highest wealth value.

More Asset Allocation apps to explore

4
Asset Allocation Strategies
Asset Allocation Strategies
Asset Allocation Strategies
by Asset Allocation Strategies, LLC
Free
💰 Finance
(0)
5
Merit Asset Management
Merit Asset Management
Merit Asset Management
Asset Allocation, Management
Free
💰 Finance
(0)
6
Snowball Analytics
Snowball Analytics
Snowball Analytics
Portfolio & Dividend Tracker
Free

Snowball Analytics: A comprehensive portfolio management tool that aggregates and analyzes your financial data to provide insights and recommendations for your investments. Take control of your portfolio efficiently and make informed decisions for your financial future.

💰 Finance
(71)
7
Magnifi: Invest with AI
Magnifi: Invest with AI
Magnifi: Invest with AI
Plan, invest, analyze, grow
Free

Meet an AI-powered investing app designed to help you build personalized investing plans, make informed decisions, and manage multiple brokerage accounts effortlessly. Explore a marketplace of 15,000 stocks and funds tailored to your financial goals, all while enjoying access to interactive tools and a commission-free brokerage. Subscribe for as little as $11 per month and start optimizing your investments today!

💰 Finance
(6)
8
HBL Asset
HBL Asset
HBL Asset
HBL Asset
Free

This mobile application offers a convenient way to manage your savings goals, providing real-time access to portfolio visibility, transaction options, and market information. By signing up, users can easily track and control their investments, and receive 24/7 customer support, all while making informed decisions with the help of various calculators and fund reports.

💰 Finance
(10)
9
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Talk to your investments
Free
💰 Finance
(192)
10
Backtest - Stock Asset Portfolio Analyser
Backtest - Stock Asset Portfolio Analyser
Backtest - Stock Asset Portfolio Analyser
by Hundred Spires
Free

This portfolio app monitors your asset allocations and risk using historical prices, allowing you to see how your portfolio would have performed in the past. Try it out to get a sense of your portfolio's potential performance before investing.

💰 Finance
(4)
11
Blume Asset
Blume Asset
Blume Asset
by Rez 1, Inc
Free

This asset management application helps carriers, service providers, and enterprises track and manage their key assets throughout their lifecycle, providing efficient inventory management and operational oversight. With this app, asset owners can stay connected to their assets and make informed decisions to enhance operational efficiency.

💼 Business
(1)
12
Corebridge
Corebridge
Corebridge
Action is everything.
Free

Track and manage your retirement savings with ease using our intuitive app. Monitor your portfolio, track progress, update contributions, and communicate with experts all in one secure place. Plan for your future with our financial calculator and go paperless for easy access to account information.

💰 Finance
(37)
13
Finvest: AI Money Manager
Finvest: AI Money Manager
Finvest: AI Money Manager
Track, manage & build wealth
Free

Invest effortlessly in US Treasury Bills through a secure platform that offers high yields and flexibility in buying and selling. Benefit from locked interest rates, trusted custodianship, and government backing for a stress-free investment experience. Explore the opportunity to grow your wealth with peace of mind.

💰 Finance
(252)
14
Petiole Asset Management AG
Petiole Asset Management AG
Petiole Asset Management AG
Petiole Asset Management AG
Free
💰 Finance
(1)
15
Total Return Preview
Total Return Preview
Total Return Preview
Calculate your Total Return
Free

The Total Return app is a powerful financial tool that allows you to calculate your total returns. With a simple and user-friendly interface, you can easily transfer your data from the discontinued Total Return Preview app to the new and improved Total Return app. Install the Total Return app today and take control of your financial future.

💰 Finance
(46)
16
Addepar
Addepar
Addepar
Wealth management platform
Free

This wealth management platform provides users with up-to-date portfolio data, including net worth, performance, and asset allocation, allowing them to gain a deeper understanding of their financial situation. Interested users can ask their financial advisor about this platform to get a clearer financial picture.

💰 Finance
(58)
17
Research Library & Analytics
Research Library & Analytics
Research Library & Analytics
by Bank of America
Free

BofA Securities clients can access a suite of proprietary global research products through this application, available anywhere, anytime. Institutional clients with a BofA Mercury Portal ID can download the app for free and start using it, while others can contact their sales representative or visit a relevant website for more information.

💰 Finance
(30)
18
Alloc8
Alloc8
Alloc8
Workforce & Asset Allocation
Free
💼 Business
(0)
19
Milestone Asset Mgmt
Milestone Asset Mgmt
Milestone Asset Mgmt
by MILESTONE ASSET MANAGEMENT, LLC
Free
💰 Finance
(0)
20
Indie Asset
Indie Asset
Indie Asset
by Indie Asset Partners, LLC
Free

View your portfolio account information, allocation, and performance with your partners on a mobile client portal. Access your account details and stay on top of your investments with this convenient mobile solution.

💰 Finance
(4)

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