211+ iOS apps curated and reviewed
AssetMark Mobile is the household name in assetmark, but it's far from the only option. We track 211+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 2.2★ (48) | No | No | Jul 2026 |
| 2 |  | Free | 3.9★ (46) | No | No | Jul 2026 |
| 3 |  | Free | 3.9★ (19) | No | No | Jun 2026 |
| 4 |  | Free | 4.6★ (675) | No | No | Jul 2026 |
| 5 |  | Free | 4.7★ (19K) | No | No | Jul 2026 |
| 6 |  | Free | 3.9★ (14) | Yes | No | May 2026 |
| 7 |  | Free | 3.2★ (183) | No | No | Jun 2026 |
| 8 |  | Free | 5.0★ (4) | No | No | Jun 2026 |
Access and track your investments on the go with an intuitive interface and clear visualizations. Stay informed about your portfolio's performance anytime, anywhere, directly from your smartphone.
Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.
A cloud-native platform designed for investment management operations. It offers a unified dataset and managed services to enhance efficiency and provide insights for business growth. The framework aims to streamline technology, allowing teams to focus on performance.
Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.
Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.
This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.
Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.
This app helps families align their finances with their goals through technology and coaching. It provides access to financial plans, investment performance, and cash flow, with direct messaging to advisors.
This app facilitates communication between financial advisors and their clients regarding financial goals and progress. It introduces the Elements Scorecard for a quick assessment of financial health.
Track your employer-sponsored retirement plan investments and monitor your progress towards your financial goals. Make informed decisions by viewing account balances, performance, and transaction history. Easily adjust your investments and future contribution allocations on the go.
Access market insights, investor education, and community discussions from financial experts. Monitor your investment portfolios on the go with in-depth analyses and tactical views.
Manage your investment accounts and access real-time market data on the go. Connect with your financial advisor, trade stocks, ETFs, and mutual funds, and research investment opportunities directly within the app.
This app offers personalized financial guidance and action plans to help users build a healthier relationship with their money. It provides access to credentialed financial advisors and tools to understand income, spending, and progress toward goals.
Manage personal and family assets, including cash, accounts, and liabilities. Track wealth changes with multi-currency support and trend insights. Sync data securely via iCloud for a simplified and reliable financial overview.
Access your financial information on the go. View account balances, securities, recent activity, and order status. Optimized for mobile devices.
This app provides a compliant communication platform designed for business professionals, offering a modern phone system with integrated growth tools. It simplifies client interactions through features like CRM sync, a unified inbox, and automated messaging.
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 personalized financial guidance and tools to improve your financial well-being. Take an assessment, set goals, and use resources like seminars or coaching to manage savings, debt, and future planning. Your employer covers the cost, making financial wellness accessible.
Access daily coaching videos, live Zoom sessions, and exclusive content to improve your mindset, strategies, and habits for business and financial growth. Connect with a coach and learn conversion processes.