249+ iOS apps curated and reviewed
AssetMark Mobile is the household name in assetmark, but it's far from the only option. We track 249+ 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 | Aug 2026 |
| 2 |  | Free | 4.8★ (17K) | No | No | Sep 2026 |
| 3 |  | Free | 4.8★ (64K) | No | No | Sep 2026 |
| 4 |  | Free | 4.9★ (37K) | No | No | Sep 2026 |
| 5 |  | Free | 3.9★ (46) | No | No | Aug 2026 |
| 6 |  | Free | 4.6★ (22K) | Yes | No | Sep 2026 |
| 7 |  | Free | 5.0★ (3) | No | No | Aug 2026 |
| 8 |  | Free | 4.6★ (7.5K) | No | No | Sep 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.
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.
Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.
Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.
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.
This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.
This app provides a dedicated space for financial advisors to access live coaching, structured training, and on-demand replays. It focuses on modernizing, automating, and scaling advisory practices through operational systems and processes.
Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.
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.
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.
Access your financial portfolio and manage investments through a secure client portal. Track account performance, view statements, and stay updated on your financial goals. Designed for existing clients to easily manage their wealth.
Manage your complete financial picture with an intuitive dashboard, dynamic investment reports, and a secure document vault. This app offers budgeting tools and interactive features for easy financial oversight.
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.
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.
Access a comprehensive view of your finances and communicate with your financial advisor. This secure app offers an intuitive dashboard, interactive reports, a document vault, and budgeting tools for easy financial management.
This app connects you with a fee-only registered investment advisor for financial planning. Schedule meetings, discover events, and communicate with your wealth management team conveniently.