Best Atticus Wealth Management Apps

249+ iOS apps curated and reviewed

4.2 avg rating
20 free apps
Updated August 2026

Atticus Wealth Management is the household name in atticus wealth management, 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.

Compare top Atticus Wealth Management Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Atticus Wealth ManagementAtticus Wealth ManagementFreeNoJul 2026
2Park Avenue® Wealth ManagementPark Avenue® Wealth ManagementFree3.0★ (21)NoNoAug 2026
3Autopilot: Automated InvestingAutopilot: Automated InvestingFree4.6★ (21K)YesNoAug 2026
4Finn: AI Wealth ManagerFinn: AI Wealth ManagerFree4.7★ (320)NoYesAug 2026
5Titan: Your Wealth TeamTitan: Your Wealth TeamFree4.6★ (7K)NoNoAug 2026
6Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoAug 2026
7Orion Wealth Management PortalOrion Wealth Management PortalFree3.8★ (25)NoNoJul 2026
8J. Safra Sarasin WealthJ. Safra Sarasin WealthFree2.3★ (12)NoNoJul 2026

Top Picks for Atticus Wealth Management

Autopilot: Automated Investing#3

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Worth Considering
💰 Finance
4.6😐(21K ratings)
FreeAds
#95in Finance
Autopilot: Automated Investing screenshot 1
Autopilot: Automated Investing screenshot 2
Autopilot: Automated Investing screenshot 3
Autopilot: Automated Investing screenshot 4
Autopilot: Automated Investing screenshot 5
Autopilot: Automated Investing screenshot 6

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.

What We Love

  • 🚀 Easy to use
  • 🚀 Automated trading
  • 🚀 Follows successful investors
  • 👍 Potential for good returns

Room to Improve

  • 🐛 Connectivity issues
  • 🐛 Bugs and glitches
  • 💰 High subscription fees

More Atticus Wealth Management apps to explore

4
Finn: AI Wealth Manager
Finn: AI Wealth Manager
Finn: AI Wealth Manager
Track, manage & build wealth
Free

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.

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis
💰 Finance
(320)
free
5
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

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.

Dedicated advisory teamProfessional investment managementAutomated cash management
💰 Finance
(7K)
freemium
6
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

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.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
💰 Finance
(17K)
free with in-app purchases
7
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC.
Free

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Wealth management toolsAdvisor collaborationFinancial planning access
💰 Finance
(25)
free
8
J. Safra Sarasin Wealth
J. Safra Sarasin Wealth
J. Safra Sarasin Wealth
J. Safra Sarasin
Free

Manage your wealth with a secure platform offering portfolio valuations, trade execution, and account transfers. Stay connected to your finances and interact with your relationship manager from anywhere.

Intraday portfolio valuationsExecute tradesAccount and bank transfers
💰 Finance
(12)
free
9
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
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.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
💰 Finance
(136K)
free
10
Plante Moran Wealth
Plante Moran Wealth
Plante Moran Wealth
by PMFA INC
Free

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

On-demand portfolio accessView financial assets and liabilitiesDocument access
💰 Finance
(8)
free
11
Flourish Wealth
Flourish Wealth
Flourish Wealth
by FLOURISH WEALTH MANAGEMENT INC
Free

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

Real-time account informationInvestment holdings viewPerformance tracking
💰 Finance
(9)
free
12
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
Financial planning & advisory
Free

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.

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights
💰 Finance
(90)
subscription
13
Cairo Capital Wealth
Cairo Capital Wealth
Cairo Capital Wealth
by CAIRO CAPITAL FOR FINANCIAL INVESTMENT
Free
💰 Finance
(0)
14
Bernstein Private Wealth
Bernstein Private Wealth
Bernstein Private Wealth
My Bernstein mobile app
Free

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

Account balance monitoringFund transfersMobile check deposit
💰 Finance
(58)
free
15
Arvest Wealth Portal
Arvest Wealth Portal
Arvest Wealth Portal
By Arvest Wealth Management
Free

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.

Secure login with biometricsPortfolio overview and market valuationDetailed holdings search
💰 Finance
(9)
free
16
Orgel Wealth Management
Orgel Wealth Management
Orgel Wealth Management
by Orgel Wealth Management, LLC
Free
💰 Finance
(0)
17
Addepar
Addepar
Addepar
Wealth management platform
Free

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

Real-time portfolio dataNet worth trackingPerformance analysis
💰 Finance
(59)
free
18
Savant Wealth Management
Savant Wealth Management
Savant Wealth Management
by Savant Capital, LLC
Free
💰 Finance
(0)
19
Rhame & Gorrell Wealth
Rhame & Gorrell Wealth
Rhame & Gorrell Wealth
by Rhame & Gorrell Wealth Management, LLC
Free

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.

Interactive financial dashboardDynamic investment reportsSecure document vault
💰 Finance
(8)
free
20
Facet: Financial Planning
Facet: Financial Planning
Facet: Financial Planning
Flat fee, CFP®, investing
Free

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.

Personalized financial roadmapCFP® professional guidanceInvestment management
💰 Finance
(8)
free

FAQ about Atticus Wealth Management

Are there free atticus wealth management apps for iPhone?
Yes — 20 of the top atticus wealth management apps we rank are free to download, including Atticus Wealth Management and Park Avenue® Wealth Management.
Atticus Wealth Management has no in-app purchases, according to its App Store listing as of August 2026.
We track 249+ atticus wealth management apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.