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Best Axial Wealth Management Apps

229+ iOS apps curated and reviewed

4.5 avg rating
19 free apps
Updated May 2026

Axial Wealth Management is the household name in axial wealth management, but it's far from the only option. We track 229+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Compare top Axial Wealth Management Apps (May 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Axial Wealth ManagementAxial Wealth ManagementFree—NoNoMay 2026
2Titan: Your Wealth TeamTitan: Your Wealth TeamFree4.6★ (7K)NoNoJul 2026
3The Secret To MoneyThe Secret To Money$4.994.8★ (6.7K)YesNoJul 2026
4Edward JonesEdward JonesFree4.8★ (134K)NoNoJul 2026
5Alux: Build Wealth FasterAlux: Build Wealth FasterFree4.7★ (869)NoYesJul 2026
6Alphanso WealthAlphanso WealthFree4.8★ (90)YesNoJul 2026
7Public: Invest & TradePublic: Invest & TradeFree4.7★ (84K)YesNoJul 2026
8Wealth-BuilderWealth-BuilderFree4.9★ (171)NoNoMay 2026

Top Picks for Axial Wealth Management

Titan: Your Wealth Team#2

Titan: Your Wealth Team by Titan Global Capital Management, Inc.

Investing, Wealth Management
Strong Contender
💰 Finance
4.6😞(7K ratings)
Free
Titan: Your Wealth Team screenshot 1
Titan: Your Wealth Team screenshot 2
Titan: Your Wealth Team screenshot 3
Titan: Your Wealth Team screenshot 4
Titan: Your Wealth Team screenshot 5
Titan: Your Wealth Team screenshot 6

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.

What We Love

  • 💎 Consistent growth
  • 🤝 Exceptional customer service
  • 📚 Great education and content
  • 🔍 Unique investing strategies

Room to Improve

  • 💰 High membership and advisory fees, with less ROI
  • 🔒 Locked funds and strategy
  • 🔄 Changing policies and fees
The Secret To Money#3

The Secret To Money by Creste LLC

Helps develop a wealth mindset
Worth Considering
🌟 Lifestyle
4.8😊(6.7K ratings)
$4.99Ads
#8in Lifestyle
The Secret To Money screenshot 1
The Secret To Money screenshot 2
The Secret To Money screenshot 3
The Secret To Money screenshot 4
The Secret To Money screenshot 5

This app helps you cultivate a positive mindset towards wealth through guided practices and daily activities. It's inspired by a popular book and aims to transform your financial circumstances by changing how you think about money.

What We Love

  • 🙏 Grateful for the app
  • 🤑 Manifesting money
  • 💡 Changing money mindset
  • 🌟 Inspiring and motivating

Room to Improve

  • 🐛 Notifications not working
  • 🔍 Difficult to track purchases
  • 💰 Spending limit too low

More Axial Wealth Management apps to explore

4
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
(134K)
free
5
Alux: Build Wealth Faster
Alux: Build Wealth Faster
Alux: Build Wealth Faster
Wealth & HNW Private Network
Free

This app offers executive-level coaching and a private network for founders and CEOs seeking to improve decision-making, discipline, and connect with high performers. It provides on-demand coaching sessions, daily lessons, expert-led problem-solving, and personalized roadmaps for wealth growth and leadership.

On-demand CEO & founder coachingDaily 10-15 minute original sessionsExpert-led problem-solving content
📚 Education
(869)
subscription
6
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
7
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto
💰 Finance
(84K)
free with in-app purchases
8
Wealth-Builder
Wealth-Builder
Wealth-Builder
Master Money. Live Free.
Free

This app helps you master your finances and build wealth using proven methodologies. It offers tools for tracking assets and liabilities, setting income goals, and planning debt payoff. Access educational content and community support to achieve financial freedom.

Personalized wealth-building dashboardTrack balance sheet accounts (assets & liabilities)Set earned and unearned income goals
💰 Finance
(171)
free with in-app purchases
9
YNAB
YNAB
YNAB
Never worry about money again
Free

This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.

Create and share unlimited spending plansAutomatically import transactionsManually add transactions
💰 Finance
(61K)
subscription
10
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
11
IC Wealth
IC Wealth
IC Wealth
by IC GROUP LIMITED
Free

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

Personalized portfolio creationAutomated investingDigital payments
💰 Finance
(97)
ad-supported
12
RBC WM Online U.S.
RBC WM Online U.S.
RBC WM Online U.S.
by RBC Capital Markets, LLC
Free

Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.

View total portfolio dashboardCheck account balances and performanceDeposit checks directly
💰 Finance
(239)
free
13
Vault: Private Wealth
Vault: Private Wealth
Vault: Private Wealth
Grow & preserve your wealth
Free

This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.

Personalized financial advisorDiversified investment portfoliosPrivate market opportunities
💰 Finance
(6)
free
14
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
15
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team
💰 Finance
(18K)
free
16
Park Avenue® Wealth Management
Park Avenue® Wealth Management
Park Avenue® Wealth Management
by Park Avenue Securities LLC
Free

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

Account balances and holdingsInvestment performance trackingPortfolio allocation overview
💰 Finance
(20)
free
17
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
18
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

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.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(397K)
free with in-app purchases
19
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
💰 Finance
(3.2M)
free with in-app purchases
20
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

FAQ about Axial Wealth Management

Are there free axial wealth management apps for iPhone?
Yes — 19 of the top axial wealth management apps we rank are free to download, including Axial Wealth Management and Titan: Your Wealth Team.
Axial Wealth Management has no ads and has no in-app purchases, according to its App Store listing as of May 2026.
We track 229+ axial wealth management apps on the iOS App Store as of May 2026, ranked by rating, recency, and analysis of real user reviews.