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.
4.2(58 ratings)
Free
Top Picks for Bernstein Private Wealth
AllianceBernstein Events by AllianceBernstein L.P.
Strong Contender
💼 Business
5.0(3 ratings)
Free
Enhance your event experience with interactive features. Engage with presentations, take notes, ask questions, and submit feedback to maximize learning and networking opportunities.
4.6😞(1.6K ratings)
FreeAds
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.
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
More Bernstein Private Wealth apps to explore
4
Control Private
Manage your digital assets
Free
Securely manage your digital assets with institutional-grade security. Offers private client services with dedicated managers and a unique beneficiary feature for future asset transfer. Take control of your financial future with confidence.
Institutional-grade securityDedicated Relationship ManagersBeneficiary feature for asset transfer
💰 Finance
(5)
free5
Index Fund Advisors
Wealth Management • Taxes
Free
This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.
Connect with Wealth AdvisorsRead and share investing articlesWatch investment education videos
💰 Finance
(40)
free6
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)
freemium7
Aaron Wealth Connect
by Aaron Wealth Advisors LLC
Free
This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.
Secure client-advisor collaborationAnytime, anywhere accessPrivate and compliant communication
💼 Business
(4)
free8
BNY Wealth Online
by The Bank of New York Mellon Corporation
Free
Securely manage and transact on consumer accounts, and monitor investment accounts. Access detailed portfolio views, statements, and tax documents. Transfer funds, pay bills, and deposit checks with ease.
Manage consumer and investment accountsView account statements and tax documentsTransfer funds between accounts
💰 Finance
(23)
free9
iA Private Wealth
by Industrial Alliance Insurance and Financial Services Inc.
Free
Access your investment portfolio and communicate with your advisor on the go. Monitor your accounts, download important documents, and stay connected to your financial progress anytime, anywhere.
Comprehensive account informationDownloadable tax documentsAdvisor contact information
💰 Finance
(30)
free10
Arta Finance
Wealth for the AI Era
Free
This platform offers a personalized, tech-driven approach to wealth building, providing access to exclusive investments and expert connections. It features AI-driven strategies, private market access, and transparent pricing for next-gen wealth builders.
Personalized AI wealth strategiesAccess to investment expertsExclusive private market investments
💰 Finance
(39)
free11
Vennre: Wealth Management
Invest & Grow Private Wealth
Free
This platform empowers high earners to build long-term wealth by providing access to curated private market investment opportunities. Explore real estate, private equity, venture capital, and private credit, all vetted through a rigorous due diligence process. Invest digitally and track your portfolio performance with confidence.
Discover curated private market opportunitiesDiversify across alternative asset classesSimulate investment scenarios
💰 Finance
(11)
free with in-app purchases12
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 purchases13
Holborn Assets
Your Finances, In Your Control
Free
💰 Finance
(0)
14
Hantz Group
by Hantz Group, Inc.
Free
Manage your personal finances with ease. Stay informed about your financial status and track your investments directly from your mobile device.
Financial trackingInvestment monitoringUp-to-date financial information
💰 Finance
(48)
free15
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)
free16
Workplace | American Century
Employer Retirement Plans
Free
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.
View account balancesTrack investment performanceReview transaction history
💰 Finance
(2)
ad-supported17
Rich Dad Radio Show
by Rich Dad Operating Company, LLC.
Free
Access a vast library of financial insights and real-world advice from a renowned author and entrepreneur. Explore uncensored truths about money, investments, and entrepreneurship through engaging radio shows. Gain a new perspective on wealth and life.
Unlimited access to all episodesExpert financial commentaryInsights on money and entrepreneurship
💰 Finance
(10)
subscription18
Goldman Sachs Wellness
Ayco Financial Wellness
Free
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.
Financial wellness assessmentGoal setting and trackingPersonalized financial guidance
💰 Finance
(64)
free19
Rockefeller Digital
by Rockefeller & Co. LLC
Free
Manage your Rockefeller Global Family Office accounts on the go. Access balances, deposit checks, transfer funds, pay bills, and securely communicate with your advisor. Digitally authorize transactions and view important documents.
Account balance and activity accessMobile check depositFund transfers
💰 Finance
(46)
free20
FINTRX
by FINTRX, Inc
Free
Access a vast database of private wealth information, including global family offices and registered investment advisors. Track asset flows, AUM changes, and identify potential LPs for your fund or private company.
Global family office dataRegistered investment advisor dataOver 1 million private wealth records
💼 Business
(5)
free