Best Bessemer Trust Apps

227+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Whether you're new to bessemer trust or looking for an upgrade, our curated collection of 227+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Top Picks for Bessemer Trust

Bessemer Trust#1

Bessemer Trust by Bessemer Trust

Secure Mobile Account Access
Editor's Choice
๐Ÿ’ฐ Finance
4.3(13 ratings)
Free
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Access your financial accounts securely on your mobile device. View account balances and details, deposit checks remotely, and communicate directly with your financial team. Enjoy peace of mind with robust security measures.

UBS Wealth Management#2

UBS Wealth Management by UBS AG

Strong Contender
๐Ÿ’ฐ Finance
4.8๐Ÿ˜(62K ratings)
Free
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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.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿ”’ Secure access
  • ๐Ÿ‘ Convenient mobile deposit
  • ๐Ÿš€ Quick and efficient

Room to Improve

  • ๐Ÿ› Buggy and not functional
  • ๐Ÿ‘Ž Limited functionality
  • ๐Ÿ‘Ž Lack of transparency on fees
Ameriprise Financial#3

Ameriprise Financial by Ameriprise

Worth Considering
๐Ÿ’ฐ Finance
4.9๐Ÿ˜Š(37K ratings)
Free
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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.

What We Love

  • ๐Ÿ‘ Fantastic relationship
  • ๐Ÿ‘ Very confident with portfolio management
  • ๐Ÿ‘ Everything in one place
  • ๐Ÿ‘ Family-friendly

Room to Improve

  • ๐Ÿ› 2FA required every time with Face ID
  • ๐Ÿ› Graphs and holdings information not user-friendly
  • ๐Ÿ› Total View lags and shows incorrect balances

More Bessemer Trust apps to explore

4
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

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.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios
๐Ÿ’ฐ Finance
(1.6K)
free with in-app purchases
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
๐Ÿ’ฐ 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
๐Ÿ’ฐ Finance
(17K)
free with in-app purchases
7
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news
๐Ÿ’ฐ Finance
(88K)
free
8
EFE
EFE
EFE
Your Investment Advisor
Free

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.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
๐Ÿ’ฐ Finance
(7.3K)
ad-supported
9
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Venture, Real estate, Income
Free

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Invest in private real estateInvest in venture capitalInvest in private credit
๐Ÿ’ฐ Finance
(37K)
free
10
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
๐Ÿ’ฐ Finance
(11K)
ad-supported
11
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
by National Financial Services LLC
Free

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.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
๐Ÿ’ฐ Finance
(19K)
free
12
Beanstox: Simple Investing
Beanstox: Simple Investing
Beanstox: Simple Investing
Seriously Simple Investingยฎ
Free

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs
๐Ÿ’ฐ Finance
(3.6K)
free with in-app purchases
13
BPAS University
BPAS University
BPAS University
The Road to Financial Security
Free

This app simplifies retirement and benefit planning with educational resources and tools. Access a virtual classroom, savings calculators, and risk assessment to optimize your financial future. Learn about investing, health savings accounts, and more to achieve financial security.

Virtual classroom with educational multimediaSavings calculators and planning guidesSocial Security estimates
๐Ÿ“š Education
(1.6K)
free
14
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

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.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
๐Ÿ’ผ Business
(1.6K)
free
15
Wealthscapeโ„ 
Wealthscapeโ„ 
Wealthscapeโ„ 
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
๐Ÿ’ฐ Finance
(2.7K)
free
16
Trust & Will: Estate Planning
Trust & Will: Estate Planning
Trust & Will: Estate Planning
Start your trust or will today
Free

Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.

Create Wills and TrustsOrganize and track assetsAccess legal documents anywhere
๐Ÿ’ฐ Finance
(93)
free with in-app purchases
17
BlackRock Institutional
BlackRock Institutional
BlackRock Institutional
Market and investment insights
Free

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.

Market and investment insightsInvestor education contentCommunity discussions
๐Ÿ’ฐ Finance
(74)
free
18
Altruist Client
Altruist Client
Altruist Client
The way money should feel.
Free

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

View account balances and returnsTrack transactions and transfersAnalyze investment allocations
๐Ÿ’ฐ Finance
(1.4K)
free
19
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
๐Ÿ’ฐ Finance
(58)
free
20
U.S. Bank Trust & Investments
U.S. Bank Trust & Investments
U.S. Bank Trust & Investments
by U.S. Bancorp
Free

Access detailed trust and investment information, including account balances, holdings, and transaction history. Stay informed with stock quotes, company news, charts, and market updates. Available to U.S. Bank trust and investment clients.

View account balances and holdingsReview transaction historyGet stock quotes and company news
๐Ÿ’ฐ Finance
(46)
free