Best Bluestone Wealth Trust Apps

228+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated May 2026

Whether you're new to Bluestone Wealth Trust or looking for an upgrade, our curated collection of 228+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Top Picks for Bluestone Wealth Trust

Titan: Your Wealth Team#1

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

Investing, Wealth Management
Editor's Choice
πŸ’° Finance
4.6😞(7K ratings)
FreeAds
Titan: Your Wealth Team screenshot 1
Titan: Your Wealth Team screenshot 2
Titan: Your Wealth Team screenshot 3
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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

  • πŸ’Ž Consistent growth
  • 🀝 Exceptional customer service
  • πŸ“š Great education and content
  • πŸ” Unique investing strategies

Room to Improve

  • πŸ’° High membership and advisory fees, with less ROI
  • πŸ”’ Locked funds and strategy
  • πŸ”„ Changing policies and fees
Ethos - Insurance & Wills#3

Ethos - Insurance & Wills by Ethos Technologies Inc

An Ethos Technologies company
Worth Considering
πŸ’° Finance
4.6😐(6.7K ratings)
FreeAds
Ethos - Insurance & Wills screenshot 1
Ethos - Insurance & Wills screenshot 2
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Ethos - Insurance & Wills screenshot 4

Secure your family's future with an all-in-one platform for life insurance and estate planning. Apply for term life insurance in minutes with no medical exams and create legally solid Wills and Trusts with guided tools.

What We Love

  • πŸš€ Simple and easy to use
  • πŸ‘ Helpful for creating wills and estate planning
  • πŸ’‘ Innovative app concept
  • πŸš€ Quick and efficient process

Room to Improve

  • πŸ› Glitchy and buggy app
  • πŸ”’ Privacy and security concerns
  • πŸ‘Ž Limited options for blended families

More Bluestone Wealth Trust apps to explore

4
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
πŸ’° Finance
(17K)
free with in-app purchases
5
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Save. Invest. Get richer daily
Free

Securely save and invest money with access to Nigerian mutual funds and stocks. Automate savings, earn competitive interest, and build wealth at your own pace. Your funds are professionally managed and protected by robust security measures.

Automated savings plansEarn double-digit interestGroup savings with Circles
πŸ’° Finance
(12K)
free with in-app purchases
6
Baird Online
Baird Online
Baird Online
by Robert W. Baird & Co.
Free

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

View portfolio and asset allocationSecure login with biometricsTrack net worth
πŸ’° Finance
(1.1K)
free
7
WealthBuilders Community
WealthBuilders Community
WealthBuilders Community
Building Wealth Together
Free

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

Community support networkOnline courses and financial toolsExpert financial insights
πŸ’° Finance
(1K)
free with in-app purchases
8
Wealthscape Investorβ„ 
Wealthscape Investorβ„ 
Wealthscape Investorβ„ 
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
πŸ’° Finance
(19K)
free
9
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
πŸ’° Finance
(89)
ad-supported
10
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
πŸ’° Finance
(1.6K)
free with in-app purchases
11
Wealth Elite
Wealth Elite
Wealth Elite
by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Free

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.

Portfolio managementMutual fund investmentWealth tracking
πŸ’° Finance
(30)
free
12
Neverless: Stocks & Crypto
Neverless: Stocks & Crypto
Neverless: Stocks & Crypto
Invest without fees
Free

Invest in cryptocurrencies, gold, and silver with zero fees. Access passive income through automated strategies, borrow against your assets, and enjoy bank-grade security. Stocks investing is coming soon.

Buy/sell 500+ cryptos, gold, silver0% trading feesLeverage up to 5x
πŸ’° Finance
(116)
free
13
CNB Wealth Management Mobile
CNB Wealth Management Mobile
CNB Wealth Management Mobile
by City Holding Company
Free
πŸ’° Finance
(1)
14
FCA Wealth Management
FCA Wealth Management
FCA Wealth Management
First Commonwealth Advisors
Free
πŸ’° Finance
(0)
15
DBS digibank - wealth
DBS digibank - wealth
DBS digibank - wealth
by DBS Bank Ltd
Free

Manage your investments, plan your finances, and bank seamlessly within a single application. Gain insights into your portfolio, access global markets, and track your spending. Offers tools for sustainable living and investing.

Integrated banking and wealth managementSmart Shortcuts and remindersPortfolio breakdown and analysis
πŸ’° Finance
(555)
free with in-app purchases
16
NJ  E-Wealth Account
NJ  E-Wealth Account
NJ E-Wealth Account
by NJ INDIA INVEST PRIVATE LIMITED
Free

Manage your financial transactions and review your portfolio reports on the go. This app requires login credentials provided by an NJ Wealth Advisors Network Partner.

On-the-go transactionsPortfolio reportsTransaction history
πŸ’° Finance
(23)
free
17
BOH Trust
BOH Trust
BOH Trust
by Bank of Hawaii
Free

Access your trust and investment details securely on the go. View your total wealth, portfolio snapshots, and detailed holdings. Make informed financial decisions with clear, simple access to your information.

Secure environmentAccess financial informationFingerprint sign-in
πŸ’° Finance
(1)
free
18
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
πŸ’° Finance
(58)
free
19
NCBCM Wealth Connect
NCBCM Wealth Connect
NCBCM Wealth Connect
by National Commercial Bank Jamaica Limited
Free

Manage your investments and build wealth from your mobile device. Track your portfolio, view transaction history, and trade equities and unit trusts. The app also allows for inter-account transfers and watchlist creation.

View Investment PortfolioView Transaction HistoryBuy and Sell Equities
πŸ’° Finance
(30)
free
20
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
πŸ’° Finance
(3.6K)
free