Best Bmk Wealth Apps

217+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated May 2026

Every iPhone needs a few good bmk wealth apps. We benchmark 217+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Top Picks for Bmk Wealth

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)
FreeAds
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Titan: Your Wealth Team screenshot 3
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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
Wealthfront: Save and Invest#3

Wealthfront: Save and Invest by Wealthfront, Inc.

Saving, investing, stocks.
Worth Considering
💰 Finance
4.8😊(17K ratings)
FreeAds
Wealthfront: Save and Invest screenshot 1
Wealthfront: Save and Invest screenshot 2
Wealthfront: Save and Invest screenshot 3
Wealthfront: Save and Invest screenshot 4
Wealthfront: Save and Invest screenshot 5
Wealthfront: Save and Invest screenshot 6

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.

What We Love

  • 🚀 Fantastic HYSA and Robo-Advisor
  • 👍 Impressive money managing app
  • 👍 Phenomenal app for people trying to reach financial goals
  • 👍 Great Robo Investing App

Room to Improve

  • 🚫 Not good for IRA and investing accounts
  • 🚫 Great APY, Terrible Features and Compatability
  • 🐛 Alas...

More Bmk Wealth apps to explore

4
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

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.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
5
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
💰 Finance
(1K)
free with in-app purchases
6
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
(89)
ad-supported
7
iMobile: Loan, Cards & Banking
iMobile: Loan, Cards & Banking
iMobile: Loan, Cards & Banking
Loans, Cards, Payment & FASTag
Free

This banking app provides over 400 services, including loans, savings accounts, fund transfers, and card management. It allows users to manage investments, make payments, recharge services, and book travel. Features include budgeting tools, rewards, and 24/7 chatbot assistance.

Apply for various loans (Personal, Home, Car)Open digital savings accounts and fixed depositsManage debit, credit, and forex cards
💰 Finance
(63K)
free
8
Black Diamond Wealth Platform
Black Diamond Wealth Platform
Black Diamond Wealth Platform
by Black Diamond Performance Reporting, LLC
Free

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

Portfolio data accessSimple interfaceElegant design
💰 Finance
(95)
free
9
Jupiter: Cards, UPI, Banking
Jupiter: Cards, UPI, Banking
Jupiter: Cards, UPI, Banking
Save & Invest
Free

Manage your finances with a digital banking app offering a lifetime free credit card with significant cashback, UPI payments, expense tracking, and investment options like mutual funds and digital gold. It also provides access to personal loans and mini loans.

Lifetime free credit card with high cashbackFast and secure UPI paymentsExpense tracking and budgeting tools
💰 Finance
(327)
free
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
💰 Finance
(1.6K)
free with in-app purchases
11
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
💼 Business
(1.6K)
free
12
HDFC Securities InvestRight
HDFC Securities InvestRight
HDFC Securities InvestRight
Stocks,Mutual Funds & IPO
Free

This app provides a comprehensive platform for trading stocks, mutual funds, and IPOs. It offers a personalized trading experience with features like advanced charting, order placement, and real-time market data. Manage your demat account and investments all in one place.

Demat and trading account managementIPO and mutual fund investmentsPersonalized dashboard and order placement
💰 Finance
(2.7K)
free
13
Wealth Builder University
Wealth Builder University
Wealth Builder University
Wealth Builder University
Free

This app helps users efficiently manage business operations, including branches, contacts, team members, and client records. It offers tools for policy management, appointment scheduling with reminders, and detailed sales performance analysis through charts and reports.

Manage branches and contactsManage team membersManage client and prospect records
💼 Business
(13)
free
14
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
💰 Finance
(30)
free
15
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Wealth managementInvestment planningRetirement planning
💰 Finance
(14)
ad-supported
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
💰 Finance
(23)
free
17
American Heritage VideoAdvisor
American Heritage VideoAdvisor
American Heritage VideoAdvisor
by American Heritage FCU
Free

Securely connect with trusted financial professionals for face-to-face video chats. Share documents, review contracts, and eSign agreements all within one easy-to-use application.

Secure video chatDocument uploadContract review
💰 Finance
(1.2K)
free
18
SBNRI: NRI Mutual Fund & Tax
SBNRI: NRI Mutual Fund & Tax
SBNRI: NRI Mutual Fund & Tax
Build your Indian Portfolio
Free

Invest in India with a trusted platform designed for NRIs and OCIs. Build your Indian portfolio, track investments, and access advisory services for taxation, repatriation, and planning. Seamlessly invest in mutual funds, real estate, and more using your Indian bank accounts.

Build Indian portfolioMutual fund investmentTrack existing investments
💰 Finance
(917)
free with in-app purchases
19
myCAMS Mutual Fund App
myCAMS Mutual Fund App
myCAMS Mutual Fund App
by COMPUTER AGE MANAGEMENT SERVICES PRIVATE LIMITED
Free

Manage your mutual fund investments from multiple providers in one place. Perform transactions like purchases, redemptions, and set up SIPs easily. Offers secure login and portfolio tracking for a streamlined investment experience.

Single gateway for multiple mutual fundsBiometric/MPIN loginPAN level portfolio view
💰 Finance
(170)
free
20
SEI Connect - Investor
SEI Connect - Investor
SEI Connect - Investor
Powering Wealth
Free

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

Biometric loginPush notificationsDocument scanner
💰 Finance
(30)
ad-supported