224+ iOS apps curated and reviewed
Capricorn Private Wealth is the household name in capricorn private wealth, but it's far from the only option. We track 224+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.
Automate your portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.
Save and invest effortlessly with our user-friendly app that allows you to set financial goals, automate savings, and invest in mutual funds easily. Start building wealth today!
Join the WealthBuilders Community to access financial tools, online courses, expert insights, and support for achieving financial freedom and building generational wealth. Connect with like-minded individuals and gain valuable knowledge to enhance your money management skills.
An application optimized for women, Ellevest helps build personalized investment portfolios to achieve financial goals. With diversified portfolios, tax strategies, impact investing options, and expert guidance, Ellevest aims to empower women financially. Join over 3 million members today for $12/month and start investing for your future.
This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.
This mobile app allows clients to access their account information on-the-go, providing a secure and comprehensive overview of their investments, transactions, and results. With the app, clients can stay up-to-date on their holdings, view research insights, and easily contact their team, all through a secure and user-friendly portal.
This mobile app allows Goldman Sachs Private Wealth Management and Ayco clients to access their accounts, view portfolio details, and stay updated on market insights. With the app, clients can initiate transfers, deposit checks, and contact their team, providing a streamlined way to manage their wealth on-the-go.
Manage your retirement savings conveniently with our app, offering quick access to account information, personalized retirement tracking, financial education, and insurance details. Take control of your financial future with ease.
An app that helps users invest spare change for their future, with over $4 billion invested so far through Round-Ups®. Start investing and saving today for financial growth.
An all-in-one investing application where you can trade options with rebates, earn high APY on a cash account, buy bonds, utilize AI investment analysis, manage portfolios with advanced tools, and access pre-market trading sessions. Take control of your investments and dive deep into financial analysis with ease.
A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.
Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.
"Access Stifel Wealth Tracker, a free financial management service accessible across multiple devices. Track your net worth, monitor financial progress, analyze investments, and access relevant research reports. Connect with a financial advisor easily for personalized assistance and guidance."
Invest effortlessly in US Treasury Bills through a secure platform that offers high yields and flexibility in buying and selling. Benefit from locked interest rates, trusted custodianship, and government backing for a stress-free investment experience. Explore the opportunity to grow your wealth with peace of mind.
This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.
Track your financial goals with a secure mobile app that helps you manage your retirement savings with features like viewing account activity, balances, and asset allocation. Invest with confidence and take control of your financial future.
Manage all your Fidelity workplace benefits in one place with this app. View retirement savings, manage HSA expenses, access educational materials, and stay secure with advanced security measures. Take control of your financial well-being today.
This app helps you grow your wealth with multiple investment options and expert insights, allowing you to manage all your investments in one place. Download the app to access real-time account updates, diversify your investments, and enjoy a smooth user experience.