Best Capricorn Private Wealth Apps

224+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

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 โ€” many free, many higher-rated than you'd expect.

Top Picks for Capricorn Private Wealth

Autopilot: Automated Investing#2

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(18K ratings)
FreeAds
#99in Finance
Autopilot: Automated Investing screenshot 1
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Autopilot: Automated Investing screenshot 6

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿš€ Automated trading
  • ๐Ÿš€ Follows successful investors
  • ๐Ÿ‘ Potential for good returns

Room to Improve

  • ๐Ÿ› Connectivity issues
  • ๐Ÿ› Bugs and glitches
  • ๐Ÿ’ฐ High subscription fees
Cowrywise: Save & Invest Money#3

Cowrywise: Save & Invest Money by CowryWise Inc

Save. Invest. Get richer daily
Worth Considering
๐Ÿ’ฐ Finance
4.6๐Ÿ˜Š(12K ratings)
FreeAds
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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.

What We Love

  • ๐Ÿ‘ Easy to use
  • ๐Ÿš€ Seamless savings and investment experience
  • ๐Ÿ”’ Secure platform
  • ๐Ÿ’ก Helpful for cultivating savings culture

Room to Improve

  • ๐Ÿ•ฐ๏ธ Slow withdrawal process
  • ๐Ÿ” Navigation can be improved
  • ๐Ÿ”– Lack of certain withdrawal options

More Capricorn Private Wealth apps to explore

4
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
๐Ÿ’ฐ Finance
(1K)
free with in-app purchases
5
Ellevest: Investing for women
Ellevest: Investing for women
Ellevest: Investing for women
Build wealth for your future.
Free

This platform offers personalized investment portfolios designed specifically for women, addressing unique financial challenges. It provides expert financial planning, impact investing options, and tools to help users achieve their financial goals. Access market insights and build wealth for your future.

Personalized investment portfoliosFinancial planning servicesImpact investing options
๐Ÿ’ฐ Finance
(5.8K)
subscription
6
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
7
Vault: Private Wealth
Vault: Private Wealth
Vault: Private Wealth
Grow & preserve your wealth
Free

This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.

Personalized financial advisorDiversified investment portfoliosPrivate market opportunities
๐Ÿ’ฐ Finance
(6)
free
8
Private Client Services
Private Client Services
Private Client Services
Client portal
Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings
๐Ÿ’ฐ Finance
(10)
free
9
GS PWM
GS PWM
GS PWM
Wealth Management
Free

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

View portfolio market valueTrack investment resultsInitiate transfers
๐Ÿ’ฐ Finance
(86)
free
10
Principalยฎ
Principalยฎ
Principalยฎ
Retire on your terms.
Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

View account balancesRoll over fundsChange contributions
๐Ÿ’ฐ Finance
(228K)
free with in-app purchases
11
Acorns: Save & Invest Money
Acorns: Save & Invest Money
Acorns: Save & Invest Money
Grow Your Financial Wellness
Free

This app automates saving, investing, and spending to help you grow your financial wellness. It allows you to invest spare change, set recurring investments, and even invest in Bitcoin. You can also save for emergencies, retirement, and your children's futures.

Automated investingInvest spare changeRecurring investments
๐Ÿ’ฐ Finance
(954K)
subscription
12
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto
๐Ÿ’ฐ Finance
(84K)
free with in-app purchases
13
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
14
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
๐Ÿ’ฐ Finance
(37K)
free
15
Stifel Wealth Tracker
Stifel Wealth Tracker
Stifel Wealth Tracker
by Stifel Financial Corp.
Free

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

Consolidated financial account viewNet worth trackingGoal progress monitoring
๐Ÿ’ฐ Finance
(183)
free
16
Finvest: AI Money Manager
Finvest: AI Money Manager
Finvest: AI Money Manager
Track, manage & build wealth
Free

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis
๐Ÿ’ฐ Finance
(266)
free
17
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
๐Ÿ’ฐ Finance
(14)
ad-supported
18
T. Rowe Price Personalยฎ
T. Rowe Price Personalยฎ
T. Rowe Price Personalยฎ
INVEST WITH CONFIDENCEยฎ
Free

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Consolidated portfolio viewExternal account linkingDetailed fund performance
๐Ÿ’ฐ Finance
(23K)
free
19
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Manage retirement savingsAccess stock optionsView health insurance details
๐Ÿ’ฐ Finance
(29K)
free
20
ARM One: Invest. Build wealth.
ARM One: Invest. Build wealth.
ARM One: Invest. Build wealth.
Retirement savings
Free

Grow your wealth with a comprehensive investment management app. Access multiple investment options, expert insights, and manage all your accounts in one place. Diversify your portfolio across different currencies and product offerings.

Real-time investment account accessManage all investments in one appAccess investment insights
๐Ÿ’ฐ Finance
(27)
free