Best Captrust Financial Advisors Apps

250+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated August 2026

Looking for free captrust financial advisors apps? 20 of our 250+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Compare top Captrust Financial Advisors Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1CapTrust Financial AdvisorsCapTrust Financial AdvisorsFree4.0★ (4)NoNoJun 2026
2Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoAug 2026
3Brightside FinancialBrightside FinancialFree4.6★ (1.5K)NoNoAug 2026
4Facet: Financial PlanningFacet: Financial PlanningFree5.0★ (8)NoNoAug 2026
5Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoAug 2026
6EFEEFEFree4.6★ (7.5K)NoNoAug 2026
7NetBenefitsNetBenefitsFree4.6★ (29K)NoNoAug 2026
8Mainsail Financial GroupMainsail Financial GroupFreeNoNoAug 2026

Top Picks for Captrust Financial Advisors

Ameriprise Financial#2

Ameriprise Financial by Ameriprise Financial, Inc.

Strong Contender
💰 Finance
4.9😊(37K ratings)
Free
Ameriprise Financial screenshot 1
Ameriprise Financial screenshot 2
Ameriprise Financial screenshot 3
Ameriprise Financial screenshot 4
Ameriprise Financial screenshot 5

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

  • 👍 Fantastic relationship
  • 👍 Very confident with portfolio management
  • 👍 Everything in one place
  • 👍 Family-friendly

Room to Improve

  • 🐛 2FA required every time with Face ID
  • 🐛 Graphs and holdings information not user-friendly
  • 🐛 Total View lags and shows incorrect balances
Brightside Financial#3

Brightside Financial by Brightside Benefit, Inc

Financial Care starts here
Worth Considering
💰 Finance
4.6😞(1.5K ratings)
Free
Brightside Financial screenshot 1
Brightside Financial screenshot 2
Brightside Financial screenshot 3
Brightside Financial screenshot 4

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

What We Love

  • 🚀 Quick and easy to use
  • 👍 Helpful financial assistance
  • 💡 Useful features for Amazon employees
  • 🤝 Great customer service

Room to Improve

  • 🐛 Frequent app crashes and glitches
  • 🔒 Login and access issues
  • ⚠️ Unreliable app performance

More Captrust Financial Advisors apps to explore

4
Facet: Financial Planning
Facet: Financial Planning
Facet: Financial Planning
Flat fee, CFP®, investing
Free

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

Personalized financial roadmapCFP® professional guidanceInvestment management
💰 Finance
(8)
free
5
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
💰 Finance
(17K)
free with in-app purchases
6
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
💰 Finance
(7.5K)
ad-supported
7
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
💰 Finance
(29K)
free
8
Mainsail Financial Group
Mainsail Financial Group
Mainsail Financial Group
by Mainsail Financial Group, LLC
Free
💰 Finance
(0)
9
Parker Financial
Parker Financial
Parker Financial
by C. L. Parker, Inc.
Free
💰 Finance
(0)
10
Morling Financial Advisors
Morling Financial Advisors
Morling Financial Advisors
by Morling Financial Advisors, LLC
Free
💰 Finance
(0)
11
PFG Advisors
PFG Advisors
PFG Advisors
by Priority Financial Group, LLC
Free
💰 Finance
(0)
12
American Dream Financial
American Dream Financial
American Dream Financial
Financial Education
Free
💼 Business
(0)
13
Four C Financial
Four C Financial
Four C Financial
Four C Financial
Free
💰 Finance
(0)
14
Anchor Pointe Financial
Anchor Pointe Financial
Anchor Pointe Financial
by Uptick Partners, LLC
Free
💰 Finance
(0)
15
Echo45 Advisors
Echo45 Advisors
Echo45 Advisors
by Echo45 Advisors
Free
💰 Finance
(0)
16
Peak Financial
Peak Financial
Peak Financial
by Peak Financial Management, Incorporated
Free
💰 Finance
(0)
17
Geometric Wealth Advisors
Geometric Wealth Advisors
Geometric Wealth Advisors
by Geometric Wealth Advisors, LLC
Free
💰 Finance
(0)
18
Beacon Pointe Advisors
Beacon Pointe Advisors
Beacon Pointe Advisors
by Beacon Pointe Holdings, LLC
Free
💰 Finance
(0)
19
MCF Advisors Portal
MCF Advisors Portal
MCF Advisors Portal
by MCF Advisors, LLC
Free
💰 Finance
(0)
20
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
💰 Finance
(1.5K)
free

FAQ about Captrust Financial Advisors

What are the best captrust financial advisors apps for iPhone?
CapTrust Financial Advisors tops our captrust financial advisors apps ranking as of August 2026, with a 4.0-star average from 4 App Store ratings, and it's free to download.
Yes — 20 of the top captrust financial advisors apps we rank are free to download, including CapTrust Financial Advisors and Ameriprise Financial.
CapTrust Financial Advisors has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 250+ captrust financial advisors apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
CapTrust Financial Advisors allows you to view and manage your investment accounts directly from your mobile device. You can access your portfolio and financial information securely anytime, anywhere.
CapTrust Financial Advisors is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently available for Android devices.