Best Capwealth Apps

210+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated July 2026

Out of 210+ capwealth apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Compare top Capwealth Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1CapWealthCapWealthFree5.0★ (1)NoNoJun 2026
2Titan: Your Wealth TeamTitan: Your Wealth TeamFree4.6★ (7K)NoNoJul 2026
3Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoJul 2026
4Capital Group PlanPremier401kCapital Group PlanPremier401kFree4.8★ (11K)NoNoJul 2026
5EFEEFEFree4.6★ (7.4K)YesNoJul 2026
6Finhabits: Invest My MoneyFinhabits: Invest My MoneyFree4.6★ (22K)YesNoJul 2026
7Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoJul 2026
8Northwestern MutualNorthwestern MutualFree4.8★ (11K)NoNoJul 2026

Top Picks for Capwealth

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)
Free
Titan: Your Wealth Team screenshot 1
Titan: Your Wealth Team screenshot 2
Titan: Your Wealth Team screenshot 3
Titan: Your Wealth Team screenshot 4
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

Saving, investing, stocks.
Worth Considering
💰 Finance
4.8😊(17K ratings)
Free
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 Capwealth apps to explore

4
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
💰 Finance
(11K)
ad-supported
5
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
(7.4K)
ad-supported
6
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans
💰 Finance
(22K)
free with in-app purchases
7
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
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
8
Northwestern Mutual
Northwestern Mutual
Northwestern Mutual
by Northwestern Mutual
Free

Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.

View investment performance and transactionsAccess insurance policy detailsMake premium payments
💰 Finance
(11K)
free
9
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
💰 Finance
(12K)
free with in-app purchases
10
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

View account balancesCheck personal rate of returnReview transaction history
💰 Finance
(11K)
free
11
Thrivent Financial
Thrivent Financial
Thrivent Financial
Manage your money with purpose
Free

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

Monitor investments and insurancePurchase, redeem, and exchange mutual fundsAccess statements and tax forms
💰 Finance
(748)
ad-supported
12
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
13
Corebridge
Corebridge
Corebridge
Action is everything.
Free

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment
💰 Finance
(43)
free
14
Victory Capital
Victory Capital
Victory Capital
For Every Investor
Free

This app provides personalized investment recommendations and active portfolio management. It allows users to easily manage their accounts, track performance, and access investment insights to pursue financial goals.

Personalized investment recommendationsActive portfolio managementAccount management and tracking
💰 Finance
(274)
free
15
Guideline
Guideline
Guideline
Access your 401(k) anytime
Free

Easily set up and manage your 401(k) retirement account directly from your phone. Track progress, adjust contributions, and consolidate savings from other accounts. Invest with confidence through guided portfolio selection and automatic rebalancing.

Set up 401(k) in minutesAccess and manage contributionsInvest in recommended portfolios
💰 Finance
(1.8K)
free with in-app purchases
16
AdviceWorks®
AdviceWorks®
AdviceWorks®
Client Access
Free

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

Comprehensive account overview dashboardNet worth tracking with linked accountsSecure document vault for statements and reports
💰 Finance
(127)
free
17
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.7K)
free
18
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases
19
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
20
Domain Money
Domain Money
Domain Money
Your finances, handled for you
Free

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

Expert financial guidanceCustom financial plansActionable steps
💰 Finance
(294)
free with in-app purchases

FAQ about Capwealth

What are the best capwealth apps for iPhone?
CapWealth tops our capwealth apps ranking as of July 2026, with a 5.0-star average from 1 App Store ratings, and it's free to download.
Yes — 20 of the top capwealth apps we rank are free to download, including CapWealth and Titan: Your Wealth Team.
CapWealth has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 210+ capwealth apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
CapWealth is a mobile application designed for clients to easily access their portfolio data. It provides a user-friendly interface for tracking investments and financial holdings.
CapWealth is compatible with iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem.

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