Best Capwealth Apps

210+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated June 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.

Top Picks for Capwealth

Capital Group PlanPremier401k#2
4.8😞(11K ratings)
FreeAds
Capital Group PlanPremier401k screenshot 1
Capital Group PlanPremier401k screenshot 2
Capital Group PlanPremier401k screenshot 3
Capital Group PlanPremier401k screenshot 4
Capital Group PlanPremier401k screenshot 5

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.

What We Love

  • 👍 User friendly
  • 🚀 Easy to make changes
  • 💡 Allows to review investments and make changes

Room to Improve

  • 🐛 Glitchy, freezes up
  • 🐛 Keeps crashing
  • 🐛 Login doesn't work
Principal®#3

Principal® by Principal Financial Group

Retire on your terms.
Worth Considering
💰 Finance
4.8😞(228K ratings)
FreeAds
Principal® screenshot 1
Principal® screenshot 2
Principal® screenshot 3
Principal® screenshot 4
Principal® screenshot 5
Principal® screenshot 6

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.

What We Love

  • 🚀 Easy to use
  • 👍 Convenient mobile access
  • 💡 Helpful investment tools
  • 🔒 Secure login process

Room to Improve

  • 🐛 Frequent crashes and bugs
  • ⏱️ Slow and laggy performance
  • 📊 Lacking key account information

More Capwealth 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
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
(21K)
free with in-app purchases
6
T. Rowe Price Personal®
T. Rowe Price Personal®
T. Rowe Price Personal®
INVEST WITH CONFIDENCE®
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
💰 Finance
(23K)
free
7
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team
💰 Finance
(18K)
free
8
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(187K)
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
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
11
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
💰 Finance
(11K)
free with in-app purchases
12
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(393K)
free with in-app purchases
13
Transamerica Retirement App
Transamerica Retirement App
Transamerica Retirement App
by Transamerica Retirement Solutions, LLC
Free

Manage your retirement savings and investments on the go. Access account balances, track performance, and adjust savings or investment strategies. Utilize tools to project future retirement outlook based on your current plan.

On-the-go account accessView account balance and performanceAdjust savings rate
💰 Finance
(3.2K)
free
14
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free
15
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
16
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
💰 Finance
(5.8K)
subscription
17
Brightside Financial
Brightside Financial
Brightside Financial
Financial Care starts here
Free

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.

On-demand financial assistantsTailored financial solutionsDebt management tools
💰 Finance
(1.4K)
free
18
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
💰 Finance
(183)
free
19
Raisin: Earn More on Cash
Raisin: Earn More on Cash
Raisin: Earn More on Cash
Savings, CDs, and More
Free

This app helps you grow your savings by connecting you to high-yield accounts and CDs from multiple FDIC-member banks and NCUA-member credit unions. Manage all your deposits, compare rates, and simplify tax reporting from a single, secure dashboard with no added fees or minimums.

Discover high-yield savings accountsCompare CD ratesManage multiple accounts from one login
💰 Finance
(79)
free with in-app purchases
20
Lincoln Financial Mobile
Lincoln Financial Mobile
Lincoln Financial Mobile
by Lincoln National Corp.
Free

Manage your retirement plan, employee benefits, and financial wellness tools from a single, secure mobile application. Access account information, adjust contributions, track claims, and utilize budgeting and debt management tools.

Retirement plan managementEmployee benefits accessFinancial wellness tools
💰 Finance
(284)
free

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