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Best Cerity Partners Llc Apps

222+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated June 2026

If you already know CP Wealth Portal, this is the deeper bench. 222+ cerity partners llc apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.

Compare top Cerity Partners Llc Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1CP Wealth PortalCP Wealth PortalFree——NoMay 2026
2Ellevest: Investing for womenEllevest: Investing for womenFree4.7★ (5.8K)YesNoAug 2026
3Autopilot: Automated InvestingAutopilot: Automated InvestingFree4.6★ (20K)YesNoAug 2026
4Carta - Manage Your EquityCarta - Manage Your EquityFree4.8★ (9.3K)NoNoAug 2026
5Morningstar InvestorMorningstar InvestorFree4.0★ (7K)NoYesAug 2026
6Seeking Alpha: News & AnalysisSeeking Alpha: News & AnalysisFree4.8★ (126K)YesYesAug 2026
7Alinea: Automated InvestingAlinea: Automated InvestingFree4.8★ (97K)NoNoAug 2026
8LinqtoLinqtoFree3.5★ (89)YesNoJul 2026

Top Picks for Cerity Partners Llc

Ellevest: Investing for women#2

Ellevest: Investing for women by Ellevest, Inc.

Build wealth for your future.
Strong Contender
💰 Finance
4.7😞(5.8K ratings)
FreeAds
Ellevest: Investing for women screenshot 1

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.

What We Love

  • 🚀 Easy to use
  • 💡 Empowering for women
  • 👍 Visually appealing
  • 🚀 Smooth onboarding process

Room to Improve

  • 🐛 Buggy app experience
  • 🔒 Difficult account management
  • 🔒 Unresponsive customer service
Autopilot: Automated Investing#3

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Worth Considering
💰 Finance
4.6😐(20K ratings)
FreeAds
#61in Finance
Autopilot: Automated Investing screenshot 1
Autopilot: Automated Investing screenshot 2
Autopilot: Automated Investing screenshot 3
Autopilot: Automated Investing screenshot 4
Autopilot: Automated Investing screenshot 5
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

  • 🚀 Easy to use
  • 🚀 Automated trading
  • 🚀 Follows successful investors
  • 👍 Potential for good returns

Room to Improve

  • 🐛 Connectivity issues
  • 🐛 Bugs and glitches
  • 💰 High subscription fees

More Cerity Partners Llc apps to explore

4
Carta - Manage Your Equity
Carta - Manage Your Equity
Carta - Manage Your Equity
All things equity in one place
Free

This platform helps individuals manage their equity, build businesses, and invest in emerging companies. The app allows users to handle all equity-related tasks, including accepting grants and exercising options.

Manage equityBuild businessesInvest in companies
💰 Finance
(9.3K)
ad-supported
5
Morningstar Investor
Morningstar Investor
Morningstar Investor
by Morningstar, Inc.
Free

This app provides expert investment analysis and tools to refine your strategy and maximize returns. Monitor markets, access comprehensive data on stocks and funds, track your portfolio, and stay updated with the latest financial news and commentary.

Portfolio monitoring toolsSecurity search and watchlistsIndependent analysis and ratings
💰 Finance
(7K)
free with in-app purchases
6
Seeking Alpha: News & Analysis
Seeking Alpha: News & Analysis
Seeking Alpha: News & Analysis
Stock Market Portfolio, Alerts
Free

Access real-time financial news, market analysis, and expert investment insights. Track your portfolio, set customizable alerts, and discover stock ratings. This platform empowers active investors with tools previously available only to institutions.

Real-time financial newsMarket-moving analysisStock ratings and insights
💰 Finance
(126K)
freemium
7
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news
💰 Finance
(97K)
free
8
Linqto
Linqto
Linqto
Access to Private Investment
Free

Access private investment opportunities in leading global unicorns and private companies. Evaluate and invest in innovative mid-to-late-stage companies across diverse sectors like fintech, AI, and health tech. Democratizes access to private market investments for accredited investors.

Access to private company investmentsEvaluate investment opportunitiesInvest in unicorns and startups
💰 Finance
(89)
free with in-app purchases
9
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
10
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
11
iConnections LLC
iConnections LLC
iConnections LLC
The Alts Industry Network
Free

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

Connect investment professionalsSchedule video meetingsShare documents securely
💼 Business
(928)
free
12
Bloom: Learn to Invest
Bloom: Learn to Invest
Bloom: Learn to Invest
Buy Stocks. Earn Rewards.
Free

This app teaches users how to invest through interactive lessons and offers a platform to buy stocks and ETFs. Users can earn rewards, compete in tournaments, and build wealth with features like fractional shares and auto-portfolios.

Interactive financial lessonsInvest in 5,000+ stocks/ETFsFractional shares from $1
💰 Finance
(46K)
free with in-app purchases
13
LBank - Buy Bitcoin & Crypto
LBank - Buy Bitcoin & Crypto
LBank - Buy Bitcoin & Crypto
Buy Meme on LBank
Free

This platform offers a comprehensive trading experience for cryptocurrencies, specializing in discovering high-potential tokens and meme coins. It supports a vast array of trading pairs, fiat currencies, and provides robust security measures and global compliance.

Discover 100x Gems and meme coins1,000+ spot trading pairs600+ derivatives trading pairs
💰 Finance
(730)
free with in-app purchases
14
BBAE Pro - Trading & Investing
BBAE Pro - Trading & Investing
BBAE Pro - Trading & Investing
Stocks | Options | Portfolios
Free

This platform empowers users to navigate financial markets with tools for stocks, options, and ETFs. It offers commission-free trading, AI-powered filing analysis, and curated investment themes. Users can also explore portfolios of famous investors and receive personalized financial guidance.

Commission-free stock tradingOptions trading strategiesAI-powered SEC filing analysis
💰 Finance
(78)
free
15
Risevest
Risevest
Risevest
Better investments and returns
Free

Grow your money and achieve financial goals by investing in global, dollar, and naira-denominated assets. This platform offers personalized portfolios designed around your goals and risk profile, making investing accessible for everyone.

Invest in US stocks and real estatePersonalized investment portfoliosGoal-based saving and investing
💰 Finance
(507)
free with in-app purchases
16
S&P Capital IQ Pro
S&P Capital IQ Pro
S&P Capital IQ Pro
Access essential intelligence.
Free

Access comprehensive company and market intelligence with powerful analytics and deep sector insights. Stay updated with the latest news, market data, and filings anytime, anywhere.

Company and market intelligencePowerful analyticsDeep sector intelligence
💰 Finance
(2.9K)
subscription
17
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
18
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
19
i-Invest iPru
i-Invest iPru
i-Invest iPru
ICICI Prudential Mutual Fund
Free

Invest in mutual funds with a secure and convenient app. Track your portfolio, manage transactions, and access educational content to enhance your financial planning. Includes tools for goal-based planning and family investment management.

Mutual fund investmentPortfolio trackingSIP management
💰 Finance
(74)
free
20
Baird Online
Baird Online
Baird Online
by Robert W. Baird & Co.
Free

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

View portfolio and asset allocationSecure login with biometricsTrack net worth
💰 Finance
(1.1K)
free

FAQ about Cerity Partners Llc

Are there free cerity partners llc apps for iPhone?
Yes — 20 of the top cerity partners llc apps we rank are free to download, including CP Wealth Portal and Ellevest: Investing for women.
CP Wealth Portal has no in-app purchases, according to its App Store listing as of June 2026.
We track 222+ cerity partners llc apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.