Best Ckredence Wealth Apps

0.0(0 ratings)

Free

Novelty Wealth: AI for Finance by FW FINTECH PRIVATE LIMITED

SEBI RIA | Unbiased Advisory

Strong Contender

4.0(1 ratings)

FreeAdsIn-App Purchases

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This AI-powered platform offers unbiased financial advice for modern investors, covering mutual funds, stocks, and more. It provides portfolio analysis, tax optimization, and personalized insights to help users make smarter financial decisions and gain control over their money.

NetBenefits by Fidelity Investments

Fidelity workplace benefits

Worth Considering

Wealthfront: Save and Invest

4.6😞(29K ratings)

Free

#65in Finance

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.

What We Love

👍 Easy to use
🚀 Convenient mobile access
🔒 Secure document upload
💡 Helpful retirement planning tools

Room to Improve

🐛 Buggy and glitchy
🕸️ Feels like a mobile website, not a true app
🤔 Confusing navigation and user experience
⏱️ Slow performance and long load times

More Ckredence Wealth apps to explore

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

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.

(17K)

Nivesh: Wealth Management App

Manage & Grow Your Wealth

Access 1700+ Mutual Fund Schemes & SIPsReal-time investment trackingAI-driven portfolio recommendations

This app is a comprehensive wealth management and investment platform. It offers tools for individual investors to track portfolios, receive recommendations, and access diverse financial products. Financial partners can use it to onboard clients, manage their business, and engage with customers.

Wealth Management & Advisory

by NJ INDIA INVEST PRIVATE LIMITED

On-the-go transactionsPortfolio reportsTransaction history

Manage your financial transactions and review your portfolio reports on the go. This app requires login credentials provided by an NJ Wealth Advisors Network Partner.

ICICI 2016 Wealth Management

(24)

free

by WEALTH MUNSHI IMF PRIVATE LIMITED

Goal-based financial planningOnline investment transactions (SIP, one-time, sell, switch)Consolidated portfolio tracking (individual & family)

This app offers comprehensive financial planning and investment management services. It helps users set and track financial goals, transact online, manage portfolios, and track capital gains tax. It also provides alerts for insurance and investment maturities.

Bottom -Up By Phoenix Capital

(0)

free

INDmoney: NRI Investing App

Indian Stocks & Mutual Funds

Free demat accountReal-time stock market news & alertsInvest in 5000+ stocks

Invest in Indian stocks and mutual funds with this comprehensive app. It offers a free demat account and real-time market data. Track your portfolio, receive alerts, and access advanced analytics for both stocks and mutual funds.

(46)

Investing, Wealth Management

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

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.

Track, manage & build wealth

(7K)

freemium

Finn: AI Wealth Manager

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis

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.

GalaxyOne: Wealth & Investing

(342)

free

8.0% on Cash + Stock & Crypto

All-in-one wealth managementEarn yield on cash and investmentsCommission-free stock and ETF trading

Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

(398)

Plante Moran Wealth

by PMFA INC

On-demand portfolio accessView financial assets and liabilitiesDocument access

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

Personalized portfolio creationAutomated investingDigital payments

smallcase - Save & Invest

(105)

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Stocks & Mutual Funds App

Diversified model portfoliosThematic investing ideasExpert-managed portfolios

Invest in diversified model portfolios of stocks, ETFs, and mutual funds for long-term wealth. Explore thematic investing and receive expert rebalance updates. Track net worth and invest in direct mutual funds and fixed deposits.

(764)

SBNRI: NRI Mutual Fund & Tax

SIP, SWP, NRE/NRO & Tax Filing

Build Indian portfolioMutual fund investmentTrack existing investments

Invest in India with a trusted platform designed for NRIs and OCIs. Build your Indian portfolio, track investments, and access advisory services for taxation, repatriation, and planning. Seamlessly invest in mutual funds, real estate, and more using your Indian bank accounts.

(998)

Learn to earn rewards & invest

Roots: Grow Wealth

Personalized 52-week wealth building planEarn Investable Rewards™ for financial actionsInvest rewards in real estate

This app helps users build wealth through real estate investing and financial education. It offers a personalized 52-week plan with weekly actions, rewards for progress, and the ability to redeem rewards for investments, home purchases, or coaching.

(25)

by MUST DESRRUPT TECHNOLOGIES PRIVATE LIMITED

Dexterr Private Wealth