Best Ckredence Wealth Apps

219+ iOS apps curated and reviewed

4.5 avg rating

20 free apps

Updated July 2026

Out of 219+ ckredence wealth 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 Ckredence Wealth

#1

CKREDENCE WEALTH by Excel Net Solutions Private Limited

Editor's Choice

💰 Finance

0.0(0 ratings)

Free

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#2

Titan: Your Wealth Team by Titan Global Capital Management, Inc.

Investing, Wealth Management

Strong Contender

💰 Finance

4.6😞(7K ratings)

FreeAds

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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

#3

Alinea: Automated Investing by ALINEA INVEST, LLC

Expert Portfolios, AI Insights

Worth Considering

💰 Finance

4.8😊(92K ratings)

Free

#29in Finance

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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.

What We Love

🚀 Easy to use
👍 User-friendly interface
💡 Innovative investing features
🚀 Streamlined investing process

Room to Improve

🐛 Subscription charges without consent
🐛 Difficulty cancelling subscriptions
🐛 Slow customer support response times

More Ckredence Wealth apps to explore

GalaxyOne: Wealth & Investing

GalaxyOne: Wealth & Investing

Yield, Cash, Crypto, Stocks

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.

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

free with in-app purchases

Cowrywise: Save & Invest Money

Cowrywise: Save & Invest Money

Save. Invest. Get richer daily

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

free with in-app purchases

Wealthfront: Save and Invest

Wealthfront: Save and Invest

Saving, investing, stocks.

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

free with in-app purchases

by IC GROUP LIMITED

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

Alux: Build Wealth Faster

Alux: Build Wealth Faster

Wealth & HNW Private Network

This app offers executive-level coaching and a private network for founders and CEOs seeking to improve decision-making, discipline, and connect with high performers. It provides on-demand coaching sessions, daily lessons, expert-led problem-solving, and personalized roadmaps for wealth growth and leadership.

On-demand CEO & founder coachingDaily 10-15 minute original sessionsExpert-led problem-solving content

by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.

Portfolio managementMutual fund investmentWealth tracking

Private markets investing

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

free with in-app purchases

CRM for Financial Advisors

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

NJ E-Wealth Account

NJ E-Wealth Account

by NJ INDIA INVEST PRIVATE LIMITED

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.

On-the-go transactionsPortfolio reportsTransaction history

Wealthscape Investor℠

Wealthscape Investor℠

by National Financial Services LLC

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

Cube Wealth: Financial Planner

Cube Wealth: Financial Planner

Savings and Investment Guide

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Wealth managementInvestment planningRetirement planning

Fundrise: Invest in Alts

Fundrise: Invest in Alts

Venture, Real estate, Income

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Invest in private real estateInvest in venture capitalInvest in private credit

Citi Private Bank In View

Citi Private Bank In View

Citi Private Bank

Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.

View asset allocation by region, currency, and class360° view of entire Citi relationshipAccess holdings, performance, and activity

Zedcrest Wealth

Zedcrest Wealth

The fun side of money

Grow your money with Nigeria's leading savings and investment app. Earn rewards on all financial actions, from flexible savings to automated investments. Features include target savings, locked deposits, and multi-currency wallets for secure financial growth.

Flexible savings with early withdrawalTarget savings for financial goalsLocked savings for discipline

Fidelity workplace benefits

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

Alphanso Wealth

Alphanso Wealth

Financial planning & advisory

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

Tamra Capital: Save & Invest

Tamra Capital: Save & Invest

Investing. Tracking. Growing

This platform simplifies investing with automated robo-advisor technology. It offers diversified portfolios of ETFs in real estate, gold, stocks, and bonds, aiming for lucrative financial returns with low fees. It also provides Shariah-compliant investment options and support for young investors.

Robo-advisor technologyDiversified ETF portfoliosShariah-compliant investing