Best Cnfinity Wealth Apps

Alux: Build Wealth Faster

Founders on Business & Mindset

Free

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.

WealthBuilders Community

Building Wealth Together

Free

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

BNY Wealth Online

by The Bank of New York Mellon Corporation

Free

Securely manage and transact on consumer accounts, and monitor investment accounts. Access detailed portfolio views, statements, and tax documents. Transfer funds, pay bills, and deposit checks with ease.

Infinity Wealth Portal

Mortgage Reduction

Free

This app helps Australians pay off their mortgages faster and reduce debt. It provides strategies to stop wasteful spending and build wealth, enabling users to own their homes sooner. The service has received multiple awards for its effectiveness.

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.

Wealth Elite

by RedVision Global Technologies Pvt. Ltd.

Free

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.

CIBC Mobile Wealth

by CIBC

Free

Manage your investments across multiple CIBC accounts in one app. Trade stocks, ETFs, and more, with access to research tools and customizable charts. Automate savings and dividend reinvestment for easier wealth building.

Zedcrest Wealth

The fun side of money

Free

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.

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.

NJ E-Wealth Account

by NJ INDIA INVEST PRIVATE LIMITED

Free

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.

Bernstein Private Wealth

My Bernstein mobile app

Free

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

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.

Cube Wealth: Financial Planner

Savings and Investment Guide

Free

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.

NCBCM Wealth Connect

by National Commercial Bank Jamaica Limited

Free

Manage your investments and build wealth from your mobile device. Track your portfolio, view transaction history, and trade equities and unit trusts. The app also allows for inter-account transfers and watchlist creation.

Plante Moran Wealth

by PMFA INC

Free

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.

Neuberger Wealth

by Neuberger Berman Group LLC

Free

Access your investment portfolio securely and conveniently from anywhere. View market values, holdings, and asset allocations. Access important documents and communicate with your wealth management team.

Redefining Wealth

Create wealth on your terms.

Free

This app helps you build wealth holistically by focusing on personal development, spiritual growth, and financial success. It offers access to programs, live Q&A sessions, expert trainings, and community discussions to foster a mindset of well-being and happiness beyond just money.