211+ iOS apps curated and reviewed
Endowment Wealth Management is the household name in endowment wealth management, but it's far from the only option. We track 211+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.
This mobile app allows clients to access their personal web portal and view information about the firm, including its investment philosophy and secure online vault. Download the app to easily manage your wealth and stay connected with your financial information on-the-go.
Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.
Quickly manage your Northwestern Mutual accounts on the go with the app. View investment account history, insurance policy details, and make premium payments easily. Download now for seamless financial management.
Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.
Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!
Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.
This wealth management platform provides users with up-to-date portfolio data, including net worth, performance, and asset allocation, allowing them to gain a deeper understanding of their financial situation. Interested users can ask their financial advisor about this platform to get a clearer financial picture.
Experience effortless investing tailored to your goals with our app. Craft the perfect portfolio, benefit from automatic investing, and let our expert team guide your financial journey. Start investing today!
Manage your wealth and collaborate with your advisor using this comprehensive portal that provides essential tools for financial management. Access the platform to take control of your financial well-being.
This educational investment app provides personalized wealth management services, evidence-based investing insights, and tools to help users achieve their long-term financial goals. Through the app, users can connect with financial advisors, access educational resources, and utilize investment planning tools to make informed decisions and invest with confidence.
This application helps you manage your finances efficiently by linking all your accounts, cards, and investments in one dashboard, providing tools such as AI financial guidance, personalized spending tips, and savings goal tracking. Try it for 7 days free and discover how it can empower you to make smarter financial decisions and grow your wealth.
This mobile app allows wealth management clients to effortlessly manage their finances, accessing account information, transferring funds, and securely sharing files with their advisory team. Download the app to take control of your financial future with confidence and ease, monitoring your assets, making transactions, and connecting with your advisor on-the-go.
Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.
Access top-tier wealth management services without multi-million-dollar minimums, paired with personalized financial guidance and exclusive experiences tailored to your goals and aspirations. Activate your private wealth team and start managing your investments with expert advice, while staying in control and navigating life's milestones with confidence.
This app helps you grow your wealth with multiple investment options and expert insights, allowing you to manage all your investments in one place. Download the app to access real-time account updates, diversify your investments, and enjoy a smooth user experience.
A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.
Manage all your Fidelity workplace benefits in one place with this app. View retirement savings, manage HSA expenses, access educational materials, and stay secure with advanced security measures. Take control of your financial well-being today.
This mobile application for retirement planning offers support for dark mode, access to financial guides, security enhancements, and bug fixes. User options may vary based on plan and participant settings. Explore your retirement planning with this app.
This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.