Best Equity Management Software Apps

223+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated June 2026

Finding the right equity management software app can be overwhelming with so many options. We've analyzed 223+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Top Picks for Equity Management Software

Carta - Manage Your Equity#1

Carta - Manage Your Equity by eShares, Inc.

All things equity in one place
Editor's Choice
πŸ’° Finance
4.8😞(9.1K ratings)
FreeAds
Carta - Manage Your Equity screenshot 1
Carta - Manage Your Equity screenshot 2
Carta - Manage Your Equity screenshot 3
Carta - Manage Your Equity screenshot 4
Carta - Manage Your Equity screenshot 5

Manage all aspects of equity, business building, and investment in one platform. Take control of your equity grants and options by downloading the app now.

What We Love

  • πŸ‘ Easy to use
  • πŸš€ Intuitive interface
  • πŸ’‘ Useful simulation feature
  • πŸ”’ Secure login with Face ID

Room to Improve

  • πŸ› Login issues and app crashes
  • ⚠️ Limited functionality compared to website
  • πŸ” Lack of detailed information and visibility
Autopilot: Automated Investing#2

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Strong Contender
πŸ’° Finance
4.6😐(16K ratings)
FreeAds
#75in 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 portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.

What We Love

  • πŸš€ Easy to use
  • πŸš€ Automated trading
  • πŸš€ Follows successful investors
  • πŸ‘ Potential for good returns

Room to Improve

  • πŸ› Connectivity issues
  • πŸ› Bugs and glitches
  • πŸ’° High subscription fees
Vanguard: Save, Invest, Retire#3

Vanguard: Save, Invest, Retire by The Vanguard Group, Inc.

Investing, Advice, Retirement
Worth Considering
πŸ’° Finance
4.6😞(177K ratings)
FreeAds
#70in Finance
Vanguard: Save, Invest, Retire screenshot 1
Vanguard: Save, Invest, Retire screenshot 2
Vanguard: Save, Invest, Retire screenshot 3
Vanguard: Save, Invest, Retire screenshot 4
Vanguard: Save, Invest, Retire screenshot 5
Vanguard: Save, Invest, Retire screenshot 6

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

What We Love

  • πŸš€ Comprehensive investment app
  • πŸ€– Exceptional way to recover lost funds
  • πŸ‘ Majestic interface
  • πŸ€‘ Best financial app

Room to Improve

  • πŸ•°οΈ Long wait times for customer service
  • πŸ› Inconsistent functionality
  • 🀯 Worthless app

More Equity Management Software apps to explore

4
Finelo: Master Trading
Finelo: Master Trading
Finelo: Master Trading
Become an expert in trading
Free

Transform your investing skills with Finelo, the ultimate platform for learning about trading and investing through interactive courses and a real-world market simulator. Whether you're a beginner or an experienced trader, Finelo has everything you need to enhance your investment knowledge. Start your journey to becoming an expert today!

πŸ“š Education
(98K)
5
HDFC Securities InvestRight
HDFC Securities InvestRight
HDFC Securities InvestRight
Stocks,Mutual Funds & IPO
Free

A comprehensive investment app offering stock trading and mutual fund investments. Start investing wisely today with HDFC Securities InvestRight!

πŸ’° Finance
(2.5K)
6
Robinhood: Trading & Investing
Robinhood: Trading & Investing
Robinhood: Trading & Investing
BTC, Crypto, Stocks & Options.
Free

Discover a user-friendly investment app offering a range of financial instruments like stocks, options, ETFs, and cryptocurrency through Robinhood Financial. Take control of your finances effortlessly.

πŸ’° Finance
(4.8M)
7
Trading Game - Stock Simulator
Trading Game - Stock Simulator
Trading Game - Stock Simulator
Market Invest, Learn Day Trade
Free

Experience the excitement of trading stocks in real-time with this interactive application. Buy, sell, and trade virtual stocks to test your investment skills and compete with friends. Download now to start your trading adventure!

πŸ’° Finance
(4K)
8
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

πŸ’° Finance
(109K)
9
S&P Capital IQ Pro
S&P Capital IQ Pro
S&P Capital IQ Pro
Access essential intelligence.
Free

Experience a personalized workout journey tailored to your fitness goals with our innovative fitness app. From custom workout plans to tracking progress and connecting with a supportive community, achieve your fitness aspirations with ease and motivation. Start your fitness transformation today!

πŸ’° Finance
(2.9K)
10
ICICI Direct-Stocks F&O MF IPO
ICICI Direct-Stocks F&O MF IPO
ICICI Direct-Stocks F&O MF IPO
Open Demat & Trade in Options
Free

Manage your investments easily with this user-friendly app. Track stocks, trade online, and stay informed on market trends. Start investing today for a brighter financial future.

πŸ’° Finance
(97K)
11
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC
Free

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.

πŸ’° Finance
(22)
12
BBAE Pro - Trading & Investing
BBAE Pro - Trading & Investing
BBAE Pro - Trading & Investing
Stocks | Options | Portfolios
Free

Discover a revolutionary investment platform offering advanced tools for stocks, options, and portfolios. Benefit from commission-free trading, expert advice, and innovative features to maximize your returns. Whether you prefer hands-on trading or guided portfolios, BBAE Pro has you covered. Unlock the future of investing today.

πŸ’° Finance
(75)
13
Wealthscapeβ„ 
Wealthscapeβ„ 
Wealthscapeβ„ 
by National Financial Services LLC
Free

Access critical brokerage information, manage client accounts, and stay informed on market updates with the Wealthscapeβ„  mobile app. Enjoy advanced security features like biometric login and two-factor authentication for a secure experience. For investment professionals only.

πŸ’° Finance
(2.6K)
14
Snowball Analytics: Stocks
Snowball Analytics: Stocks
Snowball Analytics: Stocks
Portfolio & Dividend Tracker
Free

Snowball Analytics: A comprehensive portfolio management tool that aggregates and analyzes your financial data to provide insights and recommendations for your investments. Take control of your portfolio efficiently and make informed decisions for your financial future.

πŸ’° Finance
(2.1K)
15
Zerodha Kite - Trade & Invest
Zerodha Kite - Trade & Invest
Zerodha Kite - Trade & Invest
Stock & F&O Trading, IPOs
Free

Trade stocks, commodities, and currencies with ease using a user-friendly mobile app. Stay updated on market trends, execute trades swiftly, and manage your investments efficiently. Start investing smarter today!

πŸ’° Finance
(187)
16
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.

πŸ’Ό Business
(675)
17
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stocks, Portfolio & Dividends
Free

Track important stock market events, dividends, earnings, and IPOs with a comprehensive portfolio and dividend tracker. Stay informed about economic events, receive price alerts, follow friends' investments, and access detailed information on stocks, ETFs, commodities, bonds, indices, and crypto. Upgrade to Stock Events PRO for additional features. Visit the app for more details.

πŸ’° Finance
(102)
18
Corebridge
Corebridge
Corebridge
Action is everything.
Free

Track and manage your retirement savings with ease using our intuitive app. Monitor your portfolio, track progress, update contributions, and communicate with experts all in one secure place. Plan for your future with our financial calculator and go paperless for easy access to account information.

πŸ’° Finance
(37)
19
Composer: AI Trading
Composer: AI Trading
Composer: AI Trading
Automate stocks, ETFs, IRAs
Free

Discover an app that revolutionizes stock investing with AI-powered automated trading strategies. Backtest over 1,200 strategies, trade with as little as $50, and manage your portfolio effortlessly. Join now for a 14-day free trial and experience seamless automated trading!

πŸ’° Finance
(590)
20
TradeUP: Trade, Invest & Save
TradeUP: Trade, Invest & Save
TradeUP: Trade, Invest & Save
Stocks, ETFs, and Options
Free

TradeUP is a robust investment platform that allows users to easily trade and invest in stocks, ETFs, options, and more. Start optimizing your financial portfolio today with TradeUP!

πŸ’° Finance
(330)