Best Everbank Wealth Management Apps

200+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

From beginner-friendly picks to power-user tools, our EverBank Wealth Management list covers 200+ iPhone apps updated through June 2026. Compare ratings, prices, and screenshots in one place.

Top Picks for Everbank Wealth Management

M1: Invest & Bank Smarter#1

M1: Invest & Bank Smarter by M1 Finance LLC

Manage Money, Build Wealth
Editor's Choice
๐Ÿ’ฐ Finance
4.7๐Ÿ˜Š(73K ratings)
FreeAds
M1: Invest & Bank Smarter screenshot 1
M1: Invest & Bank Smarter screenshot 2
M1: Invest & Bank Smarter screenshot 3
M1: Invest & Bank Smarter screenshot 4
M1: Invest & Bank Smarter screenshot 5
M1: Invest & Bank Smarter screenshot 6

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

What We Love

  • ๐Ÿš€ Great update and app
  • ๐Ÿš€ Wonderful app to organize accounts
  • ๐Ÿš€ Easiest visual long-term investing app
  • ๐Ÿ‘ Excellent service and good app

Room to Improve

  • ๐Ÿ” Stop pushing users to take on margin debt
  • ๐Ÿ› Buggy and glitchy app
  • ๐Ÿ” Confusing and baffling app
Ameriprise Financial#2

Ameriprise Financial by Ameriprise

Strong Contender
๐Ÿ’ฐ Finance
4.9๐Ÿ˜Š(37K ratings)
Free
Ameriprise Financial screenshot 1
Ameriprise Financial screenshot 2
Ameriprise Financial screenshot 3
Ameriprise Financial screenshot 4
Ameriprise Financial screenshot 5

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

What We Love

  • ๐Ÿ‘ Fantastic relationship
  • ๐Ÿ‘ Very confident with portfolio management
  • ๐Ÿ‘ Everything in one place
  • ๐Ÿ‘ Family-friendly

Room to Improve

  • ๐Ÿ› 2FA required every time with Face ID
  • ๐Ÿ› Graphs and holdings information not user-friendly
  • ๐Ÿ› Total View lags and shows incorrect balances
Finvest: AI Money Manager#3

Finvest: AI Money Manager by Get Moving Inc.

Track, manage & build wealth
Worth Considering
๐Ÿ’ฐ Finance
4.7(266 ratings)
FreeIn-App Purchases
Finvest: AI Money Manager screenshot 1
Finvest: AI Money Manager screenshot 2
Finvest: AI Money Manager screenshot 3

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.

More Everbank Wealth Management apps to explore

4
BMO DollarGPS
BMO DollarGPS
BMO DollarGPS
Improve your wealth
Free

Manage your finances effortlessly with advanced tools for wealth improvement and debt reduction. Features include long-term net worth forecasting, personalized wealth strategies, life goal tracking, and intelligent budgeting with navigation prompts.

30-year net worth and cash flow forecastingAsset Liability Management strategies for wealth improvementLife goal tracking and analysis
๐Ÿ’ฐ Finance
(55)
free with in-app purchases
5
Snowball Analytics
Snowball Analytics
Snowball Analytics
Portfolio & Dividend Tracker
Free

Manage and analyze your investment portfolios from multiple brokerage accounts. Track dividends, monitor cash flow, and reveal actual returns with in-depth analytics. Supports multi-currency portfolios and global exchanges.

Consolidate multiple brokerage accountsTrack dividends and coupon incomeMonitor cash flow and set financial goals
๐Ÿ’ฐ Finance
(2.1K)
freemium
6
DBS digibank - wealth
DBS digibank - wealth
DBS digibank - wealth
by DBS Bank Ltd
Free

Manage your investments, plan your finances, and bank seamlessly within a single application. Gain insights into your portfolio, access global markets, and track your spending. Offers tools for sustainable living and investing.

Integrated banking and wealth managementSmart Shortcuts and remindersPortfolio breakdown and analysis
๐Ÿ’ฐ Finance
(555)
free with in-app purchases
7
CoinStats: Crypto Portfolio
CoinStats: Crypto Portfolio
CoinStats: Crypto Portfolio
NFT DeFi Tracker & Wallet
Free

Manage your cryptocurrency, DeFi, and NFT portfolios from a single platform. Track live prices, monitor investments, and stay informed with curated news and alerts. Supports over 300 exchanges and wallets.

Crypto P/L calculatorCustomizable price alertsNFT tracker
๐Ÿ’ฐ Finance
(83K)
free with in-app purchases
8
Stifel Wealth Tracker
Stifel Wealth Tracker
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.

Consolidated financial account viewNet worth trackingGoal progress monitoring
๐Ÿ’ฐ Finance
(183)
free
9
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
Financial planning & advisory
Free

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
๐Ÿ’ฐ Finance
(90)
subscription
10
ARM One: Invest. Build wealth.
ARM One: Invest. Build wealth.
ARM One: Invest. Build wealth.
Retirement savings
Free

Grow your wealth with a comprehensive investment management app. Access multiple investment options, expert insights, and manage all your accounts in one place. Diversify your portfolio across different currencies and product offerings.

Real-time investment account accessManage all investments in one appAccess investment insights
๐Ÿ’ฐ Finance
(27)
free
11
OANDA - Forex trading
OANDA - Forex trading
OANDA - Forex trading
Invest smarter
Free

Trade major and minor forex pairs on the go with instant quotes and free charting. Customize your platform for real-time notifications, risk management, and profitability monitoring. Stay updated with market news and analysis from a regulated global broker.

Trade major and minor forex pairsInstant quotes and free chartingReal-time notifications and risk management
๐Ÿ’ฐ Finance
(23K)
free with in-app purchases
12
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
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.

Wealth managementInvestment planningRetirement planning
๐Ÿ’ฐ Finance
(14)
ad-supported
13
Wise - Global Money
Wise - Global Money
Wise - Global Money
International finance app
Free

Manage your money internationally with ease. Send, receive, spend, and hold multiple currencies with competitive exchange rates and low fees. Get local bank details for global payments and a multi-currency card for spending worldwide.

International money transfersMid-market exchange ratesMulti-currency card
๐Ÿ’ฐ Finance
(106K)
free with in-app purchases
14
Robinhood Banking
Robinhood Banking
Robinhood Banking
Credit Card & Banking
Free

This app offers a credit card with 3% cash back and virtual card numbers for private spending. It also provides banking services like high-yield savings, no-fee ATMs, and full-service banking without visiting a branch.

3% cash back on all categoriesVirtual cards with disposable numbersSecure account management and card controls
๐Ÿ’ฐ Finance
(52K)
free with in-app purchases
15
T. Rowe Price Personalยฎ
T. Rowe Price Personalยฎ
T. Rowe Price Personalยฎ
INVEST WITH CONFIDENCEยฎ
Free

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Consolidated portfolio viewExternal account linkingDetailed fund performance
๐Ÿ’ฐ Finance
(23K)
free
16
Zedcrest Wealth
Zedcrest Wealth
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.

Flexible savings with early withdrawalTarget savings for financial goalsLocked savings for discipline
๐Ÿ’ฐ Finance
(81)
free
17
GS PWM
GS PWM
GS PWM
Wealth Management
Free

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

View portfolio market valueTrack investment resultsInitiate transfers
๐Ÿ’ฐ Finance
(86)
free
18
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

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
๐Ÿ’ผ Business
(1.6K)
free
19
Evercore Wealth and Trust
Evercore Wealth and Trust
Evercore Wealth and Trust
by Evercore Wealth Management, LLC
Free
๐Ÿ’ฐ Finance
(0)
20
MAJORITY: Mobile banking
MAJORITY: Mobile banking
MAJORITY: Mobile banking
Get a debit card without SSN
Free

Manage your money with a mobile banking app designed for internationals. Open an FDIC-insured account and get a Visa debit card with just a passport. Send money abroad, top up phones, and make international calls at competitive rates.

FDIC-insured accountVisa debit card with cashbackInternational money transfers
๐Ÿ’ฐ Finance
(79K)
freemium