Best Everbank Wealth Management Apps

205+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated May 2026

From beginner-friendly picks to power-user tools, our EverBank Wealth Management list covers 205+ iPhone apps updated through May 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
💰 Finance
4.7😊(73K ratings)
FreeAds
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An investment app designed to help users easily track and manage their investment portfolios with real-time updates, personalized recommendations, and insightful analytics. Start making informed investment decisions today with our user-friendly platform.

What We Love

  • 🚀 Great update and app
  • 🚀 Wonderful app to organize accounts
  • 🚀 Easiest visual long-term investing app
  • 👍 Excellent service and good app

Room to Improve

  • 🔍 Stop pushing users to take on margin debt
  • 🐛 Buggy and glitchy app
  • 🔍 Confusing and baffling app
Titan: Your Investment Team#2

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

Investing, Wealth Management
Strong Contender
💰 Finance
4.6😞(7K ratings)
FreeAds
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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.

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
Delta by eToro#3

Delta by eToro by Opus Labs CVBA

Track Stocks, Crypto and more
Worth Considering
💰 Finance
4.7😐(11K ratings)
FreeAdsIn-App Purchases
#71in Finance
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Track various investments including stocks, cryptocurrency, NFTs, and ETFs with detailed analytics and real-time updates. Stay on top of your financial portfolio effortlessly. Download now for easy investment tracking and management.

What We Love

  • 🚀 Fast and responsive app
  • 👍 Intuitive and user-friendly interface
  • 🔒 Secure portfolio tracking
  • 💡 Comprehensive crypto and stock support

Room to Improve

  • 🐛 Unreliable sync and connection issues
  • 🐛 Inaccurate portfolio valuations
  • 🐛 Buggy and glitchy app performance

More Everbank Wealth Management apps to explore

4
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

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.

💰 Finance
(37K)
5
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

💰 Finance
(60K)
6
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
Personal Accounting Software
Free

Track your finances, budget effectively, and stay on top of your expenses with this personal finance app. Manage multiple accounts, set financial goals, and categorize your transactions easily. Start taking control of your money today!

💰 Finance
(2.1K)
7
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

💰 Finance
(17K)
8
RBC WM Online U.S.
RBC WM Online U.S.
RBC WM Online U.S.
by RBC Capital Markets, LLC
Free

Access your U.S. accounts effortlessly with the RBC Wealth Management Online App. View portfolios, balances, market data, and easily connect with your advisor while enjoying convenient features like check deposits and secure messaging. Secure your financial future on-the-go!

💰 Finance
(223)
9
IC Wealth
IC Wealth
IC Wealth
by IC GROUP LIMITED
Free

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!

💰 Finance
(89)
10
DBS digibank - wealth
DBS digibank - wealth
DBS digibank - wealth
by DBS Bank Ltd
Free

Experience the world's best mobile app for wealth management, offering an intuitive banking experience with intelligent wealth tools. Seamlessly invest, plan, and bank without switching between apps, access funds insights, trade equities globally, and manage your finances with ease. Start your journey to sustainable and rewarding banking today.

💰 Finance
(555)
11
Trajan Wealth
Trajan Wealth
Trajan Wealth
Plan Smarter. Dream Bigger.
Free
💰 Finance
(3)
12
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank
Free
💰 Finance
(53)
13
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
Financial planning & advisory
Free

Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!

💰 Finance
(90)
14
ARM One: Invest. Build wealth.
ARM One: Invest. Build wealth.
ARM One: Invest. Build wealth.
Retirement savings
Free

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.

💰 Finance
(24)
15
Snowball Analytics
Snowball Analytics
Snowball Analytics
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.

💰 Finance
(71)
16
OANDA - Forex trading
OANDA - Forex trading
OANDA - Forex trading
Invest smarter
Free

Trade major and minor forex pairs with the user-friendly OANDA forex trading app. Get instant quotes, free charting, and fast order execution, with access to over 50 technical tools. Download the app now and start investing smarter with a fully regulated forex broker. Apply for a live account today.

💰 Finance
(23K)
17
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

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.

💰 Finance
(14)
18
Revolut: Send, spend and save
Revolut: Send, spend and save
Revolut: Send, spend and save
Change the way you money
Free

An app that allows you to easily manage your finances, send money worldwide, track spending, and save with features like smart budgeting, instant notifications, and investment opportunities. Upgrade to premium plans for exclusive benefits and perks.

💰 Finance
(68K)
19
Finvest: AI Money Manager
Finvest: AI Money Manager
Finvest: AI Money Manager
Track, manage & build wealth
Free

Invest effortlessly in US Treasury Bills through a secure platform that offers high yields and flexibility in buying and selling. Benefit from locked interest rates, trusted custodianship, and government backing for a stress-free investment experience. Explore the opportunity to grow your wealth with peace of mind.

💰 Finance
(252)
20
Scotia Wealth Management®
Scotia Wealth Management®
Scotia Wealth Management®
by The Bank of Nova Scotia
Free

Access your Canadian investment accounts on the go with our app. View portfolios, account details, asset mix, statements, and tax slips. Update to the latest iOS version for optimal performance and security.

💰 Finance
(38)