Best Evergreen Gavekal Apps

0.0(0 ratings)

Free

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Strong Contender

4.8😊(18K ratings)

Free

Wealthfront: Save and Invest screenshot 1

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Wealthfront: Save and Invest screenshot 3

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Wealthfront: Save and Invest screenshot 6

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in expertly built portfolios or individual stocks with zero commissions, and gain a clear view of your financial future.

What We Love

🚀 Fantastic HYSA and Robo-Advisor
👍 Impressive money managing app
👍 Phenomenal app for people trying to reach financial goals
👍 Great Robo Investing App
👍 My favorite Finance App, period
👍 Awesome way to save and invest!
👍 Saving for my generation
👍 Very Functional and Easy to Use

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...
🚫 Constant relink makes this pointless
🐛 Failed identity verification - poor support. Can't open account. Need bug fix.
🐛 Constant relink makes this pointless
🐛 Horrible Returns
🚫 No control over investments

Willow Wealth by Willow Wealth Inc.

Private markets investing

Worth Considering

by National Financial Services LLC

4.6😞(1.6K ratings)

Free

Access private markets like real estate, private equity, and credit to diversify your portfolio. Choose to build your own investments or let an automated solution manage them for you. All opportunities undergo a rigorous vetting process, and dedicated support is available.

What We Love

🙌 Great alternative investments
💰 Decent returns
📈 Diversified portfolio options
🤝 Good customer service (for some)

Room to Improve

🚨 Fraudulent/scam company
💸 Significant losses/100% loss of investments
🤬 Terrible customer service/no support
🔒 Difficulty withdrawing funds
🐛 Buggy app with poor functionality

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Direct indexing for popular indicesAutomatic tax loss harvestingPortfolio customization (stocks/sectors)

Invest in tax-efficient strategies with direct indexing for popular indices. Customize portfolios, access cash via a portfolio line of credit, and earn yield on idle cash. Trade commission-free with secure asset protection.

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Personalized financial planningExpert financial advisor chatStock analysis videos

Create a personalized financial plan covering goals, retirement, budgets, and risk. Access expert financial advice, stock analysis videos, research materials, and model portfolios for long-term investment.

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Personalized financial adviceAlgorithmically-managed portfoliosTax-reducing strategies

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Cube Wealth: Financial Planner

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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.

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View investments and monitor portfolio performanceCheck tax-free allowances and contribute to savingsMake instant and recurring payments

Manage your wealth and investments on the go. Track portfolio performance, monitor market activity, and plan for your future with expert guidance. Securely access and contribute to savings accounts, including ISAs and SIPPs.

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This finance app offers high-return trading services with advanced technology and a focus on client expectations. It emphasizes safety, balanced performance, and customer support for forex, cryptocurrency, and futures managed accounts.

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Manage your investments and plan your financial future with this intuitive platform. Access a variety of Shariah-compliant investment products and monitor your portfolio performance in real-time. Streamlined onboarding and flexible subscription options make it easy to control your investments.

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Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans

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by MIDAS TOUCH FINSERVE LLP

MTF LLP