Best Family Office Apps

5.0(4 ratings)

Free

Access detailed information about your investment portfolio anytime, anywhere. This app offers clients immediate insights into their financial holdings with a commitment to transparency.

ArchBridge Family Office by The St Louis Trust Company

Worth Considering

by JOHNSON FINANCIAL GROUP LLC

0.0(0 ratings)

Free

More Family Office apps to explore

JFG Family Office

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, interactive reports, and a secure document vault. This app offers budgeting tools and a complete financial overview in a user-friendly mobile interface.

(3)

by Fortitude Family Office, LLC

Fortitude Family Office

by Access Family Office Corp

by Jetson Systems, Inc.

📊 Productivity

Raison | Your Family Office

by Raison FinTechnologies, Inc.

Investment portfolio creationWealth and investment managementAccess to venture deals, stocks, bonds, ETFs

Manage and grow your wealth with a comprehensive investment portfolio. Access exclusive venture deals, stocks, bonds, ETFs, and digital asset management. Offers a free starter account and professional consulting for investors.

(1)

by Seneschal Advisors, LLC

Seneschal Family Office

FamilyCentral - Family Office

Scout: Athlete Family Office

The Athlete Family Office

Financial educationWealth managementTax preparation

This app provides college athletes with a digital family office solution. It integrates financial education, wealth management, and tax preparation, offering a premium concierge service to support their financial well-being.

Strategy. Clarity. Connection.

(104)

ad-supported

Fractional Family Office

💼 Business

by JOHNSON FINANCIAL GROUP LLC

JFG Family Office Events

💼 Business

Julius Baer Brasil Mobile

by Banco BTG Pactual S.A.

by Galway Family Office

Secure financial budgetingWealth managementOrganize finances

This secure financial app helps you manage your wealth and budget effectively. Organize your finances, track spending, and align your financial goals. Seamlessly coordinate with your advisors for a clear and efficient financial plan.

by OCSI Soluciones, S.A. de C.V

Digital family finance managementTeach children money valueTasks and rewards system

This app helps families manage their finances digitally, teaching children about the value of money through tasks and rewards. It offers a secure and flexible alternative to cash, with features for spending control and digital transfers.

(1)

World Family Office Forum

Wiss Family Office Portal

by WISS & Company, LLP

by BETIM EMPREENDIMENTOS E PARTICIPACOES SA

WealthNest.AI: Family Office

Personalised AI Wealth Copilot

Consolidated view of family financesAI-driven investment and insurance insightsAccess to tax and inheritance specialists

This app consolidates all your family's financial assets, including investments, insurance, and loans, into a single, secure platform. It offers AI-driven insights to help you understand your wealth and provides access to specialists for tax and inheritance planning.

(2)