Best Family Wealth Solutions Apps

Aggregated wealth overviewPortfolio and holdings managementProperty and chattel valuation tracking

This app provides a comprehensive, real-time overview of your family's aggregated wealth. It allows you to manage portfolios, track property, connect bank accounts, and securely communicate with your wealth manager.

Titan: Your Wealth Team

Investing, Wealth Management

Dedicated advisory teamProfessional investment managementAutomated cash management

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Morton Brown Family Wealth

(7K)

freemium

by THE FAMILY OFFICE COMPANY B.S.C. (CLOSED)

Real-time portfolio accessDetailed investment informationAnytime, anywhere access

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

Tri-Star Trust Wealth Access

(4)

free

by Tri-Star Trust Bank

Wiss Family Office Portal

by WISS & Company, LLP

by Campden Wealth Limited

Campden Congress Connect

💼 Business

WealthNest: Grow Family Wealth

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.

4Rivers Wealth Management

(2)

free

by 4Rivers Wealth Management LLC

Consolidated Family Office MIS

360 ONE Wealth Altiore

Novelty Wealth: AI for Finance

SEBI RIA | Unbiased Advisory

AI-powered portfolio analysisTax optimization insightsAsset allocation review

This AI-powered platform offers unbiased financial advice for modern investors, covering mutual funds, stocks, and more. It provides portfolio analysis, tax optimization, and personalized insights to help users make smarter financial decisions and gain control over their money.

(1)

freemium

Muirwood Private Wealth

Direct Messenger communicationPortfolio and financial plan overviewMarket and financial planning insights

Stay informed about your financial plan and portfolio with a user-friendly platform. Communicate directly with your financial team, receive important alerts, and gain insights into market trends and financial planning topics.

Trustworthy - The Family OS®

(1)

free

Secure your family documents

Centralized family information hubSecure document storageFamily collaboration and sharing

This app provides a secure, centralized platform to organize and protect all your important family information, from financial and legal documents to passwords and IDs. It facilitates collaboration among family members and offers expert assistance for digital organization.