Best Fbg Private Wealth Apps

223+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated May 2026

Every iPhone needs a few good fbg private wealth apps. We benchmark 223+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Fbg Private Wealth Apps (May 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1FBG Private WealthFBG Private WealthFreeNoNoMay 2026
2Willow WealthWillow WealthFree4.6★ (1.6K)NoNoJul 2026
3Citi Private Bank In ViewCiti Private Bank In ViewFree4.8★ (69)NoNoAug 2026
4Morgan Stanley Wealth MgmtMorgan Stanley Wealth MgmtFree3.4★ (433)NoNoAug 2026
5Tellus: Earn More DailyTellus: Earn More DailyFree4.5★ (2.6K)NoNoAug 2026
6NerdWallet: Smart Money AppNerdWallet: Smart Money AppFree4.8★ (124K)YesNoAug 2026
7Guardian®Guardian®Free4.6★ (42K)NoNoAug 2026
8Edward JonesEdward JonesFree4.8★ (135K)NoNoAug 2026

Top Picks for Fbg Private Wealth

Willow Wealth#2

Willow Wealth by Willow Wealth Inc.

Private markets investing
Strong Contender
💰 Finance
4.6😞(1.6K ratings)
Free
Willow Wealth screenshot 1
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Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

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
Citi Private Bank In View#3

Citi Private Bank In View by Citibank

Citi Private Bank
Worth Considering
💰 Finance
4.8(69 ratings)
Free
Citi Private Bank In View screenshot 1
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Citi Private Bank In View screenshot 3
Citi Private Bank In View screenshot 4
Citi Private Bank In View screenshot 5

Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.

More Fbg Private Wealth apps to explore

4
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
by Morgan Stanley
Free

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

Account management and balance viewingMobile check depositMoney transfers and bill pay
💰 Finance
(433)
free
5
Tellus: Earn More Daily
Tellus: Earn More Daily
Tellus: Earn More Daily
Build wealth. No fees.
Free

Earn higher interest on your savings with no fees or subscriptions. Access your funds anytime without penalties. Start building wealth with a low initial deposit and enjoy daily interest payments.

Earn high APY on savingsDaily interest paymentsNo fees for transfers or withdrawals
💰 Finance
(2.6K)
free
6
NerdWallet: Smart Money App
NerdWallet: Smart Money App
NerdWallet: Smart Money App
Track, Save & Invest
Free

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

Track cash, investments, credit cards, loans, and propertyMonitor and cancel recurring bills and subscriptionsActionable financial insights on credit score and cash flow
💰 Finance
(124K)
free with in-app purchases
7
Guardian®
Guardian®
Guardian®
Insurance | Wealth | Benefits
Free

Access your dental and vision benefit details, find participating providers, and view your ID cards. Track your dental claims and review your plan information.

Find participating providersView and download ID cardsAdd ID cards to Apple Wallet
🏥 Medical
(42K)
free
8
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
💰 Finance
(135K)
free
9
Quicken: Budget & Track Money
Quicken: Budget & Track Money
Quicken: Budget & Track Money
Investing, Spending, Net Worth
Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
💰 Finance
(12K)
free with in-app purchases
10
Principal®
Principal®
Principal®
Retire on your terms.
Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

View account balancesRoll over fundsChange contributions
💰 Finance
(232K)
free with in-app purchases
11
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
💰 Finance
(3.2M)
free with in-app purchases
12
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
13
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
💰 Finance
(17K)
free with in-app purchases
14
Bernstein Private Wealth
Bernstein Private Wealth
Bernstein Private Wealth
My Bernstein mobile app
Free

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

Account balance monitoringFund transfersMobile check deposit
💰 Finance
(58)
free
15
HSBC Private Bank US
HSBC Private Bank US
HSBC Private Bank US
Stay connected to your wealth
Free

Access and manage your US investments, view portfolio activity, and track transactions on the go. Get key information on holdings, asset classes, and outstanding loans. View statements and advices easily.

View US investment informationAccess portfolio valuationsUnderstand asset class exposure
💰 Finance
(11)
free
16
Buddy: Budget Planner App
Buddy: Budget Planner App
Buddy: Budget Planner App
Money Manager & Tracker
Free

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

Create personal budgetsShared budgeting for couples/groupsConnect bank accounts for transaction import
💰 Finance
(9.3K)
free with in-app purchases
17
Nedbank Private Wealth App
Nedbank Private Wealth App
Nedbank Private Wealth App
by Nedbank Limited
Free

Manage your personal wealth, banking, and investments through a single, integrated application. View your entire financial picture, conduct transactions, and access support with enhanced security features.

Consolidated wealth dashboardSecure fingerprint/FaceID loginShare trading
💰 Finance
(231)
free
18
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Account and cash managementBudgeting and spending trackingFinancial tools
💰 Finance
(63K)
free
19
Wing App
Wing App
Wing App
Your Smart Financial Plan
Free

Access exclusive private wealth management services and personalized financial guidance. This SEC-registered institution offers expert portfolio management without high minimums, alongside tools to plan life experiences.

Exclusive access to private wealth firmsExpertly managed investment portfoliosPersonalized financial guidance
💰 Finance
(12)
free
20
National Life Group
National Life Group
National Life Group
Your policy on the go.
Free

Securely access and manage your life insurance and annuity policies from your mobile device. View policy details, make payments, set up autopay, and track transactions. Stay connected with agent contact information and receive important alerts.

Access policies in one placeView coverage and valuesMake premium and loan payments
💰 Finance
(566)
free

FAQ about Fbg Private Wealth

Are there free fbg private wealth apps for iPhone?
Yes — 20 of the top fbg private wealth apps we rank are free to download, including FBG Private Wealth and Willow Wealth.
FBG Private Wealth has no ads and has no in-app purchases, according to its App Store listing as of May 2026.
We track 223+ fbg private wealth apps on the iOS App Store as of May 2026, ranked by rating, recency, and analysis of real user reviews.