Best Fractional Family Office Apps

214+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated May 2026

Fractional Family Office is the household name in fractional family office, but it's far from the only option. We track 214+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Compare top Fractional Family Office Apps (May 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Fractional Family OfficeFractional Family OfficeFreeNoNoMay 2026
2Trustworthy - The Family OS®Trustworthy - The Family OS®Free4.3★ (120)NoYesJul 2026
3Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoJul 2026
4Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoJul 2026
5UBS Wealth ManagementUBS Wealth ManagementFree4.8★ (63K)NoNoJul 2026
6Titan: Your Wealth TeamTitan: Your Wealth TeamFree4.6★ (7K)NoNoJul 2026
7Wealthscape Investor℠Wealthscape Investor℠Free4.7★ (19K)NoNoJul 2026
8EFEEFEFree4.6★ (7.4K)YesNoJul 2026

Top Picks for Fractional Family Office

Trustworthy - The Family OS®#2

Trustworthy - The Family OS® by Trustworthy Co

Secure your family documents
Strong Contender
💰 Finance
4.3(120 ratings)
FreeIn-App Purchases
Trustworthy - The Family OS® screenshot 1
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Trustworthy - The Family OS® screenshot 3
Trustworthy - The Family OS® screenshot 4
Trustworthy - The Family OS® screenshot 5
Trustworthy - The Family OS® screenshot 6

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.

Wealthfront: Save and Invest#3

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.
Worth Considering
💰 Finance
4.8😊(17K ratings)
Free
Wealthfront: Save and Invest screenshot 1
Wealthfront: Save and Invest screenshot 2
Wealthfront: Save and Invest screenshot 3
Wealthfront: Save and Invest screenshot 4
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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.

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

Room to Improve

  • 🚫 Not good for IRA and investing accounts
  • 🚫 Great APY, Terrible Features and Compatability
  • 🐛 Alas...

More Fractional Family Office apps to explore

4
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
5
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
6
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

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.

Dedicated advisory teamProfessional investment managementAutomated cash management
💰 Finance
(7K)
freemium
7
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free
8
EFE
EFE
EFE
Your Investment Advisor
Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
💰 Finance
(7.4K)
ad-supported
9
Trusted Family
Trusted Family
Trusted Family
Unified Governance Platform
Free

This platform offers a secure and efficient way for family enterprises to manage stakeholder governance. It provides tools for document sharing, collaboration, and granular access control, enhancing transparency and decision-making within complex organizations.

Secure document storage and sharingCustomizable collaboration toolsGranular access control
💼 Business
(5)
free
10
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

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.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios
💰 Finance
(1.6K)
free with in-app purchases
11
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.7K)
free
12
Stifel Wealth Tracker
Stifel Wealth Tracker
Stifel Wealth Tracker
by Stifel Financial Corp.
Free

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

Consolidated financial account viewNet worth trackingGoal progress monitoring
💰 Finance
(183)
free
13
Family Office Exchange Events
Family Office Exchange Events
Family Office Exchange Events
by Family Office Exchange, LLC
Free
💼 Business
(0)
14
Rockefeller Digital
Rockefeller Digital
Rockefeller Digital
by Rockefeller & Co. LLC
Free

Manage your Rockefeller Global Family Office accounts on the go. Access balances, deposit checks, transfer funds, pay bills, and securely communicate with your advisor. Digitally authorize transactions and view important documents.

Account balance and activity accessMobile check depositFund transfers
💰 Finance
(46)
free
15
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
💼 Business
(1.6K)
free
16
FINTRX
FINTRX
FINTRX
by FINTRX, Inc
Free

Access a vast database of private wealth information, including global family offices and registered investment advisors. Track asset flows, AUM changes, and identify potential LPs for your fund or private company.

Global family office dataRegistered investment advisor dataOver 1 million private wealth records
💼 Business
(5)
free
17
American Heritage VideoAdvisor
American Heritage VideoAdvisor
American Heritage VideoAdvisor
by American Heritage FCU
Free

Securely connect with trusted financial professionals for face-to-face video chats. Share documents, review contracts, and eSign agreements all within one easy-to-use application.

Secure video chatDocument uploadContract review
💰 Finance
(1.2K)
free
18
Raison | Your Family Office
Raison | Your Family Office
Raison | Your Family Office
by Raison FinTechnologies, Inc.
Free

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.

Investment portfolio creationWealth and investment managementAccess to venture deals, stocks, bonds, ETFs
💰 Finance
(1)
free
19
Domain Money
Domain Money
Domain Money
Your finances, handled for you
Free

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

Expert financial guidanceCustom financial plansActionable steps
💰 Finance
(294)
free with in-app purchases
20
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases

FAQ about Fractional Family Office

Are there free fractional family office apps for iPhone?
Yes — 20 of the top fractional family office apps we rank are free to download, including Fractional Family Office and Trustworthy - The Family OS®.
Fractional Family Office has no ads and has no in-app purchases, according to its App Store listing as of May 2026.
We track 214+ fractional family office apps on the iOS App Store as of May 2026, ranked by rating, recency, and analysis of real user reviews.