Best Freigeist Asset Management Apps

NDTCO Mobile

Self-Directed IRA Management

Free

Manage your self-directed IRA portfolio with alternative assets like real estate and precious metals directly from your mobile device. Track investments, fund your account, access documents, and connect with your account team for support.

Hantz Group

by Hantz Group, Inc.

Free

Manage your personal finances with ease. Stay informed about your financial status and track your investments directly from your mobile device.

Neuberger Wealth

by Neuberger Berman Group LLC

Free

Access your investment portfolio securely and conveniently from anywhere. View market values, holdings, and asset allocations. Access important documents and communicate with your wealth management team.

Wealthfolio: Private Finance

Local-first Investment Tracker

Free

Manage your investments, net worth, budget, spending, and financial goals in a private, beautifully designed personal finance tracker. Gain smart insights into your financial health with an AI assistant and an open-source, community-driven approach.

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.

Petiole Asset Management AG

Petiole Asset Management AG

Free

This app provides clients with a secure and intuitive platform to monitor their private market investments in private equity, private credit, and real estate. Access real-time performance updates and essential documents anytime, anywhere, enhancing transparency and control.

Vennre: Wealth Management

Invest & Grow Private Wealth

Free

This platform empowers high earners to build long-term wealth by providing access to curated private market investment opportunities. Explore real estate, private equity, venture capital, and private credit, all vetted through a rigorous due diligence process. Invest digitally and track your portfolio performance with confidence.

Busey Wealth Management

by Busey Bank

Free

This app provides clients with a straightforward way to view their investment portfolios. Access is exclusive to Black Diamond users and requires authorization from a Busey Wealth Management advisor.

Laurel Oak Wealth Management

by Laurel Oak Wealth Management LLC

Free

Access your financial portal securely to manage your assets, track progress towards goals, and stay connected with your advisory team. This app provides a client-friendly way to keep your finances organized and accessible anytime, anywhere.

Law Mother

Your Wealthy Ever After

Free

This app provides a community, tools, and expert guidance to help users achieve financial freedom. It offers step-by-step plans, live coaching, and access to financial, legal, and tax experts to simplify money management and investment decisions.

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.