Best Fund Management App

0+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Finding the right fund management app app can be overwhelming with so many options. We've analyzed 0+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Top Picks for Fund Management App

Titan: Your Wealth Team#2

Titan: Your Wealth Team by Titan Global Capital Management, Inc.

Investing, Wealth Management
Strong Contender
💰 Finance
4.6😞(7K ratings)
FreeAds
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Titan: Your Wealth Team screenshot 2
Titan: Your Wealth Team screenshot 3
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Titan: Your Wealth Team screenshot 6

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.

What We Love

  • 💎 Consistent growth
  • 🤝 Exceptional customer service
  • 📚 Great education and content
  • 🔍 Unique investing strategies

Room to Improve

  • 💰 High membership and advisory fees, with less ROI
  • 🔒 Locked funds and strategy
  • 🔄 Changing policies and fees

More Fund Management App apps to explore

4
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
5
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
Manage Money, Build Wealth
Free

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing
💰 Finance
(73K)
free with in-app purchases
6
PhonePe: Secure Payments App
PhonePe: Secure Payments App
PhonePe: Secure Payments App
UPI, Recharges, Bills Payments
Free

This app facilitates secure digital payments, including UPI transfers, mobile and utility bill recharges, and online/offline purchases. It also offers investment options in mutual funds and insurance policies.

BHIM UPI money transfersMobile and DTH rechargesUtility bill payments
💰 Finance
(162K)
free with in-app purchases
7
Thrift Savings Plan
Thrift Savings Plan
Thrift Savings Plan
Official app of the TSP
Free

Manage your Thrift Savings Plan (TSP) account directly from your mobile device. Review your account summary, track investment performance, and make changes to your investment mix. The app also facilitates secure document submission and mobile check deposits for rollovers.

Access TSP account summaryCheck investment performanceChange investment mix
💼 Business
(105K)
free
8
SBI Mutual Fund-InvesTap Nxt
SBI Mutual Fund-InvesTap Nxt
SBI Mutual Fund-InvesTap Nxt
Now AI Powered
Free

This app offers AI-powered assistance for mutual fund investments, allowing users to inquire about offerings, make investments, and track their financial portfolio. It also provides features for goal-based investing, quick SIP setup, and intelligent watchlists with NAV drop alerts.

AI Powered Smart AssistWealth Index for portfolio trackingQuick SIP setup
💰 Finance
(617)
free
9
HDFC Mutual Fund
HDFC Mutual Fund
HDFC Mutual Fund
Mutual Fund, Tax Saving, SIP
Free

Invest in mutual funds conveniently through SIP or lump sum. Utilize calculators for financial planning and track your portfolio performance. Features include paperless onboarding, easy login, and an e-cart for quick purchases.

Paperless Onboarding (E-KYC/Aadhaar)Easy Login with MPIN/OTPOne-View Investment Dashboard
💰 Finance
(125)
free
10
Veritas Capital App
Veritas Capital App
Veritas Capital App
by Veritas Capital Fund Management, L.L.C.
Free
💼 Business
(0)
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
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
(9.2K)
free with in-app purchases
13
Invesco Mutual Fund
Invesco Mutual Fund
Invesco Mutual Fund
by Haresh Sadani
Free
💰 Finance
(0)
14
YNAB
YNAB
YNAB
Never worry about money again
Free

This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.

Create and share unlimited spending plansAutomatically import transactionsManually add transactions
💰 Finance
(61K)
subscription
15
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Track, Budget, & Save Cash!
Free

This AI-powered financial assistant helps you manage your money through conversational chat. It offers budgeting tools, savings accounts with high APY, credit building features, and cash advances without interest or credit checks.

AI-powered financial chatBudgeting and spending trackingCash advances up to $250
💰 Finance
(237K)
freemium
16
ITIMF Investor App
ITIMF Investor App
ITIMF Investor App
ITI Asset Management Limited
Free
💰 Finance
(0)
17
Sundaram MF
Sundaram MF
Sundaram MF
Comprehensive app for investor
Free
💰 Finance
(0)
18
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Save. Invest. Get richer daily
Free

Securely save and invest money with access to Nigerian mutual funds and stocks. Automate savings, earn competitive interest, and build wealth at your own pace. Your funds are professionally managed and protected by robust security measures.

Automated savings plansEarn double-digit interestGroup savings with Circles
💰 Finance
(11K)
free with in-app purchases
19
Thrivent Financial
Thrivent Financial
Thrivent Financial
Manage your money with purpose
Free

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

Monitor investments and insurancePurchase, redeem, and exchange mutual fundsAccess statements and tax forms
💰 Finance
(748)
ad-supported
20
Nivesh: Wealth Management App
Nivesh: Wealth Management App
Nivesh: Wealth Management App
Manage & Grow Your Wealth
Free

This app is a comprehensive wealth management and investment platform. It offers tools for individual investors to track portfolios, receive recommendations, and access diverse financial products. Financial partners can use it to onboard clients, manage their business, and engage with customers.

Access 1700+ Mutual Fund Schemes & SIPsReal-time investment trackingAI-driven portfolio recommendations
💰 Finance
(0)
free