Best Geometric Wealth Advisors Apps

188+ iOS apps curated and reviewed

4.5 avg rating

20 free apps

Updated June 2026

Out of 188+ geometric wealth advisors apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Top Picks for Geometric Wealth Advisors

#1

Geometric Wealth Advisors by Geometric Wealth Advisors, LLC

Editor's Choice

💰 Finance

0.0(0 ratings)

Free

Geometric Wealth Advisors screenshot 1

Geometric Wealth Advisors screenshot 2

Geometric Wealth Advisors screenshot 3

Geometric Wealth Advisors screenshot 4

#2

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

Investing, Wealth Management

Strong Contender

💰 Finance

4.6😞(7K ratings)

FreeAds

Titan: Your Wealth Team screenshot 1

Titan: Your Wealth Team screenshot 2

Titan: Your Wealth Team screenshot 3

Titan: Your Wealth Team screenshot 4

Titan: Your Wealth Team screenshot 5

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

#3

Alinea: Automated Investing by ALINEA INVEST, LLC

Expert Portfolios, AI Insights

Worth Considering

💰 Finance

4.8😊(92K ratings)

Free

#29in Finance

Alinea: Automated Investing screenshot 1

Alinea: Automated Investing screenshot 2

Alinea: Automated Investing screenshot 3

Alinea: Automated Investing screenshot 4

Alinea: Automated Investing screenshot 5

Alinea: Automated Investing screenshot 6

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

What We Love

🚀 Easy to use
👍 User-friendly interface
💡 Innovative investing features
🚀 Streamlined investing process

Room to Improve

🐛 Subscription charges without consent
🐛 Difficulty cancelling subscriptions
🐛 Slow customer support response times

More Geometric Wealth Advisors apps to explore

Alux: Build Wealth Faster

Alux: Build Wealth Faster

Wealth & HNW Private Network

This app offers executive-level coaching and a private network for founders and CEOs seeking to improve decision-making, discipline, and connect with high performers. It provides on-demand coaching sessions, daily lessons, expert-led problem-solving, and personalized roadmaps for wealth growth and leadership.

On-demand CEO & founder coachingDaily 10-15 minute original sessionsExpert-led problem-solving content

CRM for Financial Advisors

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

Index Fund Advisors

Index Fund Advisors

Wealth Management • Taxes

This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.

Connect with Wealth AdvisorsRead and share investing articlesWatch investment education videos

Alphanso Wealth

Alphanso Wealth

Financial planning & advisory

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

Plante Moran Wealth

Plante Moran Wealth

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

On-demand portfolio accessView financial assets and liabilitiesDocument access

Astor: AI Investment Advisor

Astor: AI Investment Advisor

Talk to your investments

This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.

AI investment advisorPortfolio analysisConnect financial accounts

free with in-app purchases

by IC GROUP LIMITED

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

Personalized portfolio creationAutomated investingDigital payments

Your Investment Advisor

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

WealthBuilders Community

WealthBuilders Community

Building Wealth Together

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

Community support networkOnline courses and financial toolsExpert financial insights

free with in-app purchases

Bernstein Private Wealth

Bernstein Private Wealth

My Bernstein mobile app

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

Capital Group PlanPremier401k

Capital Group PlanPremier401k

Manage your 401k

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Private markets investing

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

free with in-app purchases

Ameriprise Financial

Ameriprise Financial

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

AI portfolio and tax guidance

This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.

AI-powered portfolio insightsTax-saving opportunitiesFee reduction recommendations

Wealth management platform

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

Real-time portfolio dataNet worth trackingPerformance analysis

T. Rowe Price Personal®

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Consolidated portfolio viewExternal account linkingDetailed fund performance

Orion Wealth Management Portal

Orion Wealth Management Portal

by Orion Advisor Services, LLC

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Wealth management toolsAdvisor collaborationFinancial planning access