Best Geometric Wealth Advisors Apps

0.0(0 ratings)

Free

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing

Strong Contender

4.9(86 ratings)

Free

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

Plante Moran Wealth by Plante Moran Financial Advisors

Worth Considering

4.6(8 ratings)

Free

Access your investment portfolio and financial information on demand. View all your assets and liabilities in one place, access important documents, and connect with your financial advisory team. Stay informed with wealth management insights.

More Geometric Wealth Advisors apps to explore

Wealth Enhancement

Advisor CommunicationMeeting SchedulerSecure Document Upload

Connect with your dedicated wealth management team, including specialists in tax and estate planning. Communicate securely, schedule meetings, and access educational resources to manage your finances.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management using AI and expert advice. It helps users achieve financial goals like retirement, tax optimization, and estate planning with a flat-fee subscription model.

Investing, Wealth Management

(90)

subscription

Titan: Your Wealth Team

Specialized wealth teams for tech employeesEquity compensation and tax strategyAI-powered financial technology

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

(7K)

Investing, saving & advice

M1: AI Wealth Management

AI fiduciary financial advisorPersonalized investment adviceCustomizable stock and ETF portfolios

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

Connect with a global community of high-net-worth investors to share knowledge and achieve financial success. Discuss wealth preservation, tax strategies, asset allocation, real estate, and alternative assets. Access exclusive networking opportunities and private market insights.

High-net-worth investor communityPersonal finance knowledge sharingNetworking and private market access

🌐 Social Networking

(33)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built ETF investment portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in expertly built portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

by CORE Wealth Advisors, Inc.

by MJP ASSOCIATES, INC.

Solid Point Wealth Advisors

(0)

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture, all within a secure and user-friendly mobile interface.

by Aaron Wealth Advisors LLC

Secure client-advisor collaborationAnytime, anywhere accessPrivate and compliant communication

This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.

💼 Business

(4)

EN+ Wealth — Personal Finance

AI Steward. Human Advisors.

AI Financial StewardAdvisor On DemandPersonalized Investment

This financial platform uses AI and human advisors to streamline investing, tax planning, and retirement strategy. It offers personalized insights and a transparent, accessible approach to managing your money and achieving long-term goals.

Exclusive Platform For RIAs

Professional networking for RIAsIndustry-focused discussionsExclusive insights from thought leaders

This exclusive platform connects US Registered Investment Advisors and affiliates for industry-focused networking. Engage in discussions, access insights, and discover opportunities within a private, professional community.

by CROWNMARK WEALTH ADVISORS, LLC

by Flourish Wealth Management Inc.

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

(9)

Ridgeline Wealth Advisors

by Ridgeline Wealth Advisors, LLC

Heartland Wealth Management

(0)

by Heartland Wealth Management, LLC

by Olistico Wealth, LLC