Best Goldwin Wealth Apps

Plante Moran Wealth

by PMFA INC

Free

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.

Aaron Wealth Connect

by Aaron Wealth Advisors LLC

Free

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.

Alphanso Wealth

Financial planning & advisory

Free

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.

Vault: Private Wealth

Grow & preserve your wealth

Free

This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Free

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

MIRA Money : My Wealth Manager

Money invested in right assets

Free

Build personalized investment portfolios aligned with your financial goals, such as buying a home or funding education. This app offers expert-built mutual fund baskets and actively monitors your investments to keep them on track.

Finn: AI Wealth Manager

Track, manage & build wealth

Free

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

Trajan Wealth

Plan Smarter. Dream Bigger.

Free

This app provides a centralized platform to view all your investments, assets, and liabilities. It offers intelligent insights, portfolio tracking, and a learning hub to help you manage your finances and connect with your advisor.

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.

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.

J. Safra Sarasin Wealth

J. Safra Sarasin

Free

Manage your wealth with a secure platform offering portfolio valuations, trade execution, and account transfers. Stay connected to your finances and interact with your relationship manager from anywhere.

Betterment Invest & Save Money

Investments & Cash Accounts

Free

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

NJ E-Wealth Account

by NJ INDIA INVEST PRIVATE LIMITED

Free

Manage your financial transactions and review your portfolio reports on the go. This app requires login credentials provided by an NJ Wealth Advisors Network Partner.