Best Goldwin Wealth Apps

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

IC Wealth

by IC GROUP LIMITED

Free

Experience effortless investing tailored to your goals with our app. Craft the perfect portfolio, benefit from automatic investing, and let our expert team guide your financial journey. Start investing today!

Willow Wealth

Private markets investing

Free

Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.

Alux: Self Help & Improvement

Wealth & HNW Private Network

Free

Discover a comprehensive self-help application designed to enhance your mental well-being. Access a range of tools including mood tracking, guided meditations, gratitude journaling, and personalized goal setting. Start your journey to self-improvement today.

Wealth Elite

by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

Free

This investment application allows privileged investors to easily manage their wealth by investing in top-performing mutual funds, tracking their portfolio, and mapping investments to life goals. With features like easy portfolio management, research, and paperless investments, users can efficiently grow their wealth and achieve their financial objectives.

Tamra Capital: Save & Invest

Investing. Tracking. Growing

Free

A financial management app that helps users track their expenses, create budgets, and set savings goals. Take control of your finances today!

Wealthscape Investor℠

by National Financial Services LLC

Free

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

Finvest: AI Money Manager

Track, manage & build wealth

Free

Invest effortlessly in US Treasury Bills through a secure platform that offers high yields and flexibility in buying and selling. Benefit from locked interest rates, trusted custodianship, and government backing for a stress-free investment experience. Explore the opportunity to grow your wealth with peace of mind.

SUMA Wealth

Manage your dinero Smarter

Free

This application helps you manage your finances efficiently by linking all your accounts, cards, and investments in one dashboard, providing tools such as AI financial guidance, personalized spending tips, and savings goal tracking. Try it for 7 days free and discover how it can empower you to make smarter financial decisions and grow your wealth.

NJ E-Wealth Account

by NJ INDIA INVEST PRIVATE LIMITED

Free

This application allows users to transact on-the-go and access transaction and portfolio reports with a login ID and password. To learn more and start using the service, find out about the network partnership requirements.

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Free

This mobile application allows authorized clients to access their portfolio data in a simple and elegant interface. If you're interested in gaining access, contact your primary representative to request authorization.

Wealth Builder University

Wealth Builder University

Free

This application helps users efficiently manage their job by providing an intuitive interface to organize branches, contacts, team members, clients, and insurance policies in one place. It offers various features such as appointment tracking, statistics, and reporting, allowing users to analyze sales performance and increase their sales.

Alphanso Wealth

Financial planning & advisory

Free

Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!

Bernstein Private Wealth

My Bernstein mobile app

Free

This mobile app allows wealth management clients to effortlessly manage their finances, accessing account information, transferring funds, and securely sharing files with their advisory team. Download the app to take control of your financial future with confidence and ease, monitoring your assets, making transactions, and connecting with your advisor on-the-go.

Abyan Capital: Save and Invest

Shariah Investing and Saving

Free

Experience hassle-free investing and saving with our intuitive platform for efficient wealth management. Start your financial journey today!