247+ iOS apps curated and reviewed
Out of 247+ hbks wealth 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.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 3.7★ (3) | No | No | Jul 2026 |
| 2 |  | Free | 4.6★ (8) | No | No | Jun 2026 |
| 3 |  | Free | 4.6★ (7K) | No | No | Aug 2026 |
| 4 |  | Free | 3.1★ (9) | No | No | Jul 2026 |
| 5 |  | Free | 5.0★ (8) | No | No | Aug 2026 |
| 6 |  | Free | 4.8★ (90) | No | No | Aug 2026 |
| 7 |  | Free | — | No | No | Jun 2026 |
| 8 |  | Free | — | No | No | May 2026 |
Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. Track investments and utilize budgeting tools within a user-friendly mobile application.
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.
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.
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.
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.
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.
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.
This educational system empowers individuals and families with a straightforward, powerful economic process for wealth building and protection. It guides users through efficient financial planning without sales pressure, leveraging financial tools for optimal results.
Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.
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.
This app helps you visualize the financial impact of life decisions. Explore how choices like buying a home or changing careers affect your future wealth without complex spreadsheets or jargon. It provides a dynamic financial plan that updates with every decision.
Access expert financial advice and investment insights from a team with decades of experience managing billions of dollars. Benefit from know-how across asset management, corporate finance, and stock brokerage.