248+ iOS apps curated and reviewed
Out of 248+ 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 | Oct 2026 | |
| 4 |  | Free | 4.9★ (29) | No | No | Oct 2026 | |
| 5 |  | Free | 3.1★ (9) | No | No | Jul 2026 | |
| 6 |  | Free | 4.8★ (90) | No | No | Sep 2026 | |
| 7 |  | Free | 5.0★ (10) | No | Yes | Oct 2026 | |
| 8 |  | Free | 5.0★ (3) | No | No | Sep 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.
