Best Hbks Wealth Apps

248+ iOS apps curated and reviewed

4.7 avg rating

20 free apps

Updated September 2026

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.

Compare top Hbks Wealth Apps (September 2026)

#	App	Price	Rating	Ads	In-App Purchases	Updated
1	HBKS Wealth	Free	3.7★ (3)	No	No	Jul 2026
2	Plante Moran Wealth	Free	4.6★ (8)	No	No	Jun 2026
3	Facet: Financial Planning	Free	4.9★ (22)	No	No	Sep 2026
4	Titan: Your Wealth Team	Free	4.6★ (7K)	No	No	Sep 2026
5	Flourish Wealth	Free	3.1★ (9)	No	No	Jul 2026
6	Alphanso Wealth	Free	4.8★ (90)	No	No	Sep 2026
7	CORE Wealth Advisors	Free	—	No	No	Jun 2026
8	MJP Wealth	Free	—	No	No	May 2026

Top Picks for Hbks Wealth

HBKS Wealth by HBKS WEALTH ADVISORS

Editor's Choice

💰 Finance

3.7(3 ratings)

Free

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.

Plante Moran Wealth by PMFA INC

Strong Contender

💰 Finance

4.6(8 ratings)

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.

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing

Worth Considering

💰 Finance

4.9(22 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.

More Hbks Wealth apps to explore

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.

Dedicated advisory teamProfessional investment managementAutomated cash management

by FLOURISH WEALTH MANAGEMENT INC

Free

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.

Real-time account informationInvestment holdings viewPerformance tracking

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.

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

by CORE Wealth Advisors, Inc.

by MJP ASSOCIATES, INC.

Free

💰 Finance

(0)

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

💰 Finance

(17K)

free with in-app purchases

Base Wealth Management

We Are Your Financial Base

Free

Access financial insights, educational videos, and market updates. Plan your future with financial calculators and model savings goals. Connect with your advisor for personalized support and securely view your accounts and financial plan.

Financial insights and market updatesEducational wealth management videosFinancial calculators for planning

Global Financial Advisory Firm

Free

💰 Finance

(0)

Your Wealth Architect

AI financial planning

Free

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

Consolidated financial overviewAI-driven financial roadmapBudget tracking and spending analysis

💰 Finance

(8)

free

Wealth Portal by Elite Wealth

Annex Wealth Management, LLC

by Annex Wealth Management, LLC

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.

Secure client-advisor collaborationAnytime, anywhere accessPrivate and compliant communication

💼 Business

(4)

free

Wealth Building Cornerstones

by Wealth Building Cornerstones

Free

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.

Economic-based financial processWealth building and protectionEfficient financial planning

by New York City Deferred Compensation Plan

Free

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.

All-in-one account managementRetirement income modelingVideo education and live chat

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.

Advisor CommunicationMeeting SchedulerSecure Document Upload

This financial companion offers personalized guidance by integrating your accounts, providing live market insights, and delivering customized portfolio recommendations. It aims to make financial wisdom fun and accessible, with options for AI chat and access to certified financial planners.

Account integrationLive market insightsCustomized portfolio recommendations

💰 Finance

(59)

free with in-app purchases

Crownmark Wealth

by CROWNMARK WEALTH ADVISORS, LLC

Free

💰 Finance

(0)

FAQ about Hbks Wealth

What are the best hbks wealth apps for iPhone?

HBKS Wealth tops our hbks wealth apps ranking as of September 2026, with a 3.7-star average from 3 App Store ratings, and it's free to download.

Are there free hbks wealth apps for iPhone?

Yes — 20 of the top hbks wealth apps we rank are free to download, including HBKS Wealth and Plante Moran Wealth.

Does HBKS Wealth have ads or in-app purchases?

HBKS Wealth has no ads and has no in-app purchases, according to its App Store listing as of September 2026.

How many hbks wealth apps are on the App Store?

We track 248+ hbks wealth apps on the iOS App Store as of September 2026, ranked by rating, recency, and analysis of real user reviews.

What is HBKS Wealth?

HBKS Wealth is a mobile application designed to provide users with an intuitive financial dashboard, a secure document vault, interactive reports, and budgeting tools.

What devices does HBKS Wealth support?

HBKS Wealth is compatible with iPhone, iPad, and iPod devices, offering a comprehensive financial management experience across Apple's mobile ecosystem.

Best Hbks Wealth Apps

Compare top Hbks Wealth Apps (September 2026)

Top Picks for Hbks Wealth

More Hbks Wealth apps to explore

FAQ about Hbks Wealth

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