Best Holdfast Wealth Management Apps

228+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated May 2026

Every iPhone needs a few good holdfast wealth management apps. We benchmark 228+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Top Picks for Holdfast Wealth Management

Titan: Your Investment Team#2

Titan: Your Investment Team by Titan Global Capital Management, Inc.

Investing, Wealth Management
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(7K ratings)
FreeAds
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Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

What We Love

  • ๐Ÿ’Ž Consistent growth
  • ๐Ÿค Exceptional customer service
  • ๐Ÿ“š Great education and content
  • ๐Ÿ” Unique investing strategies

Room to Improve

  • ๐Ÿ’ฐ High membership and advisory fees, with less ROI
  • ๐Ÿ”’ Locked funds and strategy
  • ๐Ÿ”„ Changing policies and fees
Edward Jones#3

Edward Jones by Edward D. Jones & Co., L.P.

Track your goals on-the-go
Worth Considering
๐Ÿ’ฐ Finance
4.8๐Ÿ˜Š(129K ratings)
Free
Edward Jones screenshot 1
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Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.

What We Love

  • ๐Ÿš€ Efficient and streamlined app
  • ๐Ÿ‘ Intuitive and user-friendly design
  • ๐Ÿ”’ Secure communication with advisors
  • ๐Ÿ’ก Ability to integrate external accounts

Room to Improve

  • ๐Ÿ› Frequent login and Face ID issues
  • ๐Ÿ” Lack of advanced features and customization
  • ๐Ÿ” Cluttered and overwhelming UI

More Holdfast Wealth Management apps to explore

4
Money Network Mobile App
Money Network Mobile App
Money Network Mobile App
by First Data Corporation
Free

A mobile app for Money Network Account holders and Secondary Cardholders to manage finances conveniently. Features include quick balance checks, transaction details, budgeting tools, and account alerts for security. Download now for 24/7 account access on-the-go!

๐Ÿ’ฐ Finance
(126K)
5
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

๐Ÿ’ฐ Finance
(60K)
6
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
Personal Accounting Software
Free

Track your finances, budget effectively, and stay on top of your expenses with this personal finance app. Manage multiple accounts, set financial goals, and categorize your transactions easily. Start taking control of your money today!

๐Ÿ’ฐ Finance
(2.1K)
7
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Track every dollar with Quicken Simplifiโ€”the smart budget app that simplifies personal finance. Set savings goals, manage debt, track spending, and plan for retirement all in one place. Join millions taking control of their finances and achieve your money goals effortlessly.

๐Ÿ’ฐ Finance
(11K)
8
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

An all-in-one investing application where you can trade options with rebates, earn high APY on a cash account, buy bonds, utilize AI investment analysis, manage portfolios with advanced tools, and access pre-market trading sessions. Take control of your investments and dive deep into financial analysis with ease.

๐Ÿ’ฐ Finance
(83K)
9
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

๐Ÿ’ฐ Finance
(177K)
10
YNAB
YNAB
YNAB
Never worry about money again
Free

Start changing your money mindset with a set of habits to spend purposefully, save aspirationally, and give generously. Join millions in improving your financial outlook and sign up for a one-month free trial today!

๐Ÿ’ฐ Finance
(60K)
11
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Rewards Checking, Loans, Cards
Free

An app for mobile banking offering rewards checking, loans, and cards, allowing users to check balances, manage funds, track rewards, and credit score. Features include no monthly fee, debit rewards tracking, and credit score management. Share feedback at mobile_app_feedback@upgrade.com.

๐Ÿ’ฐ Finance
(80K)
12
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
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.

๐Ÿ’ฐ Finance
(19K)
13
Vault: Private Wealth
Vault: Private Wealth
Vault: Private Wealth
Grow & preserve your wealth
Free
๐Ÿ’ฐ Finance
(6)
14
Finvest: AI Money Manager
Finvest: AI Money Manager
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.

๐Ÿ’ฐ Finance
(252)
15
Arvest Wealth Portal
Arvest Wealth Portal
Arvest Wealth Portal
By Arvest Wealth Management
Free

Stay connected to your investment accounts 24/7 with a free app that offers secure login, portfolio overview, holdings detail, and market alerts. Download the app to access your accounts, track securities, and download tax forms, and start investing with confidence today!

๐Ÿ’ฐ Finance
(9)
16
GO2bank: Mobile banking
GO2bank: Mobile banking
GO2bank: Mobile banking
Mobile bank that works for you
Free

An all-in-one mobile banking app with no hidden fees, early paydays, credit building options, account protection features, and more. Download now for easy access to your finances. Visit the app's website to learn more.

๐Ÿ’ฐ Finance
(57K)
17
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank
Free
๐Ÿ’ฐ Finance
(53)
18
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

๐Ÿ’ฐ Finance
(109K)
19
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC
Free

Manage your wealth and collaborate with your advisor using this comprehensive portal that provides essential tools for financial management. Access the platform to take control of your financial well-being.

๐Ÿ’ฐ Finance
(22)
20
READYSAVEโ„ข
READYSAVEโ„ข
READYSAVEโ„ข
by Ascensus Inc
Free

Download an app for secure login with Face ID or passcode, track accounts, investments, and retirement income projection. Personalized guidance available for adjusting savings rate. Build confidence in saving for the future. Download today!

๐Ÿ’ฐ Finance
(1K)