Best Holdfast Wealth Management Apps

4.7😊(75K ratings)

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This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

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

Investing, Wealth Management

Strong Contender

4.6😞(7K ratings)

Free

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

What We Love

💎 Consistent growth
🤝 Exceptional customer service
📚 Great education and content
🔍 Unique investing strategies
🤖 Personalized, thoughtful, simple next generation investing

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees
🕰️ Difficult to get money out
🤖 Garbage user interface
🚫 Scam, stay away

Finn: AI Wealth Manager by Finvest

Track, manage & build wealth

Worth Considering

4.7😊(356 ratings)

FreeIn-App Purchases

This app acts as your personal AI financial advisor, consolidating all your accounts to provide insights and actionable steps for managing investments, taxes, and banking. It offers personalized money briefings, investment guidance, and goal tracking to help you build wealth.

What We Love

👍 Easy to use and navigate
💡 All finances in one place
💰 No subscription fee
📈 Helpful for tracking net worth
📊 Provides financial insights
🚀 Modern and user-friendly interface
💰 Earn money on cash/better returns
🤖 Great AI tool for investing
⭐ Good for research and information
🏦 User-friendly for beginners
✅ Reliable and trustworthy
✨ Sleek and uncluttered interface
💰 Easy to invest in T-bills
🏦 Good for parking cash
🚀 Fast KYC and account setup
📈 Helpful for building wealth
💡 Stock scoring system
🏦 No-fuss, simple app for T-bills
⭐ Helpful for understanding T-bills
🔒 Secure and reliable

Room to Improve

😞 Support is lacking severely
⏳ Delayed and unresolved support responses
🐛 Flaky app/blue screen of death
📞 No way to contact customer support
🚨 Potential security concerns (unauthorized login)
🐛 Cannot select payment method after update
🔒 Needs better security measurements (2FA, phone)

More Holdfast Wealth Management apps to explore

UBS Wealth Management

by UBS AG

Account and cash managementBudgeting and spending trackingFinancial tools

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

(66K)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built ETF investment portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

(18K)

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Wealth management toolsAdvisor collaborationFinancial planning access

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

(26)

Bernstein Private Wealth

My Bernstein mobile app

Account balance monitoringFund transfersMobile check deposit

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

View portfolio market valueTrack investment resultsInitiate transfers

by KFH Capital Investment Company ( K.S.C.C )

Comprehensive investment solutions (Funds, Sukuks)User-friendly portfolio monitoringShariah-compliant investment options

Manage your investments and plan your financial future with this intuitive platform. Access a variety of Shariah-compliant investment products and monitor your portfolio performance in real-time. Streamlined onboarding and flexible subscription options make it easy to control your investments.

(4)

SEI Connect - Investor

Powering Wealth

Biometric loginPush notificationsDocument scanner

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

Black Diamond Wealth Platform

(34)

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by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing Black Diamond users who have been granted phone application authorization.

CRM for Financial Advisors

Secure login with Face ID/Touch IDContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. Features include secure login, contact management, task organization, and calendar integration. Stay updated on your practice with a streamlined interface designed for financial advisors.

💼 Business

(1.7K)

by Stifel Financial Corp.

Stifel Wealth Tracker

Consolidated financial account viewNet worth trackingGoal progress monitoring

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

(186)

Cowrywise: Save & Invest Money

Save. Invest. Get richer daily

Automated savings plansEarn double-digit interestGroup savings with Circles

Securely save and invest money with access to Nigerian mutual funds and stocks. Automate savings, earn competitive interest, and build wealth at your own pace. Your funds are professionally managed and protected by robust security measures.

free with in-app purchases

(14K)

DBS digibank - wealth

by DBS Bank Ltd.

Integrated banking and wealth managementSmart Shortcuts and remindersPortfolio breakdown and analysis

Manage your investments, plan your finances, and bank seamlessly within a single application. Gain insights into your portfolio, access global markets, and track your spending. Offers tools for sustainable living and investing.

free with in-app purchases

(561)

Flourish Wealth

by Flourish Wealth Management Inc.

Real-time account informationInvestment holdings viewPerformance tracking

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.

Invest in a variety of assets like bonds, stocks, and real estate through an intuitive platform. Simplify your investment journey with flexible payment and withdrawal options, all secured with bank-level protection.

Invest in bonds, eurobonds, stocks, T-billsReal estate and agriculture investmentsIntuitive and easy-to-use platform

(16)

Madison Wealth Management

by Madison Financial Advisors Ltd

Wealthfolio: Private Finance

(0)

Local-first Investment Tracker

Investment trackingNet worth calculationBudgeting and spending analysis

A private personal finance tracker that consolidates investments, net worth, budgeting, spending, and goals into a single, beautifully designed application. It offers smart insights and an AI assistant, with all data kept locally on your device.

Wealth management platform

Real-time portfolio dataNet worth trackingPerformance analysis

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.

(60)