Best Investment Advisory Alternative Apps

203+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

With an average user rating of 4.5โ˜…, the investment advisory alternative category is one of the App Store's strongest. Browse all 203+ apps we track, sorted so the most loved ones surface first.

Top Picks for Investment Advisory Alternative

UBS Wealth Management#1

UBS Wealth Management by UBS AG

Editor's Choice
๐Ÿ’ฐ Finance
4.8๐Ÿ˜(60K ratings)
Free
UBS Wealth Management screenshot 1
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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.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿ”’ Secure access
  • ๐Ÿ‘ Convenient mobile deposit
  • ๐Ÿš€ Quick and efficient

Room to Improve

  • ๐Ÿ› Buggy and not functional
  • ๐Ÿ‘Ž Limited functionality
  • ๐Ÿ‘Ž Lack of transparency on fees
EFE#2

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(7.3K ratings)
FreeAds
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Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

What We Love

  • ๐Ÿ‘ User-friendly
  • ๐Ÿš€ Easy to navigate
  • ๐Ÿ’ก Comprehensive account information
  • ๐Ÿ”’ Secure login process

Room to Improve

  • ๐Ÿ› Inconsistent data updates
  • ๐Ÿ” Limited functionality compared to website
  • ๐Ÿ” Difficulty linking external accounts
Willow Wealth#3

Willow Wealth by Willow Wealth Inc.

Private markets investing
Worth Considering
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(1.6K ratings)
FreeAds
Willow Wealth screenshot 1
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Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.

What We Love

  • ๐Ÿ™Œ Great alternative investments
  • ๐Ÿ’ฐ Decent returns
  • ๐Ÿ“ˆ Diversified portfolio options
  • ๐Ÿค Good customer service (for some)

Room to Improve

  • ๐Ÿšจ Fraudulent/scam company
  • ๐Ÿ’ธ Significant losses/100% loss of investments
  • ๐Ÿคฌ Terrible customer service/no support

More Investment Advisory Alternative apps to explore

4
iConnections LLC
iConnections LLC
iConnections LLC
The Alts Industry Network
Free

Connect with a global investment community to access unique opportunities easily. Schedule video meetings, share documents, and track interactions in a secure and information-rich environment. Join iConnections today to invest in progress.

๐Ÿ’ผ Business
(928)
5
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Venture, Real estate, Income
Free

Invest in a diverse range of alternative assets such as real estate, venture capital, and private credit with our platform. Easily build a portfolio with flexible investment options starting at $10, transparent reporting, bank-level security, and expert support. Start investing today at fundrise.com.

๐Ÿ’ฐ Finance
(37K)
6
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

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.

๐Ÿ’ฐ Finance
(7K)
7
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.

๐Ÿ’ฐ Finance
(88K)
8
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

๐Ÿ’ฐ Finance
(17K)
9
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

๐Ÿ’ฐ Finance
(37K)
10
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Talk to your investments
Free
๐Ÿ’ฐ Finance
(247)
11
Beanstox: Simple Investing
Beanstox: Simple Investing
Beanstox: Simple Investing
Seriously Simple Investingยฎ
Free

Automated Investing app offering over 5% on savings, personalized expert-built portfolios, and investments in 500 major US companies. Start with free Power Savings for 5% savings or free Stocks 500 for automated investing in a selection of US companies.

๐Ÿ’ฐ Finance
(3.6K)
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
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
Financial planning & advisory
Free

Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!

๐Ÿ’ฐ Finance
(90)
14
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank
Free
๐Ÿ’ฐ Finance
(53)
15
Mezzi Wealth
Mezzi Wealth
Mezzi Wealth
AI portfolio and tax guidance
Free

Accelerate your wealth-building with Mezzi, an AI-powered stock market analysis app. Gain insights, make informed investment decisions, and watch your wealth grow faster. Start building your future today!

๐Ÿ’ฐ Finance
(102)
16
GalaxyOne: Wealth & Investing
GalaxyOne: Wealth & Investing
GalaxyOne: Wealth & Investing
Yield, Cash, Crypto, Stocks
Free

Fierce Finance offers a high-yield checking account with 5.25% APY, no fees or minimums, and a fee-free Mastercard Debit Card with access to 55k ATMs. Invest in your future with Fierce Finance today!

๐Ÿ’ฐ Finance
(350)
17
RBC WM Online U.S.
RBC WM Online U.S.
RBC WM Online U.S.
by RBC Capital Markets, LLC
Free

Access your U.S. accounts effortlessly with the RBC Wealth Management Online App. View portfolios, balances, market data, and easily connect with your advisor while enjoying convenient features like check deposits and secure messaging. Secure your financial future on-the-go!

๐Ÿ’ฐ Finance
(232)
18
Abyan Capital: Save and Invest
Abyan Capital: Save and Invest
Abyan Capital: Save and Invest
Shariah Investing and Saving
Free

Experience hassle-free investing and saving with our intuitive platform for efficient wealth management. Start your financial journey today!

๐Ÿ’ฐ Finance
(1K)
19
Victory Capital
Victory Capital
Victory Capital
For Every Investor
Free

Experience a comprehensive investment platform with a diverse range of products at your fingertips, including mutual funds, ETFs, and a 529 Education Savings Plan. Manage your investments, make trades, research options, and access tools all in one place with the Victory Capital app. Start today to enjoy $0 commissions for most online trades and potentially earn an investment bonus.

๐Ÿ’ฐ Finance
(274)
20
BBAE Pro - Trading & Investing
BBAE Pro - Trading & Investing
BBAE Pro - Trading & Investing
Stocks | Options | Portfolios
Free

Discover a revolutionary investment platform offering advanced tools for stocks, options, and portfolios. Benefit from commission-free trading, expert advice, and innovative features to maximize your returns. Whether you prefer hands-on trading or guided portfolios, BBAE Pro has you covered. Unlock the future of investing today.

๐Ÿ’ฐ Finance
(75)