Best Investor Services Apps

246+ iOS apps curated and reviewed

4.3 avg rating
20 free apps
Updated October 2026

From beginner-friendly picks to power-user tools, our investor services list covers 246+ iPhone apps updated through October 2026. Compare ratings, prices, and screenshots in one place.

Compare top Investor Services Apps (October 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Visok Investor ServicesVisok Investor ServicesFree5.0★ (1)NoNoMay 2026
2Wealthscape Investor℠Wealthscape Investor℠Free4.7★ (19K)NoNoNov 2026
3SEI Connect - InvestorSEI Connect - InvestorFree3.9★ (34)NoNoOct 2026
4Plynk: Grow as an InvestorPlynk: Grow as an InvestorFree4.6★ (2.9K)NoNoOct 2026
5ADMIS NexusADMIS NexusFree5.0★ (7)NoNoJul 2026
6Investor Centre Hong KongInvestor Centre Hong KongFree—NoNoOct 2026
7solutions investor relationssolutions investor relationsFree—NoNoMay 2026
8Corporate InformationCorporate InformationFree5.0★ (1)YesYesMay 2026

Top Picks for Investor Services

4.7😞(19K ratings)
Free
Wealthscape Investor℠ screenshot 1
Wealthscape Investor℠ screenshot 2
Wealthscape Investor℠ screenshot 3
Wealthscape Investor℠ screenshot 4
Wealthscape Investor℠ screenshot 5
Wealthscape Investor℠ screenshot 6

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity orders. Enhanced security features include biometric login and two-factor authentication.

What We Love

  • 👍 Easy to use
  • 🚀 Smooth performance
  • 💰 Helpful for managing investments
  • 🤝 Great customer service

Room to Improve

  • 🐛 Frequent crashes and bugs
  • ⏱️ Slow loading times
  • 🔒 Unreliable security features
  • 🤯 Confusing user interface
SEI Connect - Investor#3

SEI Connect - Investor by SEI Global Services

Powering Wealth
Worth Considering
💰 Finance
3.9(34 ratings)
Free
SEI Connect - Investor screenshot 1
SEI Connect - Investor screenshot 2
SEI Connect - Investor screenshot 3
SEI Connect - Investor screenshot 4
SEI Connect - Investor screenshot 5
SEI Connect - Investor screenshot 6

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.

More Investor Services apps to explore

FAQ about Investor Services

What are the best investor services apps for iPhone?
Visok Investor Services tops our investor services apps ranking as of October 2026, with a 5.0-star average from 1 App Store ratings, and it's free to download.
Yes — 20 of the top investor services apps we rank are free to download, including Visok Investor Services and Wealthscape Investor℠.
Visok Investor Services has no ads and has no in-app purchases, according to its App Store listing as of October 2026.
We track 246+ investor services apps on the iOS App Store as of October 2026, ranked by rating, recency, and analysis of real user reviews.

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