Best Iwatermark Wealth Apps

228+ iOS apps curated and reviewed

4.5 avg rating
19 free apps
Updated May 2026

From beginner-friendly picks to power-user tools, our iwatermark wealth list covers 228+ iPhone apps updated through May 2026. Compare ratings, prices, and screenshots in one place.

Compare top Iwatermark Wealth Apps (May 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1IWATERMARK WEALTHIWATERMARK WEALTHFreeNoNoMay 2026
2The Secret To MoneyThe Secret To Money$4.994.8★ (6.7K)YesNoJul 2026
3Edward JonesEdward JonesFree4.8★ (134K)NoNoJul 2026
4Morgan Stanley Wealth MgmtMorgan Stanley Wealth MgmtFree3.4★ (433)NoNoJul 2026
5Copilot: Track & Budget MoneyCopilot: Track & Budget MoneyFree4.8★ (30K)NoYesJul 2026
6MoneyWiz 2026 Personal FinanceMoneyWiz 2026 Personal FinanceFree4.6★ (2.1K)NoYesJul 2026
7Quicken: Intelligent MoneyQuicken: Intelligent MoneyFree4.5★ (11K)YesYesJul 2026
8Baird OnlineBaird OnlineFree4.8★ (1.1K)NoNoJul 2026

Top Picks for Iwatermark Wealth

The Secret To Money#2

The Secret To Money by Creste LLC

Helps develop a wealth mindset
Strong Contender
🌟 Lifestyle
4.8😊(6.7K ratings)
$4.99Ads
#40in Lifestyle
The Secret To Money screenshot 1
The Secret To Money screenshot 2
The Secret To Money screenshot 3
The Secret To Money screenshot 4
The Secret To Money screenshot 5

This app helps you cultivate a positive mindset towards wealth through guided practices and daily activities. It's inspired by a popular book and aims to transform your financial circumstances by changing how you think about money.

What We Love

  • 🙏 Grateful for the app
  • 🤑 Manifesting money
  • 💡 Changing money mindset
  • 🌟 Inspiring and motivating

Room to Improve

  • 🐛 Notifications not working
  • 🔍 Difficult to track purchases
  • 💰 Spending limit too low
Edward Jones#3

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

Track your goals on-the-go
Worth Considering
💰 Finance
4.8😊(134K ratings)
Free
Edward Jones screenshot 1
Edward Jones screenshot 2
Edward Jones screenshot 3
Edward Jones screenshot 4
Edward Jones screenshot 5

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

What We Love

  • 🚀 Efficient and streamlined app
  • 👍 Intuitive and user-friendly design
  • 🔒 Secure communication with advisors
  • 💡 Ability to integrate external accounts

Room to Improve

  • 🐛 Frequent login and Face ID issues
  • 🔍 Lack of advanced features and customization
  • 🔍 Cluttered and overwhelming UI

More Iwatermark Wealth apps to explore

4
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
Morgan Stanley Wealth Mgmt
by Morgan Stanley
Free

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

Account management and balance viewingMobile check depositMoney transfers and bill pay
💰 Finance
(433)
free
5
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Spending, investing, net worth
Free

This app provides a clear and simple way to manage your finances. It offers smart tools for categorizing spending, budgeting, and tracking investments, all with bank-level security and personalized support. Reclaim control of your financial data with an intuitive interface.

AI-powered transaction categorizationAdaptive budgeting based on habitsSubscription tracking
💰 Finance
(30K)
subscription
6
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
Personal Accounting Software
Free

Manage all your financial accounts, including loans, savings, investments, and cryptocurrency, in one secure application. It offers automatic transaction downloads, cloud syncing, and advanced reporting to give you a comprehensive overview of your finances.

Account tracking (bank, loan, investment, crypto)Automatic transaction downloadsCloud backup and multi-device sync
💰 Finance
(2.1K)
freemium
7
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
💰 Finance
(11K)
free with in-app purchases
8
Baird Online
Baird Online
Baird Online
by Robert W. Baird & Co.
Free

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

View portfolio and asset allocationSecure login with biometricsTrack net worth
💰 Finance
(1.1K)
free
9
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
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
💰 Finance
(90)
subscription
10
IC Wealth
IC Wealth
IC Wealth
by IC GROUP LIMITED
Free

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

Personalized portfolio creationAutomated investingDigital payments
💰 Finance
(97)
ad-supported
11
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
12
Water tracker Waterllama
Water tracker Waterllama
Water tracker Waterllama
My hydration reminder drink it
Free

This app helps you stay hydrated with smart reminders and fun challenges. Track your water intake from various beverages, collect cute characters, and reach your daily hydration goals. It offers personalized recommendations and syncs with Apple Health.

Smart hydration remindersFun healthy challengesCollectible cute characters
💪 Health & Fitness
(150K)
free with in-app purchases
13
Black Diamond Wealth Platform
Black Diamond Wealth Platform
Black Diamond Wealth Platform
by Black Diamond Performance Reporting, LLC
Free

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

Portfolio data accessSimple interfaceElegant design
💰 Finance
(95)
free
14
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
💰 Finance
(110K)
free
15
RBC WM Online U.S.
RBC WM Online U.S.
RBC WM Online U.S.
by RBC Capital Markets, LLC
Free

Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.

View total portfolio dashboardCheck account balances and performanceDeposit checks directly
💰 Finance
(239)
free
16
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(397K)
free with in-app purchases
17
Buddy: Budget Planner App
Buddy: Budget Planner App
Buddy: Budget Planner App
Money Manager & Tracker
Free

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

Create personal budgetsShared budgeting for couples/groupsConnect bank accounts for transaction import
💰 Finance
(9.3K)
free with in-app purchases
18
Wealth-Builder
Wealth-Builder
Wealth-Builder
Master Money. Live Free.
Free

This app helps you master your finances and build wealth using proven methodologies. It offers tools for tracking assets and liabilities, setting income goals, and planning debt payoff. Access educational content and community support to achieve financial freedom.

Personalized wealth-building dashboardTrack balance sheet accounts (assets & liabilities)Set earned and unearned income goals
💰 Finance
(171)
free with in-app purchases
19
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto
💰 Finance
(84K)
free with in-app purchases
20
Oportun: Savings & Loans
Oportun: Savings & Loans
Oportun: Savings & Loans
Build savings, track your loan
Free

This finance app helps you reach savings goals by automatically setting aside money based on your income and spending. It also allows existing loan members to easily manage their accounts and payments within the app.

Automated savings towards goalsPersonalized savings based on spendingPause or transfer savings anytime
💰 Finance
(289K)
subscription

FAQ about Iwatermark Wealth

Are there free iwatermark wealth apps for iPhone?
Yes — 19 of the top iwatermark wealth apps we rank are free to download, including IWATERMARK WEALTH and Edward Jones.
IWATERMARK WEALTH has no ads and has no in-app purchases, according to its App Store listing as of May 2026.
We track 228+ iwatermark wealth apps on the iOS App Store as of May 2026, ranked by rating, recency, and analysis of real user reviews.