Best Jfg Family Office Apps

215+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated May 2026

With an average user rating of 4.4★, the jfg family office category is one of the App Store's strongest. Browse all 215+ apps we track, sorted so the most loved ones surface first.

Top Picks for Jfg Family Office

JFG Family Office#1

JFG Family Office by JOHNSON FINANCIAL GROUP LLC

Editor's Choice
💰 Finance
5.0(3 ratings)
Free
JFG Family Office screenshot 1
JFG Family Office screenshot 2
JFG Family Office screenshot 3

This app provides a comprehensive financial overview, offering an interactive dashboard, dynamic reports, and secure document storage, helping you manage your finances efficiently. Download the app to access these features and take control of your financial management today.

Trustworthy - The Family OS®#3

Trustworthy - The Family OS® by Trustworthy Co.

Secure your family documents
Worth Considering
💰 Finance
4.3(117 ratings)
FreeIn-App Purchases
Trustworthy - The Family OS® screenshot 1
Trustworthy - The Family OS® screenshot 2
Trustworthy - The Family OS® screenshot 3
Trustworthy - The Family OS® screenshot 4
Trustworthy - The Family OS® screenshot 5
Trustworthy - The Family OS® screenshot 6

Organize, protect, and optimize your family's important information with a single app that securely stores IDs, documents, passwords, and more. Collaborate with your family, access expert help, and enjoy peace of mind knowing everything is in one secure place.

More Jfg Family Office apps to explore

4
Trusted Family Classic
Trusted Family Classic
Trusted Family Classic
Secure Family Office Platform
Free

This secure family office platform enhances communications within multigenerational family businesses and family offices, providing a customizable and permission-based environment for content and event management. It allows users to connect with family members, share knowledge, and collaborate in a centralized and secure space, with features such as customizable permissions, two-step verification, and real-time alerts and notifications.

💼 Business
(8)
5
Trusted Family
Trusted Family
Trusted Family
Unified Governance Platform
Free

This unified governance platform empowers family enterprises and organizations to securely manage stakeholder governance, facilitating transparent communication, decision-making, and accountability. It offers a range of tools, including document storage, customizable collaboration, and advanced security measures, to streamline governance and foster long-term success.

💼 Business
(5)
6
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!

💰 Finance
(17K)
7
Famileo: Your family newspaper
Famileo: Your family newspaper
Famileo: Your family newspaper
Photo-filled family gazette
Free

Create a personalised family newspaper with everyday photos and messages, and share it with your loved ones through a unique app that brings generations together. Turn your memories into a printed gazette, delivered to their doorstep, with a flexible and advert-free subscription starting from $9.99/month.

🌐 Social Networking
(108)
8
Schwab Workplace Retirement
Schwab Workplace Retirement
Schwab Workplace Retirement
by The Charles Schwab Corporation
Free

This mobile application for retirement planning offers support for dark mode, access to financial guides, security enhancements, and bug fixes. User options may vary based on plan and participant settings. Explore your retirement planning with this app.

💰 Finance
(63K)
9
Rockefeller Digital
Rockefeller Digital
Rockefeller Digital
by Rockefeller & Co. LLC
Free

This mobile application allows clients to access and manage their financial accounts, perform transactions, and collaborate with advisors on-the-go. With this app, users can view account information, transfer funds, pay bills, and securely send files, all from the convenience of their mobile device.

💰 Finance
(45)
10
EFE
EFE
EFE
Your Investment Advisor
Free

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.

💰 Finance
(7.3K)
11
Family Office Exchange Events
Family Office Exchange Events
Family Office Exchange Events
by Family Office Exchange, LLC
Free
💼 Business
(0)
12
FINTRX
FINTRX
FINTRX
by FINTRX, Inc
Free

This platform provides comprehensive data and research on private wealth, featuring millions of records on family offices and registered investment advisors. It allows users to track asset flows, find investors for funds and private companies, and access a vast array of wealth data.

💼 Business
(5)
13
Hantz Group
Hantz Group
Hantz Group
by Hantz Group, Inc.
Free

Stay on top of your finances with this user-friendly app that provides easy access to your current financial information. Download the app to effortlessly track and manage your financial situation.

💰 Finance
(48)
14
Eleven Family Office
Eleven Family Office
Eleven Family Office
by Jetson Systems, Inc.
Free
📊 Productivity
(0)
15
EstateSpace
EstateSpace
EstateSpace
Estate Management Simplified.
Free

This application simplifies estate management by providing a scalable and secure platform to double your team's asset management capabilities. It is trusted by property and estate management companies worldwide, offering a comprehensive solution to streamline operations.

💼 Business
(13)
16
BeFamily — Family Assistant
BeFamily — Family Assistant
BeFamily — Family Assistant
Share calendar, tasks, & plans
Free

Stay organized with our family assistant app that allows you to easily share calendars, tasks, and to-do lists with your loved ones. Streamline communication and organization within your family effortlessly. Download now and start simplifying your family life!

📊 Productivity
(210)
17
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

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.

💰 Finance
(1.6K)
18
Start Right Retire Right
Start Right Retire Right
Start Right Retire Right
by BOK Financial Corporation
Free

Manage your retirement plan on the go with the Start Right app. Access account information, track balance and activity, set security passwords, and more. Download now for iPhone (iOS 14 or later) to get started!

💰 Finance
(4.1K)
19
Fortitude Family Office
Fortitude Family Office
Fortitude Family Office
by Fortitude Family Office, LLC
Free
💰 Finance
(0)
20
Corebridge
Corebridge
Corebridge
Action is everything.
Free

Track and manage your retirement savings with ease using our intuitive app. Monitor your portfolio, track progress, update contributions, and communicate with experts all in one secure place. Plan for your future with our financial calculator and go paperless for easy access to account information.

💰 Finance
(37)

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