246+ iOS apps curated and reviewed
With an average user rating of 4.4★, the lantana private wealth category is one of the App Store's strongest. Browse all 246+ apps we track, sorted so the most loved ones surface first.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | — | No | No | Jul 2026 |
| 2 |  | Free | 5.0★ (1) | No | No | Aug 2026 |
| 3 |  | Free | 4.6★ (231) | No | No | Aug 2026 |
| 4 |  | Free | 3.3★ (3) | No | No | May 2026 |
| 5 |  | Free | 2.3★ (12) | No | No | Jul 2026 |
| 6 |  | Free | — | No | No | May 2026 |
| 7 |  | Free | — | No | No | Jun 2026 |
| 8 |  | Free | 5.0★ (4) | No | No | Aug 2026 |
Manage your entire financial world in one place. Track assets, expenses, and savings goals with bank-level security. Connect with financial professionals and simplify tax preparation.
Access your financial portfolio, manage payments, and trade securities on the go. Communicate securely with your advisor and receive digital account statements. Stay informed with research and market news.
Manage your personal wealth, banking, and investments through a single, integrated application. View your entire financial picture, conduct transactions, and access support with enhanced security features.
Access your investment portfolio, communicate securely with your advisor, and stay updated on market news. This app provides a consolidated view of your financial interactions and documents.
Manage your wealth with a secure platform offering portfolio valuations, trade execution, and account transfers. Stay connected to your finances and interact with your relationship manager from anywhere.
Manage your investments, net worth, budget, spending, and financial goals in a private, beautifully designed personal finance tracker. Gain smart insights into your financial health with an AI assistant and an open-source, community-driven approach.
Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.
Access your portfolio values, holdings, and performance details on the go. This app provides a convenient way for clients to stay informed about their financial investments.
This AI-powered platform offers unbiased financial advice for modern investors, covering mutual funds, stocks, and more. It provides portfolio analysis, tax optimization, and personalized insights to help users make smarter financial decisions and gain control over their money.
Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.
Manage your finances and connect with your advisor on a secure platform. Track your portfolio, monitor financial plan progress, and access important documents and reports anytime, anywhere.
