Best Lantana Private Wealth Apps

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.

NerdWallet: Smart Money App

Track, Save & Invest

Free

Track and manage your finances efficiently with a comprehensive money management app. Stay on top of your credit score, budget, and financial goals with ease. Start taking control of your money today!

Ellevest: Investing for women

Build wealth for your future.

Free

An application optimized for women, Ellevest helps build personalized investment portfolios to achieve financial goals. With diversified portfolios, tax strategies, impact investing options, and expert guidance, Ellevest aims to empower women financially. Join over 3 million members today for $12/month and start investing for your future.

Alux: Self Help & Improvement

Wealth & HNW Private Network

Free

Discover a comprehensive self-help application designed to enhance your mental well-being. Access a range of tools including mood tracking, guided meditations, gratitude journaling, and personalized goal setting. Start your journey to self-improvement today.

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!

Bernstein Private Wealth

My Bernstein mobile app

Free

This mobile app allows wealth management clients to effortlessly manage their finances, accessing account information, transferring funds, and securely sharing files with their advisory team. Download the app to take control of your financial future with confidence and ease, monitoring your assets, making transactions, and connecting with your advisor on-the-go.

Wealth Elite

by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

Free

This investment application allows privileged investors to easily manage their wealth by investing in top-performing mutual funds, tracking their portfolio, and mapping investments to life goals. With features like easy portfolio management, research, and paperless investments, users can efficiently grow their wealth and achieve their financial objectives.

Vennre: Wealth Management

Invest & Grow Private Wealth

Free

This digital platform offers professional investors access to exclusive private market deals, enabling them to diversify their portfolios and enhance wealth creation strategies. By providing a transparent and efficient experience, the platform allows users to fine-tune their investment approaches across various asset classes, starting with a download now.

Arta Finance

Wealth for the AI Era

Free

This digital wealth platform provides access to elite investments, expert connections, and AI-driven wealth strategies, empowering members to manage their financial future with confidence. Sign up for a free account to discover smarter investing, personalized wealth management, and exclusive investment opportunities.

Betterment Invest & Save Money

Investments & Cash Accounts

Free

An innovative investment platform designed to help users grow their wealth through automated investing, personalized advice, and goal-based strategies. Start investing smarter today for a more secure financial future.

BNY Wealth Online

by The Bank of New York Mellon Corporation

Free

This mobile app allows clients to securely manage and transact on their consumer and investment accounts, with features such as customizable views, intraday pricing, and fund transfers. With the app, users can access their accounts, monitor balances, pay bills, and manage investments on the go, and can get started by enrolling in the service or contacting their financial team.

Beanstox: Automated Investing

Seriously Simple Investing®

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.

NetBenefits

Fidelity workplace benefits

Free

Manage all your Fidelity workplace benefits in one place with this app. View retirement savings, manage HSA expenses, access educational materials, and stay secure with advanced security measures. Take control of your financial well-being today.

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.

Private Client Services

Client portal

Free

This mobile app allows clients to access their account information on-the-go, providing a secure and comprehensive overview of their investments, transactions, and results. With the app, clients can stay up-to-date on their holdings, view research insights, and easily contact their team, all through a secure and user-friendly portal.