250+ iOS apps curated and reviewed
From beginner-friendly picks to power-user tools, our laurel oak wealth management list covers 250+ iPhone apps updated through July 2026. Compare ratings, prices, and screenshots in one place.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 5.0★ (1) | No | No | May 2026 |
| 2 |  | Free | 4.8★ (400K) | No | No | Aug 2026 |
| 3 |  | Free | 4.6★ (177K) | Yes | No | Jul 2026 |
| 4 |  | Free | 4.8★ (136K) | No | No | Aug 2026 |
| 5 |  | Free | 4.7★ (188K) | No | No | Aug 2026 |
| 6 |  | Free | — | No | No | May 2026 |
| 7 |  | Free | 3.4★ (447) | No | No | Aug 2026 |
| 8 |  | Free | — | No | No | May 2026 |
Access your financial portal securely to manage your assets, track progress towards goals, and stay connected with your advisory team. This app provides a client-friendly way to keep your finances organized and accessible anytime, anywhere.
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.
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.
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.
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 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.
