232+ iOS apps curated and reviewed
From beginner-friendly picks to power-user tools, our laurel oak wealth management list covers 232+ 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 | 4.6★ (7K) | No | No | Jul 2026 |
| 3 |  | Free | 4.8★ (134K) | No | No | Jul 2026 |
| 4 |  | Free | 3.4★ (433) | No | No | Jul 2026 |
| 5 |  | Free | 4.6★ (177K) | Yes | No | Jul 2026 |
| 6 |  | Free | 4.8★ (397K) | No | No | Jul 2026 |
| 7 |  | Free | 3.4★ (9) | No | No | Jul 2026 |
| 8 |  | Free | 4.6★ (3.6K) | No | No | Jul 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 offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.
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 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.
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.
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.
Securely view investment accounts, statements, and tax forms 24/7. Optimized for mobile, it offers quick login, portfolio overviews, detailed holdings, and transaction history filtering. Set up custom alerts for securities and download tax forms for software.
Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.
This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.
This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.
Manage your retirement and brokerage accounts securely with this app. Monitor investments, track fund performance, and trade equities, ETFs, and mutual funds. Set financial goals and access support tools.
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.
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.
Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.
Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.
Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.
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.
Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.
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.
Access and manage your employer-sponsored retirement plan details conveniently and securely on your mobile device. View contributions, investments, statements, and personal rates of return. Make changes to savings and fund transfers directly from the app.