Best Leah Groos Apps

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

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.

Retire on your terms.

View account balancesRoll over fundsChange contributions

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

(235K)

OneUnited Bank: WiseOne AI

by OneUnited Bank

Conversational AI for financial advicePersonalized AI-driven insights and alertsAI-driven budgeting

This app offers AI-driven financial insights and management tools. It helps users create budgets, monitor credit, track spending, and achieve financial goals through conversational guidance and personalized alerts.

(10K)

Alinea: Automated Investing

AI Trades- Stocks, ETF, Crypto

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Cleo AI: Cash Advance & Budget

(113K)

free

Credit Builder & Savings Goals

AI-powered financial chatBudgeting and spending trackingCash advances up to $250

This AI-powered financial assistant helps you manage your money through conversational chat. It offers budgeting tools, savings accounts with high APY, credit building features, and cash advances without interest or credit checks.

Finance & Accounting Courses

(261K)

freemium

CFI: Real-World Finance

Expert-led finance coursesFinancial modeling and valuationInteractive video lessons

Master corporate finance, financial modeling, and investment banking with expert-led courses. This app offers interactive video lessons and hands-on exercises for seamless learning on the go. Stay updated with new content to advance your finance career.

📚 Education

(11)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

(21K)

by Zocks Communications, Inc.

Zocks

AI-generated meeting prep notesCRM and email data integrationOne-tap voice recording

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

AI for wealth managers

AI-powered meeting captureAutomated note-taking in your voiceTask generation from conversations

This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.

(1.6K)

freemium

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingDetailed fund performance

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Employee Financial Wellness

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

CRM for Financial Advisors

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

💼 Business

(1.6K)

free

Annex Wealth Management, LLC

by Annex Wealth Management, LLC

Family Office Exchange Events

(0)

by Family Office Exchange, LLC

Walmart and Sam's Club

Generative AI assistant for productivityPersonal and professional profile managementAccess pay and financial insights

This app enhances associate productivity and streamlines manager actions with an AI assistant. It allows users to manage personal and professional information, access financial details, explore career opportunities, and navigate campus resources. Managers can also utilize team management tools.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

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.

The Exclusive 7-Fig Mentorship

(7.5K)

ad-supported

Millionaire Mentorship

Connect with 6, 7, & 8-Figure MentorsDaily Personal Development ContentAccess to 10+ Massive Courses

Access exclusive mentorship from 7-figure experts in business development, investing, marketing, and more. Reprogram your mindset with daily personal development content and connect with like-minded entrepreneurs to accelerate your career and wealth creation.

💼 Business

(816)