Best Lido Advisors Apps

209+ iOS apps curated and reviewed

4.3 avg rating

20 free apps

Updated July 2026

Finding the right lido advisors app can be overwhelming with so many options. We've analyzed 209+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Top Picks for Lido Advisors

#1

Lido Advisors by Pegasus Partners Ltd.

Editor's Choice

💰 Finance

0.0(0 ratings)

Free

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#2

Titan: Your Wealth Team by Titan Global Capital Management, Inc.

Investing, Wealth Management

Strong Contender

💰 Finance

4.6😞(7K ratings)

FreeAds

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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.

What We Love

💎 Consistent growth
🤝 Exceptional customer service
📚 Great education and content
🔍 Unique investing strategies

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees

#3

Wealthfront: Save and Invest by Wealthfront, Inc.

Saving, investing, stocks.

Worth Considering

💰 Finance

4.8😊(17K ratings)

FreeAds

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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.

What We Love

🚀 Fantastic HYSA and Robo-Advisor
👍 Impressive money managing app
👍 Phenomenal app for people trying to reach financial goals
👍 Great Robo Investing App

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...

More Lido Advisors apps to explore

Your Investment Advisor

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.

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Northwestern Mutual

Northwestern Mutual

by THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC

Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.

View investment performance and transactionsAccess insurance policy detailsMake premium payments

Capital Group PlanPremier401k

Capital Group PlanPremier401k

Manage your 401k

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Wealthscape Investor℠

Wealthscape Investor℠

by National Financial Services LLC

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

Private markets investing

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.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios

free with in-app purchases

CRM for Financial Advisors

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.

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Stifel Wealth Tracker

Stifel Wealth Tracker

by Stifel Financial Corp.

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

Consolidated financial account viewNet worth trackingGoal progress monitoring

Action is everything.

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment

by Ascensus Inc

Access your retirement accounts quickly and easily. Manage your investments and track your progress with this rebranded financial tool. Your commitment to retirement planning remains supported with a fresh look.

Fast account accessEasy account managementRetirement planning support

SBNRI: NRI Mutual Fund & Tax

SBNRI: NRI Mutual Fund & Tax

Build your Indian Portfolio

Invest in India with a trusted platform designed for NRIs and OCIs. Build your Indian portfolio, track investments, and access advisory services for taxation, repatriation, and planning. Seamlessly invest in mutual funds, real estate, and more using your Indian bank accounts.

Build Indian portfolioMutual fund investmentTrack existing investments

free with in-app purchases

by National Financial Services LLC

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit

Access your 401(k) anytime

Easily set up and manage your 401(k) retirement account directly from your phone. Track progress, adjust contributions, and consolidate savings from other accounts. Invest with confidence through guided portfolio selection and automatic rebalancing.

Set up 401(k) in minutesAccess and manage contributionsInvest in recommended portfolios

free with in-app purchases

by Redtail Technology, Inc.

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details

free with in-app purchases

Your finances, handled for you

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

Expert financial guidanceCustom financial plansActionable steps

free with in-app purchases

Index Fund Advisors

Index Fund Advisors

Wealth Management • Taxes

This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.

Connect with Wealth AdvisorsRead and share investing articlesWatch investment education videos

PensionBee: Roll over 401(k)s

PensionBee: Roll over 401(k)s

Roll over your old 401(k)s

Consolidate your old 401(k)s and IRAs into one easy-to-manage retirement account. Choose your IRA type, access your savings 24/7, and receive personalized support from dedicated account managers. Plan confidently for your future with flexible investment options and transparent fees.

Consolidate 401(k)s and IRAsChoose Traditional, Roth, or SEP IRA1% rollover match available

Trust & Will: Estate Planning

Trust & Will: Estate Planning

Start your trust or will today

Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.

Create Wills and TrustsOrganize and track assetsAccess legal documents anywhere

free with in-app purchases