Best Mesirow Wealth Management Apps

Lyell Wealth Management, LP

by Lyell Wealth Management LP

Free

This app provides authorized clients with a streamlined interface to view their asset allocation, portfolio data, and related financial activity. Access requires being a Lyell Wealth Management client and a Black Diamond user. Contact your advisor to request access.

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

M1: AI Wealth Management

Investing, saving & advice

Free

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

Empower ®

Plan, save, invest, retire

Free

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.

Titan: Your Wealth Team

Investing, Wealth Management

Free

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Free

Manage your entire financial portfolio, including external accounts, with this app. Track balances, performance, and net worth. Make investment decisions, set up recurring savings, and access educational resources for informed financial planning.