Best Mesirow Wealth Management Apps

5.0(2 ratings)

Free

Access your investment portfolio 24/7 on your mobile device. View market value, positions, transactions, and performance. Easily contact your advisor team and download important financial documents.

Mesirow Wealth Management by Mesirow Financial Holdings, Inc

Strong Contender

0.0(0 ratings)

Free

Tolleson Wealth Management by Tolleson Management LP

Worth Considering

Lyell Wealth Management, LP

0.0(0 ratings)

Free

More Mesirow Wealth Management apps to explore

by Lyell Wealth Management LP

Asset allocation viewPortfolio data accessActivity tracking

Access your asset allocation, portfolio data, and financial activity through a streamlined interface. This app is for authorized Lyell Wealth Management clients who are also Black Diamond users. Contact your advisor to request access.

(1)

Heartland Wealth Management

by Heartland Wealth Management, LLC

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

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.

by FLOURISH WEALTH MANAGEMENT INC

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

(9)

Modera Wealth Management, LLC

by Modera Wealth Management LLC

by CORE Wealth Advisors, Inc.

💼 Business

Annex Wealth Management, LLC

by Annex Wealth Management, LLC

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

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.

free with in-app purchases

(18K)

Wealth Enhancement

Advisor CommunicationMeeting SchedulerSecure Document Upload

Connect with your dedicated wealth management team, including specialists in tax and estate planning. Communicate securely, schedule meetings, and access educational resources to manage your finances.

(3)

AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

(75K)

Wealth Portal by Elite Wealth

by Skybound Life Management DMCC

Investment trackingFinancial planning toolsAdvisor connection

Manage your finances with a comprehensive wealth management tool. Track investments, view your complete financial picture, and connect with your financial advisor. Access curated financial insights and manage key actions digitally.

Investing, Wealth Management

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

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.

by Orgel Wealth Management, LLC

(7K)

freemium

Orgel Wealth Management

Life and Wealth, Well Managed

Truepoint Wealth Counsel

by KMH Wealth Management, LLC

Turtle Creek Wealth Advisors

by Turtle Creek Wealth Advisors LLC