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Best Muirwood Private Wealth Apps

228+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

The best muirwood private wealth apps on iPhone average 4.6★ across 228+ titles — we've ranked them by what real users actually keep on their phones. Updated June 2026.

Top Picks for Muirwood Private Wealth

Titan: Your Wealth Team#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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Titan: Your Wealth Team screenshot 3
Titan: Your Wealth Team screenshot 4
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Titan: Your Wealth Team screenshot 6

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
Willow Wealth#3

Willow Wealth by Willow Wealth Inc.

Private markets investing
Worth Considering
💰 Finance
4.6😞(1.6K ratings)
FreeAds
Willow Wealth screenshot 1
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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.

What We Love

  • 🙌 Great alternative investments
  • 💰 Decent returns
  • 📈 Diversified portfolio options
  • 🤝 Good customer service (for some)

Room to Improve

  • 🚨 Fraudulent/scam company
  • 💸 Significant losses/100% loss of investments
  • 🤬 Terrible customer service/no support

More Muirwood Private Wealth apps to explore

4
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Venture, Real estate, Income
Free

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Invest in private real estateInvest in venture capitalInvest in private credit
💰 Finance
(37K)
free
5
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

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.

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news
💰 Finance
(88K)
free
6
GalaxyOne: Wealth & Investing
GalaxyOne: Wealth & Investing
GalaxyOne: Wealth & Investing
Yield, Cash, Crypto, Stocks
Free

Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

All-in-one wealth managementEarn yield on cash and investmentsCommission-free stock and ETF trading
💰 Finance
(356)
free with in-app purchases
7
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank
Free

Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.

View asset allocation by region, currency, and class360° view of entire Citi relationshipAccess holdings, performance, and activity
💰 Finance
(60)
free
8
Beanstox: Simple Investing
Beanstox: Simple Investing
Beanstox: Simple Investing
Seriously Simple Investing®
Free

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs
💰 Finance
(3.6K)
free with in-app purchases
9
Bernstein Private Wealth
Bernstein Private Wealth
Bernstein Private Wealth
My Bernstein mobile app
Free

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

Account balance monitoringFund transfersMobile check deposit
💰 Finance
(58)
free
10
StartEngine: Pre-IPO Investing
StartEngine: Pre-IPO Investing
StartEngine: Pre-IPO Investing
Private Market Investing
Free

Invest in private companies and pre-IPO shares. Access deals previously exclusive to venture capitalists and institutions. Track your portfolio, connect with founders, and explore diverse startup opportunities.

Invest in private companiesTrade pre-IPO sharesEquity crowdfunding
💰 Finance
(6.6K)
free with in-app purchases
11
Republic: Private Investing
Republic: Private Investing
Republic: Private Investing
Venture, funds, crypto
Free

Invest in startups, real estate, and video games with this platform. It offers access to curated deals previously unavailable to most individuals, allowing for portfolio diversification and participation in company growth. Join a global community of investors.

Invest in startups, real estate, and video gamesAccess curated investment dealsInvest regardless of experience level
💰 Finance
(3.1K)
free with in-app purchases
12
Baird Online
Baird Online
Baird Online
by Robert W. Baird & Co.
Free

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

View portfolio and asset allocationSecure login with biometricsTrack net worth
💰 Finance
(1.1K)
free
13
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

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.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
💰 Finance
(17K)
free with in-app purchases
14
Alux: Build Wealth Faster
Alux: Build Wealth Faster
Alux: Build Wealth Faster
Wealth & HNW Private Network
Free

This app offers executive-level coaching and a private network for founders and CEOs seeking to improve decision-making, discipline, and connect with high performers. It provides on-demand coaching sessions, daily lessons, expert-led problem-solving, and personalized roadmaps for wealth growth and leadership.

On-demand CEO & founder coachingDaily 10-15 minute original sessionsExpert-led problem-solving content
📚 Education
(868)
subscription
15
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Account and cash managementBudgeting and spending trackingFinancial tools
💰 Finance
(62K)
free
16
CIBC Mobile Wealth
CIBC Mobile Wealth
CIBC Mobile Wealth
by Canadian Imperial Bank of Commerce
Free

Manage your investments across multiple CIBC accounts in one app. Trade stocks, ETFs, and more, with access to research tools and customizable charts. Automate savings and dividend reinvestment for easier wealth building.

Consolidated account monitoringStock, ETF, and crypto ETF tradingAdvanced order types and extended hours trading
💰 Finance
(133)
free
17
Wealth Elite
Wealth Elite
Wealth Elite
by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Free

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.

Portfolio managementMutual fund investmentWealth tracking
💰 Finance
(30)
free
18
Arta Finance
Arta Finance
Arta Finance
Wealth for the AI Era
Free

This platform offers a personalized, tech-driven approach to wealth building, providing access to exclusive investments and expert connections. It features AI-driven strategies, private market access, and transparent pricing for next-gen wealth builders.

Personalized AI wealth strategiesAccess to investment expertsExclusive private market investments
💰 Finance
(39)
free
19
WealthBuilders Community
WealthBuilders Community
WealthBuilders Community
Building Wealth Together
Free

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

Community support networkOnline courses and financial toolsExpert financial insights
💰 Finance
(1K)
free with in-app purchases
20
Black Diamond Wealth Platform
Black Diamond Wealth Platform
Black Diamond Wealth Platform
by Black Diamond Performance Reporting, LLC
Free

Access your investment portfolio data through a streamlined mobile interface. This application is designed for authorized clients to view their financial information on the go.

Portfolio data accessSimple interfaceElegant design
💰 Finance
(95)
free