Best Neuberger Wealth Apps

3.9(18 ratings)

Free

Access your investment portfolio securely and conveniently from anywhere. View market values, holdings, and asset allocations. Access important documents and communicate with your wealth management team.

Crownmark Wealth by Crownmark Wealth

Strong Contender

0.0(0 ratings)

Free

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

Investing, Wealth Management

Worth Considering

NerdWallet: Smart Money App

4.6😞(7K ratings)

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.

What We Love

💎 Consistent growth
🤝 Exceptional customer service
📚 Great education and content
🔍 Unique investing strategies
🤖 Personalized, thoughtful, simple next generation investing

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees
🕰️ Difficult to get money out
🤖 Garbage user interface
🚫 Scam, stay away

More Neuberger Wealth apps to explore

Track, Save & Invest

Track cash, investments, credit cards, loans, and propertyMonitor and cancel recurring bills and subscriptionsActionable financial insights on credit score and cash flow

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

free with in-app purchases

(126K)

Empower ®

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

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.

free with in-app purchases

(425K)

Schwab Mobile: Invest & Trade

Trading, stocks & finance

Invest in stocks, options, ETFs, and mutual fundsConsolidate Schwab and external accountsMobile check deposit and fund transfers

Manage your investments, research market opportunities, and handle your banking needs all within a single, secure application. Track your portfolio, deposit checks, and access expert financial content on the go.

(1.2M)

Investing, saving & advice

M1: AI Wealth Management

AI fiduciary financial advisorPersonalized investment adviceCustomizable stock and ETF portfolios

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.

by Olistico Wealth, LLC

Schroders Wealth Management

Access your portfolio anytime

Deutsche Wealth Online APAC

by Deutsche Bank AG

Portfolio overview and transaction detailsMonthly and daily statementsPortfolio performance tracking

Manage your wealth with this mobile application, offering a clear overview of your portfolio, transaction history, and performance. Access statements, correspondences, and interact directly with your relationship manager. Features secure biometric login for personalized access.

by Nomura Singapore Limited

Morton Brown Family Wealth

by Nicolet National Bank

Bespoke Wealth Solutions

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

(86)

UBS Wealth Management

by UBS AG

Account and cash managementBudgeting and spending trackingFinancial tools

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.

Better investments and returns

Invest in US stocks and real estatePersonalized investment portfoliosGoal-based saving and investing

Grow your money and achieve financial goals by investing in global, dollar, and naira-denominated assets. This platform offers personalized portfolios designed around your goals and risk profile, making investing accessible for everyone.

free with in-app purchases

(588)

Black Diamond Wealth Platform

by Black Diamond Performance Reporting, LLC

Portfolio data accessSimple interfaceElegant design

This application provides authorized clients with a streamlined interface to view their investment portfolio data. Access is restricted to existing Black Diamond users who have been granted phone application authorization.

(97)

by Stifel Financial Corp.

Stifel Wealth Tracker

Consolidated financial account viewNet worth trackingGoal progress monitoring

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.

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceConnect with financial advisor

Manage your finances and connect with your advisor on the go. Track your total asset value, view account details, and monitor your financial goals. Securely share documents, communicate with your advisor, and even sign documents electronically.

(37K)