Best Olistico Wealth Apps

249+ iOS apps curated and reviewed

4.9 avg rating
20 free apps
Updated August 2026

Olistico Wealth is the household name in olistico wealth, but it's far from the only option. We track 249+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Compare top Olistico Wealth Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Olistico WealthOlistico WealthFreeNoNoAug 2026
2Alphanso WealthAlphanso WealthFree4.8★ (90)NoNoAug 2026
3Facet: Financial PlanningFacet: Financial PlanningFree5.0★ (8)NoNoAug 2026
4T. Rowe Price Personal®T. Rowe Price Personal®Free4.6★ (23K)NoNoSep 2026
5Finn: AI Wealth ManagerFinn: AI Wealth ManagerFree4.7★ (326)NoYesSep 2026
6Wealth EnhancementWealth EnhancementFree5.0★ (1)NoNoAug 2026
7NewEdge WealthNewEdge WealthFreeNoNoMay 2026
8Roots: Wealth Growth Made EasyRoots: Wealth Growth Made EasyFree5.0★ (12)NoYesAug 2026

Top Picks for Olistico Wealth

Alphanso Wealth#2

Alphanso Wealth by Alphanso Inc.

Financial planning & advisory
Strong Contender
💰 Finance
4.8(90 ratings)
FreeIn-App Purchases
Alphanso Wealth screenshot 1
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Alphanso Wealth screenshot 3
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Alphanso Wealth screenshot 5
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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.

Facet: Financial Planning#3

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing
Worth Considering
💰 Finance
5.0(8 ratings)
Free
Facet: Financial Planning screenshot 1
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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.

More Olistico Wealth apps to explore

4
T. Rowe Price Personal®
T. Rowe Price Personal®
T. Rowe Price Personal®
INVEST WITH CONFIDENCE®
Free

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Consolidated portfolio viewExternal account linkingDetailed fund performance
💰 Finance
(23K)
free
5
Finn: AI Wealth Manager
Finn: AI Wealth Manager
Finn: AI Wealth Manager
Track, manage & build wealth
Free

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis
💰 Finance
(326)
free
6
Wealth Enhancement
Wealth Enhancement
Wealth Enhancement
Wealth Enhancement
Free

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.

Advisor CommunicationMeeting SchedulerSecure Document Upload
💰 Finance
(1)
free
7
NewEdge Wealth
NewEdge Wealth
NewEdge Wealth
by NewEdge Wealth, LLC
Free
💰 Finance
(0)
8
Roots: Wealth Growth Made Easy
Roots: Wealth Growth Made Easy
Roots: Wealth Growth Made Easy
Learn to earn rewards & invest
Free

This app helps users build wealth through real estate investing and financial education. It offers a personalized 52-week plan with weekly actions, rewards for progress, and the ability to redeem rewards for investments, home purchases, or coaching.

Personalized 52-week wealth building planEarn Investable Rewards™ for financial actionsInvest rewards in real estate
💰 Finance
(12)
free with in-app purchases
9
Modera Wealth Management, LLC
Modera Wealth Management, LLC
Modera Wealth Management, LLC
by Modera Wealth Management LLC
Free
💰 Finance
(0)
10
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
11
CORE Wealth Advisors
CORE Wealth Advisors
CORE Wealth Advisors
by CORE Wealth Advisors, Inc.
Free
💼 Business
(0)
12
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

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
💰 Finance
(1.6K)
free with in-app purchases
13
Base Wealth Management
Base Wealth Management
Base Wealth Management
We Are Your Financial Base
Free

Access financial insights, educational videos, and market updates. Plan your future with financial calculators and model savings goals. Connect with your advisor for personalized support and securely view your accounts and financial plan.

Financial insights and market updatesEducational wealth management videosFinancial calculators for planning
💰 Finance
(2)
free
14
Wealth Portal by Elite Wealth
Wealth Portal by Elite Wealth
Wealth Portal by Elite Wealth
Wealth Management
Free
💰 Finance
(0)
15
Plante Moran Wealth
Plante Moran Wealth
Plante Moran Wealth
by PMFA INC
Free

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

On-demand portfolio accessView financial assets and liabilitiesDocument access
💰 Finance
(8)
free
16
Enrich: Portfolio Tracker
Enrich: Portfolio Tracker
Enrich: Portfolio Tracker
Retirement & investing planner
Free

Automate investment tracking and goal management for passive investors. Connect brokerage accounts, set financial goals, and receive alerts for rebalancing and tax optimization. Designed for those who want control with less manual work.

Connect brokerage accountsSet financial goalsLink investments to goals
💰 Finance
(7)
free
17
Crownmark Wealth
Crownmark Wealth
Crownmark Wealth
by CROWNMARK WEALTH ADVISORS, LLC
Free
💰 Finance
(0)
18
Aaron Wealth Connect
Aaron Wealth Connect
Aaron Wealth Connect
by Aaron Wealth Advisors LLC
Free

This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.

Secure client-advisor collaborationAnytime, anywhere accessPrivate and compliant communication
💼 Business
(4)
free
19
Wealth Building Cornerstones
Wealth Building Cornerstones
Wealth Building Cornerstones
by Wealth Building Cornerstones
Free

This educational system empowers individuals and families with a straightforward, powerful economic process for wealth building and protection. It guides users through efficient financial planning without sales pressure, leveraging financial tools for optimal results.

Economic-based financial processWealth building and protectionEfficient financial planning
💼 Business
(4)
free
20
Octavia Wealth Advisors
Octavia Wealth Advisors
Octavia Wealth Advisors
by Octavia Wealth Advisors, LLC
Free

Access your financial accounts securely and manage your wealth with interactive reports and a document vault. Connect with your client team through a user-friendly mobile dashboard for a comprehensive financial overview.

Secure account accessInteractive financial reportsDocument vault
💰 Finance
(1)
free

FAQ about Olistico Wealth

Are there free olistico wealth apps for iPhone?
Yes — 20 of the top olistico wealth apps we rank are free to download, including Olistico Wealth and Alphanso Wealth.
Olistico Wealth has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 249+ olistico wealth apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.