Best Osborne Partners Apps

205+ iOS apps curated and reviewed

4.6 avg rating

20 free apps

Updated June 2026

Osborne Partners is the household name in osborne partners, but it's far from the only option. We track 205+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Top Picks for Osborne Partners

#1

Osborne Partners by Osborne Partners Capital Management, LLC

Editor's Choice

💰 Finance

0.0(0 ratings)

Free

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#2

Wealthfront: Save and Invest by Wealthfront, Inc.

Saving, investing, stocks.

Strong Contender

💰 Finance

4.8😊(17K ratings)

FreeAds

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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.

What We Love

🚀 Fantastic HYSA and Robo-Advisor
👍 Impressive money managing app
👍 Phenomenal app for people trying to reach financial goals
👍 Great Robo Investing App

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...

#3

Betterment Invest & Save Money by Betterment

Investments & Cash Accounts

Worth Considering

💰 Finance

4.8😐(63K ratings)

FreeAds

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Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

What We Love

💰 High yield savings account
🔍 Easy to link and manage accounts
🤖 Automated investing and portfolio management
👨‍💻 Responsive customer service

Room to Improve

🤖 Automated investing underperforms manual investing
🤔 Unclear account selection when making deposits
⏱️ Slow transfer and withdrawal process

More Osborne Partners apps to explore

Retire on your terms.

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

View account balancesRoll over fundsChange contributions

free with in-app purchases

Titan: Your Wealth Team

Titan: Your Wealth Team

Investing, Wealth 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.

Dedicated advisory teamProfessional investment managementAutomated cash management

M1: Invest & Bank Smarter

M1: Invest & Bank Smarter

Manage Money, Build Wealth

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.

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

free with in-app purchases

Ameriprise Financial

Ameriprise Financial

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

Your Investment Advisor

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Fundrise: Invest in Alts

Fundrise: Invest in Alts

Venture, Real estate, Income

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

Finhabits: Invest My Money

Finhabits: Invest My Money

Invest, Learn, and Protect

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans

free with in-app purchases

Public: Invest & Trade

Public: Invest & Trade

Stocks, Crypto, Options, Bonds

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto

free with in-app purchases

Morgan Stanley Wealth Mgmt

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

Account management and balance viewingMobile check depositMoney transfers and bill pay

Plan, save, invest, retire

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.

Consolidated account viewRetirement planningBudget tracking

free with in-app purchases

UBS Wealth Management

UBS Wealth Management

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

Raisin: Earn More on Cash

Raisin: Earn More on Cash

Savings, CDs, and More

This app helps you grow your savings by connecting you to high-yield accounts and CDs from multiple FDIC-member banks and NCUA-member credit unions. Manage all your deposits, compare rates, and simplify tax reporting from a single, secure dashboard with no added fees or minimums.

Discover high-yield savings accountsCompare CD ratesManage multiple accounts from one login

free with in-app purchases

Focus Partners Wealth

Focus Partners Wealth

by Buckingham Strategic Wealth

Access your financial advisor and manage your wealth securely from anywhere. View accounts, communicate with your team, exchange documents, and track your financial goals and long-term plan.

View account informationDirect messaging with advisory teamSecure document exchange

Interest Calculator

Calculate the growth of savings and investments using compound interest. Explore how regular contributions and withdrawals impact your financial goals over time. Designed for anyone to understand and utilize the power of compounding for wealth building.

Calculate compound interestFlexible settingsFactor in periodic withdrawals

Private markets investing

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

free with in-app purchases

by New York City Deferred Compensation Plan

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

All-in-one account managementRetirement income modelingVideo education and live chat

Citi Private Bank In View

Citi Private Bank In View

Citi Private Bank

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