Best Osborne Partners Apps

0.0(0 ratings)

Free

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Strong Contender

4.8😊(18K ratings)

Free

Wealthfront: Save and Invest screenshot 1

Wealthfront: Save and Invest screenshot 2

Wealthfront: Save and Invest screenshot 3

Wealthfront: Save and Invest screenshot 4

Wealthfront: Save and Invest screenshot 5

Wealthfront: Save and Invest screenshot 6

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

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
👍 My favorite Finance App, period
👍 Awesome way to save and invest!
👍 Saving for my generation
👍 Very Functional and Easy to Use

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...
🚫 Constant relink makes this pointless
🐛 Failed identity verification - poor support. Can't open account. Need bug fix.
🐛 Constant relink makes this pointless
🐛 Horrible Returns
🚫 No control over investments

Alphanso Wealth by Alphanso Inc.

Financial planning & advisory

Worth Considering

Legacy Private Wealth Partners

4.8(90 ratings)

FreeIn-App Purchases

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.

More Osborne Partners apps to explore

by Legacy Private Wealth Partners, LLC

by Aaron Wealth Advisors LLC

Secure client-advisor collaborationAnytime, anywhere accessPrivate and compliant communication

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.

💼 Business

(4)

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash reserve account

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

free with in-app purchases

(66K)

Crownmark Wealth

by CROWNMARK WEALTH ADVISORS, LLC

by Vista Capital Partners Inc.

(0)

Vista Capital Partners

Facet: Financial Planning

(0)

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.

(82)

Elevation Wealth Partners

by Elevation Wealth Partners, LLC

Investing, Wealth Management

(0)

Titan: Your Wealth Team

Specialized wealth teams for tech employeesEquity compensation and tax strategyAI-powered financial technology

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.

by New York City Deferred Compensation Plan

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

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.

by Proven Wealth Limited

Expert financial adviceInvestment insightsAsset management expertise

Access expert financial advice and investment insights from a team with decades of experience managing billions of dollars. Benefit from know-how across asset management, corporate finance, and stock brokerage.

by G5 Partners Consultoria e Participacoes Ltda

Independent wealth managementIndividualized portfolio constructionGlobal asset management

This app offers comprehensive wealth management services, focusing on personalized investment strategies and global consultancy. It helps clients analyze, manage, and structure financial solutions tailored to their individual and corporate needs, ensuring capital preservation and long-term profitability.

(1)

by Wealth Partners Alliance, LLC

Wealth Partners Alliance

Portfolio data accessView reports and statementsCommunicate with Wealth Partners Alliance Team

Access your investment portfolio, view financial reports, and connect with your dedicated team. This app requires existing client access.

by Revolution Partners, LLC

View portfolio and account informationCheck balances and holdingsDaily data updates

This app provides exclusive access for clients to view their financial portfolio, account information, and holdings. It offers comprehensive wealth management consulting services with a focus on transparency and client care. Data is updated daily.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

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.

by Chicago Partners Investment Group LLC

Real-time financial insightsPortfolio performance trackingDetailed asset holdings

This app offers high-net-worth individuals and family offices real-time insights and control over their wealth. It provides detailed portfolio performance, holdings, and asset allocation visualizations, all secured with industry-leading protection.

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections

(16)

Savings, investments, advice

Farther: Invest & Save

Personalized financial adviceAlgorithmically-managed portfoliosTax-reducing strategies

This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.

(194)