Best Palumbo Wealth Management Apps

0.0(0 ratings)

Free

M1: AI Wealth Management by M1 Finance LLC

Investing, saving & advice

Strong Contender

4.7😊(75K ratings)

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This AI-powered financial advisor offers personalized investment, saving, and borrowing advice integrated directly into your accounts. It acts as a registered fiduciary, legally bound to your best interests, providing on-demand portfolio reviews and custom investment strategies.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Worth Considering

4.8😊(18K ratings)

Free

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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

More Palumbo Wealth Management apps to explore

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.

(66K)

Investing, Wealth Management

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.

(7K)

Track, manage & build wealth

Finn: AI Wealth Manager

Connects all financial accountsPersonalized money briefingsAI-powered financial advice

This app acts as your personal AI financial advisor, consolidating all your accounts to provide insights and actionable steps for managing investments, taxes, and banking. It offers personalized money briefings, investment guidance, and goal tracking to help you build wealth.

free with in-app purchases

(360)

Orion Wealth Management Portal

by Orion Advisor Services, LLC.

Wealth management toolsAdvisor collaborationFinancial planning access

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

(27)

Bernstein Private Wealth

My Bernstein mobile app

Account balance monitoringFund transfersMobile check deposit

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.

All-In-One Wealth Management

Connect bank, credit, and investment accountsAutomated net worth, savings, spending, and debt trackingCategorize transactions and set budgets

This app helps you build better financial habits by connecting your accounts to track net worth, savings, spending, and debt. It offers tools for budgeting, investing, and earning on cash, with personalized insights and educational content.

free with in-app purchases

(28)

Stock Yards Wealth Management

by S.Y. BANCORP, INC

View entire portfolio in real timeIntelligent data aggregation from 20,000+ institutionsSecure digital vault for financial documents

This app provides a comprehensive and secure platform to view your personal balance sheet, track recent trades and transactions, and manage your portfolio from anywhere. It intelligently aggregates data from over 20,000 institutions, allowing you to organize expenses and share information with your financial advisors.

(3)

Trust Point Wealth Management

CRM for Financial Advisors

Secure login with Face ID/Touch IDContact management with quick actionsRedesigned calendar and task management

Manage client relationships and firm activities with this comprehensive CRM app. Features include secure login, contact management, task organization, and calendar integration. Stay updated with push notifications and an activity stream.

💼 Business

(1.7K)

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.

Wealth management platform

Real-time portfolio dataNet worth trackingPerformance analysis

Access up-to-date portfolio data for net worth, performance, and asset allocation. Explore your investments by asset class and review significant transactions for a clearer financial overview.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management using AI and expert advice. It helps users achieve financial goals like retirement, tax optimization, and estate planning with a flat-fee subscription model.

by Plante Moran Financial Advisors

On-demand portfolio accessView financial assets and liabilitiesDocument access

Access your investment portfolio and financial information on demand. View all your assets and liabilities in one place, access important documents, and connect with your financial advisory team. Stay informed with wealth management insights.

(8)

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Consolidated portfolio viewExternal account linkingRetirement projections

Manage your entire financial portfolio, including external accounts, with this app. Track balances, performance, and net worth. Make investment decisions, set up recurring savings, and access educational resources for informed financial planning.

by Reston Wealth Management, LLC

by Zocks Communications, Inc.

AI-generated meeting prep notesOne-tap voice recordingCRM and email data integration

This AI-powered assistant helps financial advisors save over 10 hours weekly by automating meeting preparation, documentation, and follow-up. Capture client conversations, organize your schedule, and focus more on client relationships, all from your mobile device.

💼 Business

(35)

Modera Wealth Management, LLC

by Modera Wealth Management LLC