Best Park Avenue Wealth Management Apps

238+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

Whether you're new to park avenue wealth management or looking for an upgrade, our curated collection of 238+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Compare top Park Avenue Wealth Management Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Park Avenue® Wealth ManagementPark Avenue® Wealth ManagementFree2.9★ (20)NoNoJul 2026
2PAS NetXiPAS NetXiFree2.6★ (36)NoNoJul 2026
3Autopilot: Automated InvestingAutopilot: Automated InvestingFree4.6★ (19K)YesNoJul 2026
4Alinea: Automated InvestingAlinea: Automated InvestingFree4.8★ (97K)NoNoJul 2026
5Arta FinanceArta FinanceFree4.5★ (40)NoNoJul 2026
6Titan: Your Wealth TeamTitan: Your Wealth TeamFree4.6★ (7K)YesNoJul 2026
7Fundrise: Invest in AltsFundrise: Invest in AltsFree4.8★ (38K)NoNoJul 2026
8Capital Group PlanPremier401kCapital Group PlanPremier401kFree4.8★ (11K)NoNoJul 2026

Top Picks for Park Avenue Wealth Management

Autopilot: Automated Investing#3

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Worth Considering
💰 Finance
4.6😐(19K ratings)
FreeAds
#44in Finance
Autopilot: Automated Investing screenshot 1
Autopilot: Automated Investing screenshot 2
Autopilot: Automated Investing screenshot 3
Autopilot: Automated Investing screenshot 4
Autopilot: Automated Investing screenshot 5
Autopilot: Automated Investing screenshot 6

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

What We Love

  • 🚀 Easy to use
  • 🚀 Automated trading
  • 🚀 Follows successful investors
  • 👍 Potential for good returns

Room to Improve

  • 🐛 Connectivity issues
  • 🐛 Bugs and glitches
  • 💰 High subscription fees

More Park Avenue Wealth Management apps to explore

4
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news
💰 Finance
(97K)
free
5
Arta Finance
Arta Finance
Arta Finance
Wealth for the AI Era
Free

This platform offers a personalized, tech-driven approach to wealth building, providing access to exclusive investments and expert connections. It features AI-driven strategies, private market access, and transparent pricing for next-gen wealth builders.

Personalized AI wealth strategiesAccess to investment expertsExclusive private market investments
💰 Finance
(40)
free
6
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

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
💰 Finance
(7K)
freemium
7
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Venture, Real estate, Income
Free

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
💰 Finance
(38K)
free
8
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
💰 Finance
(11K)
ad-supported
9
Mezzi Wealth
Mezzi Wealth
Mezzi Wealth
AI portfolio and tax guidance
Free

This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.

AI-powered portfolio insightsTax-saving opportunitiesFee reduction recommendations
💰 Finance
(103)
subscription
10
GalaxyOne: Wealth & Investing
GalaxyOne: Wealth & Investing
GalaxyOne: Wealth & Investing
Yield, Cash, Crypto, Stocks
Free

Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

All-in-one wealth managementEarn yield on cash and investmentsCommission-free stock and ETF trading
💰 Finance
(359)
free with in-app purchases
11
Abyan Capital: Save and Invest
Abyan Capital: Save and Invest
Abyan Capital: Save and Invest
Shariah Investing and Saving
Free

Invest and save ethically with this Shariah-compliant platform. Open an account quickly, receive a personalized portfolio, and grow your wealth with automated features and transparent insights. Save smarter with daily returns and flexible withdrawal options.

Shariah-compliant investingPersonalized investment portfoliosAutomated recurring deposits
💰 Finance
(1K)
freemium
12
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

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.

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts
💰 Finance
(63K)
free with in-app purchases
13
Redefining Wealth
Redefining Wealth
Redefining Wealth
Create wealth on your terms.
Free

This app helps you build wealth holistically by focusing on personal development, spiritual growth, and financial success. It offers access to programs, live Q&A sessions, expert trainings, and community discussions to foster a mindset of well-being and happiness beyond just money.

Access to programs and virtual trainingsLive Q&A sessions and expert trainingsDaily discussions and mindset elevation
🌟 Lifestyle
(32)
ad-supported
14
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

Wealth managementInvestment planningRetirement planning
💰 Finance
(14)
ad-supported
15
J.P. Morgan Retirement Link
J.P. Morgan Retirement Link
J.P. Morgan Retirement Link
J.P. Morgan Retirement Link
Free

Securely access your retirement account anytime, anywhere. Track your progress towards your retirement goal, manage investments, and research loan details. Enhanced security features protect your personal information.

Retirement plan registration and enrollmentView account balances and progressModify contributions, asset allocations, and beneficiaries
💰 Finance
(4.3K)
free
16
Zedcrest Wealth
Zedcrest Wealth
Zedcrest Wealth
The fun side of money
Free

Grow your money with Nigeria's leading savings and investment app. Earn rewards on all financial actions, from flexible savings to automated investments. Features include target savings, locked deposits, and multi-currency wallets for secure financial growth.

Flexible savings with early withdrawalTarget savings for financial goalsLocked savings for discipline
💰 Finance
(84)
free
17
Equitable Retirement Guide
Equitable Retirement Guide
Equitable Retirement Guide
Build a financial future
Free

This app offers tools and resources for financial professionals and new investors to plan for a secure future. It allows customization of hypothetical scenarios, access to historical data, and creation of digital reports. Explore various retirement strategies designed for growth and income.

Customize hypothetical scenariosAccess historical dataCreate client-approved digital reports
💰 Finance
(6)
free
18
EFE
EFE
EFE
Your Investment Advisor
Free

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
💰 Finance
(7.4K)
ad-supported
19
Wing App
Wing App
Wing App
Your Smart Financial Plan
Free

Access exclusive private wealth management services and personalized financial guidance. This SEC-registered institution offers expert portfolio management without high minimums, alongside tools to plan life experiences.

Exclusive access to private wealth firmsExpertly managed investment portfoliosPersonalized financial guidance
💰 Finance
(12)
free
20
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

FAQ about Park Avenue Wealth Management

What are the best park avenue wealth management apps for iPhone?
Park Avenue® Wealth Management tops our park avenue wealth management apps ranking as of June 2026, with a 2.9-star average from 20 App Store ratings, and it's free to download.
Yes — 20 of the top park avenue wealth management apps we rank are free to download, including Park Avenue® Wealth Management and PAS NetXi.
Park Avenue® Wealth Management has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
We track 238+ park avenue wealth management apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.
Park Avenue Wealth Management allows you to view account balances, investment performance, portfolio allocation, transaction history, and deposit checks. You can also securely store and share documents with your financial advisor.
To use this application, you must be an existing client with an account at Park Avenue Securities and have website access. If you are unable to download or have questions, please contact your financial professional at Park Avenue Securities.