Best Park Avenue Wealth Management Apps

250+ iOS apps curated and reviewed

4.3 avg rating
20 free apps
Updated July 2026

Whether you're new to park avenue wealth management or looking for an upgrade, our curated collection of 250+ 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 (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Park Avenue® Wealth ManagementPark Avenue® Wealth ManagementFree3.0★ (21)NoNoAug 2026
2PAS NetXiPAS NetXiFree2.6★ (36)NoNoJul 2026
3Capital Group PlanPremier401kCapital Group PlanPremier401kFree4.8★ (11K)NoNoAug 2026
4Fundrise: Invest in AltsFundrise: Invest in AltsFree4.8★ (38K)NoNoAug 2026
5Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoAug 2026
6NetBenefitsNetBenefitsFree4.6★ (29K)NoNoAug 2026
7Alphanso WealthAlphanso WealthFree4.8★ (90)YesNoAug 2026
8Titan: Your Wealth TeamTitan: Your Wealth TeamFree4.6★ (7K)NoNoAug 2026

Top Picks for Park Avenue Wealth Management

Capital Group PlanPremier401k#3

Capital Group PlanPremier401k by Empower Retirement, LLC

Manage your 401k
Worth Considering
💰 Finance
4.8😞(11K ratings)
Free
Capital Group PlanPremier401k screenshot 1
Capital Group PlanPremier401k screenshot 2
Capital Group PlanPremier401k screenshot 3
Capital Group PlanPremier401k screenshot 4
Capital Group PlanPremier401k screenshot 5

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.

What We Love

  • 👍 User friendly
  • 🚀 Easy to make changes
  • 💡 Allows to review investments and make changes

Room to Improve

  • 🐛 Glitchy, freezes up
  • 🐛 Keeps crashing
  • 🐛 Login doesn't work

More Park Avenue Wealth Management apps to explore

4
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
5
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
6
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Manage retirement savingsAccess stock optionsView health insurance details
💰 Finance
(29K)
free
7
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
Financial planning & advisory
Free

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.

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights
💰 Finance
(90)
subscription
8
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
9
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
10
NYC DCP
NYC DCP
NYC DCP
by New York City Deferred Compensation Plan
Free

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
💰 Finance
(12K)
free
11
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
12
WhiteRock Wealth
WhiteRock Wealth
WhiteRock Wealth
by WhiteRock Wealth Design LLC
Free
💰 Finance
(0)
13
Index Fund Advisors
Index Fund Advisors
Index Fund Advisors
Wealth Management • Taxes
Free

This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.

Connect with Wealth AdvisorsRead and share investing articlesWatch investment education videos
💰 Finance
(41)
free
14
Facet: Financial Planning
Facet: Financial Planning
Facet: Financial Planning
Flat fee, CFP®, investing
Free

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.

Personalized financial roadmapCFP® professional guidanceInvestment management
💰 Finance
(8)
free
15
Greenleaf Trust Retirement
Greenleaf Trust Retirement
Greenleaf Trust Retirement
Retirement Account Access
Free

Access and manage your retirement accounts with this financial tool. It provides specialized services for wealth management, trust administration, and retirement plan administration, focusing on long-term wealth preservation.

Retirement account accessWealth managementTrust administration
💰 Finance
(26)
free
16
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
(366)
free with in-app purchases
17
CP Wealth Portal
CP Wealth Portal
CP Wealth Portal
by Cerity Partners, LLC
Free
💰 Finance
(0)
18
Unit Trust Corporation
Unit Trust Corporation
Unit Trust Corporation
by Trinidad & Tobago Unit Trust Corporation
Free

Manage your investments and access financial services conveniently. This portal allows you to view your accounts and stay informed about the latest updates, all within a single application.

Access accountsManage investmentsView financial services
💰 Finance
(0)
free
19
Aditya Birla Capital - Wealth
Aditya Birla Capital - Wealth
Aditya Birla Capital - Wealth
Wealth
Free

This app provides a platform for wealth distribution, offering various financial products like mutual funds, company deposits, and portfolio management services. It acts as a distributor for different financial product providers, guiding users through investment decisions.

Wealth distribution solutionsMutual fund investmentsCompany deposits
💰 Finance
(5)
free
20
CORE Wealth Advisors
CORE Wealth Advisors
CORE Wealth Advisors
by CORE Wealth Advisors, Inc.
Free
💼 Business
(0)

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 July 2026, with a 3.0-star average from 21 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 July 2026.
We track 250+ park avenue wealth management apps on the iOS App Store as of July 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.