Best Paterson Wealth Apps

0.0(0 ratings)

Free

M1: AI Wealth Management by M1 Finance LLC

Investing, saving & advice

Strong Contender

4.7😊(75K ratings)

FreeAds

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides 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

by NJ INDIA INVEST PRIVATE LIMITED

4.8😊(18K ratings)

Free

Wealthfront: Save and Invest screenshot 1

Wealthfront: Save and Invest screenshot 2

Wealthfront: Save and Invest screenshot 3

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Wealthfront: Save and Invest screenshot 6

Manage your savings and investments in one place. Earn competitive APY on your cash, invest in expertly built 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 Paterson Wealth apps to explore

NJ E-Wealth Account

On-the-go transactionsPortfolio reportsTransaction history

Manage your financial transactions and review your portfolio reports on the go. This app requires login credentials provided by an NJ Wealth Advisors Network Partner.

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by National Financial Services LLC

Wealthscape Investor℠

Access managed brokerage accountsView portfolio, positions, and balancesAccess account statements and tax forms

Manage your brokerage accounts on the go with an enhanced user experience. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Advanced security features protect your financial data.

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Betterment Invest & Save Money

Investments & Cash Accounts

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

Automated investing and savings app designed to help users reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for managing investments and savings with confidence. Start with as little as $10.

free with in-app purchases

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Fundrise: Invest in Alts

Venture, Real estate, Income

Invest in private real estateAccess venture capital fundsExplore private credit opportunities

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access alternative assets with flexible minimums and transparent reporting. Secure and easy to use, it's designed for long-term wealth creation.

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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)

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.

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Park Avenue® Wealth Management

by Park Avenue Securities

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

Invest in a variety of assets like bonds, stocks, and real estate through an intuitive platform. Simplify your investment journey with flexible payment and withdrawal options, all secured with bank-level protection.

Invest in bonds, eurobonds, stocks, T-billsReal estate and agriculture investmentsIntuitive and easy-to-use platform

Private markets investing

Diversify with private marketsReal estate, private equity, private creditBuild your own portfolio

Access private markets like real estate, private equity, and credit to diversify your portfolio. Choose to build your own investments or let an automated solution manage them for you. All opportunities undergo a rigorous vetting process, and dedicated support is available.

(1.6K)

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.

ARM One: Invest. Build wealth.

Retirement savings

Real-time investment account accessManage all investments in one appAccess investment insights

Grow your wealth with a comprehensive investment management app. Access multiple investment options, expert insights, and manage all your accounts in one place. Diversify your portfolio across different currencies and product offerings.

(32)

IBKR Mobile - Invest Worldwide

Trade At the Lowest Cost

Trade stocks, ETFs, options, futures, currencies, bonds, and mutual fundsAccess 170+ global marketsComprehensive research and market intelligence

Access global markets and trade a wide range of financial instruments from your mobile device. Utilize institutional-grade technology, comprehensive research tools, and advanced portfolio management features to make informed investment decisions.

Better investments and returns

Invest in US stocks and real estatePersonalized investment portfoliosGoal-based saving and investing

Grow your money and achieve financial goals by investing in global, dollar, and naira-denominated assets. This platform offers personalized portfolios designed around your goals and risk profile, making investing accessible for everyone.

free with in-app purchases

(588)

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.

Complete Wealth Management App

Portfolio at a Glance DashboardReal-time Market UpdatesExclusive Investment Opportunities (PMS, AIFs, Pre-IPO)

Manage your entire investment portfolio with this comprehensive wealth management app. Track assets, gain market insights, explore exclusive investment opportunities, and execute transactions seamlessly. Offers personalized support and advanced security features for a complete financial overview.

by RedVision Global Technologies Pvt. Ltd.

Portfolio tracking and managementInvest in mutual fundsResearch-backed investment options

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and a feature to earn extra returns on idle cash.

(31)