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Best Pfs Wealth Apps

216+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated May 2026

Looking for free pfs wealth apps? 20 of our 216+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Top Picks for Pfs Wealth

Betterment Invest & Save Money#2

Betterment Invest & Save Money by Betterment

Investments & Cash Accounts
Strong Contender
💰 Finance
4.8😐(63K ratings)
FreeAds
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Betterment Invest & Save Money screenshot 6

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.

What We Love

  • 💰 High yield savings account
  • 🔍 Easy to link and manage accounts
  • 🤖 Automated investing and portfolio management
  • 👨‍💻 Responsive customer service

Room to Improve

  • 🤖 Automated investing underperforms manual investing
  • 🤔 Unclear account selection when making deposits
  • ⏱️ Slow transfer and withdrawal process
Beanstox: Simple Investing#3

Beanstox: Simple Investing by Beanstox Inc.

Seriously Simple Investing®
Worth Considering
💰 Finance
4.6😞(3.6K ratings)
FreeAds
Beanstox: Simple Investing screenshot 1
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This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

What We Love

  • 🚀 Easy to use
  • 💡 Educational and informative
  • 👍 User-friendly dashboard
  • 🚀 Straightforward setup

Room to Improve

  • 🐛 Buggy app performance
  • 🔒 Privacy and security concerns
  • 💸 Expensive subscription fees

More Pfs Wealth apps to explore

4
Wealth Elite
Wealth Elite
Wealth Elite
by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Free

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 features for earning extra returns on idle funds.

Portfolio managementMutual fund investmentWealth tracking
💰 Finance
(30)
free
5
ARM One: Invest. Build wealth.
ARM One: Invest. Build wealth.
ARM One: Invest. Build wealth.
Retirement savings
Free

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.

Real-time investment account accessManage all investments in one appAccess investment insights
💰 Finance
(27)
free
6
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
7
IPFS Connect
IPFS Connect
IPFS Connect
by IPFS Corporation
Free

Manage your Imperial PFS® accounts conveniently on the go. This free application allows you to make payments, check your account status, update information, and locate branches easily.

Make paymentsCheck account statusUpdate account information
💼 Business
(810)
free
8
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
9
Stock Yards Wealth Management
Stock Yards Wealth Management
Stock Yards Wealth Management
by S.Y. BANCORP, INC
Free

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.

View entire portfolio in real timeIntelligent data aggregation from 20,000+ institutionsSecure digital vault for financial documents
💰 Finance
(3)
free
10
CIBC Mobile Wealth
CIBC Mobile Wealth
CIBC Mobile Wealth
by Canadian Imperial Bank of Commerce
Free

Manage your investments across multiple CIBC accounts in one app. Trade stocks, ETFs, and more, with access to research tools and customizable charts. Automate savings and dividend reinvestment for easier wealth building.

Consolidated account monitoringStock, ETF, and crypto ETF tradingAdvanced order types and extended hours trading
💰 Finance
(133)
free
11
NJ E-Wealth Account
NJ E-Wealth Account
NJ E-Wealth Account
by NJ INDIA INVEST PRIVATE LIMITED
Free

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.

On-the-go transactionsPortfolio reportsTransaction history
💰 Finance
(23)
free
12
Wealth Without Wall Street
Wealth Without Wall Street
Wealth Without Wall Street
Reach Financial Freedom
Free

Connect with a community focused on achieving financial freedom outside of traditional Wall Street methods. Discover passive income strategies, learn from experts, and engage in discussions about real estate, investments, and taxes.

Passive income generation strategiesFinancial freedom tipsExpert Q&As
💰 Finance
(30)
free with in-app purchases
13
Vault: Private Wealth
Vault: Private Wealth
Vault: Private Wealth
Grow & preserve your wealth
Free

This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.

Personalized financial advisorDiversified investment portfoliosPrivate market opportunities
💰 Finance
(6)
free
14
Vontobel Wealth
Vontobel Wealth
Vontobel Wealth
by Bank Vontobel AG
Free
💰 Finance
(1)
15
Vennre: Wealth Management
Vennre: Wealth Management
Vennre: Wealth Management
Invest & Grow Private Wealth
Free

This platform empowers high earners to build long-term wealth by providing access to curated private market investment opportunities. Explore real estate, private equity, venture capital, and private credit, all vetted through a rigorous due diligence process. Invest digitally and track your portfolio performance with confidence.

Discover curated private market opportunitiesDiversify across alternative asset classesSimulate investment scenarios
💰 Finance
(11)
free with in-app purchases
16
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
(39)
free
17
The Legacy Wealth App
The Legacy Wealth App
The Legacy Wealth App
by LEGACY WEALTH LLC
Free

Access your investment portfolio data through a streamlined and intuitive mobile interface. Designed exclusively for clients of Legacy Wealth, this app provides a clear overview of your financial information.

Portfolio data accessSimple interfaceElegant design
💰 Finance
(10)
free
18
First Interstate Wealth Mgmt
First Interstate Wealth Mgmt
First Interstate Wealth Mgmt
by First Interstate Bank
Free
💰 Finance
(0)
19
Tri-Star Trust Wealth Access
Tri-Star Trust Wealth Access
Tri-Star Trust Wealth Access
by Tri-Star Trust Bank
Free
💰 Finance
(0)
20
Atlantic Union Bank Wealth
Atlantic Union Bank Wealth
Atlantic Union Bank Wealth
by Atlantic Union Bank
Free

Manage your investments and financial accounts from any device. View your portfolio, track performance, and securely store important documents with your financial team.

Personalized investment account overviewDynamic portfolio performance trackingCustomizable dashboard
💰 Finance
(3)
free