Best Private Funds CFO Ny 2026 Apps

196+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated May 2026

Looking for free private funds cfo ny 2026 apps? 20 of our 196+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Compare top Private Funds CFO Ny 2026 Apps (May 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Private Funds CFO NY 2026Private Funds CFO NY 2026FreeNoNoMay 2026
2Fundrise: Invest in AltsFundrise: Invest in AltsFree4.8★ (38K)NoNoAug 2026
3Capital Group PlanPremier401kCapital Group PlanPremier401kFree4.8★ (11K)NoNoAug 2026
4Capital Group RKDirect 401kCapital Group RKDirect 401kFree4.7★ (11K)NoNoAug 2026
5Citi Private Bank In ViewCiti Private Bank In ViewFree4.8★ (69)NoNoAug 2026
6Coin by Zerodha - Mutual fundsCoin by Zerodha - Mutual fundsFree4.3★ (6)NoNoAug 2026
7Betterment Invest & Save MoneyBetterment Invest & Save MoneyFree4.8★ (64K)YesNoAug 2026
8New York LifeNew York LifeFree4.9★ (14K)NoNoAug 2026

Top Picks for Private Funds CFO Ny 2026

Fundrise: Invest in Alts#2

Fundrise: Invest in Alts by Fundrise

Venture, Real estate, Income
Strong Contender
💰 Finance
4.8😐(38K ratings)
FreeIn-App Purchases
Fundrise: Invest in Alts screenshot 1
Fundrise: Invest in Alts screenshot 2
Fundrise: Invest in Alts screenshot 3
Fundrise: Invest in Alts screenshot 4
Fundrise: Invest in Alts screenshot 5
Fundrise: Invest in Alts screenshot 6

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.

What We Love

  • 🚀 Easy to use
  • 📈 Decent returns
  • 💰 Diversified investments
  • 🏢 Exposure to real estate

Room to Improve

  • 🔒 Lack of liquidity
  • 🕰️ Slow withdrawal process
  • 💸 Penalties for early withdrawal
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 Private Funds CFO Ny 2026 apps to explore

4
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Capital Group RKDirect 401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.

View account balancesCheck personal rate of returnReview transaction history
💰 Finance
(11K)
free
5
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank In View
Citi Private Bank
Free

Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.

View asset allocation by region, currency, and class360° view of entire Citi relationshipAccess holdings, performance, and activity
💰 Finance
(69)
free
6
Coin by Zerodha - Mutual funds
Coin by Zerodha - Mutual funds
Coin by Zerodha - Mutual funds
Mutual funds, NPS, and more
Free

Invest in direct mutual funds and NPS without commissions. Automate SIPs, manage withdrawals, and access detailed portfolio analytics. Track your investments and family portfolios with ease.

Zero-commission direct mutual fundsSystematic Investment Plans (SIPs)National Pension Scheme (NPS)
💰 Finance
(6)
free
7
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
(64K)
free with in-app purchases
8
New York Life
New York Life
New York Life
Life Insurance & Investments
Free

Manage your life insurance policies and investments conveniently. View policy details, monitor investment performance, and make payments directly from your mobile device. Easily find agent contact information and update your preferences.

View and manage policiesMonitor investment valuesMake payments
💰 Finance
(14K)
free
9
Private Client Services
Private Client Services
Private Client Services
Client portal
Free

Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings
💰 Finance
(10)
free
10
PitchBook Mobile
PitchBook Mobile
PitchBook Mobile
VC, PE and M&A data
Free

Access comprehensive VC, PE, and M&A data on your mobile device. Stay informed with global capital markets insights, industry news, and collaboration tools. Track financial data, conduct due diligence, and connect with dealmakers from anywhere.

VC, PE, and M&A data accessGlobal capital markets insightsIndustry news tailored to sector
💰 Finance
(1.1K)
free
11
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
Personal Accounting Software
Free

Manage all your financial accounts, including loans, savings, investments, and cryptocurrency, in one secure application. It offers automatic transaction downloads, cloud syncing, and advanced reporting to give you a comprehensive overview of your finances.

Account tracking (bank, loan, investment, crypto)Automatic transaction downloadsCloud backup and multi-device sync
💰 Finance
(2.1K)
freemium
12
Beanstox: Simple Investing
Beanstox: Simple Investing
Beanstox: Simple Investing
Seriously Simple Investing®
Free

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.

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs
💰 Finance
(3.6K)
free with in-app purchases
13
Women in Private Markets NA 26
Women in Private Markets NA 26
Women in Private Markets NA 26
by Sense 6 Software Limited
Free
💼 Business
(0)
14
FundsIndia: Mutual Funds & SIP
FundsIndia: Mutual Funds & SIP
FundsIndia: Mutual Funds & SIP
Invest in Stocks & Mutual Fund
Free

This platform offers a wide range of investment options, including mutual funds, stocks, and tax-saving instruments. It provides expert financial guidance, paperless transactions, and bank-grade security to simplify your investment journey.

Invest in mutual funds and stocksSystematic Investment Plans (SIP)Expert financial coaching
💰 Finance
(21)
free with in-app purchases
15
AssetPlus - Mutual Funds & SIP
AssetPlus - Mutual Funds & SIP
AssetPlus - Mutual Funds & SIP
Expert advice. Easy investing.
Free

This platform offers expert financial guidance and easy investing for mutual funds and SIPs. It helps users curate tailored portfolios based on their goals and risk appetite, while also managing all investments in one place. Track your portfolio and receive periodic reviews for disciplined financial planning.

Expert financial adviceEasy mutual fund investingTailored portfolio curation
💰 Finance
(40)
free
16
smallcase - Save & Invest
smallcase - Save & Invest
smallcase - Save & Invest
Stocks & Mutual Funds App
Free

Invest in diversified model portfolios of stocks, ETFs, and mutual funds for long-term wealth. Explore thematic investing and receive expert rebalance updates. Track net worth and invest in direct mutual funds and fixed deposits.

Diversified model portfoliosThematic investing ideasExpert-managed portfolios
💰 Finance
(756)
free with in-app purchases
17
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
18
Multipli Credit Union
Multipli Credit Union
Multipli Credit Union
by Multipli Federal Credit Union
Free

Consolidate all your financial accounts, even from different institutions, into one organized, up-to-date view. This secure tool provides alerts for bills and low funds, helping you make informed financial decisions and manage your money with ease.

Multi-account aggregationTransaction history and spending averagesBill and low fund alerts
💰 Finance
(4.1K)
free with in-app purchases
19
Five Lakes
Five Lakes
Five Lakes
by Sergio Rabiela
Free

Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.

Program progress reviewEnrolled account managementClient Success Team connection
💰 Finance
(4.5K)
free
20
Mint by Investwell
Mint by Investwell
Mint by Investwell
by Excel Net Solutions Private Limited
Free

Access detailed information on Indian mutual fund schemes, including objectives, performance, and holdings. Compare fund returns and utilize financial calculators. Investors can also manage their portfolios online.

Mutual fund scheme informationFund objective and featuresReturn performance tracking
💰 Finance
(230)
free

FAQ about Private Funds CFO Ny 2026

Are there free private funds cfo ny 2026 apps for iPhone?
Yes — 20 of the top private funds cfo ny 2026 apps we rank are free to download, including Private Funds CFO NY 2026 and Fundrise: Invest in Alts.
Private Funds CFO NY 2026 has no ads and has no in-app purchases, according to its App Store listing as of May 2026.
We track 196+ private funds cfo ny 2026 apps on the iOS App Store as of May 2026, ranked by rating, recency, and analysis of real user reviews.