Best Ptma Apps

Thrift Savings Plan

Official app of the TSP

Free

Manage your Thrift Savings Plan (TSP) account directly from your mobile device. Review your account summary, track investment performance, and make changes to your investment mix. The app also facilitates secure document submission and mobile check deposits for rollovers.

Leadership Connect®

Public Sector Relationships

Free

This app provides comprehensive profiles of government officials, corporate leaders, and journalists to help users prepare for meetings, track leads, and identify key contacts for business and policy influence. It offers direct contact information, deep intelligence on individuals, and organizational details.

SoLo Funds: Lend & Borrow

Loans On Your Terms

Free

Access funds up to $625 without credit checks or earn money by lending to others. This community finance platform offers a banking solution and AI-powered financial advice. It ensures no hidden fees and provides a safety net for its members.

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.

Principal®

Retire on your terms.

Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

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.

Autopilot: Automated Investing

In your own brokerage account

Free

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.

Nu: Everyday mobile banking

Trusted by over 140M people

Free

This app provides a comprehensive digital financial services platform, aiming to simplify banking and empower users. It offers a transparent and hassle-free experience for managing your complete financial journey, including accounts, credit, investments, and more, with human support available 24/7.

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.

OneUnited Bank: WiseOne AI

by OneUnited Bank

Free

This app offers AI-driven financial insights and management tools. It helps users create budgets, monitor credit, track spending, and achieve financial goals through conversational guidance and personalized alerts.

Lighthouse Finance Solutions

by VENTURETECH SOLUTIONS LLC

Free

Manage your financial progress, track drafts, and connect with client services. This application provides a convenient platform for approving settlements and overseeing your financial journey.

achieve by Petra

Invest, Insure & Plan Finances

Free

This app offers curated financial solutions and investment plans to help users reach their financial goals. It provides tools for easy investing, saving, and managing money directly from a mobile device.

Your Wealth Architect

AI financial planning

Free

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

Tamra Capital: Save & Invest

Investing. Tracking. Growing

Free

This platform simplifies investing with automated robo-advisor technology. It offers diversified portfolios of ETFs in real estate, gold, stocks, and bonds, aiming for lucrative financial returns with low fees. It also provides Shariah-compliant investment options and support for young investors.

Flourish Cash

Invitation-only cash account.

Free

Manage your high-yield cash account with this app, offering competitive APY and elevated FDIC insurance up to $15 million. Easily transfer funds, organize your money with custom buckets, and track financial goals. Invitation required to access.

CTCB

by Citizens Tri-County Bank

Free

Aggregate all your financial accounts into a single, secure view. Manage transactions, set alerts, make payments, transfer funds, and deposit checks with ease. This app empowers you with the tools to simplify your personal finances.