Best Pure Financial Advisors Apps

5.0(1 ratings)

Free

Manage your finances with an intuitive dashboard, secure document storage, and interactive reports. This app offers budgeting tools and a comprehensive financial overview in a user-friendly mobile interface.

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account

Strong Contender

4.6😐(21K ratings)

FreeAds

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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.

What We Love

🚀 Easy to use
🚀 Automated trading
🚀 Follows successful investors
👍 Potential for good returns
👍 Convenient way to invest

Room to Improve

🐛 Connectivity issues
🐛 Bugs and glitches
💰 High subscription fees
💰 Minimum investment requirement
🌍 Limited brokerage support

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Worth Considering

Betterment Invest & Save Money

4.8😊(17K ratings)

Free

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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.

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 Pure Financial Advisors apps to explore

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

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.

free with in-app purchases

(65K)

M1: Invest & Bank Smarter

Manage Money, Build Wealth

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

(75K)

Ameriprise Financial

by Ameriprise Financial, Inc.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Facet: Financial Planning

(37K)

free

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

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.

by Beyond Finance Inc.

Review program progressView enrolled accountsConnect with Client Success Team

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

SoFi: Bank, Invest & Crypto

(19K)

free

Online Banking & Investing

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

free with in-app purchases

(385K)

Alinea: Automated Investing

AI Trades- Stocks, ETF, Crypto

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

by BLB&B Advisors, LLC

by CORE Wealth Advisors, Inc.

by Priority Financial Group, LLC

by C. L. Parker, Inc.

by SYM Financial Advisors

SYM Financial Advisors

by Reed Financial Services, Inc.

Reed Financial Services

Morling Financial Advisors

by Morling Financial Advisors, LLC

by Mainsail Financial Group, LLC

Mainsail Financial Group

Tompkins Financial Advisors

by Tompkins Financial Corporation