Best Pwa Wealth Apps

226+ iOS apps curated and reviewed

4.5 avg rating

20 free apps

Updated July 2026

PWA Wealth is the household name in pwa wealth, but it's far from the only option. We track 226+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Top Picks for Pwa Wealth

#1

PWA Wealth by My Wealth Cloud

Secure file storage & sharing

Editor's Choice

📊 Productivity

0.0(0 ratings)

Free

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#2

Titan: Your Wealth Team by Titan Global Capital Management, Inc.

Investing, Wealth Management

Strong Contender

💰 Finance

4.6😞(7K ratings)

FreeAds

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This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

What We Love

💎 Consistent growth
🤝 Exceptional customer service
📚 Great education and content
🔍 Unique investing strategies

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees

#3

Peterson Wealth Advisors by Peterson Wealth Advisors LLC

Worth Considering

💰 Finance

5.0(2 ratings)

Free

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Access your client portal to view financial accounts, track portfolio performance, and monitor your retirement income plan. Securely exchange documents with your advisor and manage your financial future with confidence.

More Pwa Wealth apps to explore

Alux: Build Wealth Faster

Alux: Build Wealth Faster

Wealth & HNW Private Network

This app offers executive-level coaching and a private network for founders and CEOs seeking to improve decision-making, discipline, and connect with high performers. It provides on-demand coaching sessions, daily lessons, expert-led problem-solving, and personalized roadmaps for wealth growth and leadership.

On-demand CEO & founder coachingDaily 10-15 minute original sessionsExpert-led problem-solving content

Premier Wealth Client Access

Premier Wealth Client Access

by Premier Wealth Advisors, LLC

Access your financial account details, including balances and performance reports. Connect with your advisor through the app for seamless communication.

View account informationCheck balancesMonitor performance

Wealthfront: Save and Invest

Wealthfront: Save and Invest

Saving, investing, stocks.

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.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

free with in-app purchases

by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

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

by Texas Capital Bank

ARM One: Invest. Build wealth.

ARM One: Invest. Build wealth.

Retirement savings

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

Bernstein Private Wealth

Bernstein Private Wealth

My Bernstein mobile app

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

Account balance monitoringFund transfersMobile check deposit

BNY Wealth Online

BNY Wealth Online

by The Bank of New York Mellon Corporation

Securely manage and transact on consumer accounts, and monitor investment accounts. Access detailed portfolio views, statements, and tax documents. Transfer funds, pay bills, and deposit checks with ease.

Manage consumer and investment accountsView account statements and tax documentsTransfer funds between accounts

J.P. Morgan Retirement Link

J.P. Morgan Retirement Link

J.P. Morgan Retirement Link

Securely access your retirement account anytime, anywhere. Track your progress towards your retirement goal, manage investments, and research loan details. Enhanced security features protect your personal information.

Retirement plan registration and enrollmentView account balances and progressModify contributions, asset allocations, and beneficiaries

NJ E-Wealth Account

NJ E-Wealth Account

by NJ INDIA INVEST PRIVATE LIMITED

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

Wealth Management

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

View portfolio market valueTrack investment resultsInitiate transfers

Plante Moran Wealth

Plante Moran Wealth

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

Redefining Wealth

Redefining Wealth

Create wealth on your terms.

This app helps you build wealth holistically by focusing on personal development, spiritual growth, and financial success. It offers access to programs, live Q&A sessions, expert trainings, and community discussions to foster a mindset of well-being and happiness beyond just money.

Access to programs and virtual trainingsLive Q&A sessions and expert trainingsDaily discussions and mindset elevation

AI portfolio and tax guidance

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

The Legacy Wealth App

The Legacy Wealth App

by LEGACY WEALTH LLC

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

FTWA Wealth Access

FTWA Wealth Access

by FifthThird Bank

Access your personal financial accounts, view trades and transactions, and track your financial goals securely. This platform aggregates assets and liabilities from over 20,000 institutions, offering real-time portfolio views and document storage.

Real-time portfolio viewingIntelligent data aggregationSecure digital document vault

Stock Yards Wealth Management

Stock Yards Wealth Management

by S.Y. BANCORP, INC

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