Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.





249+ iOS apps curated and reviewed
From beginner-friendly picks to power-user tools, our right capital list covers 249+ iPhone apps updated through August 2026. Compare ratings, prices, and screenshots in one place.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 | Free | 3.9★ (46) | No | No | Aug 2026 | |
| 2 | Free | 4.8★ (404K) | No | No | Aug 2026 | |
| 3 | Free | 4.6★ (325K) | Yes | No | Aug 2026 | |
| 4 | Free | 4.9★ (37K) | No | No | Aug 2026 | |
| 5 | Free | 4.8★ (38K) | No | No | Aug 2026 | |
| 6 | Free | 5.0★ (8) | No | No | Aug 2026 | |
| 7 | Free | 4.6★ (177K) | Yes | No | Jul 2026 | |
| 8 | Free | 4.8★ (11K) | No | No | Aug 2026 |





Consolidate all your financial accounts and investments in one secure platform. Track expenses, share documents, and enhance communication with your financial advisor for a clearer financial picture.






This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.






Manage your finances with an all-in-one app for budgeting, saving, and investing. It offers 24/7 identity monitoring, high-yield savings accounts, and an AI financial assistant to help you organize your money.


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.


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.


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.


Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.


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.




This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.


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.


Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.


Easily set up and manage your 401(k) retirement account directly from your phone. Track progress, adjust contributions, and consolidate savings from other accounts. Invest with confidence through guided portfolio selection and automatic rebalancing.













