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.





237+ iOS apps curated and reviewed
From beginner-friendly picks to power-user tools, our right capital list covers 237+ iPhone apps updated through May 2026. Compare ratings, prices, and screenshots in one place.





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 personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.


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.


Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.


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.


This app helps individuals create personalized financial plans to achieve their goals. It offers features like goal setting, proprietary scoring for likelihood and adequacy, and budget creation based on location-specific data. Explore career and college options to build hypothetical plans for your financial future.


Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.


This app automates your budget and savings by analyzing your finances to create a personalized plan. It then automatically moves money between your connected accounts to help you reach your financial goals, whether it's building wealth, reducing debt, or covering expenses.


This AI assistant helps financial advisors reduce administrative tasks by capturing meetings, generating accurate notes in their voice, and converting conversations into actionable items like tasks and email drafts. It integrates with CRMs and supports both in-person and phone call capture.


This app simplifies real estate investment analysis for investors and agents. It helps crunch numbers, perform due diligence on various property types, and generate detailed reports. Cloud syncing ensures data is accessible across devices.


Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.


This app offers tools and resources for financial professionals and new investors to plan for a secure future. It allows customization of hypothetical scenarios, access to historical data, and creation of digital reports. Explore various retirement strategies designed for growth and income.


This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.


This app helps users invest and grow their wealth through personalized financial plans and access to low-cost, globally diversified portfolios. It offers a seamless digital investing experience with expert advice and institutional-grade funds.


This app guides you through financial planning themes with step-by-step instructions. It securely links to your accounts, asks questions, and provides actionable to-dos tailored to your financial situation. No finance degree or meetings are required.


This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.


This app helps you master your finances and build wealth using proven methodologies. It offers tools for tracking assets and liabilities, setting income goals, and planning debt payoff. Access educational content and community support to achieve financial freedom.


This app helps users achieve financial freedom by providing a proven wealth-building philosophy. It allows you to save and build wealth while maintaining your current lifestyle, creating new passive income streams.


This app offers personalized financial guidance and action plans to help users build a healthier relationship with their money. It provides access to credentialed financial advisors and tools to understand income, spending, and progress toward goals.