250+ iOS apps curated and reviewed
Every iPhone needs a few good sadoff investment management apps. We benchmark 250+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 5.0★ (1) | No | No | May 2026 |
| 2 |  | Free | 4.6★ (21K) | Yes | No | Aug 2026 |
| 3 |  | Free | 4.8★ (17K) | No | No | Aug 2026 |
| 4 |  | Free | 4.8★ (38K) | No | No | Aug 2026 |
| 5 |  | Free | 4.8★ (106K) | No | No | Aug 2026 |
| 6 |  | Free | 4.8★ (16) | No | No | Jun 2026 |
| 7 |  | Free | 3.7★ (3) | No | No | May 2026 |
| 8 |  | Free | 4.7★ (317) | No | Yes | Aug 2026 |
Access a comprehensive view of your finances and communicate with your financial advisor. This secure app offers an intuitive dashboard, interactive reports, a document vault, and budgeting tools for easy financial management.
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.
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.
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.
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.
Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.
This platform allows advisors and clients to easily access and view client accounts, portfolio values, holding summaries, and performance reports. It also provides quick access to advisor contact information.
This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.
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.
Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.
Manage your mutual fund investments with this comprehensive application. Track market performance, view fund details, and access your investment dashboard. You can also make investment, conversion, and redemption requests directly from your phone.
This app offers affordable, independent fiduciary investment advice for account-level decisions. It manages stock portfolios based on your set guidelines, optimizing performance and risk. Link your existing brokerage accounts for seamless management.
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.
Invest using strategies from top hedge funds and asset managers. Connect your existing brokerage account and automatically replicate trades from curated portfolios. Diversify across stocks and ETFs with proven strategies.
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 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.