Best Savant Wealth Management Apps

0.0(0 ratings)

Free

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Strong Contender

4.8😊(17K ratings)

Free

Wealthfront: Save and Invest screenshot 1

Wealthfront: Save and Invest screenshot 2

Wealthfront: Save and Invest screenshot 3

Wealthfront: Save and Invest screenshot 4

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Wealthfront: Save and Invest screenshot 6

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

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

Investing, Wealth Management

Worth Considering

by Left Brain Wealth Management, LLC

4.6😞(7K ratings)

Free

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
🤖 Personalized, thoughtful, simple next generation investing

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees
🕰️ Difficult to get money out
🤖 Garbage user interface
🚫 Scam, stay away

More Savant Wealth Management apps to explore

Left Brain Wealth

Private markets investing

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

free with in-app purchases

(1.6K)

Wealth Portal by Elite Wealth

by Apex Wealth Management, LLC

Heartland Wealth Management

by Heartland Wealth Management, LLC

Paradigm Wealth Management

by PARADIGM WEALTH MANAGEMENT LLC

Net worth, investing, holdings

Net Worth Overview with chartsManaged Account DetailsHoldings Breakdown

Manage your entire financial landscape from your mobile device. Track net worth, view managed account details, and explore your investment portfolio breakdown all in one place. Designed for seamless wealth management on the go.

Grand Wealth Management, LLC

(7)

free

by Grand Wealth Management, LLC

Track, manage & build wealth

Finn: AI Wealth Manager

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis

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.

by ERn Financial, LLC

ICICI 2016 Wealth Management

Succession Wealth Limited

by Dew Wealth Management, LLC

DEW Wealth Management

by GBM Wealth Management, Inc.

by Paradigm ,Strategies in Wealth Management, LLC

by Thrive Wealth Management, LLC

by Skybound Life Management DMCC

Investment trackingFinancial planning toolsAdvisor connection

Manage your finances with a comprehensive wealth management tool. Track investments, view your complete financial picture, and connect with your financial advisor. Access curated financial insights and manage key actions digitally.