188+ iOS apps curated and reviewed
With an average user rating of 4.4★, the seacoast wealth management category is one of the App Store's strongest. Browse all 188+ apps we track, sorted so the most loved ones surface first.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | 5.0★ (5) | No | No | May 2026 |
| 2 |  | Free | 4.6★ (29K) | No | No | Jul 2026 |
| 3 |  | Free | 4.9★ (37K) | No | No | Jul 2026 |
| 4 |  | Free | 4.6★ (7K) | Yes | No | Jul 2026 |
| 5 |  | Free | 4.8★ (11K) | Yes | No | Jul 2026 |
| 6 |  | Free | 4.8★ (62K) | No | No | Jul 2026 |
| 7 |  | Free | 4.8★ (230K) | Yes | No | Jul 2026 |
| 8 |  | Free | 4.9★ (1K) | Yes | Yes | Jul 2026 |
Access your personal financial information, including trades, transactions, and portfolio holdings, from anywhere. Track your net worth and financial trends with daily updated data.
Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.
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.
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.
Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.
Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.
Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.
This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.
This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.
Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.
Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.
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.
Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.
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.
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
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.
Consolidate your financial accounts, cards, and investments into a single dashboard. Utilize an AI agent for personalized financial advice, track spending, and set savings goals. Access educational resources to improve your financial literacy.
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.
Access exclusive private wealth management services and personalized financial guidance. This SEC-registered institution offers expert portfolio management without high minimums, alongside tools to plan life experiences.
Access your retirement accounts quickly and easily. Manage your investments and track your progress with this rebranded financial tool. Your commitment to retirement planning remains supported with a fresh look.