Best Secfi Apps

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Free

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

Fundrise: Invest in Alts

Venture, Real estate, Income

Free

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.

Autopilot: Automated Investing

In your own brokerage account

Free

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.

Alinea: Automated Investing

AI Trades- Stocks, ETF, Crypto

Free

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.

Novelty Wealth: AI for Finance

SEBI RIA | Unbiased Advisory

Free

This AI-powered platform offers unbiased financial advice for modern investors, covering mutual funds, stocks, and more. It provides portfolio analysis, tax optimization, and personalized insights to help users make smarter financial decisions and gain control over their money.

GalaxyOne: Wealth & Investing

8.0% on Cash + Stock & Crypto

Free

Consolidate your banking, brokerage, and crypto into a single platform. Earn competitive yields on cash and investments, trade stocks and crypto commission-free, and automate your investing strategy.

Zocks

by Zocks Communications, Inc.

Free

Streamline your financial advisory work with an AI assistant. Automate meeting preparation, documentation, and follow-up tasks directly from your mobile device. Focus more on client relationships and less on administrative burdens.

Betterment Invest & Save Money

Investments & Cash Accounts

Free

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.

IRIS by Kfintech

by KFIN TECHNOLOGIES LIMITED

Free

This app helps mutual fund and NPS distributors manage their business hierarchies, investor portfolios, and transactions. It streamlines operations, enabling distributors to focus on client service and business growth.

Alphanso Wealth

Financial planning & advisory

Free

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.

Public: Invest & Trade

Stocks, Crypto, Options, Bonds

Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Titan: Your Wealth Team

Investing, Wealth Management

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.