Best Secfi Wealth Apps

Enrich: Portfolio Tracker

Retirement & investing planner

Free

Automate investment tracking and goal management for passive investors. Connect brokerage accounts, set financial goals, and receive alerts for rebalancing and tax optimization. Designed for those who want control with less manual work.

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.

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.

Vested: US Stocks Investing

Stock Market & ETF Investment

Free

Invest in over 10,000 US stocks and ETFs from India with a minimum of $1. Access global funds, private market investments in unlisted companies, and theme-based portfolios. Stay informed with market summaries and analytics.

Bloom: Learn to Invest

Buy Stocks. Earn Rewards.

Free

This app teaches users how to invest through interactive lessons and offers a platform to buy stocks and ETFs. Users can earn rewards, compete in tournaments, and build wealth with features like fractional shares and auto-portfolios.

Syfe: Invest, Trade and Save

Investing and Trading

Free

Build wealth effortlessly with a comprehensive investment platform. Access managed portfolios, trade stocks and ETFs, and supercharge savings with cash management solutions. Invest for growth, income, or specific market views securely and affordably.

Frec: Tax-aware investing

Direct indexing & long short

Free

Manage investments and control your financial future with direct indexing, customizable portfolios, and tax-loss harvesting. Access cash through a portfolio line of credit and earn more on idle cash with secure Treasury options.

Finn: AI Wealth Manager

Track, manage & build wealth

Free

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.

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.

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.

SoFi: Bank, Invest & Crypto

Online Banking & Investing

Free

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

NerdWallet: Smart Money App

Track, Save & Invest

Free

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

Wealth.ng

Investing Made Easy

Free

Invest in a variety of assets like bonds, stocks, and real estate through an intuitive platform. Simplify your investment journey with flexible payment and withdrawal options, all secured with bank-level protection.

Stash: Investing made easy

Invest in Stocks and ETFs.

Free

Invest in stocks and ETFs with expert-built portfolios, personalized guidance, and automation. This app helps everyday Americans grow their money for retirement, future goals, or as first-time investors. It offers tools like automated investing, a stock-back debit card, and financial coaching.

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.

GalaxyOne: Wealth & Investing

Yield, Cash, Crypto, Stocks

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.

Roots: Wealth Growth Made Easy

Learn to earn rewards & invest

Free

This app helps users build wealth through real estate investing and financial education. It offers a personalized 52-week plan with weekly actions, rewards for progress, and the ability to redeem rewards for investments, home purchases, or coaching.