Best Secfi Wealth Apps

0.0(0 ratings)

Free

Fundrise: Invest in Alts by Fundrise

Venture, Real estate, Income

Strong Contender

4.8😐(38K ratings)

FreeIn-App Purchases

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.

What We Love

🚀 Easy to use
📈 Decent returns
💰 Diversified investments
🏢 Exposure to real estate
👍 Straightforward platform

Room to Improve

🔒 Lack of liquidity
🕰️ Slow withdrawal process
💸 Penalties for early withdrawal
🤔 Unclear investment strategy
📉 Inconsistent/poor returns

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Worth Considering

Betterment Invest & Save Money

4.8😊(17K ratings)

Free

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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

More Secfi Wealth apps to explore

Investments & Cash Accounts

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

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.

(65K)

Autopilot: Automated Investing

In your own brokerage account

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker

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.

(21K)

Vested: US Stocks Investing

Stock Market & ETF Investment

Invest in 10,000+ US stocks and ETFsAccess global funds and private market investmentsTheme-based and managed portfolios

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.

(85)

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.

(326)

Alinea: Automated Investing

AI Trades- Stocks, ETF, Crypto

Expert-built investment portfoliosAI-powered performance insightsPersonalized financial news

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.

(117K)

Enrich: Portfolio Tracker

Retirement & investing planner

Connect brokerage accountsSet financial goalsLink investments to goals

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.

(7)

Buy Stocks. Earn Rewards.

Bloom: Learn to Invest

Interactive financial lessonsInvest in 5,000+ stocks/ETFsFractional shares from $1

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.

(47K)

E*TRADE: Invest. Trade. Save.

Stocks, ETFs, options, crypto

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios

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.

(381K)

SoFi: Bank, Invest & Crypto

Online Banking & Investing

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account

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.

(385K)

Syfe: Invest, Trade and Save

Investing and Trading

Managed investment portfoliosStock and ETF tradingCash management solutions

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.

(7)

Wealth.ng

Investing Made Easy

Invest in bonds, eurobonds, stocks, T-billsReal estate and agriculture investmentsIntuitive and easy-to-use platform

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.

(12)

GalaxyOne: Wealth & Investing

8.0% on Cash + Stock & Crypto

All-in-one wealth managementEarn yield on cash and investmentsCommission-free stock and ETF trading

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.

(384)

Financial planning & advisory

Alphanso Wealth

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

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 investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

On-demand portfolio accessView financial assets and liabilitiesDocument access

(8)

Frec: Tax-aware investing

Direct indexing & long short

Direct indexing with customizable stock/sector weightsLong/short direct indexing for factor tiltsDiversify concentrated stocks with minimal tax impact

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.

(38)

Wealth Management • Taxes

Index Fund Advisors

Connect with Wealth AdvisorsRead and share investing articlesWatch investment education videos

This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.

(41)

Trump Accounts: Official App

Invest in your child’s future

Open accounts for eligible childrenAutomatic investment in long-term fundsTrack contributions and monitor performance

This app helps eligible American children start building long-term financial growth. It allows for contributions from family, friends, and employers, automatically investing funds for long-term growth. At 18, the account converts to a Traditional IRA.

(19K)