Best Sfmg Wealth Apps

189+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

From beginner-friendly picks to power-user tools, our sfmg wealth list covers 189+ iPhone apps updated through June 2026. Compare ratings, prices, and screenshots in one place.

Compare top Sfmg Wealth Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1SFMG WealthSFMG WealthFreeNoNoMay 2026
2Autopilot: Automated InvestingAutopilot: Automated InvestingFree4.6★ (19K)YesNoJul 2026
3Cowrywise: Save & Invest MoneyCowrywise: Save & Invest MoneyFree4.6★ (12K)NoNoJul 2026
4Baird OnlineBaird OnlineFree4.8★ (1.1K)NoNoJul 2026
5Stifel Wealth TrackerStifel Wealth TrackerFree3.2★ (183)NoNoJun 2026
6Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoJul 2026
7Principal®Principal®Free4.8★ (230K)YesNoJul 2026
8Capital Group PlanPremier401kCapital Group PlanPremier401kFree4.8★ (11K)NoNoJul 2026

Top Picks for Sfmg Wealth

Autopilot: Automated Investing#2

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Strong Contender
💰 Finance
4.6😐(19K ratings)
FreeAds
#43in Finance
Autopilot: Automated Investing screenshot 1
Autopilot: Automated Investing screenshot 2
Autopilot: Automated Investing screenshot 3
Autopilot: Automated Investing screenshot 4
Autopilot: Automated Investing screenshot 5
Autopilot: Automated Investing screenshot 6

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.

What We Love

  • 🚀 Easy to use
  • 🚀 Automated trading
  • 🚀 Follows successful investors
  • 👍 Potential for good returns

Room to Improve

  • 🐛 Connectivity issues
  • 🐛 Bugs and glitches
  • 💰 High subscription fees
Cowrywise: Save & Invest Money#3

Cowrywise: Save & Invest Money by CowryWise Inc

Save. Invest. Get richer daily
Worth Considering
💰 Finance
4.6😊(12K ratings)
Free
Cowrywise: Save & Invest Money screenshot 1
Cowrywise: Save & Invest Money screenshot 2
Cowrywise: Save & Invest Money screenshot 3
Cowrywise: Save & Invest Money screenshot 4
Cowrywise: Save & Invest Money screenshot 5
Cowrywise: Save & Invest Money screenshot 6

Securely save and invest money with access to Nigerian mutual funds and stocks. Automate savings, earn competitive interest, and build wealth at your own pace. Your funds are professionally managed and protected by robust security measures.

What We Love

  • 👍 Easy to use
  • 🚀 Seamless savings and investment experience
  • 🔒 Secure platform
  • 💡 Helpful for cultivating savings culture

Room to Improve

  • 🕰️ Slow withdrawal process
  • 🔍 Navigation can be improved
  • 🔖 Lack of certain withdrawal options

More Sfmg Wealth apps to explore

4
Baird Online
Baird Online
Baird Online
by Robert W. Baird & Co.
Free

Monitor your wealth and track your financial plan with ease. View your portfolio, check your net worth, and securely access important documents. Get expert insights and connect with your financial advisor.

View portfolio and asset allocationSecure login with biometricsTrack net worth
💰 Finance
(1.1K)
free
5
Stifel Wealth Tracker
Stifel Wealth Tracker
Stifel Wealth Tracker
by Stifel Financial Corp.
Free

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

Consolidated financial account viewNet worth trackingGoal progress monitoring
💰 Finance
(183)
free
6
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
Free

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.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
7
Principal®
Principal®
Principal®
Retire on your terms.
Free

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.

View account balancesRoll over fundsChange contributions
💰 Finance
(230K)
free with in-app purchases
8
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts
💰 Finance
(11K)
ad-supported
9
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(188K)
free
10
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans
💰 Finance
(22K)
free with in-app purchases
11
Public: Invest & Trade
Public: Invest & Trade
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.

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto
💰 Finance
(84K)
free with in-app purchases
12
T. Rowe Price Personal®
T. Rowe Price Personal®
T. Rowe Price Personal®
INVEST WITH CONFIDENCE®
Free

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Consolidated portfolio viewExternal account linkingDetailed fund performance
💰 Finance
(23K)
free
13
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free
14
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

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.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
💼 Business
(1.6K)
free
15
WealthBuilders Community
WealthBuilders Community
WealthBuilders Community
Building Wealth Together
Free

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.

Community support networkOnline courses and financial toolsExpert financial insights
💰 Finance
(1K)
free with in-app purchases
16
Finvest: AI Wealth Manager
Finvest: AI Wealth Manager
Finvest: 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.

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis
💰 Finance
(302)
free
17
Finimize: Investing Insights
Finimize: Investing Insights
Finimize: Investing Insights
Daily finance news + research
Free

Get curated, jargon-free financial insights from expert analysts in minutes daily. Understand markets, trends, and strategies to become a smarter investor. Access audio and text content, plus connect with a global investor network.

Jargon-free finance insightsDaily market analysisAudio and text content
💰 Finance
(8K)
free with in-app purchases
18
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team
💰 Finance
(18K)
free
19
GS PWM
GS PWM
GS PWM
Wealth Management
Free

Manage your Goldman Sachs Private Wealth Management or Ayco accounts on the go. View portfolio performance, initiate transfers, and stay updated with market insights. Designed for existing clients to access their financial information securely.

View portfolio market valueTrack investment resultsInitiate transfers
💰 Finance
(86)
free
20
Alphanso Wealth
Alphanso Wealth
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.

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights
💰 Finance
(90)
subscription

FAQ about Sfmg Wealth

Are there free sfmg wealth apps for iPhone?
Yes — 20 of the top sfmg wealth apps we rank are free to download, including SFMG Wealth and Autopilot: Automated Investing.
SFMG Wealth has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
We track 189+ sfmg wealth apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.