Best Sgh Wealth Management Apps

187+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Looking for free sgh wealth management apps? 20 of our 187+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Compare top Sgh Wealth Management Apps (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1SGH Wealth ManagementSGH Wealth ManagementFree5.0★ (7)NoNoMay 2026
2Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoJul 2026
3Cowrywise: Save & Invest MoneyCowrywise: Save & Invest MoneyFree4.6★ (12K)NoNoJul 2026
4Finvest: AI Wealth ManagerFinvest: AI Wealth ManagerFree4.7★ (302)NoNoJul 2026
5Alphanso WealthAlphanso WealthFree4.8★ (90)YesNoJul 2026
6Baird OnlineBaird OnlineFree4.8★ (1.1K)NoNoJul 2026
7WealthBuilders CommunityWealthBuilders CommunityFree4.9★ (1K)YesYesJul 2026
8Cube Wealth: Financial PlannerCube Wealth: Financial PlannerFree3.9★ (14)YesNoMay 2026

Top Picks for Sgh Wealth Management

SGH Wealth Management#1
5.0(7 ratings)
Free
SGH Wealth Management screenshot 1
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SGH Wealth Management screenshot 3

Effortlessly monitor your investments and financial picture with next-generation portfolio reporting. Your financial information is kept safe and secure with financial-grade encryption and SSL. Access detailed performance analytics, connect outside accounts, and utilize advanced financial planning calculators.

Ameriprise Financial#2

Ameriprise Financial by Ameriprise Financial, Inc.

Strong Contender
💰 Finance
4.9😊(37K ratings)
Free
Ameriprise Financial screenshot 1
Ameriprise Financial screenshot 2
Ameriprise Financial screenshot 3
Ameriprise Financial screenshot 4
Ameriprise Financial screenshot 5

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.

What We Love

  • 👍 Fantastic relationship
  • 👍 Very confident with portfolio management
  • 👍 Everything in one place
  • 👍 Family-friendly

Room to Improve

  • 🐛 2FA required every time with Face ID
  • 🐛 Graphs and holdings information not user-friendly
  • 🐛 Total View lags and shows incorrect balances
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 Sgh Wealth Management apps to explore

4
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
5
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
6
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
7
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
8
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

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.

Wealth managementInvestment planningRetirement planning
💰 Finance
(14)
ad-supported
9
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
10
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
💰 Finance
(11K)
free with in-app purchases
11
Snowball Analytics
Snowball Analytics
Snowball Analytics
Portfolio & Dividend Tracker
Free

Manage and analyze your investment portfolios from multiple brokerage accounts. Track dividends, monitor cash flow, and reveal actual returns with in-depth analytics. Supports multi-currency portfolios and global exchanges.

Consolidate multiple brokerage accountsTrack dividends and coupon incomeMonitor cash flow and set financial goals
💰 Finance
(2.1K)
freemium
12
DBS digibank - wealth
DBS digibank - wealth
DBS digibank - wealth
by DBS Bank Ltd
Free

Manage your investments, plan your finances, and bank seamlessly within a single application. Gain insights into your portfolio, access global markets, and track your spending. Offers tools for sustainable living and investing.

Integrated banking and wealth managementSmart Shortcuts and remindersPortfolio breakdown and analysis
💰 Finance
(555)
free with in-app purchases
13
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
14
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
15
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC.
Free

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Wealth management toolsAdvisor collaborationFinancial planning access
💰 Finance
(25)
free
16
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
17
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
18
Alux: Build Wealth Faster
Alux: Build Wealth Faster
Alux: Build Wealth Faster
Wealth & HNW Private Network
Free

This app offers executive-level coaching and a private network for founders and CEOs seeking to improve decision-making, discipline, and connect with high performers. It provides on-demand coaching sessions, daily lessons, expert-led problem-solving, and personalized roadmaps for wealth growth and leadership.

On-demand CEO & founder coachingDaily 10-15 minute original sessionsExpert-led problem-solving content
📚 Education
(869)
subscription
19
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
20
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

FAQ about Sgh Wealth Management

What are the best sgh wealth management apps for iPhone?
SGH Wealth Management tops our sgh wealth management apps ranking as of June 2026, with a 5.0-star average from 7 App Store ratings, and it's free to download.
Yes — 20 of the top sgh wealth management apps we rank are free to download, including SGH Wealth Management and Ameriprise Financial.
SGH Wealth Management has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
We track 187+ sgh wealth management apps on the iOS App Store as of June 2026, ranked by rating, recency, and analysis of real user reviews.
SGH Wealth Management provides clients with next-generation portfolio reporting to monitor investments and their overall financial picture. It offers features like detailed performance analytics and the ability to aggregate outside accounts.
Yes, SGH Wealth Management keeps your financial information safe and secure using financial-grade encryption for data and SSL for viewing. This ensures a protected environment for your sensitive financial details.