Best Sigfig Wealth Management Apps

Fidelity Investments

Invest, save, plan in one app.

Free

Invest confidently with an all-in-one investing app offering secure trading, financial learning resources, and 24/7 customer support. Get started with no fees and explore powerful trading tools for stocks, ETFs, and more, backed by Fidelity's expertise. Explore more at https://www.fidelity.com/mobile/overview.

Yahoo Finance: Stocks & News

Real-time quotes and news

Free

Get real-time financial news, data, and updates on the stock market. Track your favorite companies, monitor investments, and stay informed with personalized alerts and insights. Stay ahead in the world of finance.

Bernstein Private Wealth

My Bernstein mobile app

Free

This mobile app allows wealth management clients to effortlessly manage their finances, accessing account information, transferring funds, and securely sharing files with their advisory team. Download the app to take control of your financial future with confidence and ease, monitoring your assets, making transactions, and connecting with your advisor on-the-go.

Cube Wealth: Financial Planner

Savings and Investment Guide

Free

This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.

Neuberger Wealth

by Neuberger Berman Group LLC

Free

Access your investment portfolio on-the-go with a secure mobile app, offering features such as secure login, real-time account information, document access, and secure file sharing with your team. Download the app to manage your wealth anytime, anywhere.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

Willow Wealth

Private markets investing

Free

Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.

Index Fund Advisors

Wealth Management • Taxes

Free

This educational investment app provides personalized wealth management services, evidence-based investing insights, and tools to help users achieve their long-term financial goals. Through the app, users can connect with financial advisors, access educational resources, and utilize investment planning tools to make informed decisions and invest with confidence.

Flourish Wealth

by Flourish Wealth Management Inc.

Free

This mobile app helps you manage your finances by providing real-time access to your account information, investment holdings, and financial planning tools. With the app, you can stay on top of your financial situation and make informed decisions, and if needed, reach out to your team for assistance.

SEI Connect - Investor

Powering Wealth

Free

This mobile app provides easy access to your investments, connecting you to your financial advisor, and offers features such as biometric login, push notifications, and a document vault to help you make confident financial decisions. With the app, you can view balances, holdings, performance data, and transaction activity, and collaborate with your advisor to achieve your financial goals.

Ritholtz Wealth Mobile

by Ritholtz Wealth Management, LLC

Free

This mobile app allows users to conveniently access their account information and balances, and easily connect with their financial advisor. Download the app to take control of your finances on-the-go.

The Legacy Wealth App

by LEGACY WEALTH LLC

Free

This mobile app allows Legacy Wealth clients to access their portfolio data in a simple and elegant interface. Download the app to easily view your portfolio information, if you're a Legacy Wealth client.

Gatewood Wealth Solutions

by Gatewood Wealth Solutions, LLC

Free

This application helps families manage their finances and achieve financial freedom by providing access to their financial plan, investment performance, and cash flow, as well as direct messaging with their advisors. By using this app, users can easily keep track of their financial life and work towards their goals with the guidance of experienced professionals.

Wing: Access Private Wealth

Wealth, Guidance & Experiences

Free

Access top-tier wealth management services without multi-million-dollar minimums, paired with personalized financial guidance and exclusive experiences tailored to your goals and aspirations. Activate your private wealth team and start managing your investments with expert advice, while staying in control and navigating life's milestones with confidence.

Wealth Elite

by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

Free

This investment application allows privileged investors to easily manage their wealth by investing in top-performing mutual funds, tracking their portfolio, and mapping investments to life goals. With features like easy portfolio management, research, and paperless investments, users can efficiently grow their wealth and achieve their financial objectives.

Mezzi Wealth

AI portfolio and tax guidance

Free

Accelerate your wealth-building with Mezzi, an AI-powered stock market analysis app. Gain insights, make informed investment decisions, and watch your wealth grow faster. Start building your future today!