Best Sigfig Wealth Management Apps

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

free with in-app purchases

(3.3M)

Yahoo Finance: Stocks, Markets

Investing & Portfolio Trackers

Track personal portfolio performanceMonitor crypto assetsReal-time stock quotes and news

Track stocks, crypto, and other financial assets with real-time data and personalized news. Monitor your portfolio, set price alerts, and access in-depth financial information to make informed investment decisions.

free with in-app purchases

(626K)

Bernstein Private Wealth

My Bernstein mobile app

Account balance monitoringFund transfersMobile check deposit

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

(58)

Cube Wealth: Financial Planner

Savings and Investment Guide

Wealth managementInvestment planningRetirement planning

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.

by Neuberger Berman Group LLC

Secure sign-in with Face ID/Touch IDView market values and holdingsAccess statements and tax documents

Access your investment portfolio securely and conveniently from anywhere. View market values, holdings, and asset allocations. Access important documents and communicate with your wealth management team.

(17)

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Account overview and balance trackingInvestment performance trackingCost basis and day change details

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Private markets investing

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

free with in-app purchases

(1.6K)

Index Fund Advisors

Wealth Management • Taxes

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.

by FLOURISH WEALTH MANAGEMENT INC

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

(9)

SEI Connect - Investor

Powering Wealth

Biometric loginPush notificationsDocument scanner

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

by Ritholtz Wealth Management, LLC

(30)

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Ritholtz Wealth Mobile

View account informationCheck balancesContact financial advisor

Access your financial account details and balances on the go. Connect with your financial advisor directly through the app for seamless communication and support.

(6)

The Legacy Wealth App

by LEGACY WEALTH LLC

Portfolio data accessSimple interfaceElegant design

Access your investment portfolio data through a streamlined and intuitive mobile interface. Designed exclusively for clients of Legacy Wealth, this app provides a clear overview of your financial information.

(10)

Gatewood Wealth Solutions

by Gatewood Wealth Solutions, LLC

Access financial planView investment performanceTrack cash flow

This app helps families align their finances with their goals through technology and coaching. It provides access to financial plans, investment performance, and cash flow, with direct messaging to advisors.

Financial Superintelligence

Exclusive access to private wealth firmsExpertly managed investment portfoliosPersonalized financial guidance

Access exclusive private wealth management services and personalized financial guidance. This SEC-registered institution offers expert portfolio management without high minimums, alongside tools to plan life experiences.

(12)

Grow & preserve your wealth

Vault: Private Wealth

Personalized financial advisorDiversified investment portfoliosPrivate market opportunities

This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.

by RedVision Global Technologies Pvt. Ltd.

Portfolio managementMutual fund investmentWealth tracking

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.

AI portfolio and tax guidance

AI-powered portfolio insightsTax-saving opportunitiesFee reduction recommendations

This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.