151+ iOS apps curated and reviewed
With an average user rating of 4.3★, the sjs wealth category is one of the App Store's strongest. Browse all 151+ apps we track, sorted so the most loved ones surface first.
Experience effortless investing tailored to your goals with our app. Craft the perfect portfolio, benefit from automatic investing, and let our expert team guide your financial journey. Start investing today!
An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!
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.
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.
Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.
This application allows users to transact on-the-go and access transaction and portfolio reports with a login ID and password. To learn more and start using the service, find out about the network partnership requirements.
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.
An app that allows you to easily manage your finances, send money worldwide, track spending, and save with features like smart budgeting, instant notifications, and investment opportunities. Upgrade to premium plans for exclusive benefits and perks.
A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.
This application helps users efficiently manage their job by providing an intuitive interface to organize branches, contacts, team members, clients, and insurance policies in one place. It offers various features such as appointment tracking, statistics, and reporting, allowing users to analyze sales performance and increase their sales.
This application provides clients with on-demand access to their investment portfolio information, allowing them to view their financial and investment data in one location. It offers a range of features, including document access, contact information for their financial team, and expert thought leadership, to help clients manage their wealth and reach their financial goals.
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.
Experience a comprehensive investment platform with a diverse range of products at your fingertips, including mutual funds, ETFs, and a 529 Education Savings Plan. Manage your investments, make trades, research options, and access tools all in one place with the Victory Capital app. Start today to enjoy $0 commissions for most online trades and potentially earn an investment bonus.
Manage your 401(k) easily with the Guideline app. Set up, track, and adjust your retirement savings conveniently from your phone. Ensure security with mobile-first features. Visit guideline.com to learn more.
A comprehensive investment app offering stock trading and mutual fund investments. Start investing wisely today with HDFC Securities InvestRight!
Get expert financial planning tailored to your needs with flat-fee, judgment-free services. Our certified advisors create custom plans for every stage of life, providing actionable steps for financial success. Contact support@domainmoney.com for assistance.
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.
Track and manage your retirement savings with ease using our intuitive app. Monitor your portfolio, track progress, update contributions, and communicate with experts all in one secure place. Plan for your future with our financial calculator and go paperless for easy access to account information.