Best Smfs Wealth Apps

223+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated May 2026

If you already know SMFS Wealth, this is the deeper bench. 223+ smfs wealth apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of May 2026.

Top Picks for Smfs Wealth

Morgan Stanley Wealth Mgmt#2

Morgan Stanley Wealth Mgmt by Morgan Stanley

Strong Contender
💰 Finance
3.4😞(433 ratings)
Free
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Access and manage your finances conveniently with our mobile app. From tracking account activities to transferring funds, staying secure with multi-factor authentication, and connecting with your financial team, take control of your financial well-being anytime, anywhere with multiple layers of security.

What We Love

  • 🚀 Smooth and fast app performance
  • 🔒 Robust security features
  • 👍 Easy to use and navigate
  • 💡 Useful check deposit and bill payment features

Room to Improve

  • 🐛 Frequent login and connectivity issues
  • 🔍 Limited research and analytics capabilities
  • 👀 Outdated and cluttered user interface
M1: Invest & Bank Smarter#3

M1: Invest & Bank Smarter by M1 Finance LLC

Manage Money, Build Wealth
Worth Considering
💰 Finance
4.7😊(73K ratings)
FreeAds
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An investment app designed to help users easily track and manage their investment portfolios with real-time updates, personalized recommendations, and insightful analytics. Start making informed investment decisions today with our user-friendly platform.

What We Love

  • 🚀 Great update and app
  • 🚀 Wonderful app to organize accounts
  • 🚀 Easiest visual long-term investing app
  • 👍 Excellent service and good app

Room to Improve

  • 🔍 Stop pushing users to take on margin debt
  • 🐛 Buggy and glitchy app
  • 🔍 Confusing and baffling app

More Smfs Wealth apps to explore

4
UBS Wealth Management
UBS Wealth Management
UBS Wealth Management
by UBS AG
Free

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

💰 Finance
(60K)
5
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

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!

💰 Finance
(17K)
6
NJ  E-Wealth Account
NJ  E-Wealth Account
NJ E-Wealth Account
by NJ INDIA INVEST PRIVATE LIMITED
Free

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.

💰 Finance
(23)
7
YNAB
YNAB
YNAB
Never worry about money again
Free

Start changing your money mindset with a set of habits to spend purposefully, save aspirationally, and give generously. Join millions in improving your financial outlook and sign up for a one-month free trial today!

💰 Finance
(60K)
8
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

💰 Finance
(37K)
9
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

Empower's mobile app offers personalized financial management tools for all your accounts, including retirement plans and investments. With enhanced security features like biometric identification, it helps you take smart steps towards your financial goals. Connect with Siri and Apple Watch for on-the-go tracking. Start managing your finances confidently today!

💰 Finance
(386K)
10
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Rewards Checking, Loans, Cards
Free

An app for mobile banking offering rewards checking, loans, and cards, allowing users to check balances, manage funds, track rewards, and credit score. Features include no monthly fee, debit rewards tracking, and credit score management. Share feedback at mobile_app_feedback@upgrade.com.

💰 Finance
(80K)
11
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

💰 Finance
(19K)
12
BNY Wealth Online
BNY Wealth Online
BNY Wealth Online
by The Bank of New York Mellon Corporation
Free

This mobile app allows clients to securely manage and transact on their consumer and investment accounts, with features such as customizable views, intraday pricing, and fund transfers. With the app, users can access their accounts, monitor balances, pay bills, and manage investments on the go, and can get started by enrolling in the service or contacting their financial team.

💰 Finance
(23)
13
Wealth Elite
Wealth Elite
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.

💰 Finance
(30)
14
Bernstein Private Wealth
Bernstein Private Wealth
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.

💰 Finance
(58)
15
Wealth Builder University
Wealth Builder University
Wealth Builder University
Wealth Builder University
Free

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.

💼 Business
(13)
16
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
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.

💰 Finance
(177K)
17
V by VFD
V by VFD
V by VFD
Powered by VFD MFB Ltd.
Free

Experience all-in-one digital banking convenience with unrestricted access to banking, lifestyle, and investment features 24/7. Enjoy easy account opening, instant transactions, high-yield investments, budgeting tools, savings plans, and 24/7 live chat support. Say goodbye to paperwork and hello to convenience!

💰 Finance
(967)
18
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

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.

💼 Business
(1.5K)
19
GS PWM
GS PWM
GS PWM
Wealth Management
Free

This mobile app allows Goldman Sachs Private Wealth Management and Ayco clients to access their accounts, view portfolio details, and stay updated on market insights. With the app, clients can initiate transfers, deposit checks, and contact their team, providing a streamlined way to manage their wealth on-the-go.

💰 Finance
(85)
20
iMobile: Loan, Cards & Banking
iMobile: Loan, Cards & Banking
iMobile: Loan, Cards & Banking
Loans, Cards, Payment & FASTag
Free

Access a comprehensive financial management solution in the palm of your hand with this app. From loans to cards and payments, streamline your banking experience seamlessly.

💰 Finance
(63K)