199+ iOS apps curated and reviewed
With an average user rating of 4.6★, the spark capital pwm category is one of the App Store's strongest. Browse all 199+ apps we track, sorted so the most loved ones surface first.
Manage your investment portfolio and track performance on the go. Access transaction data and view holdings anytime, anywhere. Designed exclusively for private wealth clients.
Streamline your email and calendar management with an AI-powered assistant. Organize multiple accounts, declutter your inbox with smart sorting, and use AI to draft replies, summarize threads, and manage your schedule efficiently.
Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.
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.
This app empowers financial representatives to manage and grow their business remotely. Access client tools for insurance and investments, training materials, and business management features. Stay connected with company news and social media resources.
Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.
Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.
This app provides daily stock analysis, sorting, and ranking based on value, safety, and timing. It offers proven market timing systems, a dynamic stock screener, and exclusive charts to help users make informed investment decisions.
Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.
Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.
Access custom business applications for work or school from any location. This app serves as a portal to a variety of tools, from campus maps and event registration to expense tracking and performance dashboards. Build and share your own low-code apps easily.
This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.
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.
Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.
Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.
Manage your retirement savings with secure login, account balance checks, and investment tracking. Get personalized guidance to adjust your savings rate and build confidence for your future.
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.
Invest in stocks, ETFs, options, and crypto with commission-free trading. Utilize advanced charting tools, price alerts, and technical indicators to inform your strategies. Access prediction markets for event-based trading and earn interest on uninvested cash with a premium subscription.
Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.