Best Srivesh Management Apps

222+ iOS apps curated and reviewed

4.4 avg rating

20 free apps

Updated May 2026

Out of 222+ srivesh management apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Top Picks for Srivesh Management

#1

Srivesh Management by SRIVESH MANAGEMENT SERVICES

Editor's Choice

💰 Finance

0.0(0 ratings)

Free

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#2

Titan: Your Wealth Team by Titan Global Capital Management, Inc.

Investing, Wealth Management

Strong Contender

💰 Finance

4.6😞(7K ratings)

FreeAds

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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.

What We Love

💎 Consistent growth
🤝 Exceptional customer service
📚 Great education and content
🔍 Unique investing strategies

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees

#3

Betterment Invest & Save Money by Betterment

Investments & Cash Accounts

Worth Considering

💰 Finance

4.8😐(63K ratings)

FreeAds

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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.

What We Love

💰 High yield savings account
🔍 Easy to link and manage accounts
🤖 Automated investing and portfolio management
👨‍💻 Responsive customer service

Room to Improve

🤖 Automated investing underperforms manual investing
🤔 Unclear account selection when making deposits
⏱️ Slow transfer and withdrawal process

More Srivesh Management apps to explore

Stock Portfolio Command Center

This app provides a comprehensive platform for long-term investors, combining portfolio tracking, institutional-grade research, and market updates. It helps users build and follow investment strategies based on fundamentals, offering insights to make informed decisions and identify potential investment opportunities.

Portfolio Command CenterInstitutional-grade researchDaily market updates

free with in-app purchases

Track your goals on-the-go

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.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team

Fundrise: Invest in Alts

Fundrise: Invest in Alts

Venture, Real estate, Income

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Invest in private real estateInvest in venture capitalInvest in private credit

Vanguard: Save, Invest, Retire

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

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.

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

Beanstox: Simple Investing

Beanstox: Simple Investing

Seriously Simple Investing®

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs

free with in-app purchases

AlRajhi Capital

AlRajhi Capital

Invest with expertise

This app provides a comprehensive platform for all your investment needs, offering brokerage services for Saudi and international markets, along with access to investment funds. It features a user-friendly interface with tools for informed decision-making, making it suitable for both new and experienced investors.

Saudi & International brokerageInvestment funds accessReal-time stock prices

by Raymond James Financial, Inc.

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

View account balances and investment valuesTransfer funds and deposit checksAccess market information

Orion Wealth Management Portal

Orion Wealth Management Portal

by Orion Advisor Services, LLC

Manage your finances and collaborate with your financial advisor. Access essential tools for wealth management on the go.

Wealth management toolsAdvisor collaborationFinancial planning access

smallcase: Stocks, MFs, FDs

smallcase: Stocks, MFs, FDs

Stocks & Mutual Funds App

Invest in diversified model portfolios of stocks, ETFs, and mutual funds for long-term wealth. Explore thematic investing and receive expert rebalance updates. Track net worth and invest in direct mutual funds and fixed deposits.

Diversified model portfoliosThematic investing ideasExpert-managed portfolios

free with in-app purchases

Victory Capital

Victory Capital

For Every Investor

This app provides personalized investment recommendations and active portfolio management. It allows users to easily manage their accounts, track performance, and access investment insights to pursue financial goals.

Personalized investment recommendationsActive portfolio managementAccount management and tracking

ICICI Direct-Stocks F&O MF IPO

ICICI Direct-Stocks F&O MF IPO

Open Demat & Trade in Options

This app provides a comprehensive platform for online trading and investment. It integrates savings, demat, and trading accounts, offering access to a wide range of stocks, mutual funds, and IPOs with real-time data and expert recommendations.

Integrated 3-in-1 accountInvest in 5000+ stocks and derivativesReal-time market data

CRM for Financial Advisors

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Client relationship managementContact management with quick actionsRedesigned calendar and task management

myCAMS Mutual Fund App

myCAMS Mutual Fund App

by Computer Age Management Services Private Limited.

Manage your mutual fund investments from multiple providers in one place. Perform transactions like purchases, redemptions, and set up SIPs easily. Offers secure login and portfolio tracking for a streamlined investment experience.

Single gateway for multiple mutual fundsBiometric/MPIN loginPAN level portfolio view

by IC GROUP LIMITED

Effortlessly manage your investments with personalized portfolio creation. Automate your savings and payments to achieve financial goals like retirement or education funding. Receive expert guidance to navigate your investment journey.

Personalized portfolio creationAutomated investingDigital payments

Zerodha Kite - Trade & Invest

Zerodha Kite - Trade & Invest

Stock & F&O Trading, IPOs

This app allows users to trade and invest in a wide range of financial instruments, including stocks, bonds, and derivatives across major Indian exchanges. It offers advanced trading tools, portfolio analytics, and features for systematic investing and tax reporting.

Trade stocks, bonds, ETFs, and gold bondsApply for IPOs, buybacks, and rights issuesPortfolio tracking and analytics

Private markets investing

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.

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

free with in-app purchases

Astor: AI Investment Advisor

Astor: AI Investment Advisor

Talk to your investments

This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.

AI investment advisorPortfolio analysisConnect financial accounts

free with in-app purchases