Best Stifel Wealth Tracker Apps

242+ iOS apps curated and reviewed

4.6 avg rating
19 free apps
Updated May 2026

The best stifel wealth tracker apps on iPhone average 4.6★ across 242+ titles — we've ranked them by what real users actually keep on their phones. Updated May 2026.

Compare top Stifel Wealth Tracker Apps (May 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Stifel Wealth TrackerStifel Wealth TrackerFree3.2★ (183)NoNoJul 2026
2Stifel BankStifel BankFree4.6★ (45)YesNoMay 2026
3NerdWallet: Smart Money AppNerdWallet: Smart Money AppFree4.8★ (124K)YesNoJul 2026
4Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoJul 2026
5WealthPlus Net WorthWealthPlus Net Worth$0.994.7★ (803)NoNoJul 2026
6Stock Portfolio Manager - DiviStock Portfolio Manager - DiviFree3.0★ (2)YesNoMay 2026
7Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoJul 2026
8Altruist ClientAltruist ClientFree4.8★ (1.4K)NoNoJul 2026

Top Picks for Stifel Wealth Tracker

Stifel Wealth Tracker#1

Stifel Wealth Tracker by Stifel Financial Corp.

Editor's Choice
💰 Finance
3.2😞(183 ratings)
Free
Stifel Wealth Tracker screenshot 1
Stifel Wealth Tracker screenshot 2
Stifel Wealth Tracker screenshot 3
Stifel Wealth Tracker screenshot 4
Stifel Wealth Tracker screenshot 5
Stifel Wealth Tracker screenshot 6

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

What We Love

  • 👍 Intuitive UI and navigation
  • ✅ Improved stability recently
  • 💡 Great idea for wealth management
  • 📊 Helpful for viewing balances

Room to Improve

  • 🐛 Woefully basic and buggy
  • 📉 Limited functionality
  • 🐌 Slow to load
Stifel Bank#2

Stifel Bank by Stifel Financial Corp.

Strong Contender
💰 Finance
4.6(45 ratings)
FreeAds
Stifel Bank screenshot 1
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Manage your Stifel Bank accounts conveniently from your mobile device. View balances, transactions, transfer funds, deposit checks, and pay bills securely. Access requires Stifel Bank Online Banking credentials.

NerdWallet: Smart Money App#3

NerdWallet: Smart Money App by NerdWallet

Track, Save & Invest
Worth Considering
💰 Finance
4.8😐(124K ratings)
FreeAds
NerdWallet: Smart Money App screenshot 1
NerdWallet: Smart Money App screenshot 2
NerdWallet: Smart Money App screenshot 3
NerdWallet: Smart Money App screenshot 4
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This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

What We Love

  • 💡 Helpful financial insights
  • 👍 User-friendly interface
  • 🚀 Comprehensive account tracking
  • 💡 Personalized recommendations

Room to Improve

  • 🐛 Frequent connection issues
  • 🐛 Inaccurate account balances
  • 🐛 Unreliable account linking

More Stifel Wealth Tracker apps to explore

4
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise Financial, Inc.
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
5
WealthPlus Net Worth
WealthPlus Net Worth
WealthPlus Net Worth
Keep growing your net worth
$0.99

Easily monitor your financial growth with detailed charts and customizable categories. Securely track banking, investments, loans, and more, all on your device. Gain insights into your net worth trends to inform your financial strategies.

Track net worth over timeCustomizable financial categoriesDetailed financial charts
💰 Finance
(803)
free
6
Stock Portfolio Manager - Divi
Stock Portfolio Manager - Divi
Stock Portfolio Manager - Divi
Manage Real-time AssetTracking
Free

Track stocks, ETFs, funds, and cash across multiple currencies with this professional-grade portfolio manager. Gain insights with rich visuals, monitor passive income, and optimize your investment strategy.

Multi-currency portfolio managementReal-time asset trackingDividend and passive income tracking
🔧 Utilities
(2)
ad-supported
7
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
💰 Finance
(17K)
free with in-app purchases
8
Altruist Client
Altruist Client
Altruist Client
The way money should feel.
Free

Manage your investments and track financial advisor progress. View account balances, returns, and transactions. Gain insights into your investment allocations and see exactly what you own.

View account balances and returnsTrack transactions and transfersAnalyze investment allocations
💰 Finance
(1.4K)
free
9
getquin - Suivi Investissement
getquin - Suivi Investissement
getquin - Suivi Investissement
Track Portfolio, Stock, ETF
Free

Track all your investments, from stocks and ETFs to real estate and collectibles, in one place. Monitor your net worth in real-time, analyze performance with detailed breakdowns, and plan for future cash flows with a dividend calendar. Connect with a community of investors for insights and feedback.

Real-time portfolio trackingAggregated net worth monitoringDividend calendar and forecasts
💰 Finance
(347)
free with in-app purchases
10
DecentWealth Portfolio Tracker
DecentWealth Portfolio Tracker
DecentWealth Portfolio Tracker
Net Worth, Gold & Dividends
Free
💰 Finance
(0)
11
My Net Worth
My Net Worth
My Net Worth
by T4 Software, Inc.
Free

Manually track your financial net worth by quickly updating your assets and liabilities. View historical data to understand how your finances change over time. This app provides a straightforward way to monitor your money without automatic web imports.

Quickly update financial informationTrack money as it's spentView account history
💰 Finance
(285)
free with in-app purchases
12
myTailoredWealth
myTailoredWealth
myTailoredWealth
by Trustmark Bank
Free

Access your customized wealth management account on your mobile device. View real-time stock prices, check trades, and review performance statements. This app provides a convenient way for individuals and corporations to manage their financial goals.

Customized wealth managementReal-time stock pricesTrade checking
💰 Finance
(1)
free
13
Alpha Wealth Tracker
Alpha Wealth Tracker
Alpha Wealth Tracker
Portfolio tracker, done right
Free

Consolidate all your financial accounts and holdings into a single, clear view of your net worth. Track global stocks, ETFs, dividends, and cash in real-time, converted to your preferred currency. Monitor wealth growth, income, and asset allocation with detailed charts and backups.

Unified net worth viewGlobal market and currency trackingDividend and interest income dashboard
💰 Finance
(1)
free
14
Drip - Dividend Tracker
Drip - Dividend Tracker
Drip - Dividend Tracker
Stocks, ETFs & Passive Income
Free

This app helps you track your dividend income from stocks and ETFs. It calculates your current portfolio's earnings and estimates future income. You can also set financial goals and log contributions to monitor your progress.

Dividend calculation by income frequencyFinancial goal setting and progress trackingContribution log for deposits/withdrawals
💰 Finance
(2)
free with in-app purchases
15
WorthTracker
WorthTracker
WorthTracker
Track your net worth
Free

Easily track your net worth by inputting all your assets and liabilities. Visualize your financial progress, asset allocation, and trends over time. This app offers a simple alternative to complex spreadsheets for managing your financial independence goals.

Track assets and liabilitiesVisualize net worth trendsAsset allocation graphs
💰 Finance
(329)
free with in-app purchases
16
Stifel Bank Central Business
Stifel Bank Central Business
Stifel Bank Central Business
Manage your Company’s Banking
Free
💼 Business
(0)
17
Net Worth: Wealth Health
Net Worth: Wealth Health
Net Worth: Wealth Health
Financial money goal tracker
Free
$3.99 | 100% OFF

Gain control of your financial future with a clear, simple view of your net worth over time. Easily track assets, monitor debts, and understand financial trends with intuitive tools and a distraction-free design.

Track net worth with easeVisualize assets, debts, and goalsSpot financial trends with charts
💰 Finance
(4)
free with in-app purchases
18
Precious – Net Worth Tracker
Precious – Net Worth Tracker
Precious – Net Worth Tracker
Monitor All Your Assets
Free
💰 Finance
(0)
19
Mezzi Wealth
Mezzi Wealth
Mezzi Wealth
AI portfolio and tax guidance
Free

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.

AI-powered portfolio insightsTax-saving opportunitiesFee reduction recommendations
💰 Finance
(103)
subscription
20
Net Worth by BalanceViewer
Net Worth by BalanceViewer
Net Worth by BalanceViewer
Portfolio tracker. Investment
Free

Track your financial portfolio by updating account balances monthly. This app supports numerous currencies and investment types, providing a clear overview of your net worth without requiring sensitive data or bank linking.

Monthly balance updatesSupports 162 currenciesTracks stocks, ETFs, Mutual Funds
💰 Finance
(104)
free with in-app purchases

FAQ about Stifel Wealth Tracker

What are the best stifel wealth tracker apps for iPhone?
Stifel Wealth Tracker tops our stifel wealth tracker apps ranking as of May 2026, with a 3.2-star average from 183 App Store ratings, and it's free to download.
Yes — 19 of the top stifel wealth tracker apps we rank are free to download, including Stifel Wealth Tracker and Stifel Bank.
Stifel Wealth Tracker has no ads and has no in-app purchases, according to its App Store listing as of May 2026.
We track 242+ stifel wealth tracker apps on the iOS App Store as of May 2026, ranked by rating, recency, and analysis of real user reviews.
Stifel Wealth Tracker is a free service that provides a comprehensive overview of your financial situation. It allows you to securely view all your financial accounts, including investments, loans, and credit cards, in one place. The app helps you track your net worth, monitor progress towards financial goals, and analyze your investment portfolio.
Key features include consolidating all financial information into a single view, tracking net worth, monitoring progress towards financial goals, performing detailed investment portfolio analysis, illustrating asset and sector allocations, and providing access to research reports from Stifel’s equity research. Users can also connect with a local financial advisor.