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.

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
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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.

Stifel Bank#2

Stifel Bank by Stifel Financial Corp.

Strong Contender
💰 Finance
4.6(45 ratings)
FreeAds
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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, Inc.

Track, Save & Invest
Worth Considering
💰 Finance
4.8😐(124K ratings)
FreeAds
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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
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 - Portfolio Tracker
getquin - Portfolio Tracker
getquin - Portfolio Tracker
Track Investments & Dividends
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
(339)
free with in-app purchases
10
DecentWealth Portfolio Tracker
DecentWealth Portfolio Tracker
DecentWealth Portfolio Tracker
Net Worth & Dividend Tracker
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
(284)
free with in-app purchases
12
myTailoredWealth
myTailoredWealth
myTailoredWealth
by Trustmark Bank
Free
💰 Finance
(1)
13
Alpha Wealth Tracker
Alpha Wealth Tracker
Alpha Wealth Tracker
Portfolio tracker, done right
Free
💰 Finance
(1)
14
Drip - Dividend Tracker
Drip - Dividend Tracker
Drip - Dividend Tracker
Minimalist Dividend Tracker
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
(322)
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
Track Assets, Debts & Goals
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
(102)
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