Best Stifel Wealth Tracker Apps

250+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated August 2026

The best stifel wealth tracker apps on iPhone average 4.5★ across 250+ titles — we've ranked them by what real users actually keep on their phones. Updated August 2026.

Compare top Stifel Wealth Tracker Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Stifel Wealth TrackerStifel Wealth TrackerFree3.2★ (183)NoNoAug 2026
2Stifel BankStifel BankFree4.6★ (45)YesNoMay 2026
3Wealth Tracker - Net WorthWealth Tracker - Net WorthFreeNoYesAug 2026
4Schmitt WealthSchmitt WealthFreeNoNoMay 2026
5NerdWallet: Smart Money AppNerdWallet: Smart Money AppFree4.8★ (125K)YesNoAug 2026
6CapiTrack: Net Worth TrackerCapiTrack: Net Worth TrackerFreeNoNoJun 2026
7Net Worth Tracker - Wealth UpNet Worth Tracker - Wealth UpFree5.0★ (2)NoNoAug 2026
8Wealth Forecaster ProWealth Forecaster ProFreeNoYesAug 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
Stifel Bank screenshot 2
Stifel Bank screenshot 3
Stifel Bank screenshot 4
Stifel Bank screenshot 5

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.

More Stifel Wealth Tracker apps to explore

4
Schmitt Wealth
Schmitt Wealth
Schmitt Wealth
by Schmitt Wealth Advisers, LLC
Free
💰 Finance
(0)
5
NerdWallet: Smart Money App
NerdWallet: Smart Money App
NerdWallet: Smart Money App
Track, Save & Invest
Free

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.

Track cash, investments, credit cards, loans, and propertyMonitor and cancel recurring bills and subscriptionsActionable financial insights on credit score and cash flow
💰 Finance
(125K)
free with in-app purchases
6
CapiTrack: Net Worth Tracker
CapiTrack: Net Worth Tracker
CapiTrack: Net Worth Tracker
Portfolio Goal & Income Log
Free
💰 Finance
(0)
7
Net Worth Tracker - Wealth Up
Net Worth Tracker - Wealth Up
Net Worth Tracker - Wealth Up
Private wealth & FIRE tracker
Free

This app allows you to track your assets, debts, income, and expenses privately without linking bank accounts. It provides flexible planning tools for long-term wealth goals and financial independence scenarios, with data export options.

Private wealth trackingManual asset and debt entryIncome and expense tracking
💰 Finance
(2)
free
8
Wealth Forecaster Pro
Wealth Forecaster Pro
Wealth Forecaster Pro
Net Worth Tracker & Forecast
Free
💰 Finance
(0)
9
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
10
Assetly: Net Worth Tracker
Assetly: Net Worth Tracker
Assetly: Net Worth Tracker
Stocks, Crypto & Asset Manager
Free
💰 Finance
(0)
11
Sanctum Wealth
Sanctum Wealth
Sanctum Wealth
by Sanctum Wealth Private Limited
Free
💰 Finance
(0)
12
NetWorthly - Net Worth Tracker
NetWorthly - Net Worth Tracker
NetWorthly - Net Worth Tracker
Track wealth & FIRE goals
Free

This app helps you manage and grow your wealth with an all-in-one tracking system. Visualize your financial health with interactive charts and automatic updates across devices. Take control of your financial future with a modern and stress-free approach.

All-in-one asset trackingCategorize various assetsAutomatic real-time updates
💰 Finance
(0)
freemium
13
Ledger: Wealth & Asset Tracker
Ledger: Wealth & Asset Tracker
Ledger: Wealth & Asset Tracker
Stocks, Crypto & Real Estate
Free
💰 Finance
(0)
14
Arrow Wealth
Arrow Wealth
Arrow Wealth
by Arrow Wealth Advisory LLC
Free
💰 Finance
(0)
15
Holdings - Net Worth Tracker
Holdings - Net Worth Tracker
Holdings - Net Worth Tracker
Stocks, crypto & real estate
Free
💰 Finance
(0)
16
WealthGraph |Track Your Wealth
WealthGraph |Track Your Wealth
WealthGraph |Track Your Wealth
Track your Wealth | NetWorth
Free
💰 Finance
(0)
17
Net Worth Tracker - NetWorth
Net Worth Tracker - NetWorth
Net Worth Tracker - NetWorth
Wealth Tracker. Total Privacy.
Free

Manually track your global assets and financial independence with a professional-grade dashboard. This app prioritizes your privacy with local data storage and no bank connections. Model your path to financial freedom with detailed planning tools.

Complete Net Worth Command CentreBulk Update in Under 60 SecondsLive Market Prices
💰 Finance
(0)
freemium
18
My Wealth Tracker
My Wealth Tracker
My Wealth Tracker
Simple Self-Hosted Net Worth
Free
💰 Finance
(0)
19
Net Worth Tracker : Vaultly
Net Worth Tracker : Vaultly
Net Worth Tracker : Vaultly
Track wealth privately
Free
💰 Finance
(0)
20
Olistico Wealth
Olistico Wealth
Olistico Wealth
by Olistico Wealth, LLC
Free
💰 Finance
(0)

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 August 2026, with a 3.2-star average from 183 App Store ratings, and it's free to download.
Yes — 20 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 August 2026.
We track 250+ stifel wealth tracker apps on the iOS App Store as of August 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.