Best Sumraksha Apps

0.0(0 ratings)

Free

Long Angle by ANGLE LONG INC

Strong Contender

🌐 Social Networking

4.9(32 ratings)

Free

Connect with other high net worth individuals for confidential financial knowledge sharing and networking. Discuss wealth preservation, tax strategies, asset allocation, and alternative investments. Access exclusive opportunities in private markets and attend live and virtual events.

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing

Worth Considering

Wealthfront: Save and Invest

4.9(29 ratings)

Free

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

More Sumraksha apps to explore

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

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.

free with in-app purchases

(18K)

NYC DCP

by New York City Deferred Compensation Plan

All-in-one account managementRetirement income modelingVideo education and live chat

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

(12K)

Investing, Wealth Management

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash management

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.

Your Wealthy Ever After

Wealth building communityStep-by-step financial plansLive coaching calls

This app provides a community, tools, and expert guidance to help users achieve financial freedom. It offers step-by-step plans, live coaching, and access to financial, legal, and tax experts to simplify money management and investment decisions.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

by Yadnya Academy Private Limited

Personalized financial planningExpert financial advisor chatStock analysis videos

Create a personalized financial plan covering goals, retirement, budgets, and risk. Access expert financial advice, stock analysis videos, research materials, and model portfolios for long-term investment.

by KFH Capital Investment Company ( K.S.C.C )

Comprehensive investment solutions (Funds, Sukuks)User-friendly portfolio monitoringShariah-compliant investment options

Manage your investments and plan your financial future with this intuitive platform. Access a variety of Shariah-compliant investment products and monitor your portfolio performance in real-time. Streamlined onboarding and flexible subscription options make it easy to control your investments.

(3)

Your Wealth Architect

AI financial planning

Consolidated financial overviewAI-driven financial roadmapBudget tracking and spending analysis

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

Your digital financial planner

Consolidated financial account overviewPersonalized financial planningBudgeting and cash flow forecasting

This app consolidates all your financial accounts, offering personalized advice and actionable steps to achieve your goals. It provides budgeting, debt management, investment guidance, and AI-powered financial planning tailored to your unique life circumstances.

Personal Financial Manager

Income and expense trackingFamily member financial managementDebt and loan management

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

(2.5K)

Savings, investments, advice

Farther: Invest & Save

Personalized financial adviceAlgorithmically-managed portfoliosTax-reducing strategies

This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Killik & Co: Save Plan Invest

(7.6K)

ad-supported

by Killik & Co LLP

View investments and monitor performanceCheck tax-free allowances and contribute to savingsMake instant and recurring payments

Manage your wealth and investments on the go with this comprehensive financial planning tool. Monitor portfolio performance, track tax-free allowances, and make secure payments. Plan for your future with projection tools and expert guidance.

by WISE FINSERV PRIVATE LIMITED

Investment advisoryPortfolio managementFinancial planning

This app offers comprehensive financial services, including investment advisory, portfolio management, and wealth building. It provides personalized financial planning and global services, leveraging technology for efficiency and client success.

by FLOURISH WEALTH MANAGEMENT INC

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

(9)

Track, manage & build wealth

Finn: AI Wealth Manager

Intelligent stock picks with Finvest ScorecardSmart discovery of investment themes and recommendationsDeep portfolio insights and risk analysis

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

Plan before the meeting

Monte Carlo retirement projectionsTax-aware withdrawal sequencingScenario planning for major decisions

$13.99 | 100% OFF

This privacy-focused retirement planning tool helps users build detailed, tax-aware financial plans. It offers advanced features like Monte Carlo projections, scenario planning, and exportable advisor-style reports. Designed for serious planners, it keeps your data on your device by default.