Best Ullmann Wealth Partners Apps

5.0(1 ratings)

Free

Manage your investment accounts and monitor portfolio performance from anywhere. View account statements, allocations, and overall financial progress with this mobile tool.

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

Investing, Wealth Management

Strong Contender

Financial planning & advisory

4.6😞(7K ratings)

Free

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
🤖 Personalized, thoughtful, simple next generation investing

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees
🕰️ Difficult to get money out
🤖 Garbage user interface
🚫 Scam, stay away

Aaron Wealth Connect by Aaron Wealth Advisors LLC

Worth Considering

💼 Business

5.0(4 ratings)

Free

This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.

More Ullmann Wealth Partners apps to explore

Alphanso Wealth

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 Madison Wealth Partners, Inc.

Schedule meetings with advisorsLearn about upcoming eventsConnect with wealth management team

This app connects you with a fee-only registered investment advisor for financial planning. Schedule meetings, discover events, and communicate with your wealth management team conveniently.

Elevation Wealth Partners

(1)

ad-supported

by Elevation Wealth Partners, LLC

Connect with your dedicated wealth management team, including specialists in tax and estate planning. Communicate securely, schedule meetings, and access educational resources to manage your finances.

Advisor CommunicationMeeting SchedulerSecure Document Upload

(1)

by Focus Financial Partners, LLC

Focus Partners Wealth

View account informationDirect messaging with advisory teamSecure document exchange

Access your financial advisor and manage your wealth securely from anywhere. View accounts, communicate with your team, exchange documents, and track your financial goals and long-term plan.

(2)

Legacy Private Wealth Partners

by Legacy Private Wealth Partners, LLC

by CROWNMARK WEALTH ADVISORS, LLC

by Olistico Wealth, LLC

by Wealth Partners Alliance, LLC

(0)

Wealth Partners Alliance

Portfolio data accessView reports and statementsCommunicate with Wealth Partners Alliance Team

Access your investment portfolio, view financial reports, and connect with your dedicated team. This app requires existing client access.

(5)

Facet: Financial Planning

Flat fee, CFP®, investing

Personalized financial roadmapCFP® professional guidanceInvestment management

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.

Manage your finances holistically with this app. Access your portfolio, track progress, and securely share documents with your financial advisor on one intuitive platform.

Holistic financial managementPortfolio accessProgress tracking

(2)

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.

by CORE Wealth Advisors, Inc.

This financial companion offers personalized guidance by integrating your accounts, providing live market insights, and delivering customized portfolio recommendations. It aims to make financial wisdom fun and accessible, with options for AI chat and access to certified financial planners.

Account integrationLive market insightsCustomized portfolio recommendations

free with in-app purchases

(59)

Wealth Portal by Elite Wealth

Net worth, investing, holdings

Net Worth Overview with chartsManaged Account DetailsHoldings Breakdown

Manage your entire financial landscape from your mobile device. Track net worth, view managed account details, and explore your investment portfolio breakdown all in one place. Designed for seamless wealth management on the go.

(7)

Wealthfront: Save and Invest

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.