Best United Community Privatewealth Apps

249+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated July 2026

The best united community privatewealth apps on iPhone average 4.5★ across 249+ titles — we've ranked them by what real users actually keep on their phones. Updated July 2026.

Compare top United Community Privatewealth Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1United Community PrivateWealthUnited Community PrivateWealthFreeNoNoMay 2026
2NetBenefitsNetBenefitsFree4.6★ (29K)NoNoAug 2026
3Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoAug 2026
4First Merchants Private WealthFirst Merchants Private WealthFreeNoNoJun 2026
5Facet: Financial PlanningFacet: Financial PlanningFree5.0★ (8)NoNoAug 2026
6WealthBuilders CommunityWealthBuilders CommunityFree4.9★ (1.1K)NoYesAug 2026
7Principal®Principal®Free4.8★ (232K)NoNoAug 2026
8AnandRathi Private WealthAnandRathi Private WealthFreeNoNoMay 2026

Top Picks for United Community Privatewealth

NetBenefits#2

NetBenefits by Fidelity Investments

Fidelity workplace benefits
Strong Contender
💰 Finance
4.6😞(29K ratings)
Free
#46in Finance
NetBenefits screenshot 1
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NetBenefits screenshot 6

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

What We Love

  • 👍 Easy to use
  • 🚀 Convenient mobile access
  • 🔒 Secure document upload
  • 💡 Helpful retirement planning tools

Room to Improve

  • 🐛 Buggy and glitchy
  • 🕸️ Feels like a mobile website, not a true app
  • 🤔 Confusing navigation and user experience
Wealthfront: Save and Invest#3

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.
Worth Considering
💰 Finance
4.8😊(17K ratings)
Free
Wealthfront: Save and Invest screenshot 1
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Wealthfront: Save and Invest screenshot 6

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.

What We Love

  • 🚀 Fantastic HYSA and Robo-Advisor
  • 👍 Impressive money managing app
  • 👍 Phenomenal app for people trying to reach financial goals
  • 👍 Great Robo Investing App

Room to Improve

  • 🚫 Not good for IRA and investing accounts
  • 🚫 Great APY, Terrible Features and Compatability
  • 🐛 Alas...

More United Community Privatewealth apps to explore

4
First Merchants Private Wealth
First Merchants Private Wealth
First Merchants Private Wealth
by First Merchants Corporation
Free
💰 Finance
(0)
5
Facet: Financial Planning
Facet: Financial Planning
Facet: Financial Planning
Flat fee, CFP®, investing
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.

Personalized financial roadmapCFP® professional guidanceInvestment management
💰 Finance
(8)
free
6
WealthBuilders Community
WealthBuilders Community
WealthBuilders Community
Building Wealth Together
Free

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

Community support networkOnline courses and financial toolsExpert financial insights
💰 Finance
(1.1K)
free with in-app purchases
7
Principal®
Principal®
Principal®
Retire on your terms.
Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

View account balancesRoll over fundsChange contributions
💰 Finance
(232K)
free with in-app purchases
8
AnandRathi Private Wealth
AnandRathi Private Wealth
AnandRathi Private Wealth
AR Private Wealth Client App
Free
💰 Finance
(0)
9
Long Angle
Long Angle
Long Angle
by ANGLE LONG INC
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.

High net worth investor communityConfidential knowledge sharingNetworking opportunities
🌐 Social Networking
(29)
free
10
Crownmark Wealth
Crownmark Wealth
Crownmark Wealth
by CROWNMARK WEALTH ADVISORS, LLC
Free
💰 Finance
(0)
11
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
12
Muirwood Private Wealth
Muirwood Private Wealth
Muirwood Private Wealth
Muirwood Private Wealth
Free
💰 Finance
(0)
13
Trust & Will: Estate Planning
Trust & Will: Estate Planning
Trust & Will: Estate Planning
Start your trust or will today
Free

Create, organize, and update your estate plan from your phone. Protect your legacy and loved ones with state-specific legal documents like Wills and Trusts. Capture and track your assets easily.

Create Wills and TrustsOrganize and track assetsAccess legal documents anywhere
💰 Finance
(93)
free with in-app purchases
14
My Plan Admin
My Plan Admin
My Plan Admin
by The Retirement Plan Company, LLC
Free

Manage your employer-sponsored wealth accounts. Review and track your investments and financial planning within a secure platform.

Review employer-sponsored wealth accountsManage financial planningTrack investments
💰 Finance
(3)
free
15
Quotient Advisor Community
Quotient Advisor Community
Quotient Advisor Community
by Quotient Advisor Community, LLC
Free

This app connects elite wealth advisors for professional growth. Access expert courses, real-time peer messaging, exclusive events, and private community channels. Utilize business tools to scale your practice and elevate client outcomes.

Expert-led courses and playbooksReal-time chat with peersExclusive events and workshops
🌐 Social Networking
(3)
free
16
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Venture, Real estate, Income
Free

Build a diversified portfolio of private market investments, including real estate, venture capital, and private credit. Access high-growth opportunities and receive transparent reporting with bank-level security. Start investing with flexible minimums.

Invest in private real estateInvest in venture capitalInvest in private credit
💰 Finance
(38K)
free
17
PWR Retirement Group LLC
PWR Retirement Group LLC
PWR Retirement Group LLC
Choose Clarity Over Guesswork
Free
💼 Business
(0)
18
CORE Wealth Advisors
CORE Wealth Advisors
CORE Wealth Advisors
by CORE Wealth Advisors, Inc.
Free
💼 Business
(0)
19
Fairvoy Private Wealth
Fairvoy Private Wealth
Fairvoy Private Wealth
by Fairvoy Private Wealth, LLC.
Free
💰 Finance
(0)
20
Wealt
Wealt
Wealt
Private Markets Unlocked
Free

Consolidate all your assets in one place and access exclusive alternative investments. Manage your wealth with comprehensive tools, track real-time values, and gain insights for informed financial decisions. Designed for affluent individuals to grow their portfolios.

Consolidated asset trackingAccess to alternative investmentsReal-time asset valuation
💰 Finance
(0)
free

FAQ about United Community Privatewealth

Are there free united community privatewealth apps for iPhone?
Yes — 20 of the top united community privatewealth apps we rank are free to download, including United Community PrivateWealth and NetBenefits.
United Community PrivateWealth has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 249+ united community privatewealth apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.