Best United Community Privatewealth Apps

218+ iOS apps curated and reviewed

4.7 avg rating

20 free apps

Updated June 2026

The best united community privatewealth apps on iPhone average 4.7★ across 218+ titles — we've ranked them by what real users actually keep on their phones. Updated June 2026.

Top Picks for United Community Privatewealth

#1

United Community PrivateWealth by United Community Banks Inc

Editor's Choice

💰 Finance

0.0(0 ratings)

Free

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#2

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

Investing, Wealth Management

Strong Contender

💰 Finance

4.6😞(7K ratings)

FreeAds

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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

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees

#3

Fundrise: Invest in Alts by Rise Companies Corp

Venture, Real estate, Income

Worth Considering

💰 Finance

4.8😐(37K ratings)

FreeIn-App Purchases

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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.

What We Love

🚀 Easy to use
📈 Decent returns
💰 Diversified investments
🏢 Exposure to real estate

Room to Improve

🔒 Lack of liquidity
🕰️ Slow withdrawal process
💸 Penalties for early withdrawal

More United Community Privatewealth apps to explore

WealthBuilders Community

WealthBuilders Community

Building Wealth Together

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

free with in-app purchases

Wealthfront: Save and Invest

Wealthfront: Save and Invest

Saving, investing, stocks.

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

free with in-app purchases

Retire on your terms.

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

free with in-app purchases

Capital Group PlanPremier401k

Capital Group PlanPremier401k

Manage your 401k

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

View retirement income estimatesCheck personal rate of returnManage contribution amounts

Ethos - Insurance & Wills

Ethos - Insurance & Wills

An Ethos Technologies company

Secure your family's future with an all-in-one platform for life insurance and estate planning. Apply for term life insurance in minutes with no medical exams and create legally solid Wills and Trusts with guided tools.

Instant life insurance decisionsNo medical exams requiredIntegrated Wills and Trusts

free with in-app purchases

Betterment Invest & Save Money

Betterment Invest & Save Money

Investments & Cash Accounts

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts

free with in-app purchases

Ameriprise Financial

Ameriprise Financial

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

Your Investment Advisor

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.

Track retirement goal progressView total portfolio and account detailsLink outside accounts

UBS Wealth Management

UBS Wealth Management

Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.

Account and cash managementBudgeting and spending trackingFinancial tools

Vanguard: Save, Invest, Retire

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

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

Wealthscape Investor℠

Wealthscape Investor℠

by National Financial Services LLC

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders

Signal Community

Signal Community

Way better together.

This social media app connects financial advisors for networking and collaboration. It offers a forum to share insights, discuss market trends, and explore strategies. Additionally, it provides access to marketing materials, consumer content, and expert guides to help grow businesses.

Social-style forum for advisorsShare insights and market trendsAccess marketing materials

🌐 Social Networking

Private markets investing

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios

free with in-app purchases

by ANGLE LONG INC

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

Access your 401(k) anytime

Easily set up and manage your 401(k) retirement account directly from your phone. Track progress, adjust contributions, and consolidate savings from other accounts. Invest with confidence through guided portfolio selection and automatic rebalancing.

Set up 401(k) in minutesAccess and manage contributionsInvest in recommended portfolios

free with in-app purchases

Your finances, handled for you

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

Expert financial guidanceCustom financial plansActionable steps

free with in-app purchases

Everdays: Retirement Planning

Everdays: Retirement Planning

Senior planning & insurance

This app helps seniors plan for their future by guiding them through saving, healthcare, and legacy planning. It offers personalized plans and connects users with insurance options to ensure their wishes are met and their loved ones are cared for.

Retirement saving guidanceFuture healthcare planningLegacy and final wishes planning