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Best USB Wealth Management Apps

250+ iOS apps curated and reviewed

4.8 avg rating
20 free apps
Updated September 2026

From beginner-friendly picks to power-user tools, our usb wealth management list covers 250+ iPhone apps updated through September 2026. Compare ratings, prices, and screenshots in one place.

Compare top USB Wealth Management Apps (September 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1UBS Wealth ManagementUBS Wealth ManagementFree4.8★ (64K)NoNoSep 2026
2Annex Wealth Management, LLCAnnex Wealth Management, LLCFree——NoSep 2026
3Orgel Wealth ManagementOrgel Wealth ManagementFree—NoNoMay 2026
4Axial Wealth ManagementAxial Wealth ManagementFree—NoNoMay 2026
5Grand Wealth Management, LLCGrand Wealth Management, LLCFree—NoNoMay 2026
6GBM WealthGBM WealthFree—NoNoMay 2026
7Reston WealthReston WealthFree—NoNoMay 2026
8Left Brain WealthLeft Brain WealthFree—NoNoMay 2026

Top Picks for USB Wealth Management

UBS Wealth Management#1

UBS Wealth Management by UBS AG

Editor's Choice
💰 Finance
4.8😐(64K ratings)
Free
UBS Wealth Management screenshot 1
UBS Wealth Management screenshot 2
UBS Wealth Management screenshot 3
UBS Wealth Management screenshot 4

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.

What We Love

  • 🚀 Easy to use
  • 🔒 Secure access
  • 👍 Convenient mobile deposit
  • 🚀 Quick and efficient
  • 👍 Reliable service

Room to Improve

  • 🐛 Buggy and not functional
  • 👎 Limited functionality
  • 👎 Lack of transparency on fees
  • 👎 Confusing layout and navigation
  • 👎 Inconsistent performance

More USB Wealth Management apps to explore

FAQ about USB Wealth Management

What are the best usb wealth management apps for iPhone?
UBS Wealth Management tops our usb wealth management apps ranking as of September 2026, with a 4.8-star average from 64K App Store ratings, and it's free to download.
Yes — 20 of the top usb wealth management apps we rank are free to download, including UBS Wealth Management and Annex Wealth Management, LLC.
UBS Wealth Management has no ads and has no in-app purchases, according to its App Store listing as of September 2026.
We track 250+ usb wealth management apps on the iOS App Store as of September 2026, ranked by rating, recency, and analysis of real user reviews.
The app helps existing UBS clients manage their financial lives. It allows you to navigate your accounts, track spending with financial tools, set budgets, and manage your UBS-administered equity awards. The goal is to provide a convenient and personalized digital experience for your finances.
This app is specifically intended for and only usable by existing clients of UBS Financial Services Inc. It is designed for individuals who are or may do business with U.S. registered UBS entities. Prospects and individuals not currently clients of UBS Financial Services Inc. cannot use the app.