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Best USB Wealth Management Apps

250+ iOS apps curated and reviewed

4.8 avg rating
20 free apps
Updated August 2026

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

Compare top USB Wealth Management Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1UBS Wealth ManagementUBS Wealth ManagementFree4.8★ (64K)NoNoSep 2026
2Grand Wealth Management, LLCGrand Wealth Management, LLCFree—NoNoMay 2026
3Orgel Wealth ManagementOrgel Wealth ManagementFree—NoNoMay 2026
4Axial Wealth ManagementAxial Wealth ManagementFree—NoNoMay 2026
5GBM WealthGBM WealthFree—NoNoMay 2026
6Nova Wealth Management INC.Nova Wealth Management INC.Free—NoNoAug 2026
7Left Brain WealthLeft Brain WealthFree—NoNoMay 2026
8MH Wealth Client PortalMH Wealth Client PortalFree—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

Room to Improve

  • 🐛 Buggy and not functional
  • 👎 Limited functionality
  • 👎 Lack of transparency on fees

More USB Wealth Management apps to explore

4
Axial Wealth Management
Axial Wealth Management
Axial Wealth Management
Wealth Management
Free
💰 Finance
(0)
5
GBM Wealth
GBM Wealth
GBM Wealth
by GBM Wealth Management, Inc.
Free
💰 Finance
(0)
6
Nova Wealth Management INC.
Nova Wealth Management INC.
Nova Wealth Management INC.
by Nova Wealth Management LLC
Free
💰 Finance
(0)
7
Left Brain Wealth
Left Brain Wealth
Left Brain Wealth
by Left Brain Wealth Management, LLC
Free
💰 Finance
(0)
8
MH Wealth Client Portal
MH Wealth Client Portal
MH Wealth Client Portal
by MH Wealth Management LLC
Free
💰 Finance
(0)
9
Power Wealth Management
Power Wealth Management
Power Wealth Management
by Power Wealth Management, LLC
Free
💰 Finance
(0)
10
Heartland Wealth Management
Heartland Wealth Management
Heartland Wealth Management
by Heartland Wealth Management, LLC
Free
💰 Finance
(0)
11
Three Sixty Wealth Management
Three Sixty Wealth Management
Three Sixty Wealth Management
by Three Sixty Wealth Management, LLC
Free
💰 Finance
(0)
12
Three Arch Wealth
Three Arch Wealth
Three Arch Wealth
by Three Arch Wealth Management LLC
Free
💰 Finance
(0)
13
Compass Wealth Management LLC
Compass Wealth Management LLC
Compass Wealth Management LLC
by Compass Wealth Management LLC
Free
💰 Finance
(0)
14
Succession Wealth
Succession Wealth
Succession Wealth
Succession Wealth Limited
Free
💰 Finance
(0)
15
Wealth Portal by Elite Wealth
Wealth Portal by Elite Wealth
Wealth Portal by Elite Wealth
Wealth Management
Free
💰 Finance
(0)
16
Thrive Wealth
Thrive Wealth
Thrive Wealth
by Thrive Wealth Management, LLC
Free
💰 Finance
(0)
17
Paradigm Wealth Management
Paradigm Wealth Management
Paradigm Wealth Management
by PARADIGM WEALTH MANAGEMENT LLC
Free
💰 Finance
(0)
18
Brown Miller Wealth Management
Brown Miller Wealth Management
Brown Miller Wealth Management
by Brown Miller Wealth Management, LLC
Free
💰 Finance
(0)
19
Meritas Wealth Management
Meritas Wealth Management
Meritas Wealth Management
by Meritas Wealth Management LLC
Free
💰 Finance
(0)
20
Warren Wealth Management
Warren Wealth Management
Warren Wealth Management
by WARREN WEALTH MANAGEMENT & TAX PLANNING INC
Free
💰 Finance
(0)

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 August 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 Grand Wealth Management, LLC.
UBS Wealth Management has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 250+ usb wealth management apps on the iOS App Store as of August 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.