Access your financial account details, including valuation, performance, and reports. This app is designed exclusively for authorized clients to view their financial information on mobile devices.
Waverly Advisors by Waverly Advisors, LLC




250+ iOS apps curated and reviewed
Every iPhone needs a few good waverly advisors apps. We benchmark 250+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 | Free | 5.0★ (1) | No | No | Aug 2026 | |
| 2 | Free | 4.8★ (64K) | No | No | Aug 2026 | |
| 3 | Free | 4.9★ (37K) | No | No | Aug 2026 | |
| 4 | Free | 4.8★ (17K) | No | No | Aug 2026 | |
| 5 | Free | — | No | No | May 2026 | |
| 6 | Free | — | No | No | May 2026 | |
| 7 | Free | — | No | No | May 2026 | |
| 8 | Free | 4.8★ (404K) | No | No | Aug 2026 |




Access your financial account details, including valuation, performance, and reports. This app is designed exclusively for authorized clients to view their financial information on mobile devices.




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.





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.


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.








This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.
















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.


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.





