Best Wealth Apps

248+ iOS apps curated and reviewed

4.5 avg rating

19 free apps

Updated May 2026

Finding the right wealth app can be overwhelming with so many options. We've analyzed 248+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Top Picks for Wealth

#1

Wealthfront: Save and Invest by Wealthfront, Inc.

Saving, investing, stocks.

Editor's Choice

💰 Finance

4.8😊(17K ratings)

FreeAds

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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...

#2

Wealth-Builder by Call To Freedom

Master Money. Live Free.

Strong Contender

💰 Finance

4.9(171 ratings)

Free

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This app helps you master your finances and build wealth using proven methodologies. It offers tools for tracking assets and liabilities, setting income goals, and planning debt payoff. Access educational content and community support to achieve financial freedom.

#3

J. Safra Sarasin Wealth by Bank J. Safra Sarasin AG

J. Safra Sarasin

Worth Considering

💰 Finance

2.3(12 ratings)

Free

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Manage your wealth with a secure platform offering portfolio valuations, trade execution, and account transfers. Stay connected to your finances and interact with your relationship manager from anywhere.

More Wealth apps to explore

Fidelity Investments

Fidelity Investments

Invest, save, plan in one app.

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay

free with in-app purchases

Investing Made Easy

Invest in a variety of assets like bonds, stocks, and real estate through an intuitive platform. Simplify your investment journey with flexible payment and withdrawal options, all secured with bank-level protection.

Invest in bonds, eurobonds, stocks, T-billsReal estate and agriculture investmentsIntuitive and easy-to-use platform

by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.

Portfolio managementMutual fund investmentWealth tracking

NerdWallet: Smart Money App

NerdWallet: Smart Money App

Track, Save & Invest

This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.

Track cash, investments, credit cards, loans, and propertyMonitor and cancel recurring bills and subscriptionsActionable financial insights on credit score and cash flow

free with in-app purchases

M1: Invest & Bank Smarter

M1: Invest & Bank Smarter

Manage Money, Build Wealth

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

free with in-app purchases

Titan: Your Wealth Team

Titan: Your Wealth Team

Investing, Wealth Management

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.

Dedicated advisory teamProfessional investment managementAutomated cash management

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

Acorns: Save & Invest Money

Acorns: Save & Invest Money

Grow Your Financial Wellness

This app automates saving, investing, and spending to help you grow your financial wellness. It allows you to invest spare change, set recurring investments, and even invest in Bitcoin. You can also save for emergencies, retirement, and your children's futures.

Automated investingInvest spare changeRecurring investments

The Secret To Money

The Secret To Money

Helps develop a wealth mindset

This app helps you cultivate a positive mindset towards wealth through guided practices and daily activities. It's inspired by a popular book and aims to transform your financial circumstances by changing how you think about money.

Develop a wealth mindsetDaily financial activitiesInspired by 'The Secret'

free with in-app purchases

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

SoFi: Bank, Invest & Crypto

SoFi: Bank, Invest & Crypto

Online Banking & Investing

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account

free with in-app purchases

by Banque Pictet & Cie SA

Access your investment portfolio, communicate securely with your advisor, and stay updated on market news. This app provides a consolidated view of your financial interactions and documents.

Secure messaging with relationship managerPortfolio viewing and transaction historyAccess to market data and financial analysis

Tellus: Earn More Daily

Tellus: Earn More Daily

Build wealth. No fees.

Earn higher interest on your savings with no fees or subscriptions. Access your funds anytime without penalties. Start building wealth with a low initial deposit and enjoy daily interest payments.

Earn high APY on savingsDaily interest paymentsNo fees for transfers or withdrawals

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

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

Own your tomorrow®

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

Consolidated account viewMobile check depositIntuitive trade ticket

free with in-app purchases

WealthApp Online

WealthApp Online

by WEALTHAPP DISTRIBUTORS PRIVATE LIMITED

Manage your complete financial portfolio, including mutual funds, stocks, bonds, and insurance. Track historical performance, download reports, and invest online. Includes helpful financial calculators for retirement, SIPs, and EMIs.

Complete portfolio reportingHistorical performance trackingOnline investment in mutual funds

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