Best Wealth.db.com Apps

Finvest: AI Wealth Manager

Track, manage & build wealth

Free

This app is an intelligent personal wealth manager that simplifies investing and provides powerful financial tools. It helps users analyze, discover, and trade stocks, ETFs, crypto, and bonds, while also tracking all financial accounts in one place.

OCBC Singapore

OCBC Mobile Banking

Free

This mobile banking application offers a personalized and streamlined experience for managing your finances. It features customizable shortcuts, a consolidated view of all your financial products, and the ability to apply for new ones with ease. You can even withdraw cash from ATMs using a QR code without needing your physical card.

Wealth Elite

by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED

Free

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.

Bernstein Private Wealth

My Bernstein mobile app

Free

Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.

Citi Private Bank In View

Citi Private Bank

Free

Access a comprehensive view of your financial accounts and explore your investment portfolios in detail. Analyze metrics, compare performance, and discover insights on core themes with an intuitive digital banking experience.

Alphanso Wealth

Financial planning & advisory

Free

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Ameriprise Financial

by Ameriprise

Free

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.

Investor's Business Daily

Stock News & Analysis

Free

Access winning stock lists, real-time charts, and market news on the go. Features include personalized stock lists, exclusive stock selections, and daily market analysis. Offers premium features for subscribers and basic market information for all users.

Willow Wealth

Private markets investing

Free

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.

Vault: Private Wealth

Grow & preserve your wealth

Free

This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.

CIBC Mobile Wealth

by Canadian Imperial Bank of Commerce

Free

Manage your investments across multiple CIBC accounts in one app. Trade stocks, ETFs, and more, with access to research tools and customizable charts. Automate savings and dividend reinvestment for easier wealth building.

Wealth.ng

Investing Made Easy

Free

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.

Mezzi Wealth

AI portfolio and tax guidance

Free

This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.

The Legacy Wealth App

by LEGACY WEALTH LLC

Free

Access your investment portfolio data through a streamlined and intuitive mobile interface. Designed exclusively for clients of Legacy Wealth, this app provides a clear overview of your financial information.

True Wealth

Wealth management. Simplified.

Free

Invest and save for retirement with an ETF-based wealth management service. Set your targets and retain control while the platform handles implementation, rebalancing, and custody fees. Offers options for child portfolios and Pillar 3a retirement accounts.

Plante Moran Wealth

by PMFA INC

Free

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

Addepar

Wealth management platform

Free

Access the latest portfolio data for net worth, performance, and asset allocation. Clients and advisors can explore holdings by asset class and review significant transactions for a clearer financial overview.