Best Wealth Management Apps

4.8😐(3.4M ratings)

Free

#14in Finance

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.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view
👍 Reliable and trustworthy platform

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features
🔍 Lacking key features for active traders
🐛 Buggy app with frequent crashes and performance issues

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Strong Contender

4.8😊(18K ratings)

Free

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Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

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
👍 My favorite Finance App, period
👍 Awesome way to save and invest!
👍 Saving for my generation
👍 Very Functional and Easy to Use

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...
🚫 Constant relink makes this pointless
🐛 Failed identity verification - poor support. Can't open account. Need bug fix.
🐛 Constant relink makes this pointless
🐛 Horrible Returns
🚫 No control over investments

UBS Wealth Management by UBS AG

Worth Considering

Kingsbridge Wealth Management

4.8😐(66K ratings)

Free

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 Wealth Management apps to explore

by Kingsbridge Wealth Management, Inc

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, secure document storage, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture, all within a secure and user-friendly mobile interface.

Investing, Wealth Management

Titan: Your Wealth Team

Specialized wealth teams for tech employeesEquity compensation and tax strategyAI-powered financial technology

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

(7K)

NerdWallet: Smart Money App

Track, Save & Invest

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

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.

free with in-app purchases

(126K)

M1: AI Wealth Management

Investing, saving & advice

AI fiduciary financial advisorPersonalized investment adviceCustomizable stock and ETF portfolios

This AI-powered financial advisor offers personalized investment, saving, and borrowing advice directly within your accounts. It acts as a registered fiduciary, legally bound to your best interests, and provides on-demand portfolio reviews and custom investment strategies.

Tolleson Wealth Management

(75K)

ad-supported

by Tolleson Management LP

Stash: Investing made easy

Invest in Stocks and ETFs.

Expert-built portfoliosAutomated investingPersonalized financial guidance

Invest in stocks and ETFs with expert-built portfolios, personalized guidance, and automation. This app helps everyday Americans grow their money for retirement, future goals, or as first-time investors. It offers tools like automated investing, a stock-back debit card, and financial coaching.

by AHLI CAPITAL INVESTMENT CO. KSCC

(311K)

subscription

ABK Wealth Management

Keebeck Wealth Management

by Keebeck Partners, LLC

Detailed portfolio and analyticsAggregate outside accountsRetirement plan access

Effortlessly monitor your investments and financial picture with next-generation portfolio reporting. Securely aggregate all your financial information in one place, including retirement plans, with advanced planning tools.

Lyell Wealth Management, LP

by Lyell Wealth Management LP

Asset allocation viewPortfolio data accessActivity tracking

This app provides authorized clients with a streamlined interface to view their asset allocation, portfolio data, and related financial activity. Access requires being a Lyell Wealth Management client and a Black Diamond user. Contact your advisor to request access.

Millennial Wealth Management

by Millennial Wealth Management, LLC

Copilot: Track & Budget Money

Spending, investing, net worth

AI financial assistantAll-in-one money trackingAutomated transaction categorization

Manage your money comprehensively with an AI-powered assistant that tracks spending, plans budgets, and monitors investments. Get personalized insights and automated categorization to understand your finances better. Built with privacy at its core, it offers bank-level security without ads or data selling.

free with in-app purchases

(31K)

Modera Wealth Management, LLC

by Modera Wealth Management LLC

by KONGRUENT WEALTH MANAGEMENT SERVICES LLP

Meritas Wealth Management

by Meritas Wealth Management LLC

Dechtman Wealth Management

by Dechtman Wealth Management, LLC

Oakworth Wealth Management

by Oakworth Capital Bank

View account balancesTrack investment performanceReview asset allocations

Access your wealth accounts remotely, view balances, performance, and investment allocations. Securely access shared documents and connect with your financial team instantly.

Sanderson Wealth Management

by Sanderson Wealth Management LLC

Real-time account balancesInvestment performance monitoringAsset allocation insights

This app provides a secure, centralized platform for high-net-worth individuals and families to view financial data, monitor investments, and exchange documents with their advisory team. It aims to enhance communication and transparency for proactive financial planning.

(3)