Best Wealth Management Apps

UBS Wealth Management

by UBS AG

Free

A comprehensive financial services app offering account management, budgeting tools, personalized insights, and future planning features. Tailored for existing clients of UBS Financial Services Inc., empowering users to take control of their financial well-being.

E*TRADE: Invest. Trade. Save.

Stocks, options, mutual funds

Free

An all-in-one investment and trading app with commission-free trades, professionally built portfolios, comprehensive research tools, banking features, and live streaming video. Start investing confidently and conveniently with E*TRADE today.

Copilot: Track & Budget Money

Spending, investing, net worth

Free

Track and optimize your daily activities with our app. Set goals, monitor progress, and receive personalized recommendations to improve your productivity. Take control of your time and achieve your objectives effortlessly. Download now and start maximizing your efficiency!

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

M1: Invest & Bank Smarter

Manage Money, Build Wealth

Free

An investment app designed to help users easily track and manage their investment portfolios with real-time updates, personalized recommendations, and insightful analytics. Start making informed investment decisions today with our user-friendly platform.

Stash: Investing made easy

Invest in Stocks and ETFs.

Free

Invest and build wealth effortlessly with an investing app offering commission-free stock and ETF options, personalized robo-advisor portfolios, early access to pay, banking features, and financial education. Start investing in your future today.

Titan: Your Wealth Team

Investing, Wealth Management

Free

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

Autopilot: Automated Investing

In your own brokerage account

Free

Automate your portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.

SGH Wealth Management

by SGH Wealth Management, LLC

Free

This application provides next-generation portfolio reporting, allowing users to effortlessly monitor their investments and overall financial picture in a secure and safe environment. It offers a range of features, including detailed performance analytics, account aggregation, retirement planning, and advanced financial calculators, to help users take control of their financial management.

MoneyWiz 2026 Personal Finance

Personal Accounting Software

Free

Track your finances, budget effectively, and stay on top of your expenses with this personal finance app. Manage multiple accounts, set financial goals, and categorize your transactions easily. Start taking control of your money today!

Dakota Wealth Management

by Dakota Wealth Management, LLC

Free

This mobile app offers a comprehensive financial dashboard, interactive reports, and budgeting tools, allowing users to securely manage their finances in one place. With features like a dynamic document vault and investment information, users can take control of their financial picture and start planning for the future today.