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Best Wealth Management Apps

219+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated July 2026

Looking for free wealth management apps? 20 of our 219+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Top Picks for Wealth Management

Fidelity Investments#1

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.
Editor's Choice
💰 Finance
4.8😐(3.2M ratings)
FreeAds
#13in Finance
Fidelity Investments screenshot 1
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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

Room to Improve

  • 🐛 Inaccurate account information and performance data
  • 🔍 Cluttered and unintuitive user interface
  • 🔍 Difficult to navigate and find desired features
UBS Wealth Management#2

UBS Wealth Management by UBS AG

Strong Contender
💰 Finance
4.8😐(62K ratings)
Free
UBS Wealth Management screenshot 1
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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

Room to Improve

  • 🐛 Buggy and not functional
  • 👎 Limited functionality
  • 👎 Lack of transparency on fees
Wealthfront: Save and Invest#3

Wealthfront: Save and Invest by Wealthfront, Inc.

Saving, investing, stocks.
Worth Considering
💰 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...

More Wealth Management apps to explore

4
NerdWallet: Smart Money App
NerdWallet: Smart Money App
NerdWallet: Smart Money App
Track, Save & Invest
Free

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
💰 Finance
(124K)
free with in-app purchases
5
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Spending, investing, net worth
Free

This app provides a clear and simple way to manage your finances. It offers smart tools for categorizing spending, budgeting, and tracking investments, all with bank-level security and personalized support. Reclaim control of your financial data with an intuitive interface.

AI-powered transaction categorizationAdaptive budgeting based on habitsSubscription tracking
💰 Finance
(30K)
subscription
6
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

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
💰 Finance
(177K)
free
7
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

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
💰 Finance
(7K)
freemium
8
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
E*TRADE: Invest. Trade. Save.
Stocks, options, mutual funds
Free

This app simplifies investing, banking, and trading for users of all experience levels. It provides commission-free trades, research tools, educational resources, and high-yield savings options.

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios
💰 Finance
(381K)
free with in-app purchases
9
Stash: Investing made easy
Stash: Investing made easy
Stash: Investing made easy
Invest in Stocks and ETFs.
Free

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.

Expert-built portfoliosAutomated investingPersonalized financial guidance
💰 Finance
(311K)
subscription
10
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
M1: Invest & Bank Smarter
Manage Money, Build Wealth
Free

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
💰 Finance
(74K)
free with in-app purchases
11
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
💰 Finance
(18K)
free with in-app purchases
12
Legacy Wealth Management Group
Legacy Wealth Management Group
Legacy Wealth Management Group
by Legacy Wealth Management Group, Inc
Free

Access detailed portfolio performance data through a user-friendly interface. View all your financial accounts in one place, tracking daily and historical performance. This app is part of a mission to provide genuine client service and frequent interaction.

Portfolio performance dataFinancial account aggregationDaily and historical performance tracking
💰 Finance
(3)
free
13
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
MoneyWiz 2026 Personal Finance
Personal Accounting Software
Free

Manage all your financial accounts, including loans, savings, investments, and cryptocurrency, in one secure application. It offers automatic transaction downloads, cloud syncing, and advanced reporting to give you a comprehensive overview of your finances.

Account tracking (bank, loan, investment, crypto)Automatic transaction downloadsCloud backup and multi-device sync
💰 Finance
(2.1K)
freemium
14
Hoxton Wealth
Hoxton Wealth
Hoxton Wealth
Financial planning
Free

Manage your global finances with real-time insights into your net worth. This app integrates bank accounts, property trackers, and investment portfolios for international investors. Track retirement goals, crypto, and stock portfolios seamlessly.

Real-time net worth insightsMulti-currency bank account integrationProperty and investment portfolio tracking
💰 Finance
(42)
free
15
Coral Wealth Management
Coral Wealth Management
Coral Wealth Management
by CORAL WEALTH MANAGEMENT, LLC
Free

Access your investment portfolio data through a streamlined and intuitive mobile interface. This application is exclusively for authorized clients of Coral Wealth Management. Contact your advisor to request access.

Portfolio data accessSimple interfaceElegant design
💰 Finance
(1)
free
16
Ascent Wealth Management Group
Ascent Wealth Management Group
Ascent Wealth Management Group
by Ascent Wealth Management Group, LLC
Free

Access your investment portfolio and account details through a streamlined mobile interface. This application is exclusively for authorized clients of the wealth management group. Request access through your primary contact or the company website.

Portfolio accessAccount informationSimple interface
💰 Finance
(2)
free
17
Scotia Wealth Management®
Scotia Wealth Management®
Scotia Wealth Management®
by The Bank of Nova Scotia
Free

Access your investment accounts on the go. View your portfolio, asset mix, and account details. Download statements and tax slips securely from your mobile device.

View portfolio and account detailsSee asset mixDownload statements
💰 Finance
(45)
free
18
SGH Wealth Management
SGH Wealth Management
SGH Wealth Management
by SGH Wealth Management, LLC
Free

Effortlessly monitor your investments and financial picture with next-generation portfolio reporting. Your financial information is kept safe and secure with financial-grade encryption and SSL. Access detailed performance analytics, connect outside accounts, and utilize advanced financial planning calculators.

Detailed portfolio performance and analyticsAggregate and connect outside accountsDirect access to retirement plan
💰 Finance
(7)
free
19
RBA Wealth Management, LLC
RBA Wealth Management, LLC
RBA Wealth Management, LLC
by RBA Wealth Management, LLC
Free

This application allows RBA Wealth Management clients to easily view their investment portfolios. It provides experienced guidance and thoughtful solutions to help users achieve their broader financial goals.

View investment portfoliosAccess financial guidanceTrack financial goals
💰 Finance
(1)
free
20
SavingsPoint Wealth Management
SavingsPoint Wealth Management
SavingsPoint Wealth Management
by SAVINGS POINT WEALTH MANAGEMENT (INDIA) PRIVATE LIMITED
Free
💰 Finance
(0)

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