Best Wealth Management Apps

Account overview and balance trackingInvestment performance trackingCost basis and day change details

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.

(177K)

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

(125K)

UBS Wealth Management

by UBS AG

Account and cash managementBudgeting and spending trackingFinancial tools

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.

(64K)

Copilot: Track & Budget Money

Spending, investing, net worth

AI-powered transaction categorizationAdaptive budgeting based on habitsSubscription tracking

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.

Tolleson Wealth Management

(30K)

subscription

by Tolleson Management LP

Investing, Wealth Management

Titan: Your Wealth Team

Dedicated advisory teamProfessional investment managementAutomated cash 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.

by Orgel Wealth Management, LLC

(7K)

freemium

Orgel Wealth Management

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.

JK Capital: Manage Your Wealth

(311K)

subscription

by JK Capital Private Limited

by ISEC WEALTH MANAGEMENT LTD

ISEC Wealth Management

Millennial Wealth Management

by Millennial Wealth Management, LLC

CypressPoint Wealth Management

by Cypress Point Wealth Management, LLC

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. This app offers budgeting tools and a comprehensive view of your financial picture in a secure, easy-to-use mobile interface.

(1)

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.

(1)

Calamos Wealth Management

by Calamos Investments LLC

Meritas Wealth Management

by Meritas Wealth Management LLC

Oakworth Wealth Management

by Oakworth Capital Bank

View account balancesTrack investment performanceSee investment allocations

Access your wealth accounts remotely. View balances, performance, and investment allocations. Securely access shared documents and easily contact your financial team.

(1)

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)

Dechtman Wealth Management

by Dechtman Wealth Management, LLC