Best Wealth Management Apps

5.0(1 ratings)

Free

Kingsbridge Wealth Management screenshot 1

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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.

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.

Strong Contender

4.8😊(17K ratings)

Free

Wealthfront: Save and Invest screenshot 1

Wealthfront: Save and Invest screenshot 2

Wealthfront: Save and Invest screenshot 3

Wealthfront: Save and Invest screenshot 4

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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
👍 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

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Worth Considering

4.8😐(3.3M 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

More Wealth Management apps to explore

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.

NerdWallet: Smart Money App

(65K)

free

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)

Titan: Your Wealth Team

Investing, Wealth Management

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.

Tolleson Wealth Management

(7K)

freemium

by Tolleson Management LP

by Orgel Wealth Management, LLC

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.

Copilot: Track & Budget Money

(311K)

subscription

ABK Wealth Management

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.

E*TRADE: Invest. Trade. Save.

(31K)

subscription

Stocks, ETFs, options, crypto

Commission-free stock, ETF, and options tradesMutual fund tradingProfessionally built portfolios

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.

free with in-app purchases

(381K)

M1: AI Wealth Management

AI financial advisor built in

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

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.

free with in-app purchases

(75K)

Millennial Wealth Management

by Millennial Wealth Management, LLC

Modera Wealth Management, LLC

by Modera Wealth Management LLC

A-Finance: Wealth Management

Budgeting, Bill & Subscription

Account integrationPersonal budget creationExpense monitoring

Consolidate all your financial accounts, including banking, cryptocurrency, and investments, into a single, intuitive application. Track expenses, create budgets with customizable notifications, and gain a comprehensive overview of your wealth with detailed reports. Operates entirely on your device for maximum security.

Dechtman Wealth Management

freemium

by Dechtman Wealth Management, LLC

Calamos Wealth Management

by Calamos Investments LLC

Meritas Wealth Management

by Meritas Wealth Management LLC

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.