Best Wealth Management Magister Apps

199+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated May 2026

From beginner-friendly picks to power-user tools, our wealth management magister list covers 199+ iPhone apps updated through May 2026. Compare ratings, prices, and screenshots in one place.

Top Picks for Wealth Management Magister

Titan: Your Investment Team#1

Titan: Your Investment Team by Titan Global Capital Management, Inc.

Investing, Wealth Management
Editor's Choice
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(7K ratings)
FreeAds
Titan: Your Investment Team screenshot 1
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Titan: Your Investment Team screenshot 3
Titan: Your Investment Team screenshot 4
Titan: Your Investment Team screenshot 5
Titan: Your Investment Team screenshot 6

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.

What We Love

  • ๐Ÿ’Ž Consistent growth
  • ๐Ÿค Exceptional customer service
  • ๐Ÿ“š Great education and content
  • ๐Ÿ” Unique investing strategies

Room to Improve

  • ๐Ÿ’ฐ High membership and advisory fees, with less ROI
  • ๐Ÿ”’ Locked funds and strategy
  • ๐Ÿ”„ Changing policies and fees
Autopilot: Automated Investing#2

Autopilot: Automated Investing by Iris Social Stock App Inc.

In your own brokerage account
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(16K ratings)
FreeAds
#69in Finance
Autopilot: Automated Investing screenshot 1
Autopilot: Automated Investing screenshot 2
Autopilot: Automated Investing screenshot 3
Autopilot: Automated Investing screenshot 4
Autopilot: Automated Investing screenshot 5
Autopilot: Automated Investing screenshot 6

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.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿš€ Automated trading
  • ๐Ÿš€ Follows successful investors
  • ๐Ÿ‘ Potential for good returns

Room to Improve

  • ๐Ÿ› Connectivity issues
  • ๐Ÿ› Bugs and glitches
  • ๐Ÿ’ฐ High subscription fees
M1: Invest & Bank Smarter#3

M1: Invest & Bank Smarter by M1 Finance LLC

Manage Money, Build Wealth
Worth Considering
๐Ÿ’ฐ Finance
4.7๐Ÿ˜Š(73K ratings)
FreeAds
M1: Invest & Bank Smarter screenshot 1
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M1: Invest & Bank Smarter screenshot 5
M1: Invest & Bank Smarter screenshot 6

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.

What We Love

  • ๐Ÿš€ Great update and app
  • ๐Ÿš€ Wonderful app to organize accounts
  • ๐Ÿš€ Easiest visual long-term investing app
  • ๐Ÿ‘ Excellent service and good app

Room to Improve

  • ๐Ÿ” Stop pushing users to take on margin debt
  • ๐Ÿ› Buggy and glitchy app
  • ๐Ÿ” Confusing and baffling app

More Wealth Management Magister apps to explore

4
Northwestern Mutual
Northwestern Mutual
Northwestern Mutual
by THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC
Free

Quickly manage your Northwestern Mutual accounts on the go with the app. View investment account history, insurance policy details, and make premium payments easily. Download now for seamless financial management.

๐Ÿ’ฐ Finance
(10K)
5
Bernstein Private Wealth
Bernstein Private Wealth
Bernstein Private Wealth
My Bernstein mobile app
Free

This mobile app allows wealth management clients to effortlessly manage their finances, accessing account information, transferring funds, and securely sharing files with their advisory team. Download the app to take control of your financial future with confidence and ease, monitoring your assets, making transactions, and connecting with your advisor on-the-go.

๐Ÿ’ฐ Finance
(58)
6
Carta - Manage Your Equity
Carta - Manage Your Equity
Carta - Manage Your Equity
All things equity in one place
Free

Manage all aspects of equity, business building, and investment in one platform. Take control of your equity grants and options by downloading the app now.

๐Ÿ’ฐ Finance
(9.1K)
7
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

๐Ÿ’ฐ Finance
(17K)
8
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
Financial planning & advisory
Free

Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!

๐Ÿ’ฐ Finance
(90)
9
RBC WM Online U.S.
RBC WM Online U.S.
RBC WM Online U.S.
by RBC Capital Markets, LLC
Free

Access your U.S. accounts effortlessly with the RBC Wealth Management Online App. View portfolios, balances, market data, and easily connect with your advisor while enjoying convenient features like check deposits and secure messaging. Secure your financial future on-the-go!

๐Ÿ’ฐ Finance
(223)
10
Baird Online
Baird Online
Baird Online
by Robert W. Baird & Co.
Free

Track your wealth effortlessly with our app designed to monitor financial plans, view portfolios, securely log in, check net worth, access key documents, stay informed with expert insights, and connect with your Baird advisor. Take control of your finances today.

๐Ÿ’ฐ Finance
(1K)
11
IC Wealth
IC Wealth
IC Wealth
by IC GROUP LIMITED
Free

Experience effortless investing tailored to your goals with our app. Craft the perfect portfolio, benefit from automatic investing, and let our expert team guide your financial journey. Start investing today!

๐Ÿ’ฐ Finance
(89)
12
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC
Free

Manage your wealth and collaborate with your advisor using this comprehensive portal that provides essential tools for financial management. Access the platform to take control of your financial well-being.

๐Ÿ’ฐ Finance
(22)
13
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

๐Ÿ’ผ Business
(1.5K)
14
True Wealth
True Wealth
True Wealth
Wealth management. Simplified.
Free
๐Ÿ’ฐ Finance
(4)
15
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.

๐Ÿ’ฐ Finance
(1.6K)
16
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.

๐Ÿ’ฐ Finance
(14)
17
Principalยฎ
Principalยฎ
Principalยฎ
Retire on your terms.
Free

Manage your retirement savings conveniently with our app, offering quick access to account information, personalized retirement tracking, financial education, and insurance details. Take control of your financial future with ease.

๐Ÿ’ฐ Finance
(226K)
18
WealthBuilders Community
WealthBuilders Community
WealthBuilders Community
Building Wealth Together
Free

Join the WealthBuilders Community to access financial tools, online courses, expert insights, and support for achieving financial freedom and building generational wealth. Connect with like-minded individuals and gain valuable knowledge to enhance your money management skills.

๐Ÿ’ฐ Finance
(981)
19
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

An innovative investment platform designed to help users grow their wealth through automated investing, personalized advice, and goal-based strategies. Start investing smarter today for a more secure financial future.

๐Ÿ’ฐ Finance
(62K)
20
Arvest Wealth Portal
Arvest Wealth Portal
Arvest Wealth Portal
By Arvest Wealth Management
Free

Stay connected to your investment accounts 24/7 with a free app that offers secure login, portfolio overview, holdings detail, and market alerts. Download the app to access your accounts, track securities, and download tax forms, and start investing with confidence today!

๐Ÿ’ฐ Finance
(9)