Best Wealth Management Mobile Apps

4.8😐(65K ratings)

Free

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
👍 Reliable service

Room to Improve

🐛 Buggy and not functional
👎 Limited functionality
👎 Lack of transparency on fees
👎 Confusing layout and navigation
👎 Inconsistent performance

Echo Wealth Management Mobile by Echo Wealth Management, LLC

Strong Contender

0.0(0 ratings)

Free

Echo Wealth Management Mobile screenshot 1

Echo Wealth Management Mobile screenshot 2

Echo Wealth Management Mobile screenshot 3

Echo Wealth Management Mobile screenshot 4

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

Investing, Wealth Management

Worth Considering

CNB Wealth Management Mobile

4.6😞(7K ratings)

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.

What We Love

💎 Consistent growth
🤝 Exceptional customer service
📚 Great education and content
🔍 Unique investing strategies
🤖 Personalized, thoughtful, simple next generation investing

Room to Improve

💰 High membership and advisory fees, with less ROI
🔒 Locked funds and strategy
🔄 Changing policies and fees
🕰️ Difficult to get money out
🤖 Garbage user interface
🚫 Scam, stay away

More Wealth Management Mobile apps to explore

by City Holding Company

Secure account accessPortfolio snapshotDetailed holdings information

Access your trust and investment accounts securely on the go. View your total wealth, portfolio snapshots, and detailed holdings. Share information with your advisor to make informed financial decisions.

Morgan Stanley Wealth Mgmt

by Morgan Stanley

Account management and balance viewingMobile check depositMoney transfers and bill pay

Manage your personal finances, accounts, and investments on the go. Deposit checks, transfer money, view documents, and connect with your financial advisor securely. Track spending, set alerts, and even lock your debit card if misplaced.

(452)

by Ritholtz Wealth Management, LLC

Ritholtz Wealth Mobile

View account informationCheck balancesContact financial advisor

Access your financial account details and balances on the go. Connect with your financial advisor directly through the app for seamless communication and support.

(6)

by Spartan Wealth Management Inc.

Spartan Wealth Mobile

Financial future controlWealth management portalSeamless communication

Manage your wealth with clarity and ease through this comprehensive financial portal. It offers a secure platform for a transparent, all-in-one view of your financial life.

by Bush Wealth Management LLC

View account balances and holdingsAccess activity and transactionsReview performance and reports

Access your financial accounts securely on the go. View balances, holdings, activity, transactions, performance reports, statements, and tax forms. Stay informed about your investments with this client portal.

PremierBank Wealth Management

Wealth Management Mobile App

View total net worth at-a-glanceAnalyze individual holdingsMonitor recent transactions

Manage your wealth on the go with this streamlined mobile app. View your net worth, analyze holdings, monitor transactions, and organize your financial data with advanced security features.

by Paulson Wealth Management, LLC

Paulson Wealth Mobile

View account valuationTrack performanceMonitor financial goal plan

Access your financial accounts and track performance with this app. View your account valuation, monitor progress towards your financial goals, and receive personalized service from financial experts.

by Crescent Wealth Management, Inc.

Secure advisor communicationInstant mobile notificationsDocument scanning and uploading

This finance app facilitates secure communication and document management with your wealth advisor. It offers instant notifications, document scanning, e-signing, and meeting scheduling, all within a protected platform.

AI financial advisor built in

M1: AI Wealth Management

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)

Parr McKnight Mobile

by Parr McKnight Wealth Management Group, LLC

Portfolio insights and performance metricsSecure online document vaultManage all accounts in one place

Access your complete financial picture on the go with this wealth management tool. Track portfolio performance, manage accounts, store documents securely, and connect with your advisory team anytime.

by Seacrest Wealth Management, LLC

Portfolio valuation and overviewAccount and investment detailsFirm news feed access

Access your investment portfolio, account details, and firm news on the go. Receive notifications for portfolio changes and new updates. This app offers a secure and intuitive way to manage your wealth management information.

by GeoWealth Management, LLC

(0)

Pension & Wealth Mobile

A trusted advisor

On-the-go financial managementFinancial planning toolsWealth management simplification

Manage your finances and plan your financial future with this comprehensive companion app. It offers a suite of tools designed to simplify wealth management through a user-friendly interface, empowering you to navigate financial complexities with confidence.

by THOR Investment Management, Inc.

Spectrum Wealth Management

(0)

by Spectrum Investment Advisors, Inc.

Minster Bank Wealth Management

(0)

MFG Wealth Management

by MFGWealthMGMT

View account informationCheck balancesSee positions

Access your financial account details, including balances and positions. Easily connect with your advisor to schedule appointments or get in touch.