Best Wealth Planner Apps

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Free

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Caply: Wealth Planner by DZS Solutions

See your future wealth

Strong Contender

0.0(0 ratings)

Free

Easy Finance Wealth Planner by Joan Santos Farras

Personal Financial Assistant

Worth Considering

Cube Wealth: Financial Planner

0.0(0 ratings)

FreeIn-App Purchases

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More Wealth Planner apps to explore

Savings and Investment Guide

Wealth managementInvestment planningRetirement planning

This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.

(15)

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Your Wealth Architect

AI financial planning

Consolidated financial overviewAI-driven financial adviceBudget tracking and pace

This app provides a comprehensive financial roadmap by consolidating accounts, budgets, and goals. It offers AI-powered insights and guided conversations to help users understand their net worth, spending, savings plans, and retirement prospects. Stay informed with personalized daily briefs and home screen widgets.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management using AI and expert advice. It helps users achieve financial goals like retirement, tax optimization, and estate planning with a flat-fee subscription model.

Boldin Retirement Planner

(90)

subscription

Financial Freedom & Nest Egg

Financial health dashboardWhat-if scenario modelingGoal tracking

Plan your financial future with a comprehensive retirement and goal-tracking tool. Model various scenarios, optimize savings, and manage your entire financial portfolio locally on your device for enhanced privacy and security.

Plan, save, invest, retire

Consolidated account viewRetirement planningBudget tracking

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

free with in-app purchases

(425K)

Wealth Enhancement

Advisor CommunicationMeeting SchedulerSecure Document Upload

Connect with your dedicated wealth management team, including specialists in tax and estate planning. Communicate securely, schedule meetings, and access educational resources to manage your finances.

(4)

PlanMode: Retirement Planner

Long-term Financial Planning

Lifetime wealth projectionsRetirement savings gap analysisScenario testing for financial decisions

This app helps you plan for your financial future by projecting your wealth over your lifetime. It analyzes potential shortfalls in retirement savings and allows you to test various financial scenarios to ensure you have sufficient resources.

free with in-app purchases

(105)

Flourish Wealth

by Flourish Wealth Management Inc.

Real-time account informationInvestment holdings viewPerformance tracking

Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.

(9)

Stash: Investing made easy

Invest in Stocks and ETFs.

Expert-built portfoliosAutomated investingPersonalized guidance

This app simplifies investing with expert-built portfolios, personalized guidance, and automation. It offers tools for retirement planning, building a safety net, and investing for the first time, making financial confidence accessible.

(311K)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with competitive APYExpert-built ETF investment portfoliosCommission-free stock and ETF investing

Manage your savings and investments in one place. Earn competitive APY on cash deposits, invest in diversified portfolios or individual stocks with zero commissions, and get a holistic view of your financial future.

by CORE Wealth Advisors, Inc.

by MJP ASSOCIATES, INC.

Wealth Building Cornerstones

(0)

by Wealth Building Cornerstones

Economic-based financial processWealth building and protectionEfficient financial planning

This educational system empowers individuals and families with a straightforward, powerful economic process for wealth building and protection. It guides users through efficient financial planning without sales pressure, leveraging financial tools for optimal results.

Will your money last?

by Plante Moran Financial Advisors

On-demand portfolio accessView financial assets and liabilitiesDocument access

Access your investment portfolio and financial information on demand. View all your assets and liabilities in one place, access important documents, and connect with your financial advisory team. Stay informed with wealth management insights.

by Reston Wealth Management, LLC

Bruce's Retirement Planner

(0)

Monte Carlo Money Simulator

Comprehensive financial planning (income, expenses, accounts, debt)Couples planning with survivor benefitsHealthcare cost projection (employer, ACA, Medicare)

Project your entire financial life to estimate retirement readiness and spending capacity. Built by an actuary, it models bank and insurer methodologies for markets and lifespans. Your data remains private on your device.

(34)