Best Wealth Planner Apps

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.

Stash: Investing made easy

(14)

ad-supported

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.

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

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.

(404K)

See how decisions shape wealth

Wealth Coach Pro

Visualize financial future impactExplore life decision outcomesDynamic financial plan updates

This app helps you visualize the financial impact of life decisions. Explore how choices like buying a home or changing careers affect your future wealth without complex spreadsheets or jargon. It provides a dynamic financial plan that updates with every decision.

Net worth & retirement

PlanMode: Retirement Planner

(0)

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.

(105)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

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.

(17K)

by FLOURISH WEALTH MANAGEMENT INC

MJP Wealth

by MJP ASSOCIATES, 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.

Seraph: Retirement Planner

(9)

free

Monte Carlo Money Simulator

Monte Carlo retirement simulationsComprehensive financial modelingReal US tax engine

This app simulates thousands of market futures and lifespans to estimate your chance of financial solvency in retirement. It models income, expenses, accounts, debt, and life events with a real US tax engine. Understand key insights and track your progress against your plan.

by CORE Wealth Advisors, Inc.

Stocks, Crypto, Options, Bonds

💼 Business

(0)

Public: Invest & Trade

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

(85K)

Track your goals on-the-go

Edward Jones

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

Wealth Building Cornerstones

(139K)

free

by Wealth Building Cornerstones