Best Wealth Planner Apps

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Free

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Easy Finance Wealth Planner by Joan Santos Farras

Personal Financial Assistant

Strong Contender

0.0(0 ratings)

FreeIn-App Purchases

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Caply: Wealth Planner by DZS Solutions

See your future wealth

Worth Considering

Cube Wealth: Financial Planner

0.0(0 ratings)

Free

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.

(14)

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Your Wealth Architect

AI financial planning

Consolidated financial overviewAI-driven financial roadmapBudget tracking and spending analysis

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

Boldin Retirement Planner

(11)

free

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.

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.

Stash: Investing made easy

(90)

subscription

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.

Net Worth & Retirement Tracker

(311K)

subscription

Enough: Wealth Planner

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.

(18K)

Advisor CommunicationMeeting SchedulerSecure Document Upload

MJP Wealth

by MJP ASSOCIATES, INC.

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.

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.

Manage your finances comprehensively with this app. Track net worth, spending, and investments. Open brokerage and cash accounts, and receive personalized financial guidance and educational content.

Connect bank, credit, and investment accountsAutomated net worth, savings, and spending trackingCategorize transactions and set budgets

(5)

Plante Moran Wealth

by PMFA INC

On-demand portfolio accessView financial assets and liabilitiesDocument access

Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

Bruce's Retirement Planner

(8)

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 True Wealth Design, LLC

Interactive financial dashboardDynamic investment reportsSecure document vault

Manage your complete financial picture with an intuitive dashboard, dynamic investment reports, and a secure document vault for advisor files. This easy-to-use mobile application offers comprehensive budgeting tools and interactive financial insights.

Stocks, Crypto, Options, Bonds

(8)

free

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.

(86K)