182+ iOS apps curated and reviewed
With an average user rating of 4.7★, the wealth planner category is one of the App Store's strongest. Browse all 182+ apps we track, sorted so the most loved ones surface first.
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.
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.
This app helps you manage your finances by tracking spending, monitoring bills, and providing insights into your credit score and cash flow. It also offers opportunities to earn interest on cash, invest in Treasury Bills, and automate investments.
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.
This app connects real estate professionals to a network for sharing insights and referral opportunities. It offers exclusive educational content, expert-led training, and tools to help you become a trusted advisor in building, protecting, and transferring client wealth.
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.
This private finance app provides a comprehensive overview of your financial health without requiring bank logins or subscriptions. Track net worth, plan for goals, and analyze your spending and investments all on your device.
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.
This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.
This app helps you manage your money by tracking expenses, creating budgets, and providing financial insights. It offers secure, private data management with iCloud sync and intelligent categorization for effortless spending control.
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.
Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.
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.
This app helps you manage your spending, track bills, and build healthy financial habits. It offers personalized budgets, smart goals, and real-time net worth tracking to reduce financial stress and increase your knowledge.
Plan your financial future with interactive projections for net worth, cash flow, and retirement. Simulate major life decisions and optimize financial goals like mortgage payments. Data is stored locally for privacy with optional cloud sync.
Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.