232+ iOS apps curated and reviewed
Whether you're new to wealth private or looking for an upgrade, our curated collection of 232+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.
This app helps you cultivate a positive mindset towards wealth through guided practices and daily activities. It's inspired by a popular book and aims to transform your financial circumstances by changing how you think about money.
Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.
This app provides high-net-worth individuals with access to personalized wealth management guidance and investment opportunities. It offers a dedicated financial advisor, diversified portfolios, and exclusive access to private market investments.
Manage your wealth on the go with this app. View account balances, transfer funds, deposit checks, and securely share documents with your advisory team. Link external accounts for a complete financial overview.
Access exclusive private wealth management services and personalized financial guidance. This SEC-registered institution offers expert portfolio management without high minimums, alongside tools to plan life experiences.
Access your investment portfolio and communicate with your advisor on the go. Monitor your accounts, download important documents, and stay connected to your financial progress anytime, anywhere.
This app provides authorized clients of a private wealth firm with a streamlined interface to view their investment portfolio data. Access requires existing client authorization. Inquiries for access can be directed to a financial advisor.
Manage your investments seamlessly with comprehensive tools and real-time insights. Track portfolios, explore exclusive opportunities, and receive personalized market updates for efficient wealth creation.
Access your complete financial overview, including holdings, performance, and projected income. Securely communicate with your financial team and share important documents directly through the app. This application is exclusively for existing clients.
This app allows registered investors to manage their wealth by investing in mutual funds, tracking portfolios, and aligning investments with life goals. It offers a paperless process, research-backed portfolios, and features for earning extra returns on idle funds.
This app offers a secure and efficient platform for clients to manage their wealth. It facilitates real-time updates on financial planning strategies through features like secure messaging, video conferencing, and document sharing.
Manage your finances and connect with your advisor on a secure platform. Track your portfolio, monitor financial plan progress, and access important documents and reports anytime, anywhere.
Access your portfolio values, holdings, and performance details on the go. This app provides a convenient way for clients to stay informed about their financial investments.
