Best Wealthbox Apps & Games

234+ iOS apps & games curated and reviewed

4.5 avg rating
20 free apps & games
Updated May 2026

From beginner-friendly picks to power-user tools, our wealthbox list covers 234+ iPhone apps and games updated through May 2026. Compare ratings, prices, and screenshots in one place.

Compare top Wealthbox Apps & Games (May 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1WealthboxWealthboxFree4.8★ (1.6K)NoNoJul 2026
2WealthBox InvestmentsWealthBox InvestmentsFree5.0★ (2)NoNoMay 2026
3Wealthbox: Spending TrackerWealthbox: Spending TrackerFree5.0★ (1)NoNoJun 2026
4Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoJul 2026
5Redtail CRMRedtail CRMFree4.6★ (675)NoNoJul 2026
6NJ  E-Wealth AccountNJ E-Wealth AccountFree4.1★ (23)NoNoJul 2026
7Wealth Without Wall StreetWealth Without Wall StreetFree5.0★ (30)NoYesJul 2026
8Wealth EliteWealth EliteFree4.3★ (30)NoNoJul 2026

Top Picks for Wealthbox

Wealthbox#1

Wealthbox by Starburst Labs, Inc.

CRM for Financial Advisors
Editor's Choice
💼 Business
4.8😊(1.6K ratings)
Free
Wealthbox screenshot 1
Wealthbox screenshot 2
Wealthbox screenshot 3
Wealthbox screenshot 4
Wealthbox screenshot 5
Wealthbox screenshot 6

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

What We Love

  • 🚀 Game changer
  • 👍 Great interface
  • 👍 Intuitive and easy to use
  • 👍 Excellent design

Room to Improve

  • 🐛 Constantly crashes
  • 🐛 Problems loading and glitches
  • 🐛 Paid integration not working
Wealthbox: Spending Tracker#3

Wealthbox: Spending Tracker by Alexander Zarr

Privacy-Focused Money Tracker
Worth Considering
💰 Finance
5.0(1 ratings)
Free
Wealthbox: Spending Tracker screenshot 1
Wealthbox: Spending Tracker screenshot 2
Wealthbox: Spending Tracker screenshot 3
Wealthbox: Spending Tracker screenshot 4
Wealthbox: Spending Tracker screenshot 5
Wealthbox: Spending Tracker screenshot 6

Effortlessly track your spending and keep your financial data private. This app offers a simple interface for quick transaction recording and secure iCloud synchronization. Take control of your finances with a focus on user privacy and continuous evolution.

More Wealthbox apps to explore

4
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

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.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing
💰 Finance
(17K)
free with in-app purchases
5
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases
6
NJ  E-Wealth Account
NJ  E-Wealth Account
NJ E-Wealth Account
by NJ INDIA INVEST PRIVATE LIMITED
Free

Manage your financial transactions and review your portfolio reports on the go. This app requires login credentials provided by an NJ Wealth Advisors Network Partner.

On-the-go transactionsPortfolio reportsTransaction history
💰 Finance
(23)
free
7
Wealth Without Wall Street
Wealth Without Wall Street
Wealth Without Wall Street
Reach Financial Freedom
Free

Connect with a community focused on achieving financial freedom outside of traditional Wall Street methods. Discover passive income strategies, learn from experts, and engage in discussions about real estate, investments, and taxes.

Passive income generation strategiesFinancial freedom tipsExpert Q&As
💰 Finance
(30)
free with in-app purchases
8
Wealth Elite
Wealth Elite
Wealth Elite
by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Free

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.

Portfolio managementMutual fund investmentWealth tracking
💰 Finance
(30)
free
9
CashBoxNG
CashBoxNG
CashBoxNG
Save money securely
Free

Securely save money with this online platform, offering various savings plans for individuals and groups. Earn interest on your deposits and monitor your progress easily. Designed for users of all ages to build financial habits.

Secure online savings platformInterest earnings on savingsKidsBox for children's financial education
💰 Finance
(607)
free
10
Hantz Group
Hantz Group
Hantz Group
by Hantz Group, Inc.
Free

Manage your personal finances with ease. Stay informed about your financial status and track your investments directly from your mobile device.

Financial trackingInvestment monitoringUp-to-date financial information
💰 Finance
(48)
free
11
Index Fund Advisors
Index Fund Advisors
Index Fund Advisors
Wealth Management • Taxes
Free

This app serves as an educational resource for investors, offering personalized wealth management advice and tools. It provides access to expert interviews, investment articles, and interactive surveys to help users understand evidence-based investing strategies and achieve their financial goals.

Connect with Wealth AdvisorsRead and share investing articlesWatch investment education videos
💰 Finance
(40)
free
12
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

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.

Wealth managementInvestment planningRetirement planning
💰 Finance
(14)
ad-supported
13
Aaron Wealth Connect
Aaron Wealth Connect
Aaron Wealth Connect
by Aaron Wealth Advisors LLC
Free

This app facilitates secure and private collaboration between sophisticated individuals, families, and family offices and their wealth advisors. It allows for seamless communication and management of complex wealth matters anytime, anywhere, ensuring compliance.

Secure client-advisor collaborationAnytime, anywhere accessPrivate and compliant communication
💼 Business
(4)
free
14
ADVO by Advocus Private Wealth
ADVO by Advocus Private Wealth
ADVO by Advocus Private Wealth
by Summit Financial, LLC
Free

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.

Secure messagingPrivate video conferencingDocument sharing
💼 Business
(1)
free
15
Long Angle
Long Angle
Long Angle
by ANGLE LONG INC
Free

Connect with other high net worth individuals for confidential financial knowledge sharing and networking. Discuss wealth preservation, tax strategies, asset allocation, and alternative investments. Access exclusive opportunities in private markets and attend live and virtual events.

High net worth investor communityConfidential knowledge sharingNetworking opportunities
🌐 Social Networking
(28)
free
16
Wealth-Builder
Wealth-Builder
Wealth-Builder
Master Money. Live Free.
Free

This app helps you master your finances and build wealth using proven methodologies. It offers tools for tracking assets and liabilities, setting income goals, and planning debt payoff. Access educational content and community support to achieve financial freedom.

Personalized wealth-building dashboardTrack balance sheet accounts (assets & liabilities)Set earned and unearned income goals
💰 Finance
(171)
free with in-app purchases
17
Bernstein Private Wealth
Bernstein Private Wealth
Bernstein Private Wealth
My Bernstein mobile app
Free

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.

Account balance monitoringFund transfersMobile check deposit
💰 Finance
(58)
free
18
Cash Clicker: Make It Rain Money Game
Cash Clicker: Make It Rain Money Game
Cash Clicker: Make It Rain Money Game
by GameMix
Free

Build your fortune by swiping money and making smart investments. Grow your bank account as fast as possible by acquiring unique assets like a Money Tree or Real Estate on Mars. This fast-paced game is perfect for fans of clicker-style challenges.

Swipe to earn moneyMake strategic investmentsAcquire unique assets
🎮 Games
(22)
free
19
Wealth ONE
Wealth ONE
Wealth ONE
One APP, all things investing
Free

This platform offers a comprehensive suite of cross-border investment and wealth management products, including stocks, bonds, and funds. It focuses on providing secure, reliable, and user-friendly intelligent financial services to help global investors increase their asset value.

Cross-border asset managementStocks, bonds, and fundsIntelligent financial services
💰 Finance
(2)
free
20
Rockefeller Digital
Rockefeller Digital
Rockefeller Digital
by Rockefeller & Co. LLC
Free

Manage your Rockefeller Global Family Office accounts on the go. Access balances, deposit checks, transfer funds, pay bills, and securely communicate with your advisor. Digitally authorize transactions and view important documents.

Account balance and activity accessMobile check depositFund transfers
💰 Finance
(46)
free

FAQ about Wealthbox

What are the best wealthbox apps & games for iPhone?
Wealthbox tops our wealthbox apps & games ranking as of May 2026, with a 4.8-star average from 1.6K App Store ratings, and it's free to download.
Yes — 20 of the top wealthbox apps & games we rank are free to download, including Wealthbox and WealthBox Investments.
Wealthbox has no ads and has no in-app purchases, according to its App Store listing as of May 2026.
We track 234+ wealthbox apps & games on the iOS App Store as of May 2026, ranked by rating, recency, and analysis of real user reviews.
Wealthbox is a mobile CRM application designed for financial advisors. It helps you manage your client relationships, track firm activities, and organize your practice. The app syncs seamlessly with the web-based Wealthbox CRM.
Key features include secure login with biometric support, contact management with quick actions like click-to-call and photo uploading, a redesigned calendar with multiple views, a 'Today View' for urgent items, an activity stream for collaboration, and tools for task, opportunity, and project management.

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