Best Wealthbox Apps

247+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated August 2026

From beginner-friendly picks to power-user tools, our wealthbox list covers 247+ iPhone apps updated through August 2026. Compare ratings, prices, and screenshots in one place.

Compare top Wealthbox Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1WealthboxWealthboxFree4.8★ (1.6K)NoNoSep 2026
2Wealthbox: Spending TrackerWealthbox: Spending TrackerFree5.0★ (1)NoNoAug 2026
3WealthBox InvestmentsWealthBox InvestmentsFree5.0★ (2)NoNoMay 2026
4Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoSep 2026
5Betterment Invest & Save MoneyBetterment Invest & Save MoneyFree4.8★ (65K)YesNoSep 2026
6Trump Accounts: Official AppTrump Accounts: Official AppFree4.8★ (14K)NoNoSep 2026
7FC WealthFC WealthFreeNoNoMay 2026
8Beanstox: Simple InvestingBeanstox: Simple InvestingFree4.6★ (4K)NoNoSep 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#2

Wealthbox: Spending Tracker by Alexander Zarr

Privacy-Focused Money Tracker
Strong Contender
💰 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
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

Automated investing and savingsExpert-built diversified portfoliosHigh-yield cash accounts
💰 Finance
(65K)
free with in-app purchases
6
Trump Accounts: Official App
Trump Accounts: Official App
Trump Accounts: Official App
Invest in your child’s future
Free

This app helps eligible American children start building long-term financial growth. It allows for contributions from family, friends, and employers, automatically investing funds for long-term growth. At 18, the account converts to a Traditional IRA.

Open accounts for eligible childrenAutomatic investment in long-term fundsTrack contributions and monitor performance
💰 Finance
(14K)
free
7
FC Wealth
FC Wealth
FC Wealth
by FC Wealth Solutions, LLC
Free
💰 Finance
(0)
8
Beanstox: Simple Investing
Beanstox: Simple Investing
Beanstox: Simple Investing
Start small, grow wealth
Free

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs
💰 Finance
(4K)
free with in-app purchases
9
Fuller Wealth
Fuller Wealth
Fuller Wealth
by Fuller Wealth Advisors, Inc.
Free
💰 Finance
(0)
10
DBSV WealthBOX
DBSV WealthBOX
DBSV WealthBOX
by DBS VICKERS SECURITIES (THAILAND) COMPANY LIMITED
Free

This application allows DBSV clients to easily buy, sell, and manage mutual funds from over 10 asset management companies. It offers free account opening, investment in individual funds or model portfolios, and access to expert analysis and up-to-date market information.

Buy, sell, and switch mutual fundsDollar-cost averaging (DCA) for fundsInvest in individual funds or model portfolios
💰 Finance
(0)
free
11
BNA Wealth
BNA Wealth
BNA Wealth
by BNA WEALTH INC
Free
💰 Finance
(0)
12
KWB Wealth
KWB Wealth
KWB Wealth
by KWB WEALTH
Free

Monitor your KWB Wealth account balances and track your investment portfolio. This application provides a convenient way to access your financial information on the go.

View account balancesTrack portfolio investmentsAccess financial information
💰 Finance
(2)
free
13
GBM Wealth
GBM Wealth
GBM Wealth
by GBM Wealth Management, Inc.
Free
💰 Finance
(0)
14
Axia Wealth
Axia Wealth
Axia Wealth
by Axia Wealth Management, Inc.
Free
💰 Finance
(0)
15
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.

Dedicated advisory teamProfessional investment managementAutomated cash management
💰 Finance
(7K)
freemium
16
The Wealth Wallet
The Wealth Wallet
The Wealth Wallet
Get your finances on track.
Free
💰 Finance
(0)
17
CCTC, a division of FNBO
CCTC, a division of FNBO
CCTC, a division of FNBO
by Country Club Trust company, National Association
Free
💰 Finance
(0)
18
Wallet Wealth
Wallet Wealth
Wallet Wealth
by Wallet Wealth LLP
Free
💼 Business
(0)
19
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
20
Adapt Wealth
Adapt Wealth
Adapt Wealth
by Adapt Wealth Advisors LLC
Free

Access your financial account details and balances on the go. Easily connect with your financial advisor for personalized support and guidance.

View account informationCheck balancesContact advisor
💰 Finance
(3)
free

FAQ about Wealthbox

What are the best wealthbox apps for iPhone?
Wealthbox tops our wealthbox apps ranking as of August 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 we rank are free to download, including Wealthbox and Wealthbox: Spending Tracker.
Wealthbox has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 247+ wealthbox apps on the iOS App Store as of August 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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