Best Wealthbox Apps & Games

234+ iOS apps & games curated and reviewed

4.4 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.

Top Picks for Wealthbox

Wealthbox#1

Wealthbox by Starburst Labs, Inc.

CRM for Financial Advisors
Editor's Choice
💼 Business
4.8😊(1.5K ratings)
Free
Wealthbox screenshot 1
Wealthbox screenshot 2
Wealthbox screenshot 3
Wealthbox screenshot 4
Wealthbox screenshot 5
Wealthbox screenshot 6

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

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

More Wealthbox apps to explore

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

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

💰 Finance
(17K)
5
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.

💼 Business
(675)
6
NJ  E-Wealth Account
NJ  E-Wealth Account
NJ E-Wealth Account
by NJ INDIA INVEST PRIVATE LIMITED
Free

This application allows users to transact on-the-go and access transaction and portfolio reports with a login ID and password. To learn more and start using the service, find out about the network partnership requirements.

💰 Finance
(23)
7
Wealth Without Wall Street
Wealth Without Wall Street
Wealth Without Wall Street
Reach Financial Freedom
Free

This community app helps users achieve financial freedom without relying on Wall Street, offering resources such as passive income strategies, expert Q&As, and peer connections. Join to learn, ask questions, and engage with others in a distraction-free space to build your financial future.

💰 Finance
(30)
8
Wealth Elite
Wealth Elite
Wealth Elite
by REDVISION GLOBAL TECHNOLOGIES PRIVATE LIMITED
Free

This investment application allows privileged investors to easily manage their wealth by investing in top-performing mutual funds, tracking their portfolio, and mapping investments to life goals. With features like easy portfolio management, research, and paperless investments, users can efficiently grow their wealth and achieve their financial objectives.

💰 Finance
(30)
9
CashBoxNG
CashBoxNG
CashBoxNG
Save money securely
Free

CashBoxNG is a secure savings platform that allows users to save money conveniently from their mobile devices or computers. Users can save any amount for free, earn interest on their savings, and access features like KidsBox for children. Start saving securely with CashBoxNG today!

💰 Finance
(605)
10
Hantz Group
Hantz Group
Hantz Group
by Hantz Group, Inc.
Free

Stay on top of your finances with this user-friendly app that provides easy access to your current financial information. Download the app to effortlessly track and manage your financial situation.

💰 Finance
(48)
11
Index Fund Advisors
Index Fund Advisors
Index Fund Advisors
Wealth Management • Taxes
Free

This educational investment app provides personalized wealth management services, evidence-based investing insights, and tools to help users achieve their long-term financial goals. Through the app, users can connect with financial advisors, access educational resources, and utilize investment planning tools to make informed decisions and invest with confidence.

💰 Finance
(40)
12
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.

💰 Finance
(14)
13
Aaron Wealth Connect
Aaron Wealth Connect
Aaron Wealth Connect
by Aaron Wealth Advisors LLC
Free

This wealth management application enables secure and private collaboration between high-net-worth individuals and experienced advisors, allowing users to manage their wealth effectively from anywhere. With this platform, users can work with advisors in a compliant and confidential environment, taking control of their financial management needs.

💼 Business
(4)
14
ADVO by Advocus Private Wealth
ADVO by Advocus Private Wealth
ADVO by Advocus Private Wealth
by Summit Financial, LLC
Free
💼 Business
(1)
15
Long Angle
Long Angle
Long Angle
by ANGLE LONG INC
Free
🌐 Social Networking
(28)
16
Wealth-Builder
Wealth-Builder
Wealth-Builder
Master Money. Live Free.
Free

Experience a revolutionary app that redefines money management and investing to help you build a legacy. Join us on this journey to master your financial life with personalized wealth-building tools and expert coaching. Your path to financial freedom starts here!

💰 Finance
(171)
17
Bernstein Private Wealth
Bernstein Private Wealth
Bernstein Private Wealth
My Bernstein mobile app
Free

This mobile app allows wealth management clients to effortlessly manage their finances, accessing account information, transferring funds, and securely sharing files with their advisory team. Download the app to take control of your financial future with confidence and ease, monitoring your assets, making transactions, and connecting with your advisor on-the-go.

💰 Finance
(58)
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 and make it rain by swiping money and making smart investments to grow your bank account as fast as possible. Try this fast-paced money making game, similar to a classic cookie clicker, and see if you have what it takes to make it rain.

🎮 Games
(22)
19
Wealth ONE
Wealth ONE
Wealth ONE
One APP, all things investing
Free
💰 Finance
(1)
20
Rockefeller Digital
Rockefeller Digital
Rockefeller Digital
by Rockefeller & Co. LLC
Free

This mobile application allows clients to access and manage their financial accounts, perform transactions, and collaborate with advisors on-the-go. With this app, users can view account information, transfer funds, pay bills, and securely send files, all from the convenience of their mobile device.

💰 Finance
(45)

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