Best Wealthbox Apps

249+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated September 2026

From beginner-friendly picks to power-user tools, our wealthbox list covers 249+ iPhone apps updated through September 2026. Compare ratings, prices, and screenshots in one place.

Compare top Wealthbox Apps (September 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1WealthboxWealthboxFree4.8★ (1.7K)NoNoSep 2026
2Wealthbox: Spending TrackerWealthbox: Spending TrackerFree5.0★ (1)NoNoAug 2026
3WealthBox InvestmentsWealthBox InvestmentsFree5.0★ (2)NoNoMay 2026
4DBSV WealthBOXDBSV WealthBOXFree—NoNoJul 2026
5Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoSep 2026
6Betterment Invest & Save MoneyBetterment Invest & Save MoneyFree4.8★ (65K)YesNoSep 2026
7FC WealthFC WealthFree—NoNoMay 2026
8KWB WealthKWB WealthFree2.5★ (2)NoNoMay 2026

Top Picks for Wealthbox

Wealthbox#1

Wealthbox by Starburst Labs, Inc.

CRM for Financial Advisors
Editor's Choice
💼 Business
4.8😊(1.7K ratings)
Free
Wealthbox screenshot 1
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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
  • 👍 Flexible and easy to use
  • 👍 Beautiful platform with all the features

Room to Improve

  • 🐛 Constantly crashes
  • 🐛 Problems loading and glitches
  • 🐛 Paid integration not working
  • 🐛 Horrible phone app
  • 🐛 Cumbersome to use vs browser version
  • 🐛 Freezes after login
  • 🐛 Worthless mobile app
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
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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

FAQ about Wealthbox

What are the best wealthbox apps for iPhone?
Wealthbox tops our wealthbox apps ranking as of September 2026, with a 4.8-star average from 1.7K 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 September 2026.
We track 249+ wealthbox apps on the iOS App Store as of September 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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