Best Wealthbox Investments Apps

213+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated May 2026

If you already know WealthBox Investments, this is the deeper bench. 213+ wealthbox investments apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of May 2026.

Top Picks for Wealthbox Investments

Wealthfront: Save and Invest#2

Wealthfront: Save and Invest by Wealthfront, Inc.

Saving, investing, stocks.
Strong Contender
๐Ÿ’ฐ Finance
4.8๐Ÿ˜Š(17K ratings)
FreeAds
Wealthfront: Save and Invest screenshot 1
Wealthfront: Save and Invest screenshot 2
Wealthfront: Save and Invest screenshot 3
Wealthfront: Save and Invest screenshot 4
Wealthfront: Save and Invest screenshot 5
Wealthfront: Save and Invest screenshot 6

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.

What We Love

  • ๐Ÿš€ Fantastic HYSA and Robo-Advisor
  • ๐Ÿ‘ Impressive money managing app
  • ๐Ÿ‘ Phenomenal app for people trying to reach financial goals
  • ๐Ÿ‘ Great Robo Investing App

Room to Improve

  • ๐Ÿšซ Not good for IRA and investing accounts
  • ๐Ÿšซ Great APY, Terrible Features and Compatability
  • ๐Ÿ› Alas...
Alinea: Automated Investing#3

Alinea: Automated Investing by ALINEA INVEST, LLC

Expert Portfolios, AI Insights
Worth Considering
๐Ÿ’ฐ Finance
4.8๐Ÿ˜Š(97K ratings)
Free
#31in Finance
Alinea: Automated Investing screenshot 1
Alinea: Automated Investing screenshot 2
Alinea: Automated Investing screenshot 3
Alinea: Automated Investing screenshot 4
Alinea: Automated Investing screenshot 5
Alinea: Automated Investing screenshot 6

Invest with confidence using expert-built portfolios and AI-driven insights. Track performance, visualize growth, and receive personalized financial news to make informed investment decisions. Securely link bank accounts and explore curated investment strategies.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿ‘ User-friendly interface
  • ๐Ÿ’ก Innovative investing features
  • ๐Ÿš€ Streamlined investing process

Room to Improve

  • ๐Ÿ› Subscription charges without consent
  • ๐Ÿ› Difficulty cancelling subscriptions
  • ๐Ÿ› Slow customer support response times

More Wealthbox Investments apps to explore

4
Public: Invest & Trade
Public: Invest & Trade
Public: Invest & Trade
Stocks, Crypto, Options, Bonds
Free

Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.

Transfer existing portfolios1% uncapped transfer matchInvest in stocks, options, bonds, crypto
๐Ÿ’ฐ Finance
(84K)
free with in-app purchases
5
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
๐Ÿ’ฐ Finance
(177K)
free
6
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.

View account holdings and performanceTrack progress toward financial goalsMessage and share documents with team
๐Ÿ’ฐ Finance
(134K)
free
7
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

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.

Diversify with private marketsReal estate, private equity, credit investmentsBuild custom portfolios
๐Ÿ’ฐ Finance
(1.6K)
free with in-app purchases
8
RBC WM Online U.S.
RBC WM Online U.S.
RBC WM Online U.S.
by RBC Capital Markets, LLC
Free

Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.

View total portfolio dashboardCheck account balances and performanceDeposit checks directly
๐Ÿ’ฐ Finance
(232)
free
9
Fidelity Investments
Fidelity Investments
Fidelity Investments
Invest, save, plan in one app.
Free

Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

Invest in stocks, ETFs, mutual fundsTrade cryptocurrenciesCash management and bill pay
๐Ÿ’ฐ Finance
(3.2M)
free with in-app purchases
10
etoro: Trade & Invest
etoro: Trade & Invest
etoro: Trade & Invest
Trade the worldโ€™s top markets
Free

Invest in stocks, ETFs, and cryptocurrencies with zero commissions. Earn interest on your cash balance and explore options trading. Connect with a community of investors and practice with virtual funds.

Zero commission stock and ETF investingBuy popular cryptocurrenciesHigh-Interest Cash Program
๐Ÿ’ฐ Finance
(9.8K)
free with in-app purchases
11
VectorVest: Stock & Investment
VectorVest: Stock & Investment
VectorVest: Stock & Investment
Market Tracker & Analysis
Free

This app provides daily stock analysis, sorting, and ranking based on value, safety, and timing. It offers proven market timing systems, a dynamic stock screener, and exclusive charts to help users make informed investment decisions.

Daily stock analysis, sorting, and rankingProven market timing systemDynamic stock screener
๐Ÿ’ฐ Finance
(16K)
freemium
12
Bamboo: Invest. Trade. Earn.
Bamboo: Invest. Trade. Earn.
Bamboo: Invest. Trade. Earn.
by Bamboo Global Inc
Free

Invest in US stocks easily and securely from your mobile phone. Access over 3,000 stocks with fractional investing options, even as a non-US citizen. Start your investment journey with minimal requirements and insured trades.

Easy registration with NINInstant trading of US stocksSIPC and FINRA insured trades
๐Ÿ’ฐ Finance
(947)
free with in-app purchases
13
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
๐Ÿ’ฐ Finance
(7K)
freemium
14
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
by National Financial Services LLC
Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
๐Ÿ’ฐ Finance
(19K)
free
15
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans
๐Ÿ’ฐ Finance
(22K)
free with in-app purchases
16
LPL Account View
LPL Account View
LPL Account View
by LPL FINANCIAL CORPORATION
Free

Access your LPL financial accounts securely and conveniently from your mobile device. Track your portfolio, monitor transactions, and view account documents. Stay informed with daily market updates and investment research to help you reach your financial goals.

Monitor total portfolio valueTrack account balances and transactionsAnalyze asset allocations
๐Ÿ’ฐ Finance
(3.6K)
free
17
Client Access
Client Access
Client Access
by Raymond James Financial, Inc.
Free

Manage your investment portfolio, transfer funds, and deposit checks securely on your mobile device. Access account balances, market information, and financial documents anytime. It offers a secure vault for storing important papers and provides tools for in-depth financial reviews.

View account balances and investment valuesTransfer funds and deposit checksAccess market information
๐Ÿ’ฐ Finance
(154)
free
18
Empower ยฎ
Empower ยฎ
Empower ยฎ
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
๐Ÿ’ฐ Finance
(395K)
free with in-app purchases
19
American Century Investments
American Century Investments
American Century Investments
Invest for What Matters Most
Free

Manage your investments on the go with this app. Track balances, view performance, make additional investments, and access important documents. It helps you stay informed about market activity and your financial goals.

View account balances and performanceInteractive balance history chartsMake additional investments
๐Ÿ’ฐ Finance
(15)
free with in-app purchases
20
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

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.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
๐Ÿ’ผ Business
(1.6K)
free