Best Wealthscape Apps

242+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated May 2026

Every iPhone needs a few good wealthscape apps. We benchmark 242+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Top Picks for Wealthscape

Wealthscape℠#1

Wealthscape℠ by National Financial Services LLC

Editor's Choice
💰 Finance
4.8😞(2.6K ratings)
Free
Wealthscape℠ screenshot 1
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Wealthscape℠ screenshot 3
Wealthscape℠ screenshot 4
Wealthscape℠ screenshot 5

Access critical brokerage information, manage client accounts, and stay informed on market updates with the Wealthscape℠ mobile app. Enjoy advanced security features like biometric login and two-factor authentication for a secure experience. For investment professionals only.

What We Love

  • 👍 Easy to use
  • 🚀 Smooth check deposit
  • 💡 Helpful for administrative tasks

Room to Improve

  • 🐛 App freezes when depositing checks
  • 🐛 Crashes when making deposits
  • 🐛 Unresponsive after updates
4.7😞(19K ratings)
Free
Wealthscape Investor℠ screenshot 1
Wealthscape Investor℠ screenshot 2
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Wealthscape Investor℠ screenshot 4
Wealthscape Investor℠ screenshot 5
Wealthscape Investor℠ screenshot 6

Access your managed brokerage accounts with ease using this app, featuring advanced security measures like biometric login and two-factor authentication. Enjoy convenient self-service capabilities and access account information effortlessly, including statements, tax forms, and more. To get started, contact your financial institution to enroll in Wealthscape Investor or Online Brokerage.

What We Love

  • 👍 Easy to use
  • 🚀 Smooth performance
  • 💰 Helpful for managing investments
  • 🤝 Great customer service

Room to Improve

  • 🐛 Frequent crashes and bugs
  • ⏱️ Slow loading times
  • 🔒 Unreliable security features
Wealthfront: Save and Invest#3

Wealthfront: Save and Invest by Wealthfront, Inc.

Saving, investing, stocks.
Worth Considering
💰 Finance
4.8😊(17K ratings)
FreeAds
Wealthfront: Save and Invest screenshot 1
Wealthfront: Save and Invest screenshot 2
Wealthfront: Save and Invest screenshot 3
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Wealthfront: Save and Invest screenshot 5
Wealthfront: Save and Invest screenshot 6

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!

What We Love

  • 🚀 Fantastic HYSA and Robo-Advisor
  • 👍 Impressive money managing app
  • 👍 Phenomenal app for people trying to reach financial goals
  • 👍 Great Robo Investing App

Room to Improve

  • 🚫 Not good for IRA and investing accounts
  • 🚫 Great APY, Terrible Features and Compatability
  • 🐛 Alas...

More Wealthscape apps to explore

4
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

💰 Finance
(37K)
5
ADVO by Advocus Private Wealth
ADVO by Advocus Private Wealth
ADVO by Advocus Private Wealth
by Summit Financial, LLC
Free
💼 Business
(1)
6
twocents: Social Budgeting
twocents: Social Budgeting
twocents: Social Budgeting
Conversations backed by money
Free
🌐 Social Networking
(84)
7
Beverly Hills Private Wealth
Beverly Hills Private Wealth
Beverly Hills Private Wealth
by Beverly Hills Private Wealth LLC
Free
💰 Finance
(2)
8
Wealthgrade
Wealthgrade
Wealthgrade
financial comparison at scale
Free

This application allows users to view all their financial accounts in one place, track their personal worth, and compare it to others in a social community that fosters financial growth through gamification and competition. By using this app, users can gain a holistic view of their financial snapshot, stay motivated to achieve financial growth, and see how they stack up against others.

💰 Finance
(8)
9
My Private Office
My Private Office
My Private Office
by Elisyan Wealth Ventures Ltd
Free
💰 Finance
(0)
10
SSWP Client Access
SSWP Client Access
SSWP Client Access
by SageSpring Wealth Partners, LLC
Free

View your financial picture on-the-go with this mobile app, accessing your portfolio, downloading performance reports, and connecting with your advisor made easy. Download now to manage your finances at your fingertips.

💰 Finance
(5)
11
Multifamily Wealth Nation
Multifamily Wealth Nation
Multifamily Wealth Nation
Multifamily Community & Events
Free

This application provides a centralized platform for accessing videos, news, and updates, while also allowing users to save favorite content and receive push notifications. Download the app to easily manage your content and stay up-to-date with the latest information.

💼 Business
(4)
12
Fiduciary Trust International
Fiduciary Trust International
Fiduciary Trust International
Growing and Protecting Wealth
Free

This wealth management application allows users to manage their accounts, view account information, and securely share files with their team. With features like multi-factor authentication and digital vault, users can access their wealth planning, investment management, and trust services on-the-go and stay on top of their financial portfolio.

💰 Finance
(10)
13
Wealth eOffice
Wealth eOffice
Wealth eOffice
by RED VISION COMPUTER TECHNOLOGIES PRIVATE LIMITED
Free

This app allows financial investors to easily view their investment portfolio, access wealth reports, and utilize various calculators and goal tracking features. To get started, users must be registered with a financial advisor, and can then access a range of tools to help manage their wealth.

💰 Finance
(9)
14
Envestnet Elevate
Envestnet Elevate
Envestnet Elevate
by Envestnet Financial Technologies, Inc.
Free
💼 Business
(2)
15
The Legacy Wealth App
The Legacy Wealth App
The Legacy Wealth App
by LEGACY WEALTH LLC
Free

This mobile app allows Legacy Wealth clients to access their portfolio data in a simple and elegant interface. Download the app to easily view your portfolio information, if you're a Legacy Wealth client.

💰 Finance
(10)
16
IWI Publications
IWI Publications
IWI Publications
by Investment Management Consultants Association
Free

This application provides access to peer-reviewed publications and industry research for financial advisors, investment consultants, and wealth managers, featuring articles on key issues and topics. Download the app to read current and past issues, search archives, and share content on the go.

💰 Finance
(4)
17
Wealth Portal by Elite Wealth
Wealth Portal by Elite Wealth
Wealth Portal by Elite Wealth
Wealth Management
Free
💰 Finance
(0)
18
Jefferies Wealth Management
Jefferies Wealth Management
Jefferies Wealth Management
by Jefferies LLC
Free
💰 Finance
(1)
19
Cresset
Cresset
Cresset
by Cresset Capital Management, LLC
Free
💰 Finance
(0)
20
become rich
become rich
become rich
by rahul baweja
Free
🌟 Lifestyle
(0)

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