Best Westview Investment Advisors Apps

197+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

If you already know Westview Investment Advisors, this is the deeper bench. 197+ westview investment advisors apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.

Top Picks for Westview Investment Advisors

EFE#2

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(7.3K ratings)
FreeAds
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EFE screenshot 6

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

What We Love

  • ๐Ÿ‘ User-friendly
  • ๐Ÿš€ Easy to navigate
  • ๐Ÿ’ก Comprehensive account information
  • ๐Ÿ”’ Secure login process

Room to Improve

  • ๐Ÿ› Inconsistent data updates
  • ๐Ÿ” Limited functionality compared to website
  • ๐Ÿ” Difficulty linking external accounts
Betterment Invest & Save Money#3

Betterment Invest & Save Money by Betterment

Investments & Cash Accounts
Worth Considering
๐Ÿ’ฐ Finance
4.8๐Ÿ˜(62K ratings)
FreeAds
Betterment Invest & Save Money screenshot 1
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An innovative investment platform designed to help users grow their wealth through automated investing, personalized advice, and goal-based strategies. Start investing smarter today for a more secure financial future.

What We Love

  • ๐Ÿ’ฐ High yield savings account
  • ๐Ÿ” Easy to link and manage accounts
  • ๐Ÿค– Automated investing and portfolio management
  • ๐Ÿ‘จโ€๐Ÿ’ป Responsive customer service

Room to Improve

  • ๐Ÿค– Automated investing underperforms manual investing
  • ๐Ÿค” Unclear account selection when making deposits
  • โฑ๏ธ Slow transfer and withdrawal process

More Westview Investment Advisors apps to explore

4
Ellevest: Investing for women
Ellevest: Investing for women
Ellevest: Investing for women
Build wealth for your future.
Free

An application optimized for women, Ellevest helps build personalized investment portfolios to achieve financial goals. With diversified portfolios, tax strategies, impact investing options, and expert guidance, Ellevest aims to empower women financially. Join over 3 million members today for $12/month and start investing for your future.

๐Ÿ’ฐ Finance
(5.8K)
5
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.

๐Ÿ’ฐ Finance
(88K)
6
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Talk to your investments
Free
๐Ÿ’ฐ Finance
(247)
7
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

๐Ÿ’ฐ Finance
(7K)
8
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Fundrise: Invest in Alts
Venture, Real estate, Income
Free

Invest in a diverse range of alternative assets such as real estate, venture capital, and private credit with our platform. Easily build a portfolio with flexible investment options starting at $10, transparent reporting, bank-level security, and expert support. Start investing today at fundrise.com.

๐Ÿ’ฐ Finance
(37K)
9
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This application helps users invest for the future, sign up for affordable health insurance plans, and learn smart financial habits. Join to master your money habits with automated investments, healthcare options, and educational resources.

๐Ÿ’ฐ Finance
(21K)
10
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.

๐Ÿ’ฐ Finance
(37K)
11
Morningstar Investor
Morningstar Investor
Morningstar Investor
by Morningstar, Inc.
Free

Discover a comprehensive investment app that offers market monitoring, portfolio tracking, analyst research, and real-time quotes. Access premium investment data, news, and videos, and enjoy seamless account integration for registered users. Join now for a wealth of financial resources and tools.

๐Ÿ’ฐ Finance
(7K)
12
Mezzi Wealth
Mezzi Wealth
Mezzi Wealth
AI portfolio and tax guidance
Free

Accelerate your wealth-building with Mezzi, an AI-powered stock market analysis app. Gain insights, make informed investment decisions, and watch your wealth grow faster. Start building your future today!

๐Ÿ’ฐ Finance
(102)
13
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
Wealthscape Investorโ„ 
by National Financial Services LLC
Free

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.

๐Ÿ’ฐ Finance
(19K)
14
My Westlake Portfolio
My Westlake Portfolio
My Westlake Portfolio
by Westlake Services, Llc
Free

Manage your Westlake Portfolio Management account on the go with our mobile app. Make payments, set up recurring payments, access payoff information, and enjoy various other features for convenient account management.

๐Ÿ’ฐ Finance
(7.4K)
15
Addepar
Addepar
Addepar
Wealth management platform
Free

This wealth management platform provides users with up-to-date portfolio data, including net worth, performance, and asset allocation, allowing them to gain a deeper understanding of their financial situation. Interested users can ask their financial advisor about this platform to get a clearer financial picture.

๐Ÿ’ฐ Finance
(58)
16
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.

๐Ÿ’ฐ Finance
(1.6K)
17
Dominant: AI Portfolio Advisor
Dominant: AI Portfolio Advisor
Dominant: AI Portfolio Advisor
Manage Stocks, Crypto & ETFs
Free
$49.99 | 100% OFF

Master cryptocurrency investing with our app designed for all levels of investors. Access a comprehensive 5-module course, interactive tools, and a supportive community. Start your journey today with a free module download and unlock premium features with a subscription.

๐Ÿ’ฐ Finance
(1)
18
Index Fund Advisors
Index Fund Advisors
Index Fund Advisors
Wealth Management โ€ข 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.

๐Ÿ’ฐ Finance
(40)
19
Morningstar for Advisors
Morningstar for Advisors
Morningstar for Advisors
by Morningstar, Inc.
Free

This mobile application helps advisors stay connected with clients by digitizing portfolio information and providing on-the-go access to client accounts, market insights, and research. By streamlining workflow and increasing efficiency, advisors can focus on providing value to clients and growing their business, download now to optimize your time.

๐Ÿ’ฐ Finance
(12)
20
Victory Capital
Victory Capital
Victory Capital
For Every Investor
Free

Experience a comprehensive investment platform with a diverse range of products at your fingertips, including mutual funds, ETFs, and a 529 Education Savings Plan. Manage your investments, make trades, research options, and access tools all in one place with the Victory Capital app. Start today to enjoy $0 commissions for most online trades and potentially earn an investment bonus.

๐Ÿ’ฐ Finance
(274)