248+ iOS apps curated and reviewed
The best wmcp wealth management prep apps on iPhone average 4.7★ across 248+ titles — we've ranked them by what real users actually keep on their phones. Updated August 2026.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | $4.99 | — | No | No | Aug 2026 |
| 2 |  | Free | 5.0★ (8) | No | No | Aug 2026 |
| 3 |  | Free | 4.6★ (7K) | No | No | Aug 2026 |
| 4 |  | Free | — | No | Yes | Aug 2026 |
| 5 |  | Free | 5.0★ (4) | No | Yes | Aug 2026 |
| 6 |  | Free | 4.8★ (90) | No | No | Aug 2026 |
| 7 |  | Free | 4.8★ (12K) | No | No | Aug 2026 |
| 8 |  | Free | — | No | No | Jun 2026 |
This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.
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.
This app helps you visualize the financial impact of life decisions. Explore how choices like buying a home or changing careers affect your future wealth without complex spreadsheets or jargon. It provides a dynamic financial plan that updates with every decision.
This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.
Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.
Connect with your dedicated wealth management team, including specialists in tax and estate planning. Communicate securely, schedule meetings, and access educational resources to manage your finances.
Access financial insights, educational videos, and market updates. Plan your future with financial calculators and model savings goals. Connect with your advisor for personalized support and securely view your accounts and financial plan.
Prepare for the Certified Financial Planner exam with over 3600 practice questions, mock tests, and detailed analytics. Master key financial planning concepts and track your progress to ace the exam.
Access your financial accounts and investment performance on the go. View real-time holdings, quarterly statements, and utilize financial planning tools. This app provides a convenient way to manage your wealth from anywhere.
This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.
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.
This app offers advanced financial independence, retire early (FIRE) planning with personalized projections, Monte Carlo simulations, and AI-driven tax optimization strategies. It helps users understand their financial future, optimize savings, and track progress towards their goals.
Access your financial portfolio and manage investments through a secure client portal. Track account performance, view statements, and stay updated on your financial goals. Designed for existing clients to easily manage their wealth.