Best Zvest Financial Services Apps

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

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!

Betterment Invest & Save Money

Investments & Cash Accounts

Free

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.

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

Primerica Shareholder Services

by The Bank of New York Mellon Corporation

Free

Access mutual fund investments, view balances, conduct transactions, and track history easily with our app. Start achieving your financial goals with Primerica's tailored investment solutions.

Autopilot: Automated Investing

In your own brokerage account

Free

Automate your portfolio by copying top traders in real-time with Autopilot - Investment App. Connect your brokerage account to follow experienced traders and join the Autopilot Club for exclusive benefits.

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.

Bybit: Buy Crypto & Bitcoin

Crypto Spot & Futures Exchange

Free

Bybit allows users to easily buy, sell, and manage various cryptocurrencies through a user-friendly interface. Trade securely and explore a range of digital assets with Bybit.

Beanstox: Simple Investing

Seriously Simple Investing®

Free

Automated Investing app offering over 5% on savings, personalized expert-built portfolios, and investments in 500 major US companies. Start with free Power Savings for 5% savings or free Stocks 500 for automated investing in a selection of US companies.

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.

Wealthscape Investor℠

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.

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.

Uphold: Buy BTC, ETH and 360+

From $ to Bitcoin in seconds

Free

Experience instant cryptocurrency trading with a global platform, offering access to over 260 digital assets including BTC and ETH. Join 10 million users and start trading today.

SoFi: Bank, Invest & Crypto

Online Banking & Investing

Free

This application is a comprehensive platform for banking, investing, and financial management. Users can earn high interest rates on savings, invest in stocks and ETFs, access financial planning tools, and enjoy various perks like cash back rewards and cell phone insurance.

Snowball Analytics

Portfolio & Dividend Tracker

Free

Snowball Analytics: A comprehensive portfolio management tool that aggregates and analyzes your financial data to provide insights and recommendations for your investments. Take control of your portfolio efficiently and make informed decisions for your financial future.

Firstrade: Invest & Trade

Stocks, Options, ETFs.

Free

A commission-free investment app that allows users to trade stocks, ETFs, options, and mutual funds with no commission fees. Start investing easily and grow your portfolio with powerful tools and real-time market data.

Client Access

by Raymond James Financial, Inc.

Free

Access your accounts with ease using our app - securely view balances, manage investments, transfer funds, deposit checks, access market info, view documents, and utilize client tools, all optimized for mobile. Stay on top of your financial portfolio anytime, anywhere.