As the financial world goes increasingly digital, many investors today are turning to mobile investing as a way to stay connected on the go. These top wealth management apps offer an impressive range of features, from automated investing and portfolio management to personalized financial advice.
Choosing the right wealth management app can make a big difference in how you invest, save and grow your money.
Some of our favorite wealth management apps include:
Range is an all-in-one wealth management platform that offers a flat-fee model rather than percentage-based pricing. This makes it especially appealing for high earners, who often face steep assets-under-management (AUM) fees elsewhere.
Its holistic approach combines investment management, tax planning, estate planning, retirement forecasting, insurance reviews, real estate guidance and equity compensation support — all handled by a team of Certified Financial Planners, tax pros and other specialists under a fiduciary standard. This coordinated setup helps keep every part of your finances aligned and working together.
Range also focuses on clear, actionable planning. Instead of long reports, you get personalized steps prioritized for impact, along with a built-in task tracker. Its dashboard aggregates your accounts in real time for a clear view of income, spending and savings. You can also test “what-if” scenarios — such as buying a second home or retiring early — to see how major decisions could affect your finances.
A couple limitations include a full-year fee commitment and regular startup growing pains. Even so, its transparent pricing and integrated approach make it a strong option for those seeking coordinated, conflict-free financial guidance.
Range has three plans to choose from, billed annually.(1)
| Plan | Annual Price | Key Features |
|---|---|---|
| Premium | $3,950/year |
|
| Platinum | $5,950/year | Everything in Premium, plus:
|
| Titanium | $12,500/year | Everything in Platinum, plus:
|
Pros
Cons
Acorns remains a standout among trading apps, boasting a carefully curated collection of notable investors and experts from respected institutions like BlackRock, Greycroft and PayPal. With its investment accounts for children, Acorns is one of the best investment apps for teens, and it also offers retirement accounts for its older investors.
Acorns is all about automation. It features automatic recurring investments, automatic portfolio rebalancing and automatic dividend reinvesting, if you so choose. You can monitor your portfolio’s performance with real-time reporting, while generous educational resources offer how-to guides, manuals and videos.
Upon signing up, Acorns will recommend an investment portfolio tailored to your financial goals. There are nine different portfolios: five Acorns Core portfolios and four Acorns ESG Portfolios, with each based on exchange-traded funds (ETFs). Your investments are then put on autopilot with its Round-Ups program. This program rounds up all purchases on linked debt and credit cards to the next dollar and puts the excess change toward your investments.
You can earn more when you shop from partner brands like Apple, Walmart, Kohl’s, Hotels.com and Hello Fresh. If you refer your friends to the platform, Acorns will reward you for that, too.
Acorns offers three plans for investors to choose from: Bronze, Silver and Gold.
| Plan | Monthly Price | Key Features |
|---|---|---|
| Bronze | $3 |
|
| Silver | $6 |
|
| Gold | $12 |
|
Pros
Cons
With more than $2 trillion in total assets under administration across its retirement and wealth management businesses,(2) Empower is equipped to handle several types of users, including personal investors, workplace investors, plan sponsors and financial professionals.
To get started, connect your accounts to the platform, including your investment accounts, retirement plans, cash accounts and credit cards, as well as any mortgages, loans or other debts. Doing so will allow the Empower wealth management platform to provide a comprehensive overview of your finances. You can track growth, adjust allocations and access your financial strategies based on incorporated benchmarks.
Through the Empower Personal Dashboard, users have access to expansive resources, including financial planning tools. It is designed to be an all-in-one resource that combines budgeting, financial planning and retirement planning into a single program.
The Empower wealth management division provides access to several advanced features. Its Smart Weighting feature prioritizes portfolio diversification, while the tax optimization tool uses tax-loss harvesting to minimize tax liabilities. Using careful portfolio rebalancing, Empower adjusts your allocation in response to your evolving needs to ensure your portfolio always suits your financial goals.
Empower’s signature dashboard and financial tools are free to use, but there are wealth management fees that apply, depending on your account.
| Plan | Minimum Investment | Management Fees |
|---|---|---|
| Primary clients | Up to $1 million | 0.89% |
| Premium clients | Up to $1 million | 0.89% |
| Private clients | Up to $3 million | 0.79% |
| Private clients | Up to $5 million | 0.69% |
| Private clients | Up to $10 million | 0.59% |
| Private clients | $10 million+ | 0.49% |
Pros
Cons
To get started with the Wealthfront app, simply choose a financial goal, whether it is an automated investing account, S&P 500 Direct, an automated bond portfolio or an automated bond ladder. IRAs, trusts and 529 education savings plans are also available.
With Wealthfront, an automated investing account allows investors to choose from expert-built portfolios, such as the Wealthfront S&P 500 Direct. It uses up to 17 global asset classes to create a customized portfolio tailored to your risk tolerance and long-term goals. With automated tax-loss harvesting, the platform automatically manages reinvesting and rebalancing to ensure your portfolio remains aligned with your goals.
Wealthfront stands out for its concentrated focus on high-level customer support. It utilizes a small team of expert professionals, known as Product Specialists, who are each qualified to serve as financial advisors. They hold active registrations with FINRA, including Series 7 and Series 66 registrations, and their certifications include CFAs (Chartered Financial Analysts), CFPs (Certified Financial Planners) and CPAs (Certified Public Accountants).
Here’s how Wealthfront’s different plans compare by account type, minimum investment and fees.
| Account Type | Minimum Investment | Management Fee |
|---|---|---|
| Automated Investing | $500 | 0.25% |
| S&P 500 Direct | $5,000 | 0.09% |
| Stock Investing Account | $1 | $0 commissions |
| Automated Bond Ladder | $500 | 0.15% |
| Automated Bond Portfolio | $500 | 0.25% |
Pros
Cons
More than a million users have invested over $69 billion on Betterment’s platform.(3)
Betterment maintains a concentrated focus on automated money management, as well as tax-efficient investing that seeks to maximize returns. With automated trading, the Betterment app will also rebalance and reinvest earnings with tax-loss harvesting.
Its expert-crafted portfolios cover a wide range of investing styles as well as signature portfolios from Goldman Sachs and BlackRock. Investment options include all-bond or all-cash portfolios, as well as a crypto ETF option that incorporates both Bitcoin ETFs and Ethereum ETFs.
Users can also choose from several other accounts, including different types of IRAs and a high-yield cash account. There is even an employer-sponsored plan.
Financial experts are available for support as needed, but the Betterment app largely relies upon an automated trading model. However, its internal investing team also lends its support with regular monitoring and analysis.
Betterment offers tiered monthly pricing based on your account balance.
Digital Plan
| Minimum Account Balance | Cost |
|---|---|
| $0 – $20,000 | $4 monthly |
| $0 – $1 million | 0.25% annually |
| $1 million – $2 million | 0.15% annually |
| $2 million+ | 0.10% annually |
| $20,000 – $1 million balance OR $250+ monthly recurring deposit | 0.25% annually |
Premium Plan
| Minimum Account Balance | Cost |
|---|---|
| Premium | 0.65% annual management fee Progressive fee discounts for balances $1 million+ |
Pros
Cons
There are several factors to consider when searching for the best wealth management apps.
Many top wealth management apps today utilize AI to automate investing through data-backed market predictions and personalized advice tailored to your portfolio and goals. These AI-powered platforms can identify potential investment opportunities, predict future market movements and highlight the need for strategy adjustments.
With this type of predictive wealth management, investors can leverage AI to diversify their portfolio and grow their wealth.
Investors today have a wide range of wealth management apps to choose from, each offering different tools, costs and levels of support. An experienced financial advisor can help you determine the best investment strategy for your portfolio while aligning it with your risk tolerance and long-term goals.
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