Wealth management apps help you see your complete financial picture — investments, cash, property, and debt — in one place. We ranked the best options for people serious about growing and protecting their wealth.
Updated February 2026
Best for self-directed investors with mixed traditional and crypto holdings
Clarity is the most unified wealth management view for investors who span TradFi and crypto. Real-time aggregation, AI analysis, and cost basis tracking in one subscription.
Best for high-net-worth families with diverse asset types
Kubera covers the widest range of asset types — stocks, crypto, real estate, vehicles, art, and more. The estate planning features make it a standout for high-net-worth families.
Best free wealth overview with optional advisory
Empower offers free wealth tracking plus paid advisory services. The Investment Checkup, retirement planner, and fee analyzer are excellent — if you can tolerate the sales calls.
Best for automated wealth building with integrated planning
Wealthfront's Path financial planner is one of the best free planning tools available. It aggregates external accounts and models goals, though it works best for Wealthfront account holders.
Best for goal-based automated wealth building
Betterment provides goal-based automated investing with tax coordination across accounts. The external account sync adds a net worth view, but it is secondary to the investing product.
Yes. A wealth management app gives you an independent, real-time view of all your accounts. Even with an advisor, having your own dashboard helps you understand what they're doing with your money and verify their reporting.
A wealth management app aggregates and tracks your existing accounts without managing your money. A robo-advisor actively manages investments for you (for a fee). Some tools like Empower and Wealthfront offer both.
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