336 wealth management apps in one list: the established products, and every new one as it launches.
Updated
5 apps launched in the last 12 months, by month.
“wealth management software” is searched 720 times a month on Google worldwide. These are the 103 searches around it, in the US.
| Search | Per month, US | Cost per click |
|---|---|---|
| quicken | 60,500 | $4.83 |
| emoney client login | 1,900 | $8.52 |
| best personal finance software | 1,600 | $10.88 |
| free personal finance software | 590 | $5.26 |
| best retirement planning software for individuals | 390 | $6.01 |
| orion wealth management | 390 | $2.73 |
| wealth management platform | 390 | $20.45 |
| emoney app | 320 | $26.17 |
| financial planning software for retirement | 320 | $6.97 |
| microsoft personal finance software free download | 260 | $5.73 |
| best crm for financial advisors | 210 | $25.48 |
| wealth emaplan login | 210 | $9.07 |
| wealth management crm | 170 | $28.50 |
| advisor central login | 140 | - |
| best financial planning software for advisors | 110 | $34.08 |
Cost per click is what advertisers bid for one visit from that search. Figures from Oct 2026.
The apps we added to this market most recently.
| # | App | Added |
|---|---|---|
| 1 |  Digital Ascension Group Grow, protect, and transfer crypto wealth with dedicated advisors | |
| 2 |  Bonsai Smart Wealth Bonsai is building the AI financial operating system for modern savers. One place for your money that connects accounts, goals, savings, investments and bigger decisions, all in one. Lily, your co-pilot, turns that full picture into a plan that keeps up as your income, spending and priorities shift. Whether you’re changing jobs, planning a move, building a buffer or putting more into your future, Bonsai helps you make smarter money moves with confidence. Your money, but smarter. | |
| 3 |  Wallace Finance Investing, Finance, Stock Trading | |
| 4 |  Peak Financial Management Clear Plans. Eternal Perspective. | |
| 5 |  Braintrust Everything you need to grow your wealth | |
| 6 |  alphaAI Capital alphaAI Capital dynamically manages your portfolio using AI, shifting between aggressive and defensive modes as market conditions change. Access fully-automated leveraged ETF, crypto ETF, and tax-aware strategies tailored to your risk profile. | |
| 7 |  Copia Wealth Studios For wealth owners and managers, Copia offers a powerful solution to analyze, track, and engage with all their assets effectively. It brings together and verifies investment data from different systems | |
| 8 |  Arta Finance Arta Finance is a digital wealth platform that combines access to leading fund managers, investment products, and intelligent investment tools in private and public markets. With a blend of cutting-edge technology and deep financial expertise, Arta helps members grow, protect, and enjoy their wealth. | |
| 9 | AD AdvisorZen.AI By using AdvisorZen.AI, you can automate many of the daily tasks that used to take your valuable time. Now, you can focus on what truly matters – working with clients, developing strategies, and makin | |
| 10 |  Asora Asora is a SaaS solution for family offices to track and oversee assets, providing a single source of truth for all the family’s data. Manual data handling and report creation is replaced with automated data feeds and digital on-demand reporting. | |
| 11 |  JIFFYAI Building the future of autonomous enterprises | |
| 12 |  RAFA RAFA's AI Agents help you invest like an expert with personalized insights. It’s like having a team of experts, each specializing in one task: Fundamental analysis, Technicals, Momentum, Macro etc, all working together to maximize your portfolio 24/7. |
Grouped by what each app says it does. 13 of 336 apps fit a group so far.
| Type | Apps | Share | Examples |
|---|---|---|---|
| Investment research | 3 | 23.1% | Collabrium, MoneyMade, RAFA |
| Planning and tracking | 3 | 23.1% | Blueleaf, Copia Wealth Studios, Exirio |
| Wealth advisory services | 3 | 23.1% | Braintrust, Digital Ascension Group, Secfi |
What we could detect on their websites.
| Framework | Apps | Share |
|---|---|---|
| WordPress | 114 | 57.0% |
| Next.js | 49 | 24.5% |
| PHP | 19 | 9.5% |
Of 200 apps whose framework we could detect.
| Host | Apps | Share |
|---|---|---|
| Vercel | 20 | 66.7% |
| Netlify | 10 | 33.3% |
Of 30 apps whose host we could detect.
How many of the 336 apps show a price, and how many sell to large companies.
| Measure | Apps | Share of 336 |
|---|---|---|
| Publish a pricing page | 19 | 5.7% |
2 more types of wealth management apps with Starter.See plans
Every technology used by wealth management apps, and what it says about them with Starter.See plans
3 more answers about wealth management apps with Starter.See plans
88 more searches around “wealth management software” on Starter and Pro. See plans
