Wealth And Portfolio Management apps

3.2avg136appsFinanceMarlvel analysis 5d ago

DomainFinanceFormatDashboardSubjectWealth And Portfolio Management

Wealth And Portfolio Management apps is a Marlvel-curated niche of 136 mobile apps primarily in Finance. Tracked apps total 29.4M ratings, a 3.2/5 average, 1 followers across platforms, availability in 20 markets. Fidelity Investments leads the niche at 4.5/5. Niche data last updated 2026-07-07.

Niche dynamics

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Leader & momentum

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Competitive landscape

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Demand & growth

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Whitespace & gaps

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Monetization patterns

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Apps in this niche

136 apps


Abacus for Firefly III Intel Victor Balssa	4.9	43
Access Bank Mobile Intel Access Bank	4.5	725
Alinma App - تطبيق الإنماء Intel Alinma Bank	4.6	151.8K
AlJazira Bank Intel BANK ALJAZIRA (BAJ)	4.8	35.9K
Aljazira Capital Intel Aljazira Capital	3.7	294
Allo Bank Intel allobank	3.8	64.5K
Alpian Bank Intel Alpian	4.4	1.2K
AlRajhi Capital Intel Al Rajhi Capital	4.3	61.1K
Anorbank Intel Anor Bank	4.6	433K
Asset Allocation Strategies Intel Asset Allocation Strategies, LLC	0.0	0
Australian Retirement Trust Australian Retirement Trust Pty Ltd	4.8	47
AustralianSuper AustralianSuper Pty Ltd	2.7	6
Axis Pension App Intel Axis Pension Trust Ltd.	3.5	410
Banco Unión Colombia Intel BANCO UNION S.A. CO	4.0	3.2K
Bank of America Mobile Banking Intel Bank of America	4.7	6.2M
Blossom: Social Investing Intel Blossom Social Inc.	4.5	6.5K
BOCHK 中銀香港 Intel Bank of China (Hong Kong) Limited	4.8	6.1K
Braintrust Invest Intel Braintrust Investment, LLC	2.5	4
BYOND by BSI Intel PT Bank Syariah Indonesia, Tbk	3.3	83.8K
Capitalmind Wealth Intel Wizemarkets Analytics Private Ltd	0.0	0
Chase Mobile®: Bank & Invest Intel JPMorgan Chase & Co.	4.8	11.2M
CIBC Mobile Wealth Intel CIBC	3.8	15.6K
CIC INVEST Intel ICT DIGITAL & INNOVATION	4.7	870
CIMB Bank Philippines Intel CIMB Bank Philippines, Inc.	4.3	55.2K
Citibank HK Intel CITIBANK (HONG KONG) LIMITED	4.0	11.9K
Cofina Mobile Intel COFINA ABIDJAN	5.0	1
Cowrywise: Save & Invest Money Intel CowryWise Inc	4.6	10.9K
CPN Móvil Cooperativa Policía Nacional	3.7	7K
Credit Suisse Digital Intel Credit Suisse Group	0.0	0
Cult Wines Investment Portal Intel Cult Wines	0.0	0
D360 Bank Intel D360 Bank	3.6	12.6K
Davr Mobile 2.0 Intel DAVRBANK	3.4	2.8K
Delta Conferences Intel Delta Air Lines, Inc.	2.1	8
Digi Prabhu Intel F1soft	3.7	6.3K
Dime! - เงินฝาก หุ้น กองทุน Intel KKP Dime	4.0	10.8K
DiversyFund Intel DiversyFund	2.1	439
ETRADE: Invest. Trade. Save. Intel ETRADE Securities	4.7	467.1K
East West Bank Mobile Intel East West Bank	4.8	39.9K
Edward Jones Intel Edward Jones	4.8	138.7K
EleBank(formerly Airstar Bank) Intel Airstar	2.9	1K
Empower ® Intel Empower Retirement, LLC	4.8	382.3K
Endowus Intel Endowus Technologies Pte. Ltd.	4.6	1.4K
Falcom APP Intel Fintree Servicios y Asesorias Financieras SpA	0.0	0
Farm Bureau Financial Services Intel FBL Financial Group, Inc.	3.1	152
Fidelity Investments Intel Fidelity Investments	4.5	3.4M
fin4u Intel Alte Leipziger Lebensversicherung a.G.	3.4	1.3K
Finansal Takip Intel Yusuf OZACET	0.0	0
First Merchants Private Wealth Intel First Merchants Bank	0.0	0
Fubon+ 台北富邦行動銀行 Intel Taipei Fubon Bank	4.6	187
Fundall Intel Fundall Company Limited	4.1	778
Global Smart Plus Intel Global IME Bank Ltd.	3.2	9K
GO2bank: Mobile banking Intel Green Dot Corporation	4.6	165K
GoTyme Bank \| Philippines GoTyme Bank Corporation	4.2	39.1K
Green Dot - Mobile Banking Intel Green Dot Corporation	3.5	102.3K
Groundfloor: Invest In Homes Intel Groundfloor Finance Inc.	4.4	3K
Honeycomb Credit Intel Honeycomb Credit Inc	4.6	105
HSBC Australia Intel HSBC Global Services (UK) Limited	4.7	20.1K
HUB24 Intel Hub24 Pty Ltd	0.0	0
IMPACT by Interactive Brokers Intel Interactive Brokers LLC	4.4	378
inMotion by CNCBI China CITIC Bank International Limited	2.0	2.7K
Invest India Intel Invest India Financial Services	0.0	0
Investor-Portal Intel AppFolio, Inc.	4.8	2.2K
íon Itaú: investir com taxa 0 Intel Itaú Unibanco S.A.	4.5	48.3K
iQuery - 基金淨值查詢 Intel Shaowen Lu	3.0	2
Islamicly- Halal Stocks & Gold Intel Islamicly	2.8	61
iTrust Finance Intel iTrust Finance Limited	0.0	0
Kafaa \| كفاءة Intel Kafaa Capital	2.5	1
Kenanga Digital Investing Intel Kenanga Investment Bank Berhad	2.5	1
LifeSight Pension IRL Intel Lifesight IRL	4.3	24
Magnifi: Invest with AI Intel The Tifin Group	3.9	751
manafa \| منافع Intel Manafa Co	4.7	862
Manulife Philippines Intel Manulife Financial Asia Limited	4.6	575
Marcus by Goldman Sachs® Intel Goldman Sachs	4.9	258.2K
Merolagani Nepse App Intel MS WATERFLOW TECHNOLOGY	3.7	30.6K
MeroShare Intel C.D.S and Clearing	3.7	12.3K
MFG Intel The Marshall Financial Group LLC	0.0	0
My Retirement Intel Nationwide Mutual Insurance	4.8	24.2K
Nepal Share Intel Brainants Technology Pvt Ltd	4.2	22.3K
Nepal Stock Watch Intel Aeyden Technologies	3.2	15
Netwealth Intel Netwealth Investments Limited	0.0	0
Optimize Exchange Traded Funds Intel Aula Dluseyi Olowiwee	0.0	0
Personnalité: banco e cartão Intel Itaú Unibanco S.A.	4.7	266K
PiggyVest: Save & Invest Today Intel Piggytech Global	4.6	102K
Rabobank Online Savings NZ Intel Rabobank Australia and New Zealand	2.6	187
Rest Super REST	4.5	11
Revolut: Send, spend and save Intel Revolut Ltd	4.6	4.1M
Risevest - Invest in Dollars Intel Rise Vest Technologies Limited	4.4	9.2K
Riyad Capital Intel Riyad Capital	2.8	691
SAB Invest Intel SAB Invest	0.0	0
Sarwa Real Estate Investment Intel Sarwa Investment Management Limited	2.5	3
Sentinel Mobile Intel Sentinel App	0.0	0
Skandia och Skandiabanken Intel SkandiaBanken AB (publ)	2.3	2.3K
smallcase: Stocks, MFs, FDs Intel Smallcase Technologies Private Limited	4.7	112.8K
SNIC Mobile Application Intel SNIC INSURANCE B.S.C	1.1	7
Snowball Analytics Intel Snowball Analytics	4.8	4.5K
SoFi: Bank, Invest & Crypto Intel Social Finance, LLC	4.3	438.2K
Stanbic IBTC Mobile 3.0 Intel Stanbic IBTC Holdings Plc	3.1	2.1K
Star Saving Smart Intel F1soft	0.0	0
StashAway: Simple Investing Intel Asia Wealth Platform Pte Ltd	4.2	6.2K
Statheros Intel Statheros Financial Solutions, Inc.	0.0	0
Stockpile: Money for Families Intel Stockpile	3.7	65.4K
Stockspot Intel Stockspot	3.7	3
Sukuk \| صكوك Intel Sukuk Capital	4.6	3.1K
Syfe: Invest, Trade and Save Intel Syfe Pte. Ltd.	4.0	1.5K
Thndr: Invest Your Money Intel Axis Markets B.V.	3.5	27.7K
TIAA Intel TIAA	4.1	14.4K
Trademap:Investment and Stocks Intel Valemobi S/A	4.2	99.1K
Ubank: Digital Banking 86 400 Technology Pty Ltd	4.6	154
UnionBank Online Intel UnionBank of the Philippines	4.8	343.9K
V-Bank Intel V-BANK AG	0.0	0
Varlık Sepeti Intel Zumu Teknoloji Yazılım	2.5	6
Vinovest: Bottle your wealth Intel Vinovest, Inc.	4.3	922
Voya Intel Voya Services Company	4.2	202.6K
VPS SmartOne Intel VPS SECURITIES JSC	3.2	14.1K
Wahed Intel Wahed Inc.	3.5	5.7K
Watheeq Capital \| وثيق المالية Intel Watheeq Capital	0.0	0
Wealth Elite Intel RedVision Global Technologies Pvt. Ltd.	4.6	8.4K
Wealthscape Investor℠ Intel National Financial Services LLC	4.7	19.7K
Zimele Intel Zimele Asset Management	3.7	272
Zoya: Halal Investing App Intel Investroo Inc.	4.8	3.8K
万得基金 Intel Shanghai Wind Investment Management Co.,Ltd	4.8	16
亮亮艦隊：存股變飆股 Intel CMoney	0.0	0
國泰世華網路銀行CUBE Intel Cathay United Bank	4.8	1.8K
基金A寶 Intel CMoney	0.0	0
大俠武林-全息人生 Intel CMoney	2.5	6
將來銀行 NEXT BANK Intel NEXT BANK, LTD	3.0	1
岱爺存股-不定期定額 Intel CMoney	0.0	0
算利方程式 Intel CMoney	0.0	0
美股夢想家- 抓住美股合理價 Intel CMoney	0.0	0
股市殖利率-找出高股息存股好股票 Intel CMoney	4.7	35
腾讯自选股-在线炒股票证券交易 Intel Tencent Technology (Beijing) Company Limited	4.0	2.4K
臺灣銀行臺銀行動+ BANK OF TAIWAN	4.1	9
華倫存股 Intel CMoney	5.0	2
長線聚寶盆PLUS Intel CMoney	0.0	0
阮慕驊-選股一路發 Intel CMoney	1.5	2
集保e手掌握(集保e存摺/手機存摺) 婷婷乔	3.2	3.9K

Top-chart positions

Open the US Top Free chart →

Latest top-chart positions for apps in this niche
#	App	As of
13	Fidelity Investments	2026-07-11
16	Bank of America Mobile Banking	2026-07-11
21	SoFi: Bank, Invest & Crypto	2026-07-11
32	Empower ®	2026-07-11
62	Chase Mobile®: Bank & Invest	2026-07-11
73	Revolut: Send, spend and save	2026-07-11
82	E*TRADE: Invest. Trade. Save.	2026-06-14

Ratings & review trends

Latest store rating and review count for apps in this niche
App	Rating	Reviews	As of
Chase Mobile®: Bank & Invest	4.84	9,115,260	2026-05-19
Bank of America Mobile Banking	4.81	5,023,352	2026-05-19
Revolut: Send, spend and save	4.45	4,022,706	2026-07-02
Fidelity Investments	4.79	3,208,621	2026-07-12
SoFi: Bank, Invest & Crypto	4.75	385,554	2026-05-20
Empower ®	4.78	382,295	2026-05-20
E*TRADE: Invest. Trade. Save.	4.72	380,900	2026-05-20
UnionBank Online	4.74	340,460	2026-05-20
Stockpile: Money for Families	4.69	56,217	2026-05-19
Wealthscape Investor℠	4.72	18,033	2026-05-19
Blossom: Social Investing	4.74	2,566	2026-05-20
Investor-Portal	4.87	2,066	2026-05-20
Snowball Analytics	4.84	2,043	2026-05-20
Zoya: Halal Investing App	4.83	1,139	2026-05-20
Wealth Elite	4.33	30	2026-05-20

Geographic availability

Distributed across 20 markets, strongest in Americas.

Based on 136 of 136 apps with localized market data · last scanned Jul 2026.

Americas (4)

United States136 / 136
Mexico24 / 136
Brazil20 / 136
Canada6 / 136

Europe (9)

France23 / 136
Italy23 / 136
Spain23 / 136
Germany22 / 136
Netherlands21 / 136

›+4 more europe markets

Portugal21 / 136
Sweden21 / 136
United Kingdom8 / 136
Turkey6 / 136

Asia-Pacific (7)

Japan21 / 136
South Korea21 / 136
Australia7 / 136
Singapore7 / 136
India6 / 136

›+2 more asia-pacific markets

Indonesia6 / 136
Vietnam6 / 136

Core markets (136/136 apps)

United States

Retail Banking Dashboards

same format

240 apps tracked

Payment Processing Dashboards

same format

197 apps tracked

Active Trading Dashboards

same format

111 apps tracked

Benefit Administration Dashboards

same format

99 apps tracked

Tax Dashboards

same format

79 apps tracked

Credit and Lending Dashboards

same format

73 apps tracked

Building a Wealth And Portfolio Management app yourself?

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What fed this analysis

Apps tracked:: 136
With full intel:: 127
With market scan:: 136
Editorial article:: no
Last updated:: 2026-07-07

Sources: Apple App Store, Google Play, public review data, and Marlvel intelligence passes.

Apps in this niche

Top-chart positions

Ratings & review trends

Geographic availability

Americas (4)

Europe (9)

Asia-Pacific (7)

Core markets (136/136 apps)

Related niches

Retail Banking Dashboards

Payment Processing Dashboards

Active Trading Dashboards

Benefit Administration Dashboards

Tax Dashboards

Credit and Lending Dashboards