Curated apps similar to The Legacy Wealth App, ranked by relevance and user ratings.
Investcorp Holdings B.S.C. (c)
Finance
Investcorp Wealth provides investors a seamless entry point into the world of alternative investments. Investors can create an account within the app and start allocating capital across a diverse platform of investment opportunities that provide highly attractive risk-adjusted returns.
True Wealth Design, LLC
Finance
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
SageSpring Wealth Partners, LLC
Finance
View your financial picture, right at your fingertips — the SageSpring Wealth Partners mobile app makes it easy to access your portfolio, download performance reports, and connect with your advisor.
Rhame & Gorrell Wealth Management, LLC
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Beacon Hill Private Wealth LLC
FinanceBeacon Hill Private Wealth mobile allows you to easily view your portfolio values and allocations.
SYMPHONIA WEALTH PRIVATE LIMITED
FinanceSymphonia Wealth is one-stop shopping for all your Wealth Management needs.
Dakota Wealth Management, LLC
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Hohimer Wealth Management LLC
FinanceThis app provides an intuitive dashboard of your finances, interactive reports, document vault and more- all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete portfolio. • Dynamic reports with current investment information.
Crestwood Advisors Group LLC
FinanceThe Crestwood Advisors phone application allows their wealth management clients mobile access to the Black Diamond client portal, where client household & account information can be viewed in a simple, easy to understand format. Requirements: You need to be a Crestwood Advisors wealth management...
Legacy Trust Company
FinanceThis app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current...
Lyell Wealth Management LP
FinanceThe Lyell Wealth Management mobile application enables authorized clients to access asset allocation, portfolio data and related activity in a simple, elegant interface. You will need to be a Lyell Wealth Management client and Black Diamond user that has been authorized to use this application.
Pinnacle Wealth Planning Services, Inc
FinanceThis app allows clients of Pinnacle Wealth Planning Services to access their financial and investment planning.
Capital Advisors Wealth Management, LLC
FinanceThe Capital Advisors mobile phone applications enables our Clients to access their portfolio data in a simple and elegant interface. Requirements: You need to be a Client of our Firm to be authorized to download this application. Please call us at 866.469.5030 for any questions.
Ritholtz Wealth Management, LLC
FinanceThis Mobile App allows you to view account information, balances and easily contact your advisor.
ENZI WEALTH LLC
FinanceThis Mobile App allows you to view account information, balances, and easily contact your ENZI Wealth advisor.
Divvi Wealth Management, LLC
FinanceWelcome to Divvi Wealth Management's mobile application! Our app will allow you to view detailed information about your account, collaborate with our team and stay connected with your financial plan.
Seasons of Advice Wealth Management, LLC
FinanceWe at SOA Wealth Management are committed to helping you achieve your financial potential. With SOA Mobile you have secure access to your accounts, holdings, performance and activity.
First Oak Wealth Management LLC
FinanceFirst Oak Wealth Management Mobile phone application enables authorized First Oak clients to access portfolio data in a simple, elegant interface. Requirements: You need to be a First Oak user that has been authorized for the phone application. If you would like to request access, please contact...
Eyeballs Financial LLC
FinanceFourStar Wealth Advisor App The FourStar Wealth mobile app is the mobile version of the FourStar Wealth dashboard that financial advisors access from their web browser.
Precision Wealth Strategies, LLC
FinanceThis Mobile App allows you to view account performance, balances and easily contact your Precision Wealth Team
App information from Apple App Store. The Legacy Wealth App and related trademarks belong to LEGACY WEALTH LLC.