Best Wealth Management

Formerly known as Personal Capital, Empower is the premier choice for users who view budgeting through the lens of long-term wealth building. While it offers excellent expense tracking, its true stren...

Personal Capital, now Empower, is the premier tool for tracking net worth and managing complex financial lives. While it offers professional wealth management services, its free dashboard is widely co...

Wealthfront is a leading robo-advisor that provides automated, diversified portfolio management primarily through low-cost ETFs. Launched in 2011, it uses a modern portfolio theory approach to build a...

EquityMultiple provides accredited investors with access to institutional-grade real estate private equity and debt. The platform partners with experienced sponsors to offer a curated selection of hig...

Empower is the best free tool for users who prioritize investment tracking and net worth monitoring over day-to-day budgeting. While it includes expense tracking features, its true power lies in its a...

Merrill Guided Investing is the robo-advisory arm of Bank of America, offering a convenient way for bank customers to automate their retirement savings. It provides a range of portfolios managed by Me...

Morgan Stanley is a digital bank offering no-fee checking and savings accounts with no minimum balance requirements. It provides a user-friendly mobile app with real-time transaction alerts and budget...

SigFig is a robo-advisor that excels at portfolio tracking and management. It allows you to link your existing brokerage accounts to get a comprehensive view of your investments, and then offers an au...

Merrill Edge is the brokerage service offered by Bank of America, providing a seamless experience for existing BofA customers. It offers a robust set of research tools, including the highly regarded B...

Pacific Life is a powerhouse in the universal life insurance market, catering to those who want more control over their policy's investment component. They offer a wide array of indexed and variable u...

J.P. Morgan Self-Directed Investing is the brokerage platform integrated into the Chase mobile app and website. It is a convenient choice for existing Chase customers who want to manage their investme...

ForwardLane is an AI-powered platform designed to help wealth managers and financial advisors provide hyper-personalized advice at scale. It uses machine learning to analyze client data, market trends...

BOK Financial is a regional bank operating primarily in Oklahoma, Arkansas, Missouri, Texas, and Louisiana. They offer a range of banking services, including checking, savings, and loan products, alon...

Lincoln Financial is a major player in the life insurance and wealth management space, known for its sophisticated universal life products. They cater to individuals who want to integrate their life i...

Marine Midland Trust Company, now part of JPMorgan Chase, offers checking accounts with a focus on wealth management and trust services. It provides branch access and online banking. While fees may be...

Morgan Stanley Access Investing brings the firm's institutional-grade investment expertise to a digital, automated platform. It is designed for investors who want a premium experience and access to th...

Zenfolio is a website builder specifically tailored for professional photographers. It provides tools for creating client galleries, selling prints, and managing bookings. Zenfolio's focus on client c...

MoneyGuidePro is a specialized cash flow forecasting software designed for wealth management and financial advisors. It offers advanced tax planning tools and comprehensive reporting features, making...