Best Wealth Management Products in 2026

Protect your wealth.

Key Kubera features:

Comprehensive Asset Tracking Intuitive User Interface Automated Update Feature Security Measures

Financial decision-making for Shopify brands, connecting sales and marketing to show what drives profit - and what to do next.

Key Lucris features:

Profit Analytics AI Decision Support Unified DTC Data

Try for free paid Free Trial $99 / Monthly (Up to 1,000 monthly orders; all platform features)

Track your net worth in real-time.

Key Finary features:

Comprehensive Portfolio Tracking Real-Time Updates User-Friendly Interface Security

Our vision is to transform financial lives through advice, people and technology. Our mission is to empower financial freedom for all.

Key Empower features:

Comprehensive Financial Dashboard Free Tools and Resources Investment Management Security

Online stock portfolio tracker that automatically tracks prices, dividends, performance and tax.

Key Sharesight features:

Comprehensive Portfolio Tracking Automatic Dividend Tracking Tax Reporting Performance Benchmarking

Working hard with nothing to show for it? Use your money more efficiently and control your spending and saving with the YNAB app.

Key YNAB features:

Effective Budgeting Methodology User-Friendly Interface Comprehensive Educational Resources Goal Tracking and Reporting

Smart CRM for financial advisors.

Key Wealthbox features:

User-Friendly Interface Strong Integration Capabilities Collaboration Features Comprehensive Client Management

Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

Key Mint features:

Comprehensive Financial Tracking Free to Use Automatic Synchronization Spending Insights and Alerts

Simple and powerful portfolio tracker for investors. Dividend tracker, portfolio performance and quick portfolio rebalancing. Supports thousands of stocks, funds and cryptocurrencies from all over the world.

Key Snowball Analytics features:

Number of portfolios Number of holdings Automatic brokerage connection Stocks, Funds, Cryptocurrencies

freemium $7.99 / Monthly (1 portfolio, automatic brokerage connection)

Clarity with one click. Accessible, safe and fun money management for the global citizen.

We manage your investments so you don't have to.

Key Betterment features:

Automated Investing Low Fees Tax-Loss Harvesting User-Friendly Interface

Track, understand and improve the performance of your investment strategy, no matter how simple or complex, and achieve your life goals sooner!

paid Free Trial $8 / Monthly (Fully featured)

A Plymouth, Minn.-based wealth management firm.

The better way to invest.