Best Financial Advice Apps

132+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated July 2026

Every iPhone needs a few good financial advice apps. We benchmark 132+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Financial Advice Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1AI Finance AdvisorAI Finance AdvisorFree4.2★ (5)NoYesJul 2026
2Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6★ (177K)YesNoJul 2026
3Dave: Credit, Cash & Money AppDave: Credit, Cash & Money AppFree4.8★ (861K)NoNoJul 2026
4EFEEFEFree4.6★ (7.4K)YesNoJul 2026
5Farther: Invest & SaveFarther: Invest & SaveFree4.8★ (173)NoNoJul 2026
6Brightside FinancialBrightside FinancialFree4.6★ (1.4K)YesNoJul 2026
7Equitable Mobile AppEquitable Mobile AppFree4.7★ (32K)NoNoJul 2026
8Cleo AI: Cash Advance & BudgetCleo AI: Cash Advance & BudgetFree4.7★ (244K)YesNoJul 2026

Top Picks for Financial Advice

AI Finance Advisor#1

AI Finance Advisor by Infisecurity

AI-Based Financial Advice
Editor's Choice
💰 Finance
4.2(5 ratings)
FreeIn-App Purchases
AI Finance Advisor screenshot 1
AI Finance Advisor screenshot 2
AI Finance Advisor screenshot 3
AI Finance Advisor screenshot 4
AI Finance Advisor screenshot 5
AI Finance Advisor screenshot 6

This app uses AI to provide personalized financial advice, budgeting tools, and investment strategies. Choose from various AI experts to guide your financial journey and connect with a supportive community.

Dave: Credit, Cash & Money App#2

Dave: Credit, Cash & Money App by Dave, Inc

Get Paid Early, No Hidden Fees
Strong Contender
💰 Finance
4.8😐(861K ratings)
Free
#28in Finance
Dave: Credit, Cash & Money App screenshot 1
Dave: Credit, Cash & Money App screenshot 2
Dave: Credit, Cash & Money App screenshot 3
Dave: Credit, Cash & Money App screenshot 4
Dave: Credit, Cash & Money App screenshot 5
Dave: Credit, Cash & Money App screenshot 6

Access up to $500 in minutes without a credit check or interest. Get paid up to two days early, avoid pesky fees, and save effortlessly with dedicated savings accounts. This app offers financial management tools to help you reach your goals.

What We Love

  • 🚀 Quick and easy to use
  • 💰 Helpful for financial emergencies
  • 👍 Convenient and user-friendly
  • 🌳 Donates to charity with tips

Room to Improve

  • 🤔 Inconsistent advance limits
  • 🕰️ Slow to update payment information
  • 🤑 Tricky to avoid extra fees

More Financial Advice apps to explore

3
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
4
EFE
EFE
EFE
Your Investment Advisor
Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
💰 Finance
(7.4K)
ad-supported
5
Farther: Invest & Save
Farther: Invest & Save
Farther: Invest & Save
Savings, investments, advice
Free

This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.

Personalized financial adviceAlgorithmically-managed portfoliosTax-reducing strategies
💰 Finance
(173)
free
6
Brightside Financial
Brightside Financial
Brightside Financial
Financial Care starts here
Free

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

On-demand financial assistantsTailored financial solutionsDebt management tools
💰 Finance
(1.4K)
free
7
Equitable Mobile App
Equitable Mobile App
Equitable Mobile App
Advice•Protection•Retirement
Free

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

Account access with FaceID/TouchIDConsolidated account viewAccess to historical documents
💰 Finance
(32K)
free
8
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Track, Budget, & Save Cash!
Free

This AI-powered financial assistant helps you manage your money through conversational chat. It offers budgeting tools, savings accounts with high APY, credit building features, and cash advances without interest or credit checks.

AI-powered financial chatBudgeting and spending trackingCash advances up to $250
💰 Finance
(244K)
freemium
9
AdviceWorks®
AdviceWorks®
AdviceWorks®
Client Access
Free

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

Comprehensive account overview dashboardNet worth tracking with linked accountsSecure document vault for statements and reports
💰 Finance
(124)
free
10
Thrivent Financial
Thrivent Financial
Thrivent Financial
Manage your money with purpose
Free

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

Monitor investments and insurancePurchase, redeem, and exchange mutual fundsAccess statements and tax forms
💰 Finance
(748)
ad-supported
11
eFinancialCareers: Jobs + News
eFinancialCareers: Jobs + News
eFinancialCareers: Jobs + News
Job Search & Career Advice
Free

Discover thousands of global financial services jobs and access industry news and career advice. Create a profile, upload resumes, and refine your job search with powerful filters. Save opportunities and receive alerts for new roles.

Job search with filtersCreate and manage profileUpload resumes and cover letters
💼 Business
(184)
ad-supported
12
Juno: Your Money Mentor
Juno: Your Money Mentor
Juno: Your Money Mentor
Budget, House, Hustle, Invest
Free

This free financial education app helps users grow their money through bite-sized lessons. It covers budgeting, investing, salary negotiation, and more, empowering women and non-binary individuals to achieve financial confidence and goals.

350+ financial lessonsBudgeting guidanceInvestment basics
💰 Finance
(71)
free with in-app purchases
13
Money Guided
Money Guided
Money Guided
Feel Good Financial Outcomes
Free

This app provides tools and insights to help users make informed financial decisions and achieve their goals. It allows you to track various financial accounts, build resilience, and plan for the future.

Financial goal settingAccount trackingFinancial resilience building
💰 Finance
(0)
free
14
Financial Finesse
Financial Finesse
Financial Finesse
Your Financial Wellness Hub
Free

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)
💰 Finance
(9)
free
15
Five Lakes
Five Lakes
Five Lakes
by Sergio Rabiela
Free

Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.

Program progress reviewEnrolled account managementClient Success Team connection
💰 Finance
(4.4K)
free
16
Pro Financial Advice Exam Test
Pro Financial Advice Exam Test
Pro Financial Advice Exam Test
Professional Financial Advice
Free
📚 Education
(0)
17
Henrie:  Ai Financial Coach
Henrie:  Ai Financial Coach
Henrie: Ai Financial Coach
Skip the fees, keep the advice
Free
💰 Finance
(0)
18
Goldstar Financial
Goldstar Financial
Goldstar Financial
by Fine Advice Private Limited
Free
💰 Finance
(0)
19
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Talk to your investments
Free

This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.

AI investment advisorPortfolio analysisConnect financial accounts
💰 Finance
(288)
free with in-app purchases
20
Wing App
Wing App
Wing App
Your Smart Financial Plan
Free

Access exclusive private wealth management services and personalized financial guidance. This SEC-registered institution offers expert portfolio management without high minimums, alongside tools to plan life experiences.

Exclusive access to private wealth firmsExpertly managed investment portfoliosPersonalized financial guidance
💰 Finance
(12)
free

FAQ about Financial Advice

What are the best financial advice apps for iPhone?
AI Finance Advisor tops our financial advice apps ranking as of July 2026, with a 4.2-star average from 5 App Store ratings, and it's free to download.
Yes — 20 of the top financial advice apps we rank are free to download, including AI Finance Advisor and Vanguard: Save, Invest, Retire.
AI Finance Advisor has no ads and offers in-app purchases, according to its App Store listing as of July 2026.
We track 132+ financial advice apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
AI Finance Advisor is a finance app that uses artificial intelligence to offer personalized financial advice, budgeting tools, and investment strategies. It allows users to select different AI experts to match their financial needs and goals.
The app's advanced AI learns from your interactions and financial situation to deliver tailored advice and support that adapts to your evolving needs. This includes guidance on budgeting, investments, and debt management.