Best Affluence Group Apps

151+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

If you already know Affluence Group, this is the deeper bench. 151+ affluence group apps for iPhone, all reviewed and ranked by user rating, recency, and download trend as of June 2026.

Top Picks for Affluence Group

Capital Group PlanPremier401k#2
4.8😞(11K ratings)
FreeAds
Capital Group PlanPremier401k screenshot 1
Capital Group PlanPremier401k screenshot 2
Capital Group PlanPremier401k screenshot 3
Capital Group PlanPremier401k screenshot 4
Capital Group PlanPremier401k screenshot 5

Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.

What We Love

  • 👍 User friendly
  • 🚀 Easy to make changes
  • 💡 Allows to review investments and make changes

Room to Improve

  • 🐛 Glitchy, freezes up
  • 🐛 Keeps crashing
  • 🐛 Login doesn't work
YNAB#3

YNAB by You Need A Budget LLC

Never worry about money again
Worth Considering
💰 Finance
4.8😊(61K ratings)
FreeAdsIn-App Purchases
#5in Finance
YNAB screenshot 1
YNAB screenshot 2
YNAB screenshot 3
YNAB screenshot 4
YNAB screenshot 5
YNAB screenshot 6

This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.

What We Love

  • 💰 Helps save money
  • 👍 Intuitive and easy to use
  • 🚀 Efficient budgeting system
  • 🤝 Helpful for couples/families

Room to Improve

  • 🔍 Steep learning curve
  • 🔌 Connectivity issues with some banks
  • 💰 Expensive subscription

More Affluence Group apps to explore

4
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
💰 Finance
(11K)
free with in-app purchases
5
Voya
Voya
Voya
by Voya Services Company
Free

Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling
💰 Finance
(187K)
free
6
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

Manage your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
7
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team
💰 Finance
(18K)
free
8
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans
💰 Finance
(21K)
free with in-app purchases
9
Principal®
Principal®
Principal®
Retire on your terms.
Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

View account balancesRoll over fundsChange contributions
💰 Finance
(228K)
free with in-app purchases
10
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Rewards Checking, Loans, Cards
Free

Manage your finances with a comprehensive mobile banking app. Access rewards checking, loans, and cards. Track balances, pay bills, monitor credit, and request cash advances.

Cash back rewards on card purchasesManage personal loans and credit linesTrack credit score and receive alerts
💰 Finance
(80K)
free with in-app purchases
11
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
12
Wallet - Daily Budget & Profit
Wallet - Daily Budget & Profit
Wallet - Daily Budget & Profit
Personal Expense Tracker
Free

Manage your personal finances with this comprehensive tool. Track expenses automatically, plan budgets, and gain insights into your spending habits. It helps you save money, manage debt, and plan for the future by consolidating all your financial information.

Automatic bank synchronizationExpense and income trackingInsightful reports and charts
💰 Finance
(5.8K)
free with in-app purchases
13
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(393K)
free with in-app purchases
14
Origin: AI Budget and Track
Origin: AI Budget and Track
Origin: AI Budget and Track
Spending, Saving, & Net Worth
Free

Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.

Securely connect financial accountsTrack spending, cash flow, subscriptions, and billsBuild AI-powered budgets
💰 Finance
(3.5K)
free with in-app purchases
15
EarnIn: Beyond Cash Advance
EarnIn: Beyond Cash Advance
EarnIn: Beyond Cash Advance
Get Paid Fast, Early Payday
Free

Access funds you've already earned before payday with this app. It offers same-day pay, overdraft protection, credit monitoring, and savings tools. Get up to $150 daily with optional expedited transfers for a small fee.

Access up to $150 per dayGet paycheck up to 2 days earlyOverdraft alerts and custom transfers
💰 Finance
(432K)
free with in-app purchases
16
Wealthscape Investor℠
Wealthscape Investor℠
Wealthscape Investor℠
by National Financial Services LLC
Free

Manage your brokerage accounts on the go with this app. Access account information, view statements and tax forms, and perform self-service actions like mobile check deposits and equity order submissions. Enhanced security features ensure your financial data is protected.

View account portfolio, positions, and balancesAccess account statements and tax formsSubmit equity and ETF orders
💰 Finance
(19K)
free
17
Piere: Budget, Save, Plan
Piere: Budget, Save, Plan
Piere: Budget, Save, Plan
Automate your budget & savings
Free

This app automates your budget and savings by analyzing your finances to create a personalized plan. It then automatically moves money between your connected accounts to help you reach your financial goals, whether it's building wealth, reducing debt, or covering expenses.

Automated budgetingPersonalized financial roadmap (MyPlan™)Automatic money transfers (Moves)
💰 Finance
(651)
free with in-app purchases
18
NYC DCP
NYC DCP
NYC DCP
by New York City Deferred Compensation Plan
Free

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

All-in-one account managementRetirement income modelingVideo education and live chat
💰 Finance
(12K)
free
19
Guideline
Guideline
Guideline
Access your 401(k) anytime
Free

Easily set up and manage your 401(k) retirement account directly from your phone. Track progress, adjust contributions, and consolidate savings from other accounts. Invest with confidence through guided portfolio selection and automatic rebalancing.

Set up 401(k) in minutesAccess and manage contributionsInvest in recommended portfolios
💰 Finance
(1.8K)
free with in-app purchases
20
Raisin: Earn More on Cash
Raisin: Earn More on Cash
Raisin: Earn More on Cash
Savings, CDs, and More
Free

This app helps you grow your savings by connecting you to high-yield accounts and CDs from multiple FDIC-member banks and NCUA-member credit unions. Manage all your deposits, compare rates, and simplify tax reporting from a single, secure dashboard with no added fees or minimums.

Discover high-yield savings accountsCompare CD ratesManage multiple accounts from one login
💰 Finance
(79)
free with in-app purchases