Best Affluence Group Apps

4.9(29 ratings)

Free

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

Certified Financial Group by Certified Financial Group

Certified Financial Group

Worth Considering

0.0(0 ratings)

Free

More Affluence Group apps to explore

Voya

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

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.

(188K)

AI financial advisor built in

M1: AI Wealth Management

High-Yield Cash AccountCustomizable Investment Portfolios (Pies)Automatic Rebalancing

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

free with in-app purchases

(75K)

ParmisaK PFM

Personal Financial Manager

Income and expense trackingFamily member financial managementDebt and loan management

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

Your Financial Wellness Hub

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)

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.

(9)

Qapital: The Money Saving App

Save. Invest. Budget.

Automated savings goalsSmart budgeting rulesInvest in ETFs

Automate your savings, investments, and budgeting with intelligent rules based on your habits. Set unlimited financial goals, track progress, and even team up with a partner on shared objectives. Spend smarter with a dedicated debit card and real-time budget notifications.

by The CFO Project, LLC

CFO Advisory service trainingClient acquisition systemsDownloadable tools and templates

This program offers training, systems, and mentorship to help users provide CFO Advisory services. Learn to acquire clients, implement effective strategies, and earn a Certified CFO™ designation. Grow your practice and income without sacrificing personal time.

📚 Education

(41)

Albert: Budgeting and Banking

Organize. Budget. Save.

Budgeting and expense trackingAutomatic savings and investing24/7 identity and account monitoring

Manage your finances with an all-in-one app for budgeting, saving, and investing. It offers 24/7 identity monitoring, high-yield savings accounts, and an AI financial assistant to help you organize your money.

Lighthouse Finance Solutions

(338K)

subscription

by VENTURETECH SOLUTIONS LLC

Track financial progressManage draftsContact client services

Manage your financial progress, track drafts, and connect with client services. This application provides a convenient platform for approving settlements and overseeing your financial journey.

(6)

Wealthfront: Save and Invest

Saving, investing, stocks.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

free with in-app purchases

(18K)

Alphanso Wealth

Financial planning & advisory

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Budget & Bill Planner: Planned

(90)

subscription

Money Coach, Expense Tracker

AI financial coachPersonalized guidanceFinancial health scoring

This app provides personalized financial guidance from an AI coach that learns your financial situation. It offers clear advice without jargon, focusing on actionable steps to improve your financial health.

by Concierge Management, LLC

Tailored financial solutionsStrategic wealth managementSmart investment guidance

This app offers personalized financial solutions and strategic wealth management. It focuses on smart investments and expert guidance to help clients achieve their financial goals. The service emphasizes market analysis, asset diversification, and risk management for sustainable growth.

Your Investment Advisor

Track retirement goal progressView total portfolio and account detailsLink outside accounts

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.

Financial Freedom. Faster.

Achieve financial freedom fasterLive fully today, comfortably tomorrowProven wealth-building philosophy

This app helps users achieve financial freedom by providing a proven wealth-building philosophy. It allows you to save and build wealth while maintaining your current lifestyle, creating new passive income streams.

Employee Financial Wellness

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

by New York City Deferred Compensation Plan

All-in-one account managementRetirement income modelingVideo education and live chat

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.

Your digital financial planner

Consolidated financial account overviewPersonalized financial planningBudgeting and cash flow forecasting

This app consolidates all your financial accounts, offering personalized advice and actionable steps to achieve your goals. It provides budgeting, debt management, investment guidance, and AI-powered financial planning tailored to your unique life circumstances.

(2)