Best AI Financial Advisor Apps

0+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Out of 0+ ai financial advisor apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Top Picks for AI Financial Advisor

Origin: AI Budget and Track#1

Origin: AI Budget and Track by Blend Financial Inc

Spending, Saving, & Net Worth
Editor's Choice
💰 Finance
4.6😊(3.5K ratings)
FreeAdsIn-App Purchases
Origin: AI Budget and Track screenshot 1
Origin: AI Budget and Track screenshot 2
Origin: AI Budget and Track screenshot 3
Origin: AI Budget and Track screenshot 4
Origin: AI Budget and Track screenshot 5
Origin: AI Budget and Track screenshot 6

Origin: Budget is a powerful financial management tool that helps you track expenses, set budget goals, and analyze spending patterns. Take control of your finances and achieve your financial goals with Origin: Budget today!

What We Love

  • 🚀 Smooth and intuitive interface
  • 📊 Detailed financial tracking and insights
  • 🤖 Helpful AI-powered features
  • 💼 Seamless integration with accounts and investments

Room to Improve

  • 💰 Expensive subscription cost
  • 🔒 Lack of two-factor authentication
  • 🔁 Inconsistent account syncing and data refreshes
AI Finance Advisor#3

AI Finance Advisor by Infisecurity

AI-Based Financial Advice
Worth Considering
💰 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 innovative app offers personalized financial guidance through advanced AI technology, providing users with tailored advice and strategies to achieve their financial goals, whether it's budgeting, investing, or managing debt. By choosing from a range of AI financial experts and connecting with a supportive community, users can take control of their financial journey and start working towards financial success today.

More AI Financial Advisor apps to explore

4
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

💰 Finance
(177K)
5
Alpheva AI: Financial Advisor
Alpheva AI: Financial Advisor
Alpheva AI: Financial Advisor
Make More. Stress Less.
Free

This application helps you take control of your financial life with intelligent, personalized insights, connecting to your financial accounts securely to provide actionable advice and help you reach your goals faster. It offers features such as smart budgeting, goal-driven financial planning, and clear visual dashboards to help you make confident financial decisions.

💰 Finance
(109)
6
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.

💰 Finance
(85K)
7
Franklin AI: Financial Advisor
Franklin AI: Financial Advisor
Franklin AI: Financial Advisor
Budget, Save & Track Spending
Free
💰 Finance
(16)
8
Streetbeat #1 AI for Investing
Streetbeat #1 AI for Investing
Streetbeat #1 AI for Investing
GPT Stock & Crypto Trading
Free

Discover, create, and share music with Streetbeat. Connect with artists, producers, and fans worldwide. Experience a musical community like never before. Find your rhythm today.

💰 Finance
(654)
9
YNAB
YNAB
YNAB
Never worry about money again
Free

Start changing your money mindset with a set of habits to spend purposefully, save aspirationally, and give generously. Join millions in improving your financial outlook and sign up for a one-month free trial today!

💰 Finance
(60K)
10
Snowball Analytics: Stocks
Snowball Analytics: Stocks
Snowball Analytics: Stocks
Portfolio & Dividend Tracker
Free

Snowball Analytics: A comprehensive portfolio management tool that aggregates and analyzes your financial data to provide insights and recommendations for your investments. Take control of your portfolio efficiently and make informed decisions for your financial future.

💰 Finance
(2.1K)
11
LeadCenter AI
LeadCenter AI
LeadCenter AI
CRM for Financial Advisors
Free
💼 Business
(0)
12
Finance Genius - AI for Money
Finance Genius - AI for Money
Finance Genius - AI for Money
Top Tier AI to Grow Your Money
Free
💰 Finance
(3)
13
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

This application helps users plan, invest, and retire by calculating the future value of their investments using a predictive formula based on compound interest. Start investing today to potentially become a millionaire in the future!

💰 Finance
(220)
14
Jump AI
Jump AI
Jump AI
AI for wealth managers
Free

This AI-powered assistant helps wealth advisors manage client interactions and compliance tasks with efficiency and accuracy. Record meetings, upload and process them to get customized notes, and review past meetings with ease.

💰 Finance
(806)
15
Mezzi Wealth
Mezzi Wealth
Mezzi Wealth
AI portfolio and tax guidance
Free

Accelerate your wealth-building with Mezzi, an AI-powered stock market analysis app. Gain insights, make informed investment decisions, and watch your wealth grow faster. Start building your future today!

💰 Finance
(100)
16
Coursiv - AI Certificates
Coursiv - AI Certificates
Coursiv - AI Certificates
Earn AI Certificates
Free
📚 Education
(2.5K)
17
RAFA - AI Investment Agents
RAFA - AI Investment Agents
RAFA - AI Investment Agents
Stocks, ETFs, Options, Crypto
Free

An AI investment copilot that provides personalized expert advice across various investing areas, maximizing returns through tailored analysis, actionable strategies, and real-time market insights. Elevate your investment game with RAFA's AI-powered tools and gain a team of allies to navigate the market confidently. Download now for a new era of investing mastery.

💰 Finance
(40)
18
Arta Finance
Arta Finance
Arta Finance
Wealth for the AI Era
Free

This digital wealth platform provides access to elite investments, expert connections, and AI-driven wealth strategies, empowering members to manage their financial future with confidence. Sign up for a free account to discover smarter investing, personalized wealth management, and exclusive investment opportunities.

💰 Finance
(39)
19
Finny: AI Financial Advisor
Finny: AI Financial Advisor
Finny: AI Financial Advisor
Spending, Saving, & Planning
Free
💰 Finance
(0)
20
Addepar
Addepar
Addepar
Wealth management platform
Free

This wealth management platform provides users with up-to-date portfolio data, including net worth, performance, and asset allocation, allowing them to gain a deeper understanding of their financial situation. Interested users can ask their financial advisor about this platform to get a clearer financial picture.

💰 Finance
(58)