Best Avantax Elevate Apps

249+ iOS apps curated and reviewed

4.3 avg rating

20 free apps

Updated August 2026

With an average user rating of 4.3★, the avantax elevate category is one of the App Store's strongest. Browse all 249+ apps we track, sorted so the most loved ones surface first.

Compare top Avantax Elevate Apps (August 2026)

#	App	Price	Rating	Ads	In-App Purchases	Updated
1	Avantax Elevate	Free	—	No	No	May 2026
2	Fidelity Investments	Free	4.8★ (3.3M)	No	No	Aug 2026
3	Avantax Advised	Free	4.7★ (3)	No	No	Jul 2026
4	Meta Viewpoints	Free	4.8★ (22K)	Yes	No	Aug 2026
5	Avant	Free	4.8★ (111K)	No	No	Aug 2026
6	Microsoft Power BI	Free	4.7★ (95K)	No	No	Aug 2026
7	Vanguard: Save, Invest, Retire	Free	4.6★ (177K)	Yes	No	Jul 2026
8	Google Opinion Rewards	Free	4.7★ (210K)	No	No	Aug 2026

Top Picks for Avantax Elevate

#1

Avantax Elevate by Honkamp Krueger Financial Services, Inc.

Editor's Choice

💼 Business

0.0(0 ratings)

Free

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#2

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.

Strong Contender

💰 Finance

4.8😐(3.3M ratings)

Free

#14in Finance

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Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

What We Love

🚀 Efficient app with quick access to accounts
🔒 Secure login process
👍 Comprehensive research and data tools
💡 Ability to link external accounts for full financial view

Room to Improve

🐛 Inaccurate account information and performance data
🔍 Cluttered and unintuitive user interface
🔍 Difficult to navigate and find desired features

#3

Avantax Advised by Honkamp Krueger Financial Services, Inc.

Worth Considering

💰 Finance

4.7(3 ratings)

Free

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Access your financial statements, account holdings, activity, and performance reports. Receive quarterly email notifications when new electronic statements are available.

More Avantax Elevate apps to explore

Meta Viewpoints

by Meta Platforms, Inc.

Earn rewards by participating in surveys, tasks, and research. You control what data is shared and how it's used. Your contributions help improve apps and services.

Earn points and rewardsParticipate in surveys and tasksControl data usage

by Avant, LLC (US)

Manage your credit card or personal loan with this app. View transactions, schedule payments, and update payment methods. Access customer support easily within the app.

Schedule or cancel paymentsView transaction historyAdd or remove payment methods

Microsoft Power BI

Microsoft Power BI

Business data analytics

Access and analyze your business data from anywhere with powerful mobile tools. Visualize key metrics, filter information, and share insights on the go. Get real-time notifications and ask questions of your data with a virtual analyst.

View data in one placeExplore, filter, and focus dataAnnotate and share reports

Vanguard: Save, Invest, Retire

Vanguard: Save, Invest, Retire

Investing, Advice, Retirement

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

Google Opinion Rewards

Google Opinion Rewards

Answer Surveys & Earn Money

Share your opinions and earn money by completing quick surveys. Get paid up to $1 per survey via PayPal. Surveys are short, often under 20 seconds, and cover various topics like product reviews and location-based satisfaction.

Answer quick surveysEarn up to $1 per surveyReceive payment via PayPal

Money App - Cash Advance

Money App - Cash Advance

by PRG Ventures, Inc.

Access your earned wages early to cover immediate expenses like groceries, gas, and bills. This service allows you to get cash before your payday without interest, credit checks, or hidden fees. Repayment is automatic via payroll deduction or linked bank account.

Access earned wages earlyNo interest or credit checksNo late or hidden fees

free with in-app purchases

EXE Client Portal

EXE Client Portal

Access valuation & documents

Security Guardian for Phone

Security Guardian for Phone

Safe, Protection, Privacy

Safeguard your personal information and enhance your mobile security. This app offers encrypted storage for sensitive files, a secure browser, and app locking features to protect your digital life. It also provides monitoring and usage limits for healthier digital habits.

Encrypted private vault for photos, videos, and documentsSecure browser for enhanced online privacyMultiple authentication methods (PIN, pattern, biometrics)

Insurance | Wealth | Benefits

Access your dental and vision benefit details, find participating providers, and view your ID cards. Track your dental claims and review your plan information.

Find participating providersView and download ID cardsAdd ID cards to Apple Wallet

Gener8: Earn From Your Data

Gener8: Earn From Your Data

Rewards, offers & donations

This app empowers users to regain control of their personal data. It allows you to connect your apps, see what data is collected, and earn rewards for securely sharing it. Redeem points for gift cards, discounts, prize draws, or donations.

Connect apps to track data collectionVisualize data collected by appsEarn points for secure data sharing

free with in-app purchases

A New Data Economy Starts Here

This app allows users to own and control their digital identity. Connect your data to earn points and gain early access to personalized and rewarding applications.

Own and control digital identityConnect and manage personal dataEarn VanaXP points

🎬 Entertainment

Kikoff – Build Credit Quickly

Kikoff – Build Credit Quickly

Equifax, Experian + TransUnion

Build credit quickly and effectively with this app. It reports your on-time payments to major credit bureaus, helping to improve your credit score. Offers plans starting at $5 per month with no credit checks or interest.

Build credit quicklyReports to Equifax, Experian, TransUnionPlans starting at $5/month

free with in-app purchases

Equitable Mobile App

Equitable Mobile App

Advice•Protection•Retirement

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

Park Avenue® Wealth Management

Park Avenue® Wealth Management

by Park Avenue Securities

Access your investment accounts, view balances, track performance, and manage transactions on the go. Securely store and share documents with your advisor. Requires an existing account with Park Avenue Securities.

Account balances and holdingsInvestment performance trackingPortfolio allocation overview

by CoverageX LLC

Manage all your insurance policies securely from your phone. Access digital ID cards, view coverage details, make payments, and even purchase new policies. Stay informed with alerts and enjoy peace of mind with robust security features.

Purchase and manage policiesDigital policy ID card accessView coverage details

Secure Client Access

Secure Client Access

Manage your credit journey with tools to track progress and stay connected. Upload documents, monitor your credit score in real-time, and communicate securely with your specialist. Track dispute statuses for detailed insights into your credit report.

Easy document upload and onboardingLive credit score trackingSecure direct messaging with specialists

Numo — Data Tasks & Rewards

Numo — Data Tasks & Rewards

Earn with photo, video & voice

Share photos, videos, audio, or complete tasks to earn rewards. Contribute real-world data to help build the next generation of AI and get compensated for approved submissions.

Contribute photos, videos, and audioComplete simple tasksEarn rewards for submissions

FAQ about Avantax Elevate

Are there free avantax elevate apps for iPhone?

Yes — 20 of the top avantax elevate apps we rank are free to download, including Avantax Elevate and Fidelity Investments.

Does Avantax Elevate have ads or in-app purchases?

Avantax Elevate has no ads and has no in-app purchases, according to its App Store listing as of August 2026.

How many avantax elevate apps are on the App Store?

We track 249+ avantax elevate apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.