Best Balance Financial Wellness Apps

248+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated August 2026

Looking for free balance financial wellness apps? 20 of our 248+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Compare top Balance Financial Wellness Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Balance Financial WellnessBalance Financial WellnessFreeNoYesAug 2026
2Brightside FinancialBrightside FinancialFree4.6★ (1.5K)NoNoAug 2026
3Beyond FinanceBeyond FinanceFree4.9★ (18K)NoNoAug 2026
4OneEleven Financial WellnessOneEleven Financial WellnessFree4.8★ (324)YesYesAug 2026
5GreenPath Financial WellnessGreenPath Financial WellnessFree5.0★ (6)YesNoAug 2026
6Goldman Sachs WellnessGoldman Sachs WellnessFree3.7★ (64)YesNoAug 2026
7Principal®Principal®Free4.8★ (233K)NoNoAug 2026
8Bippit - Financial WellbeingBippit - Financial WellbeingFreeNoYesAug 2026

Top Picks for Balance Financial Wellness

Brightside Financial#2

Brightside Financial by Brightside Benefit, Inc

Financial Care starts here
Strong Contender
💰 Finance
4.6😞(1.5K ratings)
Free
Brightside Financial screenshot 1
Brightside Financial screenshot 2
Brightside Financial screenshot 3
Brightside Financial screenshot 4

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.

What We Love

  • 🚀 Quick and easy to use
  • 👍 Helpful financial assistance
  • 💡 Useful features for Amazon employees
  • 🤝 Great customer service

Room to Improve

  • 🐛 Frequent app crashes and glitches
  • 🔒 Login and access issues
  • ⚠️ Unreliable app performance
Beyond Finance#3

Beyond Finance by Beyond Finance Inc.

Worth Considering
💰 Finance
4.9😐(18K ratings)
Free
Beyond Finance screenshot 1
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Beyond Finance screenshot 3
Beyond Finance screenshot 4

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.

What We Love

  • 👍 Best finance help
  • 🙌 Exceptional service and customer support
  • 💰 Debt reduced substantially
  • 🤝 Helpful and friendly representatives

Room to Improve

  • 🚨 Negative impact on credit score
  • 💰 High fees and settlement costs
  • ⏱️ Slow progress in resolving debt

More Balance Financial Wellness apps to explore

4
OneEleven Financial Wellness
OneEleven Financial Wellness
OneEleven Financial Wellness
Your Dedicated Financial Coach
Free

This app offers personalized financial coaching and smart tools to help you transform your relationship with money. Get paired with a dedicated coach for weekly check-ins, personalized plans, and access to budgeting tools and educational content.

Dedicated financial coachWeekly check-insText & video access to coach
💰 Finance
(324)
free with in-app purchases
5
GreenPath Financial Wellness
GreenPath Financial Wellness
GreenPath Financial Wellness
by GreenPath, Inc.
Free

This app helps you create and follow a personalized financial plan. It guides you through financial wellness themes, identifies gaps, and helps you set and achieve goals with minimal weekly time commitment.

Personalized financial plan creationGoal setting and trackingFinancial wellness coaching
💰 Finance
(6)
ad-supported
6
Goldman Sachs Wellness
Goldman Sachs Wellness
Goldman Sachs Wellness
Ayco Financial Wellness
Free

Access personalized financial guidance and tools to improve your financial well-being. Take an assessment, set goals, and use resources like seminars or coaching to manage savings, debt, and future planning. Your employer covers the cost, making financial wellness accessible.

Financial wellness assessmentGoal setting and trackingPersonalized financial guidance
💰 Finance
(64)
free
7
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
(233K)
free with in-app purchases
8
Bippit - Financial Wellbeing
Bippit - Financial Wellbeing
Bippit - Financial Wellbeing
Guidance, Planning & Budgeting
Free

Access 1-on-1 financial coaching, track your spending, and plan for your future goals. Get expert guidance and resources to improve your financial wellbeing in a secure and confidential environment.

1-on-1 financial coachingFinance tracking and analysisGoal setting and planning
💰 Finance
(0)
free
9
Inspira Mobile™
Inspira Mobile™
Inspira Mobile™
by Inspira Financial Health, Inc.
Free

Manage your health, wealth, and benefit accounts in real-time. This app offers easy control over your savings, reimbursements, and payments. It also features a scanner to check product eligibility for your plans.

Manage health savings accounts (HSA)Manage flexible spending accounts (FSA)Request reimbursement
💰 Finance
(37K)
free with in-app purchases
10
Amex
Amex
Amex
Payments, Balance & Rewards
Free

Manage your American Express account securely from anywhere. Track spending, view rewards, pay your bill, and discover personalized offers. Enjoy quick, safe access with biometric login and instant alerts for added peace of mind.

Secure account managementTrack spending and rewardsPay bills and manage balance
💰 Finance
(4.4M)
free
11
Serenity Aligned: Money Calm
Serenity Aligned: Money Calm
Serenity Aligned: Money Calm
Financial calm starts here
Free
💪 Health & Fitness
(0)
12
HoneyBee Financial Wellness
HoneyBee Financial Wellness
HoneyBee Financial Wellness
by Ziero Financial Inc
Free
💰 Finance
(0)
13
Lincoln Financial Mobile
Lincoln Financial Mobile
Lincoln Financial Mobile
by Lincoln Financial Group
Free

Manage your retirement plan, employee benefits, and financial wellness tools from a single, secure mobile application. Access account information, adjust contributions, track claims, and utilize budgeting and debt management tools.

Retirement plan managementEmployee benefits accessFinancial wellness tools
💰 Finance
(316)
free
14
Pecunis: Net Worth & FIRE
Pecunis: Net Worth & FIRE
Pecunis: Net Worth & FIRE
Financial independence & FIRE
Free
💰 Finance
(0)
15
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
16
FinFRDM
FinFRDM
FinFRDM
by FinFRDM
Free
💰 Finance
(0)
17
Financial Wellness Hub
Financial Wellness Hub
Financial Wellness Hub
by Mohammad Hasan
Free
📚 Education
(0)
18
Insignia Wellness
Insignia Wellness
Insignia Wellness
by Insignia Cards Limited
Free
🌟 Lifestyle
(0)
19
NetBenefits
NetBenefits
NetBenefits
Fidelity workplace benefits
Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

Manage retirement savingsAccess stock optionsView health insurance details
💰 Finance
(29K)
free
20
Financial Fitness Mobile App
Financial Fitness Mobile App
Financial Fitness Mobile App
Financial Fitness App
Free
💰 Finance
(0)

FAQ about Balance Financial Wellness

Are there free balance financial wellness apps for iPhone?
Yes — 20 of the top balance financial wellness apps we rank are free to download, including Balance Financial Wellness and Brightside Financial.
Balance Financial Wellness has no ads and offers in-app purchases, according to its App Store listing as of August 2026.
We track 248+ balance financial wellness apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.