157+ iOS apps curated and reviewed
Finding the right bedel financial app can be overwhelming with so many options. We've analyzed 157+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.
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.
Manage your financial goals and accounts from anywhere. View holdings, track progress, and securely communicate with your financial advisor. Deposit checks and transfer funds with ease.
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.
This app simplifies retirement and benefit planning with educational resources and tools. Access a virtual classroom, savings calculators, and risk assessment to optimize your financial future. Learn about investing, health savings accounts, and more to achieve financial security.
This app offers comprehensive wealth management services, combining a dedicated advisory team with professional investment management. It simplifies investing, tax planning, and cash management, providing personalized guidance and active portfolio management without high fees or minimums.
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.
Access and manage your retirement plan details conveniently from your iPhone. Track your account balance, rate of return, and key plan features securely on the go.
Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.
Manage your finances and investments with a personalized digital experience. Track spending, set budgets, and oversee your UBS-administered equity awards. Designed for existing UBS clients to navigate their financial lives conveniently.
Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.
Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.
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.
Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.
Access your complete financial life and communicate directly with your advisor. Receive real-time updates, track portfolio performance, and stay informed about market insights and planning tips. This app provides a transparent and convenient way to manage your finances and engage with your financial professional.
This AI-powered advisor analyzes your investment portfolio, identifies gaps, and guides you toward smarter financial decisions. It offers 24/7 AI-driven insights, connects all your accounts, and provides performance comparisons and market recaps.
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.
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.
This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.
Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.