249+ iOS apps curated and reviewed
Out of 249+ box financial advisors 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.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | — | No | No | May 2026 |
| 2 |  | Free | 5.0★ (8) | No | No | Aug 2026 |
| 3 |  | Free | 4.8★ (17K) | No | No | Aug 2026 |
| 4 |  | Free | 4.8★ (1.6K) | No | No | Aug 2026 |
| 5 |  | Free | 4.6★ (7.5K) | No | No | Aug 2026 |
| 6 |  | Free | 4.8★ (232K) | No | No | Aug 2026 |
| 7 |  | Free | 3.9★ (15) | No | No | May 2026 |
| 8 |  | Free | 4.8★ (90) | Yes | No | Aug 2026 |
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.
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.
Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.
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.
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.
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 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.
Connect with your financial advisor and manage your accounts seamlessly. View investments, store documents securely, and access market insights. Stay informed with the latest news and videos.
Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.
Stay informed with timely content on market trends and financial planning. Connect with your team via direct messaging and scheduled Zoom calls. Access resources and receive alerts for important events.
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.
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 complete financial picture with an intuitive dashboard, interactive reports, and secure document storage. This app offers budgeting tools and a central place to communicate with your financial advisor.
This app helps you plan for your lifetime financial goals with a DIY approach. It allows for 'what if' analysis on various financial variables and provides tips to improve your financial forecast. Get started on saving money and assessing your financial future.
Automate investment tracking and goal management for passive investors. Connect brokerage accounts, set financial goals, and receive alerts for rebalancing and tax optimization. Designed for those who want control with less manual work.