Best Box Financial Advisors Apps

183+ iOS apps curated and reviewed

4.7 avg rating

20 free apps

Updated July 2026

Out of 183+ 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.

Top Picks for Box Financial Advisors

#1

Box Financial Advisors by Box Financial Advisors, LLC

Editor's Choice

💰 Finance

0.0(0 ratings)

Free

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#2

Wealthfront: Save and Invest by Wealthfront, Inc.

Saving, investing, stocks.

Strong Contender

💰 Finance

4.8😊(17K ratings)

FreeAds

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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.

What We Love

🚀 Fantastic HYSA and Robo-Advisor
👍 Impressive money managing app
👍 Phenomenal app for people trying to reach financial goals
👍 Great Robo Investing App

Room to Improve

🚫 Not good for IRA and investing accounts
🚫 Great APY, Terrible Features and Compatability
🐛 Alas...

#3

Brightside Financial by Brightside Benefit, Inc

Financial Care starts here

Worth Considering

💰 Finance

4.6😞(1.4K ratings)

FreeAds

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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

More Box Financial Advisors apps to explore

Your Investment Advisor

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.

Track retirement goal progressView total portfolio and account detailsLink outside accounts

Ameriprise Financial

Ameriprise Financial

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.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

by Beyond Finance Inc.

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.

Review program progressView enrolled accountsConnect with Client Success Team

CRM for Financial Advisors

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.

Client relationship managementContact management with quick actionsRedesigned calendar and task management

Astor: AI Investment Advisor

Astor: AI Investment Advisor

Talk to your investments

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.

AI investment advisorPortfolio analysisConnect financial accounts

free with in-app purchases

T. Rowe Price Personal®

T. Rowe Price Personal®

INVEST WITH CONFIDENCE®

Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.

Consolidated portfolio viewExternal account linkingDetailed fund performance

Northwestern Mutual

Northwestern Mutual

by THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC

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.

View investment performance and transactionsAccess insurance policy detailsMake premium payments

by Sergio Rabiela

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.

Program progress reviewEnrolled account managementClient Success Team connection

Your finances, handled for you

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.

Expert financial guidanceCustom financial plansActionable steps

free with in-app purchases

Alpheva AI: Financial Advisor

Alpheva AI: Financial Advisor

Make More. Stress Less.

This AI-powered financial advisor simplifies your money management by securely connecting to your accounts. It provides personalized insights, tracks your net worth and cash flow, and helps you identify savings opportunities for smarter financial decisions.

Personalized financial insightsReal-time net worth and cash flow trackingInvestment dashboards

OneEleven Financial Wellness

OneEleven Financial Wellness

Your Dedicated Financial Coach

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

free with in-app purchases

Titan: Your Wealth Team

Titan: Your Wealth Team

Investing, Wealth Management

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.

Dedicated advisory teamProfessional investment managementAutomated cash management

Employee 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.

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

Retire on your terms.

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

free with in-app purchases

AI portfolio and tax guidance

This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.

AI-powered portfolio insightsTax-saving opportunitiesFee reduction recommendations

Legacy Financial Advisors

Legacy Financial Advisors

Legacy Financial

This app provides clients with a secure portal to access and manage their financial information. It allows for direct communication with advisors, access to market insights, and the ability to view performance reports and news.

View financial newsfeedAttend Zoom calls with advisorAccess eMoney client portal

My Financial Advisor -Blueleaf

My Financial Advisor -Blueleaf

Your Advisor, Always There.

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.

Real-time advisor updatesPortfolio performance trackingAccount balance aggregation