135+ iOS apps curated and reviewed
With an average user rating of 4.5★, the certified financial group category is one of the App Store's strongest. Browse all 135+ apps we track, sorted so the most loved ones surface first.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | — | No | No | May 2026 |
| 2 |  | Free | 4.8★ (11K) | No | No | Jul 2026 |
| 3 |  | Free | 4.7★ (11K) | No | No | Jul 2026 |
| 4 |  | Free | 4.6★ (1.4K) | Yes | No | Jul 2026 |
| 5 |  | Free | 4.5★ (1.5K) | Yes | No | Jul 2026 |
| 6 |  | Free | 4.8★ (230K) | Yes | No | Jul 2026 |
| 7 |  | Free | 4.9★ (64K) | No | No | Jul 2026 |
| 8 |  | Free | 3.8★ (14) | No | No | Jul 2026 |
Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.
Manage your employer-sponsored retirement plan on the go. View account details like balances, rates of return, and transaction history. Make changes to your investments, contribution allocations, and personal information as permitted by your plan.
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.
Manage your banking needs from anywhere with this app, offering secure access and control over your accounts. It provides tools for easy money transfers, bill payments, check deposits, and financial management for both personal and business clients.
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.
This app offers a credit card with 3% cash back and virtual card numbers for private spending. It also provides banking services like high-yield savings, no-fee ATMs, and full-service banking without visiting a branch.
This app serves as an official guide for World Financial Group events, offering details on agendas, venues, and networking opportunities. It helps attendees maximize their event experience by providing essential information in one place.
Quickly enroll in retirement plans and manage your investments. Access loan and withdrawal options, view performance data, and track transaction history securely with biometric authentication.
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.
Access your retirement savings account 24/7 from anywhere. View account balances, investment allocations, loan details, and transaction history. Manage personal information and track contributions and earnings.
This app helps you manage your wealth, investments, and retirement planning through a unified platform. It leverages expert insights and a proprietary algorithm to assess your finances, identify risk levels, and guide you toward optimal investment strategies across various asset classes.
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.
Master corporate finance, financial modeling, and investment banking with expert-led courses. This app offers interactive video lessons and hands-on exercises for seamless learning on the go. Stay updated with new content to advance your finance career.
This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.
Prepare for the Certified Financial Planner exam with over 3600 practice questions, mock tests, and detailed analytics. Master key financial planning concepts and track your progress to ace the exam.
This app provides a secure, AI-powered platform to manage your cryptocurrency. It helps users avoid scams, learn about finance through bite-sized lessons, and make informed investment decisions with personalized insights. It offers non-custodial control over your assets and 24/7 security monitoring.
This app provides compliant text messaging for financial professionals. It ensures conversations are retained, reportable, and archivable, while offering a familiar texting experience for clients without requiring them to install new software.
Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.
This app serves as a single point of contact for managing various aspects of your financial life, allowing you to monitor your wealth management strategy in real-time and access expert commentary. It offers widgets for real-time article updates and push notifications for important news.