Best Easy Finance Wealth Planner Apps

250+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated September 2026

With an average user rating of 4.7★, the easy finance wealth planner category is one of the App Store's strongest. Browse all 250+ apps we track, sorted so the most loved ones surface first.

Compare top Easy Finance Wealth Planner Apps (September 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Easy Finance Wealth PlannerEasy Finance Wealth PlannerFreeNoYesMay 2026
2Plante Moran WealthPlante Moran WealthFree4.6★ (8)NoNoJun 2026
3Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoSep 2026
4Empower ®Empower ®Free4.8★ (404K)NoNoSep 2026
5Finn: AI Wealth ManagerFinn: AI Wealth ManagerFree4.7★ (326)NoYesSep 2026
6Facet: Financial PlanningFacet: Financial PlanningFree4.9★ (22)NoNoSep 2026
7Ask DollyAsk DollyFree5.0★ (59)NoYesSep 2026
8Edward JonesEdward JonesFree4.8★ (139K)NoNoSep 2026

Top Picks for Easy Finance Wealth Planner

Plante Moran Wealth#2

Plante Moran Wealth by PMFA INC

Strong Contender
💰 Finance
4.6(8 ratings)
Free
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Access your investment portfolio and financial information on demand. Add and view all financial assets and liabilities in one place, and access important documents and team contact details. This app is exclusively for clients of Plante Moran Financial Advisors.

Wealthfront: Save and Invest#3

Wealthfront: Save and Invest by Wealthfront

Saving, investing, stocks.
Worth Considering
💰 Finance
4.8😊(17K ratings)
Free
Wealthfront: Save and Invest screenshot 1
Wealthfront: Save and Invest screenshot 2
Wealthfront: Save and Invest screenshot 3
Wealthfront: Save and Invest screenshot 4
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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
  • 👍 My favorite Finance App, period
  • 👍 Awesome way to save and invest!
  • 👍 Saving for my generation
  • 👍 Very Functional and Easy to Use

Room to Improve

  • 🚫 Not good for IRA and investing accounts
  • 🚫 Great APY, Terrible Features and Compatability
  • 🐛 Alas...
  • 🚫 Constant relink makes this pointless
  • 🐛 Failed identity verification - poor support. Can't open account. Need bug fix.
  • 🐛 Constant relink makes this pointless
  • 🐛 Horrible Returns
  • 🚫 No control over investments

More Easy Finance Wealth Planner apps to explore

FAQ about Easy Finance Wealth Planner

Are there free easy finance wealth planner apps for iPhone?
Yes — 20 of the top easy finance wealth planner apps we rank are free to download, including Easy Finance Wealth Planner and Plante Moran Wealth.
Easy Finance Wealth Planner has no ads and offers in-app purchases, according to its App Store listing as of September 2026.
We track 250+ easy finance wealth planner apps on the iOS App Store as of September 2026, ranked by rating, recency, and analysis of real user reviews.