Best Easy Finance Wealth Planner Apps

190+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

With an average user rating of 4.5★, the easy finance wealth planner category is one of the App Store's strongest. Browse all 190+ apps we track, sorted so the most loved ones surface first.

Top Picks for Easy Finance Wealth Planner

Buddy: Money & Budget Planner#2

Buddy: Money & Budget Planner by Buddy Budgeting AB

Money Manager & Tracker
Strong Contender
💰 Finance
4.6😐(589 ratings)
FreeAdsIn-App Purchases
#61in Finance
Buddy: Money & Budget Planner screenshot 1
Buddy: Money & Budget Planner screenshot 2
Buddy: Money & Budget Planner screenshot 3
Buddy: Money & Budget Planner screenshot 4
Buddy: Money & Budget Planner screenshot 5
Buddy: Money & Budget Planner screenshot 6

Manage your finances efficiently with our intuitive budget planner app. Track expenses, set savings goals, and stay on top of your financial health easily. Take control of your money today!

What We Love

  • 🚀 Easy to use
  • 👍 Visually appealing
  • 💡 Customizable categories
  • 🚀 Intuitive interface

Room to Improve

  • 🐛 Recurring transactions not working properly
  • 🐛 Balance not carrying over to next month
  • 🐛 Syncing issues between devices
Ameriprise Financial#3

Ameriprise Financial by Ameriprise

Worth Considering
💰 Finance
4.9😊(37K ratings)
Free
Ameriprise Financial screenshot 1
Ameriprise Financial screenshot 2
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Ameriprise Financial screenshot 4
Ameriprise Financial screenshot 5

Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

What We Love

  • 👍 Fantastic relationship
  • 👍 Very confident with portfolio management
  • 👍 Everything in one place
  • 👍 Family-friendly

Room to Improve

  • 🐛 2FA required every time with Face ID
  • 🐛 Graphs and holdings information not user-friendly
  • 🐛 Total View lags and shows incorrect balances

More Easy Finance Wealth Planner apps to explore

4
Stifel Wealth Tracker
Stifel Wealth Tracker
Stifel Wealth Tracker
by Stifel Financial Corp.
Free

"Access Stifel Wealth Tracker, a free financial management service accessible across multiple devices. Track your net worth, monitor financial progress, analyze investments, and access relevant research reports. Connect with a financial advisor easily for personalized assistance and guidance."

💰 Finance
(181)
5
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

Empower's mobile app offers personalized financial management tools for all your accounts, including retirement plans and investments. With enhanced security features like biometric identification, it helps you take smart steps towards your financial goals. Connect with Siri and Apple Watch for on-the-go tracking. Start managing your finances confidently today!

💰 Finance
(386K)
6
Budget Planner App - Fleur
Budget Planner App - Fleur
Budget Planner App - Fleur
Bill Organizer & Money Tracker
Free

Organize your bills, track expenses, and manage your budget easily with this intuitive app. Stay on top of your finances effortlessly. Start planning your budget today!

💰 Finance
(12K)
7
YNAB
YNAB
YNAB
Never worry about money again
Free

Start changing your money mindset with a set of habits to spend purposefully, save aspirationally, and give generously. Join millions in improving your financial outlook and sign up for a one-month free trial today!

💰 Finance
(60K)
8
Weekly: Budget Planner App
Weekly: Budget Planner App
Weekly: Budget Planner App
Spending & Money Goal Tracker
Free

Track your expenses, set savings goals, and manage your budget effortlessly with our intuitive financial planning tool. Start achieving your financial dreams today with Weekly!

💰 Finance
(3.6K)
9
WealthBuilders Community
WealthBuilders Community
WealthBuilders Community
Building Wealth Together
Free

Join the WealthBuilders Community to access financial tools, online courses, expert insights, and support for achieving financial freedom and building generational wealth. Connect with like-minded individuals and gain valuable knowledge to enhance your money management skills.

💰 Finance
(981)
10
PlanMode: Retirement Planner
PlanMode: Retirement Planner
PlanMode: Retirement Planner
Long-term Financial Planning
Free

This comprehensive financial planning tool helps individuals analyze and plan for their long-term financial goals, including retirement, by providing a powerful platform to create financial profiles, compare scenarios, and evaluate the impact of different decisions. It offers a wide range of features, including customizable financial statements, graphs, and charts, to help users make informed decisions and achieve financial security.

💰 Finance
(105)
11
MoneyCoach: Budget Planner
MoneyCoach: Budget Planner
MoneyCoach: Budget Planner
Spending Manager, Bill Tracker
Free

Budget Planner App MoneyCoach is an expense tracker and money manager that helps users develop healthy financial habits and reduce financial stress. With features like Family Sync, Personalized Budgets, Smart Goals, and more, MoneyCoach offers a comprehensive financial planning experience. Unlock the full power of financial mindfulness with MoneyCoach Premium for even greater benefits.

💰 Finance
(2.6K)
12
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

💰 Finance
(109K)
13
Range Finance, Inc.
Range Finance, Inc.
Range Finance, Inc.
by Range Finance, Inc.
Free

This all-in-one financial management platform brings together every account, investment, and goal, using AI to optimize your strategy and help you build wealth intelligently. By consolidating your financial picture, it provides personalized optimization, investment intelligence, and cash flow clarity, helping you take control of your finances and make the most of your money.

💰 Finance
(46)
14
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Cube Wealth: Financial Planner
Savings and Investment Guide
Free

This application helps you manage your wealth, investments, and retirement planning through a unified platform, providing access to expert financial planners and a variety of investment options. By leveraging its proprietary algorithm and guidance from experienced consultants, you can build a diversified portfolio that aligns with your goals and risk tolerance, securing your financial future.

💰 Finance
(14)
15
Mezzi Wealth
Mezzi Wealth
Mezzi Wealth
AI portfolio and tax guidance
Free

Accelerate your wealth-building with Mezzi, an AI-powered stock market analysis app. Gain insights, make informed investment decisions, and watch your wealth grow faster. Start building your future today!

💰 Finance
(100)
16
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
Financial planning & advisory
Free

Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!

💰 Finance
(90)
17
Orion Wealth Management Portal
Orion Wealth Management Portal
Orion Wealth Management Portal
by Orion Advisor Services, LLC
Free

Manage your wealth and collaborate with your advisor using this comprehensive portal that provides essential tools for financial management. Access the platform to take control of your financial well-being.

💰 Finance
(22)
18
Trillium Wealth
Trillium Wealth
Trillium Wealth
Trillium Wealth
Free
💰 Finance
(0)
19
Toss - Make finance easier
Toss - Make finance easier
Toss - Make finance easier
Find everything about finance
Free

Manage all your finances in one place with this app, which offers a comprehensive overview of your accounts, bill tracking, and fee-free transfers. It also provides instant loan options, smart insurance recommendations, and simple investing tools, all with a focus on security and accessibility.

💰 Finance
(632)
20
Expense Tracker - Money Note
Expense Tracker - Money Note
Expense Tracker - Money Note
Budget Planner Bills Organizer
Free

Track expenses and income easily with this household account app. No registration required, with a simple interface and customizable categories. Get organized with monthly, yearly, and cumulative reports.

💰 Finance
(2.9K)