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Best Edelman Financial Apps

249+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated August 2026

Finding the right edelman financial apps can be overwhelming with so many options. We've analyzed 249+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Compare top Edelman Financial Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1EFEEFEFree4.6★ (7.5K)NoNoSep 2026
2Ameriprise FinancialAmeriprise FinancialFree4.9★ (37K)NoNoSep 2026
3Betterment Invest & Save MoneyBetterment Invest & Save MoneyFree4.8★ (65K)YesNoSep 2026
4Edward JonesEdward JonesFree4.8★ (139K)NoNoSep 2026
5Wealthfront: Save and InvestWealthfront: Save and InvestFree4.8★ (17K)NoNoSep 2026
6Alinea: Automated InvestingAlinea: Automated InvestingFree4.8★ (113K)NoNoSep 2026
7Autopilot: Automated InvestingAutopilot: Automated InvestingFree4.6★ (21K)YesNoSep 2026
8Facet: Financial PlanningFacet: Financial PlanningFree4.9★ (22)NoNoSep 2026

Top Picks for Edelman Financial

EFE#1

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Editor's Choice
💰 Finance
4.6😐(7.5K ratings)
Free
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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.

What We Love

  • 👍 User-friendly
  • 🚀 Easy to navigate
  • 💡 Comprehensive account information
  • 🔒 Secure login process
  • 🚀 Convenient mobile access

Room to Improve

  • 🐛 Inconsistent data updates
  • 🔍 Limited functionality compared to website
  • 🔍 Difficulty linking external accounts
  • 🔍 Lack of detailed investment performance data
  • 🔍 Confusing retirement projections
Ameriprise Financial#2

Ameriprise Financial by Ameriprise Financial, Inc.

Strong Contender
💰 Finance
4.9😊(37K ratings)
Free
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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.

What We Love

  • 👍 Fantastic relationship
  • 👍 Very confident with portfolio management
  • 👍 Everything in one place
  • 👍 Family-friendly
  • 👍 Very user-friendly
  • 👍 Fabulous website
  • 👍 Excellent secure website
  • 👍 Great advisor
  • 👍 Flawless app
  • 👍 Impressive app
  • 👍 Excellent help with signing in
  • 👍 Fast service
  • 👍 Simple and easy to use
  • 👍 Functional and easy to use
  • 👍 Comprehensive overview of accounts

Room to Improve

  • 🐛 2FA required every time with Face ID
  • 🐛 Graphs and holdings information not user-friendly
  • 🐛 Total View lags and shows incorrect balances
  • 🐛 App crashes frequently
  • 🐛 Verification codes not received
  • 🐛 Login issues, app not working
  • 🐛 Orientation locked to landscape on iPad
  • 🐛 Difficult to get performance information
  • 🐛 Credit card integration is poor
Betterment Invest & Save Money#3

Betterment Invest & Save Money by Betterment

Investments & Cash Accounts
Worth Considering
💰 Finance
4.8😐(65K ratings)
FreeAds
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Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

What We Love

  • 💰 High yield savings account
  • 🔍 Easy to link and manage accounts
  • 🤖 Automated investing and portfolio management
  • 👨‍💻 Responsive customer service
  • 🏆 Positive investment returns

Room to Improve

  • 🤖 Automated investing underperforms manual investing
  • 🤔 Unclear account selection when making deposits
  • ⏱️ Slow transfer and withdrawal process
  • 🔒 Security issues with account access
  • 🙅‍♀️ Lack of transparency and communication

More Edelman Financial apps to explore

FAQ about Edelman Financial

What are the best edelman financial apps for iPhone?
EFE tops our edelman financial apps ranking as of August 2026, with a 4.6-star average from 7.5K App Store ratings, and it's free to download.
Yes — 20 of the top edelman financial apps we rank are free to download, including EFE and Ameriprise Financial.
EFE has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 249+ edelman financial apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
The EFE app helps you access your financial accounts and track progress towards your financial goals. It allows you to view your total portfolio, link external accounts, and connect with financial advisors or planners.
Key features include tracking retirement goal progress, viewing total portfolio and account details, linking outside accounts, viewing your net worth, and connecting with an advisor or planner. Professional Management members can also review their activity feed and quarterly statements.

Related searches

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