Best Edelman Financial Engines Apps

223+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Whether you're new to edelman financial engines or looking for an upgrade, our curated collection of 223+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Top Picks for Edelman Financial Engines

EFE#1

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Editor's Choice
šŸ’° Finance
4.6😐(7.3K ratings)
FreeAds
EFE screenshot 1
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EFE screenshot 4
EFE screenshot 5
EFE screenshot 6

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

What We Love

  • šŸ‘ User-friendly
  • šŸš€ Easy to navigate
  • šŸ’” Comprehensive account information
  • šŸ”’ Secure login process

Room to Improve

  • šŸ› Inconsistent data updates
  • šŸ” Limited functionality compared to website
  • šŸ” Difficulty linking external accounts
Vanguard: Save, Invest, Retire#2

Vanguard: Save, Invest, Retire by The Vanguard Group, Inc.

Investing, Advice, Retirement
Strong Contender
šŸ’° Finance
4.6šŸ˜ž(177K ratings)
FreeAds
#91in Finance
Vanguard: Save, Invest, Retire screenshot 1
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The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

What We Love

  • šŸš€ Comprehensive investment app
  • šŸ¤– Exceptional way to recover lost funds
  • šŸ‘ Majestic interface
  • šŸ¤‘ Best financial app

Room to Improve

  • šŸ•°ļø Long wait times for customer service
  • šŸ› Inconsistent functionality
  • 🤯 Worthless app
Ameriprise Financial#3

Ameriprise Financial by Ameriprise

Worth Considering
šŸ’° Finance
4.9😊(37K ratings)
Free
Ameriprise Financial screenshot 1
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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

  • šŸ‘ Fantastic relationship
  • šŸ‘ Very confident with portfolio management
  • šŸ‘ Everything in one place
  • šŸ‘ Family-friendly

Room to Improve

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

More Edelman Financial Engines apps to explore

4
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

An innovative investment platform designed to help users grow their wealth through automated investing, personalized advice, and goal-based strategies. Start investing smarter today for a more secure financial future.

šŸ’° Finance
(62K)
5
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.

šŸ’° Finance
(131K)
6
Willow Wealth
Willow Wealth
Willow Wealth
Private markets investing
Free

Unlock access to alternative investments traditionally reserved for the 1% with a platform that offers diversification through unique access to private equity, venture capital, crypto funds, art, real estate, and more. Yieldstreet's investment team partners with specialists to assess and evaluate investments, with impressive statistics including $3.5 billion invested, $2 billion in principal and interest paid, 300 fully repaid deals, and a 9.6% realized net annualized return. Invest in private markets your way with individual offerings, the Alternative Income Fund, a FDIC-insured Wallet, and IRAs for tax-efficient investing. Discover more at yieldstreet.com.

šŸ’° Finance
(1.6K)
7
Alinea: Automated Investing
Alinea: Automated Investing
Alinea: Automated Investing
Expert Portfolios, AI Insights
Free

Learn how to invest and build wealth with our personalized investing app. Let us handle the investing while you watch your wealth grow.

šŸ’° Finance
(88K)
8
Victory Capital
Victory Capital
Victory Capital
For Every Investor
Free

Experience a comprehensive investment platform with a diverse range of products at your fingertips, including mutual funds, ETFs, and a 529 Education Savings Plan. Manage your investments, make trades, research options, and access tools all in one place with the Victory Capital app. Start today to enjoy $0 commissions for most online trades and potentially earn an investment bonus.

šŸ’° Finance
(274)
9
Titan: Your Wealth Team
Titan: Your Wealth Team
Titan: Your Wealth Team
Investing, Wealth Management
Free

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

šŸ’° Finance
(7K)
10
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This application helps users invest for the future, sign up for affordable health insurance plans, and learn smart financial habits. Join to master your money habits with automated investments, healthcare options, and educational resources.

šŸ’° Finance
(21K)
11
Buddy: Budget Planner App
Buddy: Budget Planner App
Buddy: Budget Planner App
Money Manager & Tracker
Free

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!

šŸ’° Finance
(9.2K)
12
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

A comprehensive CRM application for financial advisors, seamlessly managing client relationships with features like secure login options, maps integration, push notifications, and task management. Stay organized and efficient with Wealthbox CRM, the ultimate tool for financial professionals.

šŸ’¼ Business
(1.6K)
13
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.

šŸ’° Finance
(1K)
14
Paradigm Press
Paradigm Press
Paradigm Press
by Paradigm Press, LLC
Free

Get ahead of the financial curve with our independent and unbiased insights, delivered directly to you through our app, offering easy access to expert analysis, real-time updates, and personalized notifications to help you build and protect your wealth. Download the app now to stay informed and achieve financial security.

šŸ’° Finance
(70)
15
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Talk to your investments
Free
šŸ’° Finance
(260)
16
Financial Finesse
Financial Finesse
Financial Finesse
Your Financial Wellness Hub
Free

This financial wellness app helps users take control of their financial life with a personalized approach, offering a virtual financial coach, actionable steps, and expert guidance to achieve financial goals. By downloading the app, users can discover their financial wellness score, get tailored advice, and work towards a stress-free financial future.

šŸ’° Finance
(9)
17
Farther: Invest & Save
Farther: Invest & Save
Farther: Invest & Save
Savings, investments, advice
Free

This application provides personalized financial guidance and management, utilizing technology to offer investment and savings advice, portfolio management, and tax-reducing strategies, all while maintaining visibility and control over your finances. With a dedicated financial advisor and modern interface, it helps users make informed decisions and achieve their financial goals.

šŸ’° Finance
(164)
18
Addepar
Addepar
Addepar
Wealth management platform
Free

This wealth management platform provides users with up-to-date portfolio data, including net worth, performance, and asset allocation, allowing them to gain a deeper understanding of their financial situation. Interested users can ask their financial advisor about this platform to get a clearer financial picture.

šŸ’° Finance
(58)
19
Currence
Currence
Currence
Financial Freedom. Faster.
Free

Achieve financial freedom faster with Currence, a proven wealth-building philosophy and savings platform that helps you save while maintaining your lifestyle. Take control of your financial future – download the app and join the movement at livecurrence.com.

šŸ’° Finance
(68)
20
My Financial Advisor -Blueleaf
My Financial Advisor -Blueleaf
My Financial Advisor -Blueleaf
Your Advisor, Always There.
Free

This app allows users to easily track their financial portfolio, including account balances and investment holdings, and understand how market conditions impact their performance. It also enables users to connect with their financial advisor through multiple channels, providing a convenient way to stay on top of their finances anytime, anywhere.

šŸ’° Finance
(15)

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