Best Emoney Advisor Apps

228+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

Out of 228+ emoney advisor apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Top Picks for Emoney Advisor

eMoney Client Portal#1

eMoney Client Portal by eMoney Advisor

eMoney Client Portal
Editor's Choice
💰 Finance
3.9(22 ratings)
Free
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Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

Fidelity Investments#2

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.
Strong Contender
💰 Finance
4.8😐(3.2M ratings)
FreeAds
#15in Finance
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Invest in stocks, ETFs, and cryptocurrencies with professional insights and powerful tools. Manage cash, pay bills, and automate investments. Offers 24/7 support and robust account protection.

What We Love

  • 🚀 Efficient app with quick access to accounts
  • 🔒 Secure login process
  • 👍 Comprehensive research and data tools
  • 💡 Ability to link external accounts for full financial view

Room to Improve

  • 🐛 Inaccurate account information and performance data
  • 🔍 Cluttered and unintuitive user interface
  • 🔍 Difficult to navigate and find desired features
eMoney End User#3

eMoney End User by Metfone

Worth Considering
🔧 Utilities
4.0(73 ratings)
Free
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Perform financial transactions like payments, money transfers, and phone top-ups directly from your mobile device. No bank account is required to register and manage your finances with ease.

More Emoney Advisor apps to explore

4
eMoney Agent
eMoney Agent
eMoney Agent
by VIETTEL (CAMBODIA) PTE.LTD.
Free

Perform financial transactions like payments, money transfers, and phone top-ups instantly from your mobile device. No bank account is required to register and manage your finances easily. Offers secure QR payments and bill settlements across numerous provinces.

One-click transactionsNo bank account requiredUnlimited telecom operations
💰 Finance
(5)
free
5
SEI Connect - Investor
SEI Connect - Investor
SEI Connect - Investor
Powering Wealth
Free

Access your investments and connect with your financial advisor through this mobile application. It offers secure login, document scanning and storage, and real-time viewing of your financial data and performance.

Biometric loginPush notificationsDocument scanner
💰 Finance
(30)
ad-supported
6
eMoney Summit 2019
eMoney Summit 2019
eMoney Summit 2019
by eMoney Advisor
Free
💼 Business
(0)
7
Schwab Mobile
Schwab Mobile
Schwab Mobile
Own your tomorrow®
Free

Manage your investments, research market trends, and conduct banking all within a single application. Track your portfolio, deposit checks, and trade stocks, ETFs, and options with intuitive tools and real-time insights.

Consolidated account viewMobile check depositIntuitive trade ticket
💰 Finance
(1.2M)
free with in-app purchases
8
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.

Consolidated account viewRetirement planningBudget tracking
💰 Finance
(391K)
free with in-app purchases
9
Redtail CRM
Redtail CRM
Redtail CRM
by Redtail Technology, Inc.
Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Access client contact informationManage calendar and schedule activitiesView and edit contact details
💼 Business
(675)
free with in-app purchases
10
Yahoo Finance: Stocks, Markets
Yahoo Finance: Stocks, Markets
Yahoo Finance: Stocks, Markets
Real-time quotes and news
Free

Track stocks, crypto, and other financial assets with real-time data and personalized news. Monitor your portfolio, set price alerts, and access in-depth financial information to make informed investment decisions.

Track personal portfolio performanceMonitor crypto assetsReal-time stock quotes and news
💰 Finance
(621K)
free with in-app purchases
11
American Heritage VideoAdvisor
American Heritage VideoAdvisor
American Heritage VideoAdvisor
by American Heritage FCU
Free

Securely connect with trusted financial professionals for face-to-face video chats. Share documents, review contracts, and eSign agreements all within one easy-to-use application.

Secure video chatDocument uploadContract review
💰 Finance
(1.2K)
free
12
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

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.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture
💰 Finance
(37K)
free
13
Dominant: AI Portfolio Advisor
Dominant: AI Portfolio Advisor
Dominant: AI Portfolio Advisor
Manage Stocks, Crypto & ETFs
Free
$49.99 | 100% OFF

This app uses AI to help you build and manage a diversified investment portfolio. Get personalized recommendations, actionable insights, and smart alerts to stay ahead in fast-moving markets. Learn about your investments with educational content and AI explanations.

AI-powered portfolio buildingPersonalized investment recommendationsActionable market insights
💰 Finance
(1)
subscription
14
Mezzi Wealth
Mezzi Wealth
Mezzi Wealth
AI portfolio and tax guidance
Free

This app uses AI to provide personalized investment portfolio guidance, helping users save on taxes, reduce fees, and increase passive income. It consolidates all family investments in one place, offering real-time insights and AI-powered chat for financial queries.

AI-powered portfolio insightsTax-saving opportunitiesFee reduction recommendations
💰 Finance
(102)
subscription
15
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Save. Invest. Get richer daily
Free

Securely save and invest money with access to Nigerian mutual funds and stocks. Automate savings, earn competitive interest, and build wealth at your own pace. Your funds are professionally managed and protected by robust security measures.

Automated savings plansEarn double-digit interestGroup savings with Circles
💰 Finance
(12K)
free with in-app purchases
16
Wealthbox
Wealthbox
Wealthbox
CRM for Financial Advisors
Free

Manage client relationships and firm activities with this comprehensive CRM mobile app. It offers secure login, contact management with quick actions, and a redesigned calendar. Stay organized with task, opportunity, and project management features, all synced with the web version.

Client relationship managementContact management with quick actionsRedesigned calendar and task management
💼 Business
(1.6K)
free
17
Risevest
Risevest
Risevest
Earn up to 15% from US assets
Free

Grow your money and achieve financial goals by investing in global, dollar, and naira-denominated assets. This platform offers personalized portfolios designed around your goals and risk profile, making investing accessible for everyone.

Invest in US stocks and real estatePersonalized investment portfoliosGoal-based saving and investing
💰 Finance
(478)
free with in-app purchases
18
Wealthscape℠
Wealthscape℠
Wealthscape℠
by National Financial Services LLC
Free

This app provides brokers and advisors with secure mobile access to critical brokerage information. It enhances client responsiveness and practice management with features like biometric login, account overviews, and transaction tracking.

Biometric login (face/fingerprint)Two-factor authenticationMobile check deposit
💰 Finance
(2.7K)
free
19
Stifel Wealth Tracker
Stifel Wealth Tracker
Stifel Wealth Tracker
by Stifel Financial Corp.
Free

Consolidate all your financial accounts in one secure location to gain a comprehensive overview of your wealth. Track net worth, monitor progress towards goals, analyze investments, and access research reports. Connect with a financial advisor for personalized assistance.

Consolidated financial account viewNet worth trackingGoal progress monitoring
💰 Finance
(183)
free
20
NYC DCP
NYC DCP
NYC DCP
by New York City Deferred Compensation Plan
Free

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

All-in-one account managementRetirement income modelingVideo education and live chat
💰 Finance
(12K)
free