Best Financial Advice Apps

148+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Every iPhone needs a few good financial advice apps. We benchmark 148+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Top Picks for Financial Advice

AI Finance Advisor#1

AI Finance Advisor by Infisecurity

AI-Based Financial Advice
Editor's Choice
💰 Finance
4.2(5 ratings)
FreeIn-App Purchases
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This innovative app offers personalized financial guidance through advanced AI technology, providing users with tailored advice and strategies to achieve their financial goals, whether it's budgeting, investing, or managing debt. By choosing from a range of AI financial experts and connecting with a supportive community, users can take control of their financial journey and start working towards financial success today.

Vanguard: Save, Invest, Retire#2

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

Investing, Advice, Retirement
Strong Contender
💰 Finance
4.6😞(177K ratings)
FreeAds
#87in Finance
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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

  • 🚀 Comprehensive investment app
  • 🤖 Exceptional way to recover lost funds
  • 👍 Majestic interface
  • 🤑 Best financial app

Room to Improve

  • 🕰️ Long wait times for customer service
  • 🐛 Inconsistent functionality
  • 🤯 Worthless app
EFE#3

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Worth Considering
💰 Finance
4.6😐(7.3K ratings)
FreeAds
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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

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

Room to Improve

  • 🐛 Inconsistent data updates
  • 🔍 Limited functionality compared to website
  • 🔍 Difficulty linking external accounts

More Financial Advice apps to explore

4
Brightside Financial
Brightside Financial
Brightside Financial
Financial Care starts here
Free

Get personalized financial care and support tailored to your needs with this unique platform. Improve your financial health, manage debt, and save money effortlessly. Start your journey to financial well-being today!

💰 Finance
(1.4K)
5
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.

💰 Finance
(115)
6
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Track, Budget, & Save Cash!
Free

Get up to $250 cash advance with Cleo. Save money effortlessly with its smart budgeting tools, tailored to your spending habits. Say goodbye to financial worries – start managing your money smarter today!

💰 Finance
(236K)
7
Dave: Credit, Cash & Money App
Dave: Credit, Cash & Money App
Dave: Credit, Cash & Money App
Better Than A Cash Advance
Free

Get up to $500 in just 5 minutes with our quick cash advance app. Instantly access funds with a simple application process.

💰 Finance
(843K)
8
Equitable Mobile App
Equitable Mobile App
Equitable Mobile App
Advice•Protection•Retirement
Free

Manage all your Equitable accounts conveniently with our mobile app. View balances, make payments, update information, and connect with financial professionals easily. Download now for simplified retirement and investment account management.

💰 Finance
(32K)
9
eFinancialCareers: Jobs + News
eFinancialCareers: Jobs + News
eFinancialCareers: Jobs + News
Job Search & Career Advice
Free

Find the latest finance jobs and news updates tailored to your interests with eFinancialCareers. Stay informed and advance your career in the financial industry.

💼 Business
(184)
10
Thrivent Financial
Thrivent Financial
Thrivent Financial
Manage your money with purpose
Free

Access and manage your Thrivent accounts, monitor investments, and direct Choice Dollars easily from your phone with the secure Thrivent Mobile app. Align financial solutions with your needs and priorities to achieve what matters most for you and your community. Start managing your money with purpose today!

💰 Finance
(748)
11
Ameriprise Financial
Ameriprise Financial
Ameriprise Financial
by Ameriprise
Free

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.

💰 Finance
(37K)
12
Money Guided
Money Guided
Money Guided
Feel Good Financial Outcomes
Free

This application helps users make informed financial decisions by providing a comprehensive view of their financial situation and tools to set goals and track progress. By using this app, individuals can build financial resilience, manage their accounts, and plan for the future in one easy-to-use platform.

💰 Finance
(0)
13
AdviceWorks®
AdviceWorks®
AdviceWorks®
Client Access
Free

Manage and view your full financial picture with our app, designed for clients with Cetera accounts. Stay informed with account overviews, manage financial documents securely, and communicate easily with your financial professional. Contact your financial professional for access today!

💰 Finance
(121)
14
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.

💰 Finance
(21K)
15
Henrie:  Ai Financial Coach
Henrie:  Ai Financial Coach
Henrie: Ai Financial Coach
Skip the fees, keep the advice
Free
💰 Finance
(0)
16
Five Lakes
Five Lakes
Five Lakes
by Sergio Rabiela
Free

Track your program's progress, manage accounts, connect with the Client Success Team, and get financial tips all in one place. Start optimizing your financial journey today!

💰 Finance
(4.3K)
17
Financial Issues
Financial Issues
Financial Issues
Financial Issues
Free

This application helps Christians manage their finances according to biblical principles, offering live and on-demand content, investment tools, and educational resources. By joining this community, users can make informed financial decisions, align their investments with their faith, and grow in their understanding of financial stewardship.

📚 Education
(168)
18
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Cowrywise: Save & Invest Money
Save. Invest. Get richer daily
Free

Save and invest effortlessly with our user-friendly app that allows you to set financial goals, automate savings, and invest in mutual funds easily. Start building wealth today!

💰 Finance
(11K)
19
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

This application helps users plan, invest, and retire by calculating the future value of their investments using a predictive formula based on compound interest. Start investing today to potentially become a millionaire in the future!

💰 Finance
(220)
20
FIRE Financial Independence
FIRE Financial Independence
FIRE Financial Independence
FI - Retire Early
Free
💰 Finance
(0)