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
๐Ÿ’ฐ Finance
4.2(5 ratings)
FreeIn-App Purchases
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This app uses AI to provide personalized financial advice, budgeting tools, and investment strategies. Choose from various AI experts to guide your financial journey and connect with a supportive community.

Vanguard: Save, Invest, Retire#2

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

Investing, Advice, Retirement
Strong Contender
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(177K ratings)
FreeAds
#80in Finance
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Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.

What We Love

  • ๐Ÿš€ Comprehensive investment app
  • ๐Ÿค– Exceptional way to recover lost funds
  • ๐Ÿ‘ Majestic interface
  • ๐Ÿค‘ Best financial app

Room to Improve

  • ๐Ÿ•ฐ๏ธ Long wait times for customer service
  • ๐Ÿ› Inconsistent functionality
  • ๐Ÿคฏ Worthless app
EFE#3

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Worth Considering
๐Ÿ’ฐ Finance
4.6๐Ÿ˜(7.4K ratings)
FreeAds
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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

  • ๐Ÿ‘ User-friendly
  • ๐Ÿš€ Easy to navigate
  • ๐Ÿ’ก Comprehensive account information
  • ๐Ÿ”’ Secure login process

Room to Improve

  • ๐Ÿ› Inconsistent data updates
  • ๐Ÿ” Limited functionality compared to website
  • ๐Ÿ” Difficulty linking external accounts

More Financial Advice apps to explore

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

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

On-demand financial assistantsTailored financial solutionsDebt management tools
๐Ÿ’ฐ Finance
(1.4K)
free
5
Farther: Invest & Save
Farther: Invest & Save
Farther: Invest & Save
Savings, investments, advice
Free

This app offers personalized financial guidance and investment management to help users grow their wealth and avoid costly mistakes. It leverages technology for efficient cash growth, goal-based investing, and tax optimization, providing a clear overview of finances.

Personalized financial adviceAlgorithmically-managed portfoliosTax-reducing strategies
๐Ÿ’ฐ Finance
(164)
free
6
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Track, Budget, & Save Cash!
Free

This AI-powered financial assistant helps you manage your money through conversational chat. It offers budgeting tools, savings accounts with high APY, credit building features, and cash advances without interest or credit checks.

AI-powered financial chatBudgeting and spending trackingCash advances up to $250
๐Ÿ’ฐ Finance
(241K)
freemium
7
Dave: Credit, Cash & Money App
Dave: Credit, Cash & Money App
Dave: Credit, Cash & Money App
Better Than A Cash Advance
Free

Access up to $500 in minutes without a credit check or interest. Get paid up to two days early, avoid pesky fees, and save effortlessly with dedicated savings accounts. This app offers financial management tools to help you reach your goals.

Up to $500 cash advanceNo credit check or interest on advancesGet paid up to 2 days early
๐Ÿ’ฐ Finance
(854K)
freemium
8
Equitable Mobile App
Equitable Mobile App
Equitable Mobile App
Adviceโ€ขProtectionโ€ขRetirement
Free

Manage your financial accounts, investments, and retirement plans conveniently on the go. Access account details, documents, and update your profile. Connect with your financial professional and customer service.

Account access with FaceID/TouchIDConsolidated account viewAccess to historical documents
๐Ÿ’ฐ Finance
(32K)
free
9
eFinancialCareers: Jobs + News
eFinancialCareers: Jobs + News
eFinancialCareers: Jobs + News
Job Search & Career Advice
Free

Discover thousands of global financial services jobs and access industry news and career advice. Create a profile, upload resumes, and refine your job search with powerful filters. Save opportunities and receive alerts for new roles.

Job search with filtersCreate and manage profileUpload resumes and cover letters
๐Ÿ’ผ Business
(184)
ad-supported
10
Thrivent Financial
Thrivent Financial
Thrivent Financial
Manage your money with purpose
Free

Manage your investments, insurance, and bills securely on the go. Access important documents, make payments, and direct funds to causes you care about. Connect with your financial advisor for personalized advice.

Monitor investments and insurancePurchase, redeem, and exchange mutual fundsAccess statements and tax forms
๐Ÿ’ฐ Finance
(748)
ad-supported
11
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
๐Ÿ’ฐ Finance
(37K)
free
12
Money Guided
Money Guided
Money Guided
Feel Good Financial Outcomes
Free

This app provides tools and insights to help users make informed financial decisions and achieve their goals. It allows you to track various financial accounts, build resilience, and plan for the future.

Financial goal settingAccount trackingFinancial resilience building
๐Ÿ’ฐ Finance
(0)
free
13
AdviceWorksยฎ
AdviceWorksยฎ
AdviceWorksยฎ
Client Access
Free

Manage your complete financial overview on the go. This app offers tools for seamless control, enhanced collaboration with your financial professional, and secure document storage. Stay informed about your accounts, net worth, and performance with intuitive features.

Comprehensive account overview dashboardNet worth tracking with linked accountsSecure document vault for statements and reports
๐Ÿ’ฐ Finance
(124)
free
14
Finhabits: Invest My Money
Finhabits: Invest My Money
Finhabits: Invest My Money
Invest, Learn, and Protect
Free

This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.

Automated investment accountsRetirement savings optionsHealth, dental, and vision insurance plans
๐Ÿ’ฐ Finance
(21K)
free with in-app purchases
15
Henrie:  Ai Financial Coach
Henrie:  Ai Financial Coach
Henrie: Ai Financial Coach
Skip the fees, keep the advice
Free
๐Ÿ’ฐ Finance
(0)
16
Five Lakes
Five Lakes
Five Lakes
by Sergio Rabiela
Free

Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.

Program progress reviewEnrolled account managementClient Success Team connection
๐Ÿ’ฐ Finance
(4.4K)
free
17
Financial Issues
Financial Issues
Financial Issues
Financial Issues
Free

Manage your finances according to biblical principles with this app. Access live and on-demand content, educational resources, and tools for biblically responsible investing. Connect with a community focused on faithful stewardship.

Live and on-demand financial showBiblically responsible investing toolsPortfolio tracker
๐Ÿ“š Education
(168)
free
18
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
๐Ÿ’ฐ Finance
(12K)
free with in-app purchases
19
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

Plan your financial future with a powerful compound interest calculator. It helps you visualize investment growth with periodic contributions and plan retirement withdrawals with inflation adjustments. Offers detailed breakdowns and interactive charts for informed financial decisions.

Calculate investment growth with contributionsPlan retirement withdrawals with inflationInteractive growth and depletion charts
๐Ÿ’ฐ Finance
(6.4K)
free with in-app purchases
20
FIRE Financial Independence
FIRE Financial Independence
FIRE Financial Independence
FI - Retire Early
Free
๐Ÿ’ฐ Finance
(0)