Best Financial Advice Apps

242+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated August 2026

Every iPhone needs a few good financial advice apps. We benchmark 242+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Compare top Financial Advice Apps (August 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Dave: Credit, Cash & Money AppDave: Credit, Cash & Money AppFree4.8★ (882K)NoNoAug 2026
2Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6★ (177K)YesNoJul 2026
3AI Finance AdvisorAI Finance AdvisorFree4.6★ (10)NoYesAug 2026
4EFEEFEFree4.6★ (7.5K)NoNoAug 2026
5Cleo AI: Cash Advance & BudgetCleo AI: Cash Advance & BudgetFree4.7★ (255K)NoNoAug 2026
6Brightside FinancialBrightside FinancialFree4.6★ (1.5K)NoNoAug 2026
7Anderson Financial StrategiesAnderson Financial StrategiesFreeNoNoJul 2026
8Farther: Invest & SaveFarther: Invest & SaveFree4.8★ (179)NoNoAug 2026

Top Picks for Financial Advice

Dave: Credit, Cash & Money App#1

Dave: Credit, Cash & Money App by Dave, Inc

Get Paid Early, No Hidden Fees
Editor's Choice
💰 Finance
4.8😐(882K ratings)
Free
#25in Finance
Dave: Credit, Cash & Money App screenshot 1
Dave: Credit, Cash & Money App screenshot 2
Dave: Credit, Cash & Money App screenshot 3
Dave: Credit, Cash & Money App screenshot 4
Dave: Credit, Cash & Money App screenshot 5
Dave: Credit, Cash & Money App screenshot 6

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.

What We Love

  • 🚀 Quick and easy to use
  • 💰 Helpful for financial emergencies
  • 👍 Convenient and user-friendly
  • 🌳 Donates to charity with tips

Room to Improve

  • 🤔 Inconsistent advance limits
  • 🕰️ Slow to update payment information
  • 🤑 Tricky to avoid extra fees
AI Finance Advisor#2

AI Finance Advisor by Infisecurity

AI-Based Financial Advice
Strong Contender
💰 Finance
4.6(10 ratings)
FreeIn-App Purchases
AI Finance Advisor screenshot 1
AI Finance Advisor screenshot 2
AI Finance Advisor screenshot 3
AI Finance Advisor screenshot 4
AI Finance Advisor screenshot 5
AI Finance Advisor screenshot 6

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.

More Financial Advice apps to explore

3
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

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.

Account overview and balance trackingInvestment performance trackingCost basis and day change details
💰 Finance
(177K)
free
4
EFE
EFE
EFE
Your Investment Advisor
Free

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.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
💰 Finance
(7.5K)
ad-supported
5
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Cleo AI: Cash Advance & Budget
Credit Builder & Savings Goals
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
💰 Finance
(255K)
freemium
6
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
💰 Finance
(1.5K)
free
7
Anderson Financial Strategies
Anderson Financial Strategies
Anderson Financial Strategies
Anderson Financial Strategies
Free
💰 Finance
(0)
8
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
💰 Finance
(179)
free
9
Certified Financial Group
Certified Financial Group
Certified Financial Group
Certified Financial Group
Free
💰 Finance
(0)
10
Equitable Mobile App
Equitable Mobile App
Equitable Mobile App
Advice•Protection•Retirement
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
💰 Finance
(32K)
free
11
Pro Financial Advice Exam Test
Pro Financial Advice Exam Test
Pro Financial Advice Exam Test
Professional Financial Advice
Free
📚 Education
(0)
12
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
💰 Finance
(746)
ad-supported
13
EXE Client Portal
EXE Client Portal
EXE Client Portal
Access valuation & documents
Free
💰 Finance
(0)
14
Financial Finesse
Financial Finesse
Financial Finesse
Your Financial Wellness Hub
Free

This app acts as a personal financial coach, offering a wellness score, personalized action plans, and access to virtual and human coaches. It provides step-by-step guides for major life events and helps users reduce financial stress.

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)
💰 Finance
(9)
free
15
AdviceWorks®
AdviceWorks®
AdviceWorks®
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
💰 Finance
(128)
free
16
Financial Advisor: Expert Chat
Financial Advisor: Expert Chat
Financial Advisor: Expert Chat
Get Instant Support & Advice
Free
💰 Finance
(0)
17
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
18
Money Advice Helpline
Money Advice Helpline
Money Advice Helpline
by ClientMaster Ltd
Free
💰 Finance
(0)
19
The Motley Fool
The Motley Fool
The Motley Fool
Official Motley Fool US App
Free

Access real-time stock rankings, recommendations, news, and analysis from The Motley Fool. Receive instant notifications about your portfolio, new stock picks, and expert commentary. Customize alerts or get comprehensive updates to stay informed about market insights.

Stock rankings and recommendationsPortfolio trackingCustomizable notifications
💰 Finance
(39)
free with in-app purchases
20
Juno: Your Money Mentor
Juno: Your Money Mentor
Juno: Your Money Mentor
Budget, House, Hustle, Invest
Free

This free financial education app helps users grow their money through bite-sized lessons. It covers budgeting, investing, salary negotiation, and more, empowering women and non-binary individuals to achieve financial confidence and goals.

350+ financial lessonsBudgeting guidanceInvestment basics
💰 Finance
(71)
free with in-app purchases

FAQ about Financial Advice

What are the best financial advice apps for iPhone?
Dave: Credit, Cash & Money App tops our financial advice apps ranking as of August 2026, with a 4.8-star average from 882K App Store ratings, and it's free to download.
Yes — 20 of the top financial advice apps we rank are free to download, including Dave: Credit, Cash & Money App and Vanguard: Save, Invest, Retire.
Dave: Credit, Cash & Money App has no ads and has no in-app purchases, according to its App Store listing as of August 2026.
We track 242+ financial advice apps on the iOS App Store as of August 2026, ranked by rating, recency, and analysis of real user reviews.
The Dave app provides financial services including cash advances up to $500, early access to paychecks, fee-free ATM withdrawals, and savings accounts. It aims to help users manage their money better and avoid common financial stresses.
ExtraCash allows eligible members to borrow up to $500 with no credit check, interest, or late fees. Eligibility is determined by income history, spending patterns, and recurring deposits. The borrowed amount is repayable on demand.