Best Financial Advice App

161+ iOS apps curated and reviewed

4.7 avg rating
20 free apps
Updated June 2026

From beginner-friendly picks to power-user tools, our financial advice app list covers 161+ iPhone apps updated through June 2026. Compare ratings, prices, and screenshots in one place.

Top Picks for Financial Advice App

AI Finance Advisor#1

AI Finance Advisor by Infisecurity

AI-Based Financial Advice
Editor's Choice
💰 Finance
4.2(5 ratings)
FreeIn-App Purchases
AI Finance Advisor screenshot 1
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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
#80in 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

  • 🚀 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 App apps to explore

4
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
(164)
5
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)
6
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)
7
Empower ®
Empower ®
Empower ®
Plan, save, invest, retire
Free

Empower's mobile app offers personalized financial management tools for all your accounts, including retirement plans and investments. With enhanced security features like biometric identification, it helps you take smart steps towards your financial goals. Connect with Siri and Apple Watch for on-the-go tracking. Start managing your finances confidently today!

💰 Finance
(391K)
8
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)
9
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your program's progress with ease, connect with our Client Success Team effortlessly, and get personalized financial tips for your journey. Start optimizing your financial future today!

💰 Finance
(18K)
10
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

A comprehensive financial app that combines banking and automotive services, offering an all-in-one solution for managing finances and car-related needs. Simplify your financial life and streamline car-related tasks in one convenient app.

💰 Finance
(110K)
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!

💰 Finance
(9.2K)
12
YNAB
YNAB
YNAB
Never worry about money again
Free

Start changing your money mindset with a set of habits to spend purposefully, save aspirationally, and give generously. Join millions in improving your financial outlook and sign up for a one-month free trial today!

💰 Finance
(61K)
13
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
(6.4K)
14
Sparkasse  Ihre mobile Filiale
Sparkasse  Ihre mobile Filiale
Sparkasse Ihre mobile Filiale
Bankgeschäfte mobil erledigen
Free

A mobile banking app that allows you to conveniently manage all your accounts, make transfers, set up alerts, find nearby branches, and ensure secure transactions using advanced security features like Touch ID/Face ID. Accessible features include giropay | Kwitt for easy money transfers, Apple Pay integration, and a financial planner tool for budgeting. Download now and stay on top of your finances anytime, anywhere.

💰 Finance
(16K)
15
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Rewards Checking, Loans, Cards
Free

An app for mobile banking offering rewards checking, loans, and cards, allowing users to check balances, manage funds, track rewards, and credit score. Features include no monthly fee, debit rewards tracking, and credit score management. Share feedback at mobile_app_feedback@upgrade.com.

💰 Finance
(80K)
16
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)
17
BrightPlan
BrightPlan
BrightPlan
Employee Financial Wellness
Free

This employee financial wellness application provides personalized financial guidance, tracking, and planning to help reduce financial stress and build confidence. It offers educational resources, a digital financial coach, budgeting and spending tools, investment guidance, and secure data protection to support individuals in achieving their financial goals.

💰 Finance
(37)
18
Alphanso Wealth
Alphanso Wealth
Alphanso Wealth
Financial planning & advisory
Free

Get AI-powered stock investing with Alphanso. Maximize your investment potential through advanced algorithms and analysis. Start investing smarter today!

💰 Finance
(90)
19
BBVA Spain | Online banking
BBVA Spain | Online banking
BBVA Spain | Online banking
Download your BBVA Online app
Free

Manage your finances easily with the online banking app offering tools to improve financial health, send/receive money with Bizum, open accounts, apply for loans, manage insurance, track investments, and more. Download now and take control of your financial future!

💰 Finance
(2.9K)
20
Weekly: Budget Planner & Bills
Weekly: Budget Planner & Bills
Weekly: Budget Planner & Bills
Spending & Money Goal Tracker
Free

Track your expenses, set savings goals, and manage your budget effortlessly with our intuitive financial planning tool. Start achieving your financial dreams today with Weekly!

💰 Finance
(3.6K)