Best Financial Aggregator App

0+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Every iPhone needs a few good financial aggregator app. We benchmark 0+ 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 Aggregator App (June 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Empower ®Empower ®Free4.8★ (404K)NoNoAug 2026
2Fidelity InvestmentsFidelity InvestmentsFree4.8★ (3.3M)NoNoAug 2026
3VoyaVoyaFree4.7★ (188K)NoNoAug 2026
4Vanguard: Save, Invest, RetireVanguard: Save, Invest, RetireFree4.6★ (177K)YesNoJul 2026
5MSNMSNFree4.6★ (123K)YesNoAug 2026
6Copilot: Track & Budget MoneyCopilot: Track & Budget MoneyFree4.8★ (30K)NoYesAug 2026
7Ally: Bank, Auto & InvestAlly: Bank, Auto & InvestFree4.7★ (112K)NoNoAug 2026
8Beyond FinanceBeyond FinanceFree4.9★ (18K)NoNoAug 2026

Top Picks for Financial Aggregator App

Empower ®#1

Empower ® by Empower Retirement, LLC

Plan, save, invest, retire
Editor's Choice
💰 Finance
4.8😞(404K ratings)
Free
#47in Finance
Empower ® screenshot 1
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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.

What We Love

  • 👍 Good product overall
  • 🚀 Sleek design and robust performance
  • 🔒 Excellent customer service and support

Room to Improve

  • 🐛 Buggy and unreliable app
  • ⏱️ Slow loading times
  • 🤔 Missing key features and functionality
Fidelity Investments#2

Fidelity Investments by Fidelity Investments

Invest, save, plan in one app.
Strong Contender
💰 Finance
4.8😐(3.3M ratings)
Free
#11in Finance
Fidelity Investments screenshot 1
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Fidelity Investments screenshot 5
Fidelity Investments screenshot 6

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
Voya#3

Voya by Voya Services Company

Worth Considering
💰 Finance
4.7😞(188K ratings)
Free
Voya screenshot 1
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Manage your entire financial life from one secure app. Track retirement, health savings, and investment accounts, alongside external banking and credit card information. Receive personalized guidance and access interactive tools to help you achieve your financial goals.

What We Love

  • 🚀 Intuitive user interface
  • 🔒 Robust security features
  • 💡 Retirement planning tools
  • 👍 User-friendly navigation

Room to Improve

  • 🐛 Frequent app crashes and system unavailability
  • 👎 Lack of transparency in account details
  • 🕰️ Slow performance and loading times

More Financial Aggregator App apps to explore

4
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
5
MSN
MSN
MSN
Welcome to the MSN app!
Free

Stay informed, productive, and entertained with a personalized feed of news, weather, stock updates, and short videos. Access quality content from trusted publishers and track your favorite stocks with real-time market data.

Tailored content feedReal-time weather forecastsFinancial news and stock tracking
📡 News
(123K)
ad-supported
6
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Spending, investing, net worth
Free

This app provides a clear and simple way to manage your finances. It offers smart tools for categorizing spending, budgeting, and tracking investments, all with bank-level security and personalized support. Reclaim control of your financial data with an intuitive interface.

AI-powered transaction categorizationAdaptive budgeting based on habitsSubscription tracking
💰 Finance
(30K)
subscription
7
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
💰 Finance
(112K)
free
8
Beyond Finance
Beyond Finance
Beyond Finance
by Beyond Finance Inc.
Free

Track your financial program's progress and view enrolled accounts. Connect with your Client Success Team for support and receive personalized financial tips to inspire your journey.

Review program progressView enrolled accountsConnect with Client Success Team
💰 Finance
(18K)
free
9
Revolut: Send, spend and save
Revolut: Send, spend and save
Revolut: Send, spend and save
Change the way you money
Free

Manage your money with a comprehensive financial app. Spend, send, and save across multiple currencies, invest in stocks, and track your spending with smart tools. Offers features for both adults and children's financial education.

Multi-currency spending and transfersVirtual and physical card optionsStock trading with low minimums
💰 Finance
(71K)
free with in-app purchases
10
Buddy: Budget Planner App
Buddy: Budget Planner App
Buddy: Budget Planner App
Bill Tracker & Money Manager
Free

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

Create personal budgetsShared budgeting for couples/groupsConnect bank accounts for transaction import
💰 Finance
(9.4K)
free with in-app purchases
11
Origin: AI Budget and Track
Origin: AI Budget and Track
Origin: AI Budget and Track
Spending, Saving, & Net Worth
Free

Effortlessly track finances, create AI-powered budgets, and gain personalized financial guidance. Manage spending, investments, and plan for life events with secure account connections and expert advice.

Securely connect financial accountsTrack spending, cash flow, subscriptions, and billsBuild AI-powered budgets
💰 Finance
(3.8K)
free with in-app purchases
12
YNAB
YNAB
YNAB
Never worry about money again
Free

This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.

Create and share unlimited spending plansAutomatically import transactionsManually add transactions
💰 Finance
(61K)
subscription
13
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
💰 Finance
(6.5K)
free with in-app purchases
14
Telda
Telda
Telda
Send, Spend & Save Money
Free

Manage your finances with an all-in-one app. Send, spend, save, and invest money easily. Get a customizable card, track expenses, and earn rewards. Securely manage your accounts with instant notifications and biometric protection.

Instant money transfersZero commission stock and mutual fund investingCustomizable debit card
💰 Finance
(2.6K)
free with in-app purchases
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
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Upgrade - Mobile Banking
Rewards Checking, Loans, Cards
Free

Manage your finances with a comprehensive mobile banking app. Access rewards checking, loans, and cards. Track balances, pay bills, monitor credit, and request cash advances.

Cash back rewards on card purchasesManage personal loans and credit linesTrack credit score and receive alerts
💰 Finance
(83K)
free with in-app purchases
17
FPCU-IA
FPCU-IA
FPCU-IA
by Financial Plus Credit Union (IA)
Free

Aggregate all your financial accounts from various institutions into one place. Manage your money with tools for transaction organization, alerts, payments, transfers, and mobile check deposits. Secure your account with advanced authentication methods.

Aggregate financial accountsOrganize transactions with tags and notesSet balance alerts
💰 Finance
(678)
ad-supported
18
AI Finance Advisor
AI Finance Advisor
AI Finance Advisor
AI-Based Financial Advice
Free

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.

Personalized AI financial adviceDiverse AI expert selectionBudgeting and debt management tools
💰 Finance
(10)
freemium
19
Finhay - Daily Financial App
Finhay - Daily Financial App
Finhay - Daily Financial App
Đáp ứng mọi nhu cầu tài chính
Free

This app offers a comprehensive financial ecosystem for daily needs, from small expenses to future investments. It provides tools for saving, investing, payments, insurance, and personalized financial advice. Manage your money effectively and make proactive financial decisions.

Daily financial managementSavings and investment productsStock trading with Auto Invest
💰 Finance
(204)
free with in-app purchases
20
Wellthi™
Wellthi™
Wellthi™
The Financial Freedom App
Free

This app helps you define and achieve your personal financial freedom. It provides insights into your financial personality, tailored advice, and connects you with financial professionals and a supportive community. Track your progress towards your unique financial goals.

Discover your financial freedom numberSet and track financial goalsUnderstand your financial personality
💰 Finance
(6)
free with in-app purchases

FAQ about Financial Aggregator App

What is the best financial aggregator app for iPhone?
Empower ® tops our financial aggregator app ranking as of June 2026, with a 4.8-star average from 404K App Store ratings, and it's free to download.
Yes — 20 of the top financial aggregator app we rank are free to download, including Empower ® and Fidelity Investments.
Empower ® has no ads and has no in-app purchases, according to its App Store listing as of June 2026.
The Empower app provides a consolidated view of all your financial accounts, helping you track your net worth, manage budgets, and plan for financial goals like retirement. It offers tools to simulate financial scenarios and provides access to professional investment advice.
Key features include seeing all your accounts in one place, planning for retirement, setting and tracking budgets, tackling debt, building an emergency fund, and simulating financial scenarios like recessions. It also offers data security through biometric and multi-factor authentication.