Best Financial Collaboration App

197+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

Out of 197+ financial collaboration app apps on iOS, 20 are free and the rest sit in the paid tier. This page sorts them so you can compare both sides before you commit.

Top Picks for Financial Collaboration App

Voya#1

Voya by Voya Services Company

Editor's Choice
💰 Finance
4.7😞(187K ratings)
Free
Voya screenshot 1
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Voya screenshot 6

Download our mobile app to easily save for retirement, manage your finances on-the-go, and access tools to boost your savings. Secure, intuitive, and designed to simplify money management, helping you retire with confidence.

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
Buddy: Budget Planner App#2

Buddy: Budget Planner App by Buddy Budgeting AB

Money Manager & Tracker
Strong Contender
💰 Finance
4.7😐(9.2K ratings)
FreeAdsIn-App Purchases
#62in Finance
Buddy: Budget Planner App screenshot 1
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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!

What We Love

  • 🚀 Easy to use
  • 👍 Visually appealing
  • 💡 Customizable categories
  • 🚀 Intuitive interface

Room to Improve

  • 🐛 Recurring transactions not working properly
  • 🐛 Balance not carrying over to next month
  • 🐛 Syncing issues between devices
Beyond Finance#3

Beyond Finance by Beyond Finance Inc.

Worth Considering
💰 Finance
4.9😐(18K ratings)
Free
Beyond Finance screenshot 1
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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!

What We Love

  • 👍 Best finance help
  • 🙌 Exceptional service and customer support
  • 💰 Debt reduced substantially
  • 🤝 Helpful and friendly representatives

Room to Improve

  • 🚨 Negative impact on credit score
  • 💰 High fees and settlement costs
  • ⏱️ Slow progress in resolving debt

More Financial Collaboration App apps to explore

4
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Vanguard: Save, Invest, Retire
Investing, Advice, Retirement
Free

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.

💰 Finance
(177K)
5
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Copilot: Track & Budget Money
Spending, investing, net worth
Free

Track and optimize your daily activities with our app. Set goals, monitor progress, and receive personalized recommendations to improve your productivity. Take control of your time and achieve your objectives effortlessly. Download now and start maximizing your efficiency!

💰 Finance
(30K)
6
Financial Resilience App
Financial Resilience App
Financial Resilience App
by The Savings Collaborative
Free
📚 Education
(0)
7
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)
8
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)
9
Lendmark Mobile
Lendmark Mobile
Lendmark Mobile
Lendmark Financial Services
Free

Access your loan account anytime, anywhere with Lendmark Mobile. Make payments, view your account information, get alerts, and manage contacts easily on your iPhone or iPad. Download now to experience convenient and personalized loan services from Lendmark Financial.

💰 Finance
(148)
10
Revolut: Send, spend and save
Revolut: Send, spend and save
Revolut: Send, spend and save
Change the way you money
Free

An app that allows you to easily manage your finances, send money worldwide, track spending, and save with features like smart budgeting, instant notifications, and investment opportunities. Upgrade to premium plans for exclusive benefits and perks.

💰 Finance
(69K)
11
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

Track every dollar with Quicken Simplifi—the smart budget app that simplifies personal finance. Set savings goals, manage debt, track spending, and plan for retirement all in one place. Join millions taking control of their finances and achieve your money goals effortlessly.

💰 Finance
(11K)
12
FinFit
FinFit
FinFit
by FinFit Ops LLC
Free

This application provides a comprehensive financial wellness program, offering educational resources, personalized tools, and financial solutions to help employees achieve financial stability and meet their goals. By using the application, members can access a range of services, including financial assessments, coaching, and money management tools, and earn rewards points redeemable for cash and prizes.

💰 Finance
(1.8K)
13
Dollarbird - Budget Calendar
Dollarbird - Budget Calendar
Dollarbird - Budget Calendar
Track Expenses, Bill Planner
Free

A collaborative smart calendar app for personal finance management, Dollarbird Pro offers intuitive transaction tracking, automatic balance forecasting, advanced AI categorization, and the option to collaborate with others. Accessible on all devices, it helps users plan ahead and manage finances effectively, with a focus on ease of use and accuracy.

💰 Finance
(3.5K)
14
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)
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
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)
17
Peek - AI Personal Finance App
Peek - AI Personal Finance App
Peek - AI Personal Finance App
Stressed About Money? Relax.
Free
💰 Finance
(225)
18
FPCU-IA
FPCU-IA
FPCU-IA
by Financial Plus Credit Union (IA)
Free

FPCU-IA is your personal financial advocate to manage all your financial accounts in one place. With features like transaction organization, alerts, payments, transfers, check deposits, card management, and more, it simplifies your financial life. Secure your account with a passcode or biometric authentication.

💰 Finance
(678)
19
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
Free

This personalized portal provides a secure and comprehensive view of your financial life, allowing you to track spending, investments, and goals, while also facilitating communication with your advisor. By using this portal, you can save time, stay organized, and take control of your financial future, exploring various financial topics and gaining valuable insights along the way.

💰 Finance
(22)
20
AI Finance Advisor
AI Finance Advisor
AI Finance Advisor
AI-Based Financial Advice
Free

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.

💰 Finance
(5)