Best Financial Data Management Apps

221+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

From beginner-friendly picks to power-user tools, our financial data management list covers 221+ iPhone apps updated through June 2026. Compare ratings, prices, and screenshots in one place.

Top Picks for Financial Data Management

Koyfin: Market Data & Analysis#2

Koyfin: Market Data & Analysis by Koyfin Inc

Stock & Financial News, Tools
Strong Contender
💰 Finance
4.9😊(1.2K ratings)
FreeIn-App Purchases
Koyfin: Market Data & Analysis screenshot 1
Koyfin: Market Data & Analysis screenshot 2
Koyfin: Market Data & Analysis screenshot 3
Koyfin: Market Data & Analysis screenshot 4
Koyfin: Market Data & Analysis screenshot 5
Koyfin: Market Data & Analysis screenshot 6

Access real-time and historical market data, analyze trends, track investments, and manage portfolios all in one platform. Make informed financial decisions and stay ahead in the market with this powerful tool. Start maximizing your investment potential today.

What We Love

  • 👍 User-friendly UI
  • 🚀 Powerful fundamental data
  • 💡 Customizable dashboard
  • 🚀 Comprehensive charting and analysis tools

Room to Improve

  • 🐛 Crashes on search
  • 🔒 Difficult to cancel subscription
  • 👎 Limited functionality compared to desktop version
Buddy: Money & Budget Planner#3

Buddy: Money & Budget Planner by Buddy Budgeting AB

Money Manager & Tracker
Worth Considering
💰 Finance
4.5😐(19 ratings)
FreeAdsIn-App Purchases
#60in Finance
Buddy: Money & Budget Planner screenshot 1
Buddy: Money & Budget Planner screenshot 2
Buddy: Money & Budget Planner screenshot 3
Buddy: Money & Budget Planner screenshot 4
Buddy: Money & Budget Planner screenshot 5
Buddy: Money & Budget Planner screenshot 6

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

More Financial Data Management apps to explore

4
Airtel App: Recharge & Bank
Airtel App: Recharge & Bank
Airtel App: Recharge & Bank
Bill Payment, Recharges, UPI
Free

A comprehensive rewards and recharge app, easily managing all your Airtel services in one place. Simplifying bill payments, offering exclusive rewards, and providing personalized suggestions for a seamless user experience. Download now to streamline your Airtel experience.

🌟 Lifestyle
(2.3K)
5
Freestone Capital Management
Freestone Capital Management
Freestone Capital Management
by Freestone Capital Management
Free

This mobile app offers a comprehensive financial dashboard, interactive reports, and budgeting tools, allowing users to manage their finances securely and easily. With features like a dynamic investment overview and a secure document vault, users can take control of their financial picture and stay organized.

💰 Finance
(4)
6
Account Book - Money Manager
Account Book - Money Manager
Account Book - Money Manager
Budget Management, Bookkeeping
Free

A comprehensive money manager for personal and commercial accounting that helps track income, expenses, budgets, and more. Stay on top of payment dates, share accounts, generate advanced reports, and access from multiple devices with ease. Manage your finances effortlessly and efficiently – try it now!

💰 Finance
(464)
7
Reklaim
Reklaim
Reklaim
Take Back What’s Yours
Free

An app that puts you in control of your data, allowing you to access and manage the information circulating about you in the digital world. With the power to choose what to do with your data - whether sharing for points or keeping it private - reclaim ownership and control over your online identity. Take back control of your data today!

🌟 Lifestyle
(1.1K)
8
Midwest Financial Partners Inc
Midwest Financial Partners Inc
Midwest Financial Partners Inc
by Midwest Financial Partner
Free

This mobile app offers a comprehensive financial dashboard, interactive reports, and budgeting tools, allowing users to manage their finances securely and easily. With features like a dynamic investment overview and a secure document vault, users can take control of their financial lives and work with their advisors efficiently.

💰 Finance
(7)
9
Budget Flow | Expense Tracker
Budget Flow | Expense Tracker
Budget Flow | Expense Tracker
Financial manager and planner
Free

Budget Flow is a comprehensive expense tracker and financial manager that helps you monitor your income, expenses, and budgets effortlessly. With features like clear financial management, account customization, easy transaction handling, and shared budgeting options, it ensures secure data storage without the need for registration. Download now to achieve your financial goals!

💰 Finance
(321)
10
Addepar
Addepar
Addepar
Wealth management platform
Free

This wealth management platform provides users with up-to-date portfolio data, including net worth, performance, and asset allocation, allowing them to gain a deeper understanding of their financial situation. Interested users can ask their financial advisor about this platform to get a clearer financial picture.

💰 Finance
(58)
11
XML Financial Group
XML Financial Group
XML Financial Group
Personalized Wealth Management
Free
💰 Finance
(3)
12
SEI Connect - Investor
SEI Connect - Investor
SEI Connect - Investor
Powering Wealth
Free

This mobile app provides easy access to your investments, connecting you to your financial advisor, and offers features such as biometric login, push notifications, and a document vault to help you make confident financial decisions. With the app, you can view balances, holdings, performance data, and transaction activity, and collaborate with your advisor to achieve your financial goals.

💰 Finance
(30)
13
Snowball Analytics: Stocks
Snowball Analytics: Stocks
Snowball Analytics: Stocks
Portfolio & Dividend Tracker
Free

Snowball Analytics: A comprehensive portfolio management tool that aggregates and analyzes your financial data to provide insights and recommendations for your investments. Take control of your portfolio efficiently and make informed decisions for your financial future.

💰 Finance
(2.1K)
14
Empirical Wealth Management
Empirical Wealth Management
Empirical Wealth Management
Your financial portal
Free

This app provides a comprehensive financial overview, offering an intuitive dashboard, document vault, interactive reports, and budgeting tools in a secure and user-friendly mobile experience. Take control of your finances and discover a clearer picture of your financial situation with this innovative tool.

💰 Finance
(4)
15
RightCapital
RightCapital
RightCapital
Financial planning software
Free

In a couple of sentences, the essence of the application can be conveyed as follows: This financial planning software provides a comprehensive solution for managing your financial life. It allows you to view and track your accounts, investments, and expenses, communicate with your financial advisor, and improve overall financial planning and decision-making.

💰 Finance
(46)
16
SGH Wealth Management
SGH Wealth Management
SGH Wealth Management
by SGH Wealth Management, LLC
Free

This application provides next-generation portfolio reporting, allowing users to effortlessly monitor their investments and overall financial picture in a secure and safe environment. It offers a range of features, including detailed performance analytics, account aggregation, retirement planning, and advanced financial calculators, to help users take control of their financial management.

💰 Finance
(7)
17
Stock Yards Wealth Management
Stock Yards Wealth Management
Stock Yards Wealth Management
by S.Y. BANCORP, INC
Free

This digital platform provides a clear and simple way to view your personal balance sheet, track trends, and manage cash flow from anywhere, at any time. It securely aggregates data from thousands of institutions, allowing you to share information with advisors and work together to achieve your financial goals.

💰 Finance
(3)
18
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stock Events Portfolio Tracker
Stocks, Portfolio & Dividends
Free

Track important stock market events, dividends, earnings, and IPOs with a comprehensive portfolio and dividend tracker. Stay informed about economic events, receive price alerts, follow friends' investments, and access detailed information on stocks, ETFs, commodities, bonds, indices, and crypto. Upgrade to Stock Events PRO for additional features. Visit the app for more details.

💰 Finance
(102)
19
Helios - Expense management
Helios - Expense management
Helios - Expense management
Expense reimbursement solution
Free

This expense reimbursement solution streamlines business trip arrangements and expense management by connecting various travel and expense scenarios, ensuring compliance with budget controls, and providing multi-angle analysis and real-time data insights. Discover how to simplify your expense management process and improve business efficiency with this intuitive and customizable solution.

💰 Finance
(11)
20
Ragic
Ragic
Ragic
by Ragic, Inc.
Free

This application allows users to access and manage their database from anywhere, providing a simple and flexible way to build web-based database applications without requiring technical expertise. It enables users to focus on business needs, taking care of the technical aspects, and allows for easy viewing and editing of data on-the-go.

💼 Business
(8)