Best Financial Wellbeing Apps

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Access 1-on-1 financial coaching, track your spending, and plan for your future goals. Get expert guidance and resources to improve your financial wellbeing in a secure and confidential environment.

Richify AI Financial Wellbeing by Richify AI Inc.

Net Worth & Retirement Tracker

Strong Contender

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Brightside Financial by Brightside Benefit, Inc

Financial Care starts here

Worth Considering

4.6😞(1.6K ratings)

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.

What We Love

🚀 Quick and easy to use
👍 Helpful financial assistance
💡 Useful features for Amazon employees
🤝 Great customer service

Room to Improve

🐛 Frequent app crashes and glitches
🔒 Login and access issues
⚠️ Unreliable app performance
🤕 Lack of support for account issues

More Financial Wellbeing apps to explore

Voya

by Voya Services Company

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

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.

Your Financial Wellness Hub

Financial Wellness Score™Personalized action plansVirtual financial coach (Aimee™)

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.

(9)

by Financial Mindfulness Pty Ltd

Financial Mindfulness

Reduce financial stressIncrease financial knowledgeDevelop financial skills

This personalized program helps you reduce and prevent financial stress by increasing your knowledge, developing skills, and building confidence. Track your progress, measure improvements, and achieve your financial goals for better financial wellbeing.

(1)

GreenPath Financial Wellness

by GreenPath, Inc.

Personalized financial plan creationGoal setting and trackingFinancial wellness coaching

This app helps you create and follow a personalized financial plan. It guides you through financial wellness themes, identifies gaps, and helps you set and achieve goals with minimal weekly time commitment.

by Smart Financial Credit Union

(6)

ad-supported

Smart Financial Mobile

Account access anytime, anywhereTransaction managementFund transfers

Manage your finances on the go with this mobile banking app. Access accounts, transfer funds, pay bills, deposit checks, and find ATMs. Includes budgeting and savings tools for smarter financial decisions.

by Lincoln Financial Group

(15K)

ad-supported

Lincoln Financial Mobile

Retirement plan managementEmployee benefits accessFinancial wellness tools

Manage your retirement plan, employee benefits, and financial wellness tools from a single, secure mobile application. Access account information, adjust contributions, track claims, and utilize budgeting and debt management tools.

(316)

OneEleven Financial Wellness

Your Dedicated Financial Coach

Dedicated financial coachWeekly check-insText & video access to coach

This app offers personalized financial coaching and smart tools to help you transform your relationship with money. Get paired with a dedicated coach for weekly check-ins, personalized plans, and access to budgeting tools and educational content.

(324)

Beyond Finance

by Beyond Finance Inc.

Review program progressView enrolled accountsConnect with Client Success Team

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.

Track your financial program's progress and view enrolled accounts. Connect with a dedicated client success team for support and receive personalized financial tips and inspiration.

Program progress reviewEnrolled account managementClient Success Team connection

(4.8K)

Amanat – Financial Well-being

Financial Well-being for all

Balance Financial Wellness

💼 Business

(0)

Financial - Manager & Tracker

Money, Budget & Split Bills

All accounts in one viewAutomatic transaction importBudgeting and spending tracking

Manage all your financial accounts, track spending, and set budgets with smart insights and automated categorization. Features include expense splitting, recurring payment management, and personalized financial advice. Supports offline use and iCloud sync across Apple devices.

(0)

My Secure Advantage

MSA's Mobile App

Secure financial dashboardOne-on-one Money Coach consultationsGoal progress tracking

Access financial wellness tools, personalized resources, and expert Money Coaching on a secure, member-only platform. Track progress, manage budgets, and plan for the future anytime, anywhere.

(4)

Groove - Money Meets Wellness

Goal and finance manager

Personalized money personality assessmentBudgeting and spending trackingGoal setting and tracking

This app helps you manage your finances and improve your financial wellness. It offers personalized budgeting, goal tracking, and habit building based on your unique money personality. Learn to reduce financial stress and build lasting confidence with your money.

This app consolidates all your financial accounts, including banking, investments, and alternative assets, into a unified view. It uses AI to optimize your portfolio, manage cash flow, and handle estate planning, providing insights previously only available to family offices.

Unified view of all assetsAI-driven portfolio optimizationAlternative asset management

(3)

by Hedgehog Financial LLC

Hedgehog Financial

(0)

Goldman Sachs Wellness

Ayco Financial Wellness

Financial wellness assessmentGoal setting and trackingPersonalized financial guidance

Access personalized financial guidance and tools to improve your financial well-being. Take an assessment, set goals, and use resources like seminars or coaching to manage savings, debt, and future planning. Your employer covers the cost, making financial wellness accessible.

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