Best Financial Wellbeing Apps

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.

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.

(18K)

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.

free with in-app purchases

(324)

Financial Finesse

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.

Path to financial well-being

Self-paced financial guidancePersonalized goal trackingInteractive planning and budgeting

Empower your financial future with personalized guidance to reach your goals at your own pace. This app helps employees navigate benefits, plan for retirement, manage debt, and budget effectively. Gain confidence to control your entire financial life with jargon-free insights and interactive tools.

(34)

by Smart Financial Credit Union

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.

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

(4.5K)

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.

(64)

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 Northwestern Mutual

View investment performance and transactionsAccess insurance policy detailsMake premium payments

Manage your investment and insurance accounts, make payments, and track your net worth. Consolidate all your financial accounts in one place to monitor spending and view your overall financial health.

(11K)

by Lincoln National Corp.

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.

(305)

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.

free with in-app purchases

(1)

Corebridge

Action is everything.

Retirement readiness assessmentPersonalized financial dashboardEasy plan enrollment

Manage your retirement savings and financial goals on the go. Track your progress, make adjustments to your contributions and investments, and access educational resources to improve your financial wellness.

Employee Financial Wellness

Personalized financial guidanceGoal tracking and planningEducational resources (articles, sessions)

Gain control of your finances with personalized guidance, goal tracking, and a tailored plan. Access educational resources, AI-powered coaching, and investment advice. Securely manage your budget, monitor spending, and view all accounts in one place.

Your 24/7 smart money coach.

Connect bank, retirement, and investment accountsReal-time spending insightsPersonalized budgeting tools

This app provides a comprehensive view of your finances by connecting to your bank accounts. It offers insights into spending, budgeting tools, credit monitoring, and personalized financial strategies from certified coaches. Access is provided through employer benefits.

(12)

Dough: Financial Wellness

by BetterTime Co.

Financial life simulation gameInteractive learning modulesAI financial coach (BetterBot Ai)

Master your finances through interactive lessons, a life simulation game, and an AI coach. Track your real budget, set goals, and earn rewards for learning. Take control of your financial future in a fun and engaging way.

(13)

ELGA CU Financial Wellness

by ELGA Credit Union

Personalized financial plan creationAccount linking for comprehensive viewFinancial wellness coaching

This app helps you create and follow a personalized financial plan. Link your accounts for a more complete picture and achieve financial wellness in just minutes a week by addressing key financial themes and setting achievable goals.