Best Financial Wellbeing Apps

Voya

by Voya Services Company

Free

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.

Financial Finesse

Your Financial Wellness Hub

Free

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.

Financial Mindfulness

by Financial Mindfulness Pty Ltd

Free

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.

OneEleven Financial Wellness

Your Dedicated Financial Coach

Free

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.

GreenPath Financial Wellness

by GreenPath, Inc.

Free

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.

Lincoln Financial Mobile

by Lincoln Financial Group

Free

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.

Smart Financial Mobile

by Smart Financial Credit Union

Free

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.

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.

Five Lakes

by Sergio Rabiela

Free

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.

Your Money Line

Your 24/7 smart money coach.

Free

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.

Financial - Manager & Tracker

Money, Budget & Split Bills

Free

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.

Annise

Financial Wellbeing

Free

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.

Financial Fitness Passport

Budget, Track Money & Goals

Free

Manage your money, track expenses, and improve your financial health with personalized guidance and educational resources. Achieve financial wellness through a comprehensive approach to budgeting, debt management, and investing.

Goldman Sachs Wellness

Ayco Financial Wellness

Free

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.