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.

(188K)

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.

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)

Serenity Aligned: Money Calm

Financial calm starts here

by Lincoln Financial Group

💪 Health & Fitness

(0)

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.

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

(4.6K)

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.

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)

Amanat – Financial Well-being

Financial Well-being for all

Financial - Manager & Tracker

💼 Business

(0)

Budget & Subscription Tracker

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)

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)

Annise

Financial Wellbeing

Unified view of all assetsAI-driven portfolio optimizationAlternative asset management

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.

(3)

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.

This program offers a comprehensive financial wellness plan to help individuals achieve financial well-being and prepare for retirement. It includes an assessment to gauge financial health, a personalized action plan, and tailored educational workshops and one-on-one meetings.

Financial Wellness AssessmentCustomized Action PlansGroup Education Workshops

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.

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

Mindful Financial Wellness