Best Financial Wellness Family Apps

NetBenefits

Fidelity workplace benefits

Free

Manage your Fidelity workplace benefits, including retirement savings, stock options, health insurance, and HSAs. Track account balances, investments, and expenses. Plan for your future with personalized tools and educational resources.

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.

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.

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.

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.

YNAB

Never worry about money again

Free

This app helps users gain control of their finances by creating flexible spending plans, tracking expenses, and managing debt. It aims to reduce financial stress and empower users to reach their goals. Features include account linking, manual transaction entry, and collaborative planning for multiple users.

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.

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.

FinFit

by FinFit Ops LLC

Free

This app provides employees with educational resources, tools, and financial solutions to achieve financial stability and meet their goals. Earn points through a rewards program for cash and prizes, and access services like personalized assessments, coaching, and money management.

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.

Principal®

Retire on your terms.

Free

Manage your retirement savings and financial goals from your mobile device. Track account balances, adjust contributions, and access educational resources to improve your financial confidence. Tools are available to help you assess your progress towards retirement.

BrightPlan

Employee Financial Wellness

Free

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.

Lincoln Financial Mobile

by Lincoln National Corp.

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.

Buddy: Budget Planner App

Money Manager & Tracker

Free

This app helps you create and manage personal or shared budgets. Track expenses, connect your bank account for automatic transaction import, and gain a clear overview of your spending, income, and savings. It also features tools to split costs and settle up with others.

FamZoo Family Finance

by FamZoo.com

Free

This app helps families teach children about money management through prepaid cards and IOU accounts. It facilitates tracking allowances, chores, savings, and budgets, fostering good financial habits for all ages.

Northwestern Mutual

by THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY INC

Free

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.