Best Financial Wellness Family Apps

Brightside Financial

Financial Care starts here

Free

This app offers on-demand access to financial assistants and personalized solutions to improve the financial health of working families. It helps users manage debt, save money, and navigate financial challenges using technology and human insight.

BrightUp - Financial Wellness

Intelligent financial wellness

Free

This platform offers intelligent financial tools and resources to help users and their families improve their net worth and self-worth. It focuses on the connection between emotional well-being and financial decision-making.

Principal®

Retire on your terms.

Free

Manage retirement savings and achieve financial goals with easy transactions and personalized insights. Access educational resources, track progress with tools like the Retirement Wellness Score, and find insurance information.

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.

Bippit - Financial Wellbeing

Guidance, Planning & Budgeting

Free

Access personalized financial guidance from professional coaches, organize your money with powerful tools, and build confidence through expert resources. Improve your financial wellbeing and achieve your goals with confidential support.

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.

Five Lakes

by Sergio Rabiela

Free

Track your financial program's progress and manage enrolled accounts. Connect with the client success team for support and receive personalized finance tips to guide your financial journey.

Financially Fit Me

by Financially Fit Employees, Inc.

Free

This app offers financial training, tools, and wellness reports for employees, individuals, and coaches. Users can earn points redeemable for gift cards or scholarships, fostering financial literacy and well-being.

FinPath Wellness

by TCG Group Holdings LLP

Free

Access personalized financial tools, interactive courses, and unlimited sessions with certified Financial Coaches. Monitor progress, track goals, and build better money habits with an AI-powered dashboard. Rewards and giveaways are offered for participation.

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.

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.

Balance Financial Wellness

Budget, Plan & Save

Free

Take control of your finances with personalized insights and planning tools. Connect accounts for a complete financial picture and get guidance from a digital coach. Explore wellness tools for spending, saving, debt, and retirement.

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.

Inspira Mobile®

by Inspira Financial Health, Inc.

Free

Manage your health, wealth, retirement, and benefits accounts with ease. This app offers quick and secure access to check balances, request reimbursements, and make payments, all designed for clarity and speed. Stay informed with timely alerts and a simplified dashboard.

WellCents

WellCents

Free

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.

Calm Money

Mindful Financial Wellness

Free

This app helps you build healthier financial habits by tracking emotional spending and reflecting on your money behaviors. It offers guided exercises and journaling tools to foster awareness and emotional balance around your finances without judgment.