Best Financial Wellness Family Apps

242+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated July 2026

Whether you're new to financial wellness family or looking for an upgrade, our curated collection of 242+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Compare top Financial Wellness Family Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Financial Wellness FamilyFinancial Wellness FamilyFreeNoYesMay 2026
2Goldman Sachs WellnessGoldman Sachs WellnessFree3.7★ (64)YesNoAug 2026
3GreenPath Financial WellnessGreenPath Financial WellnessFree5.0★ (6)YesNoAug 2026
4Brightside FinancialBrightside FinancialFree4.6★ (1.4K)YesNoAug 2026
5Financial FinesseFinancial FinesseFree5.0★ (9)NoNoMay 2026
6OneEleven Financial WellnessOneEleven Financial WellnessFree4.8★ (324)YesYesAug 2026
7NetBenefitsNetBenefitsFree4.6★ (29K)NoNoAug 2026
8Balance Financial WellnessBalance Financial WellnessFreeNoYesAug 2026

Top Picks for Financial Wellness Family

Goldman Sachs Wellness#2

Goldman Sachs Wellness by Goldman Sachs

Ayco Financial Wellness
Strong Contender
💰 Finance
3.7(64 ratings)
Free
Goldman Sachs Wellness screenshot 1
Goldman Sachs Wellness screenshot 2
Goldman Sachs Wellness screenshot 3
Goldman Sachs Wellness screenshot 4
Goldman Sachs Wellness screenshot 5
Goldman Sachs Wellness screenshot 6

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.

More Financial Wellness Family apps to explore

4
Brightside Financial
Brightside Financial
Brightside Financial
Financial Care starts here
Free

This app offers on-demand financial assistance and tailored solutions to improve users' financial health. It provides comprehensive support around the clock, helping individuals manage debt, save money, and navigate financial challenges through a blend of human insight and technology.

On-demand financial assistantsTailored financial solutionsDebt management tools
💰 Finance
(1.4K)
free
5
Financial Finesse
Financial Finesse
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 Wellness Score™Personalized action plansVirtual financial coach (Aimee™)
💰 Finance
(9)
free
6
OneEleven Financial Wellness
OneEleven Financial Wellness
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.

Dedicated financial coachWeekly check-insText & video access to coach
💰 Finance
(324)
free with in-app purchases
7
NetBenefits
NetBenefits
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.

Manage retirement savingsAccess stock optionsView health insurance details
💰 Finance
(29K)
free
8
Balance Financial Wellness
Balance Financial Wellness
Balance Financial Wellness
Budget, Plan & Save
Free
💰 Finance
(0)
9
FinPath Wellness
FinPath Wellness
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.

Unlimited Financial Coaching SessionsPersonalized Financial ToolsAI-Powered Dashboard
📚 Education
(4)
free
10
Principal®
Principal®
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.

View account balancesRoll over fundsChange contributions
💰 Finance
(232K)
free with in-app purchases
11
Financially Fit Me
Financially Fit Me
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.

Financial training modulesFinancial wellness toolsPersonalized wellness reports
💰 Finance
(1)
free
12
Bippit - Financial Wellbeing
Bippit - Financial Wellbeing
Bippit - Financial Wellbeing
Guidance, Planning & Budgeting
Free

Access 1-on-1 financial coaching, track your spending, and plan for your future goals. Get expert guidance and resources to improve your financial wellbeing in a secure and confidential environment.

1-on-1 financial coachingFinance tracking and analysisGoal setting and planning
💰 Finance
(0)
free
13
HoneyBee Financial Wellness
HoneyBee Financial Wellness
HoneyBee Financial Wellness
by Ziero Financial Inc
Free
💰 Finance
(0)
14
Galway Family Office
Galway Family Office
Galway Family Office
by GALWAY FAMILY OFFICE LLC
Free

This secure financial app helps you manage your wealth and budget effectively. Organize your finances, track spending, and align your financial goals. Seamlessly coordinate with your advisors for a clear and efficient financial plan.

Secure financial budgetingWealth managementOrganize finances
💰 Finance
(1)
free
15
Financial Mindfulness
Financial Mindfulness
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.

Reduce financial stressIncrease financial knowledgeDevelop financial skills
💰 Finance
(1)
free with in-app purchases
16
WellCents
WellCents
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.

Financial Wellness AssessmentCustomized Action PlansGroup Education Workshops
💼 Business
(8)
free
17
Family Security Plan (PFP)
Family Security Plan (PFP)
Family Security Plan (PFP)
by Security Mutual Life Insurance Company of New York
Free
💰 Finance
(0)
18
Your Money Line
Your Money Line
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.

Connect bank, retirement, and investment accountsReal-time spending insightsPersonalized budgeting tools
💰 Finance
(12)
free
19
Financial Fitness Passport
Financial Fitness Passport
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.

Personalized Financial Fitness Score7 key financial area tracking20-lesson Financial Academy
💰 Finance
(4)
free with in-app purchases
20
Five Lakes
Five Lakes
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.

Program progress reviewEnrolled account managementClient Success Team connection
💰 Finance
(4.6K)
free

FAQ about Financial Wellness Family

Are there free financial wellness family apps for iPhone?
Yes — 20 of the top financial wellness family apps we rank are free to download, including Financial Wellness Family and Goldman Sachs Wellness.
Financial Wellness Family has no ads and offers in-app purchases, according to its App Store listing as of July 2026.
We track 242+ financial wellness family apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.