206+ iOS apps curated and reviewed
The best planswell apps on iPhone average 4.6★ across 206+ titles — we've ranked them by what real users actually keep on their phones. Updated June 2026.
| # | App | Price | Rating | Ads | In-App Purchases | Updated |
|---|---|---|---|---|---|---|
| 1 |  | Free | — | No | No | May 2026 |
| 2 |  | Free | 4.8★ (230K) | Yes | No | Jul 2026 |
| 3 |  | Free | 4.7★ (188K) | No | No | Jul 2026 |
| 4 |  | Free | 4.6★ (177K) | Yes | No | Jul 2026 |
| 5 |  | Free | 4.5★ (11K) | Yes | Yes | Jul 2026 |
| 6 |  | Free | 2.9★ (3.2K) | No | No | Jul 2026 |
| 7 |  | Free | 4.8★ (397K) | No | No | Jul 2026 |
| 8 |  | Free | 4.8★ (11K) | No | No | Jul 2026 |
Invest in mutual funds paperlessly with a wide range of options from major AMCs. Track your portfolio in real-time, set up automatic investments, and receive personalized recommendations. Start investing in minutes without any paperwork.
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.
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.
Manage your investments and retirement accounts on the go. Track account performance, make trades, and deposit checks directly. Access account overviews and transaction history with ease.
Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.
Manage your retirement savings and investments on the go. Access account balances, track performance, and adjust savings or investment strategies. Utilize tools to project future retirement outlook based on your current plan.
This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.
Manage your employer-sponsored retirement plan, view account details like income estimates and rates of return, and make changes to contributions, investments, and beneficiaries. Access plan forms and upload documents for account updates.
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 your finances and connect with your advisor on the go. Track investments, view account balances, and securely share documents. Make payments, deposit checks, and stay informed with market news.
Manage your retirement savings with this app. Track your balance, monitor progress toward goals, and adjust contributions. Review investment performance and access planning tools.
Manage your entire investment portfolio, including external accounts, in one place. Track performance, make informed decisions with personalized insights, and execute trades quickly and securely. Access educational resources and dedicated support to help you achieve your financial goals.
This app simplifies investing, saving, and learning about personal finance. It offers automated investment accounts, health insurance options, and educational resources to help users build a better financial future. Available in English and Spanish, it aims to make financial management accessible to everyone.
Access and manage your employer-sponsored retirement plan details conveniently and securely on your mobile device. View contributions, investments, statements, and personal rates of return. Make changes to savings and fund transfers directly from the app.
Track your time until retirement with a customizable countdown. Explore bucket list ideas, get daily inspiration, and discover travel news and deals. Offers free and premium subscription options.
Invest in a diverse portfolio including stocks, options, bonds, and crypto. Transfer your existing portfolio and earn a 1% uncapped match. Build your retirement with IRA contributions and earn a 1% match.
This app automates saving, investing, and spending to help you grow your financial wellness. It allows you to invest spare change, set recurring investments, and even invest in Bitcoin. You can also save for emergencies, retirement, and your children's futures.
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.
Calculate the growth of savings and investments using compound interest. Explore how regular contributions and withdrawals impact your financial goals over time. Designed for anyone to understand and utilize the power of compounding for wealth building.
Determine the optimal time to start receiving Social Security benefits. This app analyzes various factors like marital status, life expectancy, and inflation to help you make an informed decision about your retirement income.