Best Sunlight Financial Apps

4.9😊(37K ratings)

Free

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.

What We Love

👍 Fantastic relationship
👍 Very confident with portfolio management
👍 Everything in one place
👍 Family-friendly
👍 Very user-friendly
👍 Fabulous website
👍 Excellent secure website
👍 Great advisor
👍 Flawless app
👍 Impressive app
👍 Excellent help with signing in
👍 Fast service
👍 Simple and easy to use
👍 Functional and easy to use
👍 Comprehensive overview of accounts

Room to Improve

🐛 2FA required every time with Face ID
🐛 Graphs and holdings information not user-friendly
🐛 Total View lags and shows incorrect balances
🐛 App crashes frequently
🐛 Verification codes not received
🐛 Login issues, app not working
🐛 Orientation locked to landscape on iPad
🐛 Difficult to get performance information
🐛 Credit card integration is poor

Brightside Financial by Brightside Benefit, Inc

Financial Care starts here

Strong Contender

4.6😞(1.5K ratings)

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.

What We Love

🚀 Quick and easy to use
👍 Helpful financial assistance
💡 Useful features for Amazon employees
🤝 Great customer service

Room to Improve

🐛 Frequent app crashes and glitches
🔒 Login and access issues
⚠️ Unreliable app performance
🤕 Lack of support for account issues

M1: Invest & Bank Smarter by M1 Finance LLC

Manage Money, Build Wealth

Worth Considering

SoFi: Bank, Invest & Crypto

4.7😊(75K ratings)

FreeAds

This finance app simplifies wealth building by offering integrated earning, investing, and borrowing features. Manage cash with high yields, build custom investment portfolios with automated rebalancing, and access competitive margin rates, all within a secure platform.

What We Love

🚀 Great update and app
🚀 Wonderful app to organize accounts
🚀 Easiest visual long-term investing app
👍 Excellent service and good app
👍 Best app for path to financial freedom
👍 Best investing platform to date

Room to Improve

🔍 Stop pushing users to take on margin debt
🐛 Buggy and glitchy app
🔍 Confusing and baffling app
🔍 Clunky UX with unclear onboarding
🔍 Horrible customer service
💰 Transfers take too long
🔍 Pie and slice concept not user-friendly

More Sunlight Financial apps to explore

Online Banking & Investing

Buy, sell, and hold cryptocurrencyFee-free checking accountHigh-yield savings account

Manage your banking, investments, and cryptocurrency all in one place. This app offers fee-free checking, high-yield savings, commission-free stock trading, and the ability to buy, sell, and hold over 25 cryptocurrencies. It also provides tools for loan pre-qualification and credit score monitoring.

(385K)

Northwestern Mutual

by Northwestern Mutual

View investment performance and transactionsAccess insurance policy detailsMake premium payments

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.

(11K)

free

Johnson Financial Group

by Johnson Bank

Secure account access and controlMoney transfers between accountsBill payment and person-to-person payments

Manage your banking needs from anywhere with this app, offering secure access and control over your accounts. It provides tools for easy money transfers, bill payments, check deposits, and financial management for both personal and business clients.

by Magnifi Financial Credit Union

View account balancesTransfer fundsDeposit checks

Manage your finances effortlessly with this digital banking app. Access your accounts, transfer funds, deposit checks, pay bills, and manage cards all from your mobile device.

Credit Card & Banking

3% cash back on all categoriesVirtual cards with disposable numbersSecure account management and card controls

This app offers a credit card with 3% cash back and virtual card numbers for private spending. It also provides banking services like high-yield savings, no-fee ATMs, and full-service banking without visiting a branch.

(93K)

by Sunlight Federal Credit Union

Sunlight-FCU

Organize transactions with tags, notes, and photosSet balance alertsMake payments and transfer money

Manage your finances with a personal financial advocate. Organize transactions with tags and photos, set balance alerts, make payments, and transfer money. Deposit checks, manage your debit card, and view statements securely.

Tilt: Cash Advance & Credit

(467)

ad-supported

Cash Advance, Credit Cards

Cash advances up to $400Lines of credit up to $1,000Credit cards with cash back rewards

Access cash and credit through advances, lines of credit, and credit cards. The app evaluates real-time income and spending to determine eligibility, offering options without traditional credit checks. It also provides credit score monitoring and automated savings features.

Manage-Payments-Offers-History

Monitor account activitySet up auto payMake monthly payments

Manage your personal loans, monitor account activity, and make payments on the go. Apply for new loans, view current offers, and find local branches. Designed for existing customers to easily access their account information and manage their finances.

Rewards Checking, Loans, Cards

(1.5K)

free

Upgrade - Mobile Banking

Cash back rewards on card purchasesManage personal loans and credit linesTrack credit score and receive alerts

Manage your finances with a comprehensive mobile banking app. Access rewards checking, loans, and cards. Track balances, pay bills, monitor credit, and request cash advances.

(84K)

Full Financial

by Full Financial Inc.

by C. L. Parker, Inc.

by Mainsail Financial Group, LLC

Mainsail Financial Group

by Lutz Financial Services, LLC

by Lighthouse Capital (HK) Financial Limited

Investment transactionsReal-time price quotesCustomizable watchlist

Trade investments anytime, anywhere with this financial app. Access price quotes, manage a customized watchlist, and view detailed account information. Seize investment opportunities on the go.

Grassfeld - Financial planner

(1)

free

Stay on Top of Your Finances

Automatic expense trackingBudget setting and managementSavings goal creation

Effortlessly understand, manage, and improve your finances with this secure and intuitive personal finance app. It automatically organizes income and expenses, helps set budgets, track goals, and manage debts, offering a clear overview of your money without complexity.

by Peak Financial Management, Incorporated

Peak Financial

Heritage Financial Services

by Heritage Financial Services, LLC