Best Taxes And Investing Apps

202+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated June 2026

Finding the right taxes and investing app can be overwhelming with so many options. We've analyzed 202+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Top Picks for Taxes And Investing

Enrich: Portfolio Tracker#1

Enrich: Portfolio Tracker by Enrich Finance LLC

Track wealth and manage assets
Editor's Choice
๐Ÿ’ฐ Finance
5.0(4 ratings)
Free
Enrich: Portfolio Tracker screenshot 1
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Automate investment tracking and goal management for passive investors. Connect brokerage accounts, set financial goals, and receive alerts for rebalancing and tax optimization. Designed for those who want control with less manual work.

Betterment Invest & Save Money#3

Betterment Invest & Save Money by Betterment

Investments & Cash Accounts
Worth Considering
๐Ÿ’ฐ Finance
4.8๐Ÿ˜(63K ratings)
FreeAds
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Automated investing and savings app to build long-term wealth and reach financial goals. Offers expert-built portfolios, high-yield cash accounts, and tools for self-directed investing. Start with as little as $10.

What We Love

  • ๐Ÿ’ฐ High yield savings account
  • ๐Ÿ” Easy to link and manage accounts
  • ๐Ÿค– Automated investing and portfolio management
  • ๐Ÿ‘จโ€๐Ÿ’ป Responsive customer service

Room to Improve

  • ๐Ÿค– Automated investing underperforms manual investing
  • ๐Ÿค” Unclear account selection when making deposits
  • โฑ๏ธ Slow transfer and withdrawal process

More Taxes And Investing apps to explore

4
Republic: Private Investing
Republic: Private Investing
Republic: Private Investing
Venture, funds, crypto
Free

Invest in startups, real estate, and video games with this platform. It offers access to curated deals previously unavailable to most individuals, allowing for portfolio diversification and participation in company growth. Join a global community of investors.

Invest in startups, real estate, and video gamesAccess curated investment dealsInvest regardless of experience level
๐Ÿ’ฐ Finance
(3.1K)
free with in-app purchases
5
Keeper: Tax Filing & Expenses
Keeper: Tax Filing & Expenses
Keeper: Tax Filing & Expenses
Powered by AI
Free

This app simplifies complex tax filing for freelancers, self-employed individuals, and small business owners. It uses AI and human accountants to optimize returns, identify deductions, and ensure accuracy. File your taxes confidently from your phone or computer with expert review and audit protection.

AI-powered deduction identificationHuman accountant review and sign-offExpense tracking via bank connection
๐Ÿ’ฐ Finance
(13K)
free with in-app purchases
6
H&R Block Tax Prep: File Taxes
H&R Block Tax Prep: File Taxes
H&R Block Tax Prep: File Taxes
Easily Prepare 2025 Tax Return
Free

Easily prepare and file your federal and state tax returns from any device. Automatically populate up to 80 fields by uploading last year's return. Get expert help, track your refund, and maximize your refund with personalized insights.

Automatic data import from prior year returnsW-2 import via payroll providerDocument upload via photo
๐Ÿ’ฐ Finance
(116K)
free with in-app purchases
7
Grifin: Stock Where You Shopโ„ข
Grifin: Stock Where You Shopโ„ข
Grifin: Stock Where You Shopโ„ข
Where investing gets fun.
Free

Automatically invest in companies by spending at them. Link your bank account and make purchases, and the app invests $1 in that company for you. Customize your weekly limits and risk tolerance.

Automatic $1 investments per purchaseInvests in over 3,000+ public companiesCustomizable weekly investment limits
๐Ÿ’ฐ Finance
(6.8K)
free with in-app purchases
8
TaxSlayer: File your taxes
TaxSlayer: File your taxes
TaxSlayer: File your taxes
Max refund + 100% accuracy
Free

Easily prepare and file federal and state tax returns from any device with step-by-step guidance and a 100% accuracy guarantee. Offers unlimited phone and email support, with options for prior year comparisons and uploading existing returns. Various filing options are available to suit different tax situations.

File from any devicePrior year compareUpload a return
๐Ÿ’ฐ Finance
(19K)
free with in-app purchases
9
Kiplinger Personal Finance
Kiplinger Personal Finance
Kiplinger Personal Finance
Helping you live a richer life
Free

Access expert advice on investing, saving, tax cutting, and wealth building. Plan for retirement, major purchases like homes and education, and achieve financial security with comprehensive personal finance guidance.

Investing and saving insightsTax cutting strategiesWealth building guidance
๐Ÿ“ฐ Magazines & Newspapers
(430)
subscription
10
Autopilot: Automated Investing
Autopilot: Automated Investing
Autopilot: Automated Investing
In your own brokerage account
Free

Automate your investments by copying experienced traders in real-time. Connect your existing portfolio and let expert "pilots" guide your trades. Access exclusive perks and future trades with a premium club membership.

Automate portfolio by copying tradersReal-time trade copyingPolitician trade tracker
๐Ÿ’ฐ Finance
(18K)
free with in-app purchases
11
UNest: Investing for Kids
UNest: Investing for Kids
UNest: Investing for Kids
Family Finance Made Easy
Free

This app simplifies saving and investing for your child's future through a tax-advantaged custodial account. It offers professionally managed portfolios and allows contributions from family and friends, providing a flexible alternative to traditional college savings plans.

Open UTMA custodial accountInvest for college and future expensesAutomated recurring contributions
๐Ÿ’ฐ Finance
(3.7K)
subscription
12
Beanstox: Simple Investing
Beanstox: Simple Investing
Beanstox: Simple Investing
Seriously Simple Investingยฎ
Free

This app offers automated investing in diversified ETF portfolios, retirement accounts, and other options. It simplifies long-term investing with recurring deposits and portfolio management, making it accessible for both beginners and experienced investors.

Automated ETF portfolio investingRetirement accounts (Traditional & Roth IRAs)Invest in Gold and Bitcoin ETFs
๐Ÿ’ฐ Finance
(3.6K)
free with in-app purchases
13
Stackwell: Start Investing
Stackwell: Start Investing
Stackwell: Start Investing
Own equity. Build equity.
Free

An investment app focused on building generational wealth within the Black community. It offers curated investment portfolios, educational content, and automated tools to simplify stock market investing and financial growth.

Curated investment portfoliosFinancial education contentAutomated investment tools
๐Ÿ’ฐ Finance
(45)
subscription
14
FlyFin - 1099 Taxes
FlyFin - 1099 Taxes
FlyFin - 1099 Taxes
File Taxes. Track Write-Offs.
Free

This app uses AI and CPAs to automate tax filing for freelancers and self-employed individuals. It identifies deductions, prepares returns, and offers unlimited tax support, aiming to save users time and money.

AI-powered tax deduction identificationAutomated tax return preparationDedicated CPA tax filing
๐Ÿ’ฐ Finance
(512)
free with in-app purchases
15
SBNRI: NRI Mutual Fund & Tax
SBNRI: NRI Mutual Fund & Tax
SBNRI: NRI Mutual Fund & Tax
Build your Indian Portfolio
Free

Invest in India with a trusted platform designed for NRIs and OCIs. Build your Indian portfolio, track investments, and access advisory services for taxation, repatriation, and planning. Seamlessly invest in mutual funds, real estate, and more using your Indian bank accounts.

Build Indian portfolioMutual fund investmentTrack existing investments
๐Ÿ’ฐ Finance
(911)
free with in-app purchases
16
Bloom: Learn to Invest
Bloom: Learn to Invest
Bloom: Learn to Invest
Buy Stocks. Earn Rewards.
Free

This app teaches users how to invest through interactive lessons and offers a platform to buy stocks and ETFs. Users can earn rewards, compete in tournaments, and build wealth with features like fractional shares and auto-portfolios.

Interactive financial lessonsInvest in 5,000+ stocks/ETFsFractional shares from $1
๐Ÿ’ฐ Finance
(40K)
free with in-app purchases
17
Quicken: Intelligent Money
Quicken: Intelligent Money
Quicken: Intelligent Money
Personal & Business Finances
Free

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.

Connect and track financial accountsCreate custom budgets and spending plansSet savings goals and track debt payoff
๐Ÿ’ฐ Finance
(11K)
free with in-app purchases
18
Parrot Finance: Easy Investing
Parrot Finance: Easy Investing
Parrot Finance: Easy Investing
Invest like the 1%
Free

Invest using strategies from top hedge funds and asset managers. Connect your existing brokerage account and automatically replicate trades from curated portfolios. Diversify across stocks and ETFs with proven strategies.

Connect existing brokerage accountsSubscribe to curated portfoliosAutomatic trade replication
๐Ÿ’ฐ Finance
(99)
free with in-app purchases
19
TradingView: Track All Markets
TradingView: Track All Markets
TradingView: Track All Markets
From stocks to crypto
Free

Access world-leading charts, real-time market data, and powerful trading tools. Connect with a global community of traders to share insights and make informed financial decisions. Track stocks, crypto, currencies, and more with customizable watchlists and alerts.

World-leading charting toolsCustomizable watchlistsReal-time market data
๐Ÿ’ฐ Finance
(390K)
free with in-app purchases
20
iFlip: Automated AI Investing
iFlip: Automated AI Investing
iFlip: Automated AI Investing
Protect and Grow Wealth
Free

This automated investing platform uses proprietary AI to analyze stocks and ETFs, aiming to protect wealth and outperform the market. It dynamically adjusts investments based on market volatility, helping users minimize risk and maximize returns.

Automated AI investingSmartFolios for stock/ETF analysisRisk minimization and volatility management
๐Ÿ’ฐ Finance
(113)
subscription