Best Whelan Financial Apps

248+ iOS apps curated and reviewed

4.8 avg rating

20 free apps

Updated September 2026

Whether you're new to whelan financial or looking for an upgrade, our curated collection of 248+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Compare top Whelan Financial Apps (September 2026)

#	App	Price	Rating	Ads	In-App Purchases	Updated
1	Whelan Financial	Free	5.0★ (2)	No	No	May 2026
2	Facet: Financial Planning	Free	4.9★ (29)	No	No	Sep 2026
3	Your Wealth Architect	Free	5.0★ (8)	No	No	Sep 2026
4	NetBenefits	Free	4.6★ (29K)	No	No	Sep 2026
5	Principal®	Free	4.8★ (236K)	No	No	Sep 2026
6	Certified Financial Group	Free	—	No	No	Jul 2026
7	Ameriprise Financial	Free	4.9★ (37K)	No	No	Sep 2026
8	Empower ®	Free	4.8★ (412K)	No	No	Sep 2026

Top Picks for Whelan Financial

Whelan Financial by Whelan Financial, Inc.

Editor's Choice

💰 Finance

5.0(2 ratings)

Free

Access your financial client portal on the go. View portfolio balances, performance, and statements anytime, anywhere. Stay updated on your investments with convenient mobile access.

Facet: Financial Planning by Facet Wealth, Inc

Flat fee, CFP®, investing

Strong Contender

💰 Finance

4.9(29 ratings)

Free

This app provides comprehensive financial planning and investment management services. Users can track goals, message financial advisors, view account balances, and access market insights. It offers a personalized roadmap to achieve financial objectives with expert guidance.

Your Wealth Architect by Wealth Architect, Inc.

AI financial planning

Worth Considering

💰 Finance

5.0(8 ratings)

Free

This app consolidates your financial accounts, budgets, and goals into a single, clear roadmap. It uses AI to help you understand your spending, plan for retirement, and make informed financial decisions without needing to manage multiple spreadsheets.

More Whelan Financial apps to explore

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

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

(236K)

free with in-app purchases

Certified Financial Group

by Ameriprise Financial, Inc.

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.

Track asset value and account summaryView portfolio allocation and performanceAdd external accounts for a complete financial picture

Plan, save, invest, retire

Free

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.

Consolidated account viewRetirement planningBudget tracking

💰 Finance

(412K)

free with in-app purchases

NYC DCP

by New York City Deferred Compensation Plan

Free

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

All-in-one account managementRetirement income modelingVideo education and live chat

Your Investment Advisor

Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts

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.

All-in-one account aggregationPersonalized financial guidanceRetirement income modeling

💰 Finance

(188K)

free

Personal Financial Plan Wiz

by PF Wiz LLC

Free

This app helps you plan for your lifetime financial goals with a DIY approach. It allows for 'what if' analysis on various financial variables and provides tips to improve your financial forecast. Get started on saving money and assessing your financial future.

Project financial variables through retirementAssess alternative financial outcomesGet tips to improve financial forecast

Build a Financial Plan

Free

This app helps individuals create personalized financial plans to achieve their goals. It offers features like goal setting, proprietary scoring for likelihood and adequacy, and budget creation based on location-specific data. Explore career and college options to build hypothetical plans for your financial future.

Goal settingProprietary likelihood scoreProprietary adequacy score

Manage your 401(k) retirement savings with ease. Track your balance, adjust investments, and generate savings projections. Get personalized recommendations and update beneficiaries securely.

View account balance and gains/lossesReview and adjust investment allocationsGenerate savings projections

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

Wealthfront: Save and Invest

Saving, investing, stocks.

Free

This app offers a high-yield cash account, automated investing with expert-built portfolios, and commission-free stock trading. It provides a consolidated view of your finances to help you build wealth and plan for retirement.

High-yield cash account with APYAutomated ETF portfoliosCommission-free stock and ETF investing

💰 Finance

(17K)

free with in-app purchases

Hill Island Financial

by HILL ISLAND FINANCIAL LLC

Free

💰 Finance

(0)

Prime Capital Financial

Free

Stay informed with timely content on market trends and financial planning. Connect with your team via direct messaging and scheduled Zoom calls. Access resources and receive alerts for important events.

Market trend contentFinancial planning topicsTeam Zoom calls

Financial planning & advisory

Free

This app offers personalized financial planning and wealth management. It combines AI-driven insights with expert advice to help users achieve goals like retirement, tax optimization, and legacy planning. Enjoy affordable, flat-fee services with full control over your investments.

Personalized financial adviceFlat-fee wealth managementAI-powered financial insights

💰 Finance

(90)

subscription

Seraph Retirement Planner

Monte Carlo Money Simulator

Free

This app simulates thousands of market futures and lifespans to estimate your chance of financial solvency in retirement. It models income, expenses, accounts, debt, and life events with a real US tax engine. Understand key insights and track your progress against your plan.

Monte Carlo retirement simulationsComprehensive financial modelingReal US tax engine

💰 Finance

(10)

free

FAQ about Whelan Financial

What are the best whelan financial apps for iPhone?

Whelan Financial tops our whelan financial apps ranking as of September 2026, with a 5.0-star average from 2 App Store ratings, and it's free to download.

Are there free whelan financial apps for iPhone?

Yes — 20 of the top whelan financial apps we rank are free to download, including Whelan Financial and Facet: Financial Planning.

Does Whelan Financial have ads or in-app purchases?

Whelan Financial has no ads and has no in-app purchases, according to its App Store listing as of September 2026.

How many whelan financial apps are on the App Store?

We track 248+ whelan financial apps on the iOS App Store as of September 2026, ranked by rating, recency, and analysis of real user reviews.

What can I do with Whelan Financial?

Whelan Financial allows you to access your client portal on your mobile device. You can view your portfolio balances, track performance, and access quarterly statements anytime.

What devices does Whelan Financial support?

Whelan Financial is designed for iOS devices, including iPhone, iPad, and iPod. It is optimized for a seamless experience across these Apple products.