AI Finance Advisor app icon

Apps Like AI Finance Advisor for iPhone and iPad

Track expenses, plan budgets, invest wisely

Track income and expenses with categorization and visual reports. Set budget limits and receive alerts. Analyze spending patterns and suggest savings strategies. Monitor investment portfolios and receive market insights.

by Infisecurity SL★ 4.47 ratingsFinanceFreeData updated 2026-09-06

AI Finance Advisor screenshots

Ranked alternatives

Showing 121–140 of 1,000 ranked alternatives.

  1. FBB Capital Partners app icon

    FBB Capital Partners

    Fulton Breakefield Broenniman, LLC

    Track expenses, view reports, secure documents, budget

    View financial data through an interactive dashboard. Generate dynamic reports with current investment details. Store and share documents securely with a document vault. Manage budgets and track financial progress.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-15
  2. MSHCA app icon

    MSHCA

    M.S. Howells & Co.

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-06
  3. Aldrich Wealth app icon

    Aldrich Wealth

    Aldrich Wealth LP

    View finances, track expenses, consult advisor

    View financial overview through an interactive dashboard. Access dynamic reports with investment details. Store and share documents securely with a financial advisor. Manage budgets and track financial progress.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  4. Smedley app icon

    Smedley

    Smedley Financial Services, Inc.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  5. Running Point Capital app icon

    Running Point Capital

    Running Point Capital Advisors, LLC

    Access portfolio and financial data securely

    Access portfolio and financial data securely. View investment performance, account balances, and transaction history. Receive real-time updates and manage access permissions through a centralized interface.

    ★ 5.08 ratingsFinanceFreeData updated 2026-10-10
  6. DecisionPoint Financial app icon

    DecisionPoint Financial

    DecisionPoint Financial, LLC

    Track expenses, view reports, manage investments, secure

    View data through an interactive dashboard. Access dynamic reports with investment details. Securely view documents from your wealth advisor. Manage goals and track performance.

    ★ 5.06 ratingsFinanceFreeData updated 2026-09-06
  7. Rolly: AI Budget Money Tracker app icon

    Rolly: AI Budget Money Tracker

    Rolly AI Pty Ltd

    Track expenses, set budgets, and plan monthly

    Track expenses with AI-powered categorization and real-time spending insights. Set monthly budgets and receive alerts for overspending. Log transactions through voice or text.

    ★ 4.8252 ratingsFinanceFreeData updated 2026-09-06
  8. Oldfather app icon

    Oldfather

    Oldfather Financial Services LLC

    ★ 0.00 ratingsFinanceFreeData updated 2026-09-11

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.