Alpheva AI: Financial Advisor app icon

Apps Like Alpheva AI: Financial Advisor for iPhone and iPad

Connect accounts, track spending, get insights

Track income and expenses with categorization and budgeting tools. Set goals and receive personalized recommendations. Monitor account balances and transaction history. Receive alerts for unusual activity. Generate reports and export data securely.

by RevEx Technologies, Inc★ 4.395 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Smart Financial Mobile app icon

    Smart Financial Mobile

    Smart Financial Credit Union

    Access accounts, manage transactions, transfer funds, pay

    Access account information anytime and anywhere. Manage transactions and view activity logs. Transfer funds, pay bills, and deposit checks by photo. Locate nearby ATMs and contact customer support. Receive alerts and view statements on tablets.

    ★ 4.815,247 ratingsFinanceFreeData updated 2026-09-08
  2. Westlake MyAccount app icon

    Westlake MyAccount

    Westlake Services, Llc

    Make payments and manage accounts

    Manage accounts with payment features, recurring payment setup, and payoff information access. View transaction history and account balances. Receive alerts and notifications for account activity.

    ★ 4.7188,320 ratingsFinanceFreeData updated 2026-09-09
  3. Wings CU app icon

    Wings CU

    Wings Financial Credit Union

    Manage money anytime anywhere easily.

    The app offers tools to manage money, move funds, deposit checks, and track spending. It provides a personalized dashboard, credit card management, and the ability to view external accounts.

    ★ 4.856,135 ratingsFinanceFreeData updated 2026-09-18
  1. Swyf Financial app icon

    Swyf Financial

    Finlat, LLC

    Track expenses, learn spending patterns, manage money

    Track income, expenses, and cash flow across all accounts in real-time. Ask questions about spending to get immediate, actionable answers. Automatically categorize transactions into meaningful groups. Set budgets and receive alerts for overspending.

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
  2. Quicken: Budget & Track Money app icon

    Quicken: Budget & Track Money

    Quicken Inc.

    Track expenses, , and manage accounts

    Connect and track financial accounts to monitor income, expenses, and spending. Set budgets, categorize transactions, and view spending trends. Manage bills, savings, and investments in one place. Export reports and sync data across devices.

    ★ 4.511,727 ratingsFinanceFreeData updated 2026-09-17
  3. Addition Financial Mobile app icon

    Addition Financial Mobile

    Addition Financial Credit Union

    Check balances, make transfers, pay bills, deposit

    Check balances, transfer funds between accounts, make deposits, and pay bills. View transaction history and set up alerts. Access secure tools with encryption to protect user data.

    ★ 4.817,222 ratingsFinanceFreeData updated 2026-09-08
  4. LBS Financial CU app icon

    LBS Financial CU

    LBS Financial Credit Union

    Deposit checks, view balances, transfer funds

    Check account balances and view transaction history. Deposit checks via mobile. Transfer funds between accounts and make loan payments. Pay bills and review recent payments. Locate branches and ATMs.

    ★ 4.915,333 ratingsFinanceFreeData updated 2026-09-15
  5. Franklin AI: Financial Advisor app icon

    Franklin AI: Financial Advisor

    Franklin AI LLC

    Analyze spending, deliver insights

    Track spending habits and receive personalized insights based on actual spending data. Identify subscription costs, cash flow trends, and potential savings. Answer questions with detailed, data-driven explanations.

    ★ 4.911 ratingsFinanceFreeData updated 2026-09-06
  6. OpenFi: Smart Crypto Wallet app icon

    OpenFi: Smart Crypto Wallet

    CMORQ INC.

    Manage securely and learn confidently

    Manage assets with advanced encryption and real-time monitoring for security. Track investments with AI-powered insights and personalized recommendations. Set up alerts and monitor transactions.

    ★ 4.6195 ratingsFinanceFreeData updated 2026-09-06
  7. MyResourceBank Mobile app icon

    MyResourceBank Mobile

    Resource Bank, National Association

    View accounts, track balances, manage transactions

    View all Resource Bank accounts in one place. Check balances, transfer funds, and monitor transactions in real time. Set up alerts, manage budgets, and access account statements. Securely deposit checks via photo and control account access remotely.

    ★ 4.6430 ratingsFinanceFreeData updated 2026-09-06
  8. Ameriprise Financial app icon

    Ameriprise Financial

    Ameriprise

    Access accounts and track investments

    Track accounts with real-time balance and transaction details. View portfolio performance and investment summaries. Communicate with advisors through in- messaging. Receive account alerts and activity notifications.

    ★ 4.936,692 ratingsFinanceFreeData updated 2026-09-08
  9. Beyond Finance app icon

    Beyond Finance

    Beyond Finance Inc.

    Review accounts and track progress

    Review program progress and enrolled accounts. Connect with Client Success Team for support. Receive personalized tips and guidance.

    ★ 4.915,185 ratingsFinanceFreeData updated 2026-09-06
  10. Spero Financial | Mobile app icon

    Spero Financial | Mobile

    Spero Financial Federal Credit Union

    Manage accounts, track savings, send money

    Access account balances and transaction history anytime. Track savings goals and monitor spending. Pull credit score and receive personalized money insights. Manage accounts securely with 24/7 access. Set up alerts and view detailed spending reports.

    ★ 4.91,503 ratingsFinanceFreeData updated 2026-09-08
  11. Hiatus - Subscriptions & Bills app icon

    Hiatus - Subscriptions & Bills

    Hiatus Inc.

    Track expenses, monitor accounts, save money

    Consolidate accounts to track spending and . Identify financial habits through activity analysis. Set savings goals and receive budgeting recommendations. Export transaction data and set spending limits. Receive alerts for unusual account activity.

    ★ 4.26,915 ratingsFinanceFreeData updated 2026-09-09
  12. Family Trust Digital Banking app icon

    Family Trust Digital Banking

    Family Trust FCU

    Transfer funds, make payments, find branches

    Access account balances and transaction history. Transfer funds between accounts and external institutions. Make loan payments and locate branches or surcharge-free ATMs. Deposit checks via photo. Log in using online credentials.

    ★ 4.816,826 ratingsFinanceFreeData updated 2026-09-08
  13. FAIRWINDS Mobile Banking app icon

    FAIRWINDS Mobile Banking

    FAIRWINDS Credit Union

    Check balances, make transfers, track spending

    Check balances and review account activity. Make transfers between accounts. Deposit checks by photo. Enable Touch ID or Face ID for secure access. Lock or unlock debit or credit cards remotely. Set up alerts for account activity.

    ★ 4.825,390 ratingsFinanceFreeData updated 2026-09-08
  14. Optum Financial app icon

    Optum Financial

    Optum Inc

    Manage health care expenses and pay bills

    Manage health care expenses by viewing and updating benefit accounts. Track balances and transaction history. Capture receipts and e-sign dependent care certification. Access account details and manage transactions.

    ★ 4.728,922 ratingsFinanceFreeData updated 2026-09-13
  15. OneUnited Bank: WiseOne AI app icon

    OneUnited Bank: WiseOne AI

    OneUnited Bank

    Check balances, transfer funds, pay bills

    Check balances, transfer funds, pay bills, and view cash back offers. Locate branches and ATMs, make deposits, and activate offers. Manage accounts and access transaction history.

    ★ 4.710,361 ratingsFinanceFreeData updated 2026-09-08
  16. Your First Financial app icon

    Your First Financial

    First Financial Bank, NA

    Track accounts, pay bills, move money

    Monitor and track account activity with real-time alerts. Pay bills, deposit checks, and transfer money between accounts. Customize dashboard and view accounts from multiple institutions.

    ★ 4.816,260 ratingsFinanceFreeData updated 2026-09-06
  17. PeoplesBank Mobile Access app icon

    PeoplesBank Mobile Access

    PeoplesBank

    Manage accounts, view balances, transfer funds, pay

    Manage multiple accounts by linking external banks, credit cards, and loans. View balances, transaction history, and payment due dates. Set up alerts for account activity. Transfer funds between accounts. Pay bills and track spending.

    ★ 4.86,119 ratingsFinanceFreeData updated 2026-09-08

How we rank alternatives

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