Personal Finance - The Comprehensive List of Apps We Use

Below is a list of all personal finance apps - 2019


Equities Investing



Invest in stocks, ETFs, options, and cryptocurrencies, all commission-free, right from your phone or desktop.



Built like a hedge fund. You deserve a high-quality portfolio with court-side seats to the stock market. We’ll be frank - we’re not for everyone. But for those of you who aspire for more than a basic market index, we're here.


Wealthfront - RoboAdvisor

We’ll build a free financial plan for the life you want and automate your investments at a low cost.

Our all-in-one solution gives you the financial expertise you need, right in your pocket. No spreadsheets, no annoying sales calls, no judgment.


Betterment - RoboAdvisor

Our mission is to help our customers maximize their money. Whether you're new to investing or a seasoned pro, Betterment does what is right for you and your money. On average, our investing principles can increase returns by 2.66% when compared to the typical investor.


WealthSimple - RoboAdvisor

Investing on autopilot.

The simple way to grow your money like the world's most sophisticated investors.


M1 Finance

A brokerage built for today’s investor

M1 Finance empowers you to manage your money and build wealth with ease. Just create and automate your portfolio – we’ll take care of the rest for free.



Vanguard investors own the funds that own Vanguard. No outside owners means no conflicting loyalties. Just consistently low costs.



Buy fractional shares of 1,000+ stocks and ETFs.

Free sign up, 99¢ per trade.

No monthly fees or minimums.


Stash Invest

Investing, simplified.

Start with just $5, and learn as you go.



Invest your spare change

Anyone can grow wealth.



Micro Investing. Clink is a savings and investing application which facilitates your savings by making you save every time you dine out. 



Grow your savings

Invest in 5 stocks, in 5 minutes, with as little as $5.



Build an intelligent, tax-efficient, diversified portfolio for a fraction of the cost of traditional advisors.



A simple, easy, and fun virtual stock market game. You start off with $10,000 and can place unlimited trades, any time of the day.


Alternative Investments


Earn Passive Income with Alternative Investments

Asset-based investing. 8-15% target returns.
1-3 year durations.



Introducing the first simple, low-cost real estate investment platform.



Round provides access to world-class fund managers, curated portfolios.



Institutional-grade real estate investments. 
Now available to you.


Rally Rd.

Rally Rd. is a free app that allows members to invest in individual blue-chip collector automobiles with ease. The vehicles on Rally Rd. represent an asset class that has historically outperformed the stock market as well as other alternative asset classes. 


Moving Value Around



Transfer money abroad easily and quickly with our low cost money transfers.


Square Cash

Instantly send money between friends or accept card payments for your business. Cash out to your bank instantly.



Send money and make purchases at 
approved merchants.



A fast, safe and easy way to send money in minutes1 to your friends and family. 



Save money. Without thinking about it.

Automatically transfer cash between checking and savings accounts.


Circle Pay

New Banking



Your digital banking alternative for instant payment notifications, free international money transfers and global fee-free spending.

monzo logo.png


The bank of the future

This isn’t banking as you know it. Monzo is a bank for everyone, that works with you, for you.



The mobile bank with unmatched rewards

No gimmicks. Just 1% cash back, 2.00% APY on savings, and an AI-powered assistant.


Money Lion

Our personal loans and easy-to-use tools help you borrow for less while saving more, improve your financial health, and monitor your credit all in one place.



Say goodbye to ridiculous bank fees. Get paid up to 2 days early with direct deposit.¹ Grow your savings, automatically.



Put your money where your heart is.

The banking app that makes it easy to fund your future – while taking care of your now.



Bye account fees. High savings.

Forget how you saw banking. Get a full-featured Bank Account and open a Savings Account with 2.10% Annual Percentage Yield and auto-savings tools.



Banking and budgeting in one simple app.

Open your account in just a couple minutes.


Good Money

We're taking over the financial system and using it for Good. Our first step is giving away Good Money shares to all new members. Now, you are an owner.


The Long Game

Get on the right financial path! It's the game that helps you reach your financial goals, with personalized missions, games and chances to win real cash-- up to ...




Worry-Free Banking and Credit for Freelancers.

Empowering a new economy, a new era. Awarded Best Digital Bank in the US.



Never miss a tax write off.

Keeper helps 1099 contractors find write offs automatically.

Income Tax


Tax preparation made easy. Our tax software connects you with a professional to file your taxes on demand. Spend less time worrying about taxes and more time enjoying life.



TaxSlayer is the easiest way to file your federal and state taxes online. Learn about our tax preparation services and receive your maximum refund today.



Prepare, e-file, and print your federal individual Income tax return for FREE. Get your refund now! Simple and easy to use, and now updated for Tax Year 2017 (for filing in 2018).



Prepare and e-file your federal and state tax returns on your smartphone or tablet with our free mobile app — anywhere, anytime.



The Tax Monopoly :/

New Lending



Social Finance, Inc. is an online personal finance company that provides student loan refinancing, mortgages and personal loans.


Lending Club

Through personal loans, auto refinancing loans, business loans, and medical financing LendingClub offers the borrowing and investing solution right for you.



Prosper makes personal loans easy. Whether you're consolidating debt or remodeling your home, we have a solution for you. 



Buy a Home or Refinance the Simple Way. Compare Loans and Get Started Today! Real Numbers. RateShield Approval. Fully Customized. Mortgage in Minutes. 



Marcus by Goldman Sachs is an online bank offering competitive rates on savings accounts and liquid CDs. Marcus keeps things simple and inexpensive, but there's no checking account or debit card for spending.



Point is your partner in home equity

Point is ideal for homeowners who want to access the equity they have accumulated in their homes and are interested in the flexibility of having no monthly repayments.



Buy what you love.
Love how you buy.

Budgets / Expense Management




Daily Budget



Magic for your bills

All your bills at a glance, always up to date



Buddy helps you set up a budget and keep track of your expenses, either by yourself or together with your loved ones.



Stop living paycheck to paycheck, get out of debt, and save more money.

Join the hundreds of thousands of people who've gotten out of debt with YNAB.










Personal Capital

Link all your accounts for free to see a clear real-time view of your entire financial life.

  • See your net worth

  • Analyze your investments and spot hidden fees

  • Set spending and saving goals


Clarity Money

Welcome to the world of Clarity Money, where we can help you take control of your finances. We can display your financial picture, help cancel unwanted subscriptions, and deliver insights to you — all in one place that’s 100% free to use.


Nerd Wallet

Millions of people turn to the Nerds to find the best credit cards, up their credit score, land the perfect mortgage and so much more. Make all the right money ...



Personal finance simplified.

Whether you want to track your spending, make a budget or lower your bills, with PocketGuard you can spend more time living, while staying on top of your finances.


Debit & Credit

Keeping financial records was always a bit of a hassle. But now you can actually enjoy it.



Net Worth Tracking - Your Financial Health Checkup



Banktivity connects all of your bank accounts in one place so you can make smarter financial decisions.



It’s all coming together.
When you’re on top of your money, life is good. 
We help you effortlessly manage your finances in one place.





Albert is a new type of financial service that uses powerful technology to automate your finances, with a team of human experts to guide you.



How busy people
master their money

Get paid on demand, budget instantly, and save automatically with Even.



Digit analyzes your spending and automatically saves the perfect amount every day, so you don't have to think about it.



Managing finances can be hard. Truebill makes it easy to optimize your spending, manage subscriptions, lower your bills, and stay on top of your financial life.



I’ll help you budget for upcoming expenses and text you if you’re spending too much for just $1 per month. If you need cash fast, I’ll advance $75 from your next paycheck. No interest. No credit check.



Save different. You are unique. The Peak app lets you save money exactly how you want to.



Your AI pal that looks after your money. Budget, save and track your spending. Sign up on Messenger in under 2 minutes.




Now on your terms.



The only app that gets your money into shape







Saving Money is about Habits.

No one struggles to save money because they haven't found the right spreadsheet.


Rooster Money

RoosterMoney is designed to help you teach your kids the value of money. Manage allowances, track chores and save for goals with one simple app.