Methodology & disclosures

How we verify

1. Prices and plans come from each company's own pricing page, terms, help center, or Form CRS. When a company's own documents disagree, the app's page says so.
2. SEC adviser status comes from the SEC's Investment Adviser Public Disclosure database (adviserinfo.sec.gov), with the firm's CRD number and how we matched the brand to the firm. "Not found" is a search result, not a legal finding.
3. Features are marked yes only when a cited source says so.
4. Every app shows a last verified date. Anything we couldn't confirm is marked unverified or partial. We never guess.
5. “Our take” and “Best for” are editorial opinions, kept separate from the sourced facts.
6. All the raw data, with a source URL for every field, is in apps.json.

Affiliate & advertising disclosure

AI Money App Tracker is free to read. To keep it free, we may earn money in two ways:

• Affiliate and referral links. “Try” buttons may be affiliate links. If you sign up, the company may pay us. That never changes prices, verification status, order, or our picks. Lists are alphabetical unless we say otherwise.
• Featured listings and newsletter sponsors are always labeled Featured or Sponsor. Sponsors can't edit their verified data.

As of 2026-10-26, we have no active affiliate or sponsor relationships, and every “Try” button points to the company's official site.

Not advice

This site is for information only. It isn't investment, tax, or legal advice, and we aren't a registered investment adviser. Read a firm's Form ADV and Form CRS before hiring it.

Who runs this site

AI Money App Tracker is published by the Fintech Lab team, a small independent network that also runs BonusMath and Advisor AI Index. We hold all three to the same source-and-date standard.

Corrections

Spotted something out of date? Email a source link to fintechlab+apps@mail.grokbot.com.

Mailing address

Fintech Lab, 131 Sowers St, State College, PA 16801