Optimize Financial

Optimize Financial Inc. Finance iPhoneiPadiPod touch

Optimize Financial is a free Finance app for iPhone and iPad by Optimize Financial Inc. Rated 5.0/5 from 2 ratings. Requires iOS 15.6.

Rating: 5.0; 2 ratings
Price: Free; on the App Store
Size: 61 MB; Age 4+
Updated: Feb 6; 2026 · v5.22.1

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About Optimize Financial

This Mobile App allows you to view your financial plan, account information, balances and easily contact Your Personal CFO--The OFI Team!

What’s new

Version 5.22.1 · Updated February 6, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, Optimize Financial Inc., reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

Optimize Financial is a free Finance app for iPhone, iPad and iPod touch, developed by Optimize Financial Inc. It is rated 5.0 out of 5 from 2 ratings on the App Store, requires iOS 15.6 or later and is 61 MB to download. It was first released on January 14, 2022 and last updated on February 6, 2026.

Category: Finance
Rating: 5.0 / 5 (2 ratings)
Price: Free
Version: 5.22.1
Size: 61 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: January 14, 2022
Last updated: February 6, 2026
Developer: Optimize Financial Inc.

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