E&E Financial

E&E Financial Services Co. Finance iPhoneiPadiPod touch

E&E Financial is a free Finance app for iPhone and iPad by E&E Financial Services Co. Rated 5.0/5 from 5 ratings. Requires iOS 13.4.

Rating: 5.0; 5 ratings
Price: Free; on the App Store
Size: 41 MB; Age 4+
Updated: Dec 13; 2024 · v5.16.0

Download on theApp Store See alternatives

Screenshots

About E&E Financial

The E&E Financial app will allow you to view all of your account information, balances, as well as your financial plan, all from one convenient place on your mobile device.

Ratings & reviews

5.0

5 ratings

5 ★ 100% 4 ★ 0% 3 ★ 0% 2 ★ 0% 1 ★ 0%

What’s new

Version 5.16.0 · Updated December 13, 2024

- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes

App privacy

The developer, E&E Financial Services Co., 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

E&E Financial is a free Finance app for iPhone, iPad and iPod touch, developed by E&E Financial Services Co. It is rated 5.0 out of 5 from 5 ratings on the App Store, requires iOS 13.4 or later and is 41 MB to download. It was first released on July 15, 2022 and last updated on December 13, 2024.

Category: Finance
Rating: 5.0 / 5 (5 ratings)
Price: Free
Version: 5.16.0
Size: 41 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: July 15, 2022
Last updated: December 13, 2024
Developer: E&E Financial Services Co.

View on the App Store

Listing score

Our ASO checklist, run on this App Store listing.

Grade C

Number of ratings (5): More ratings make the average more convincing.
Last update (Dec 13, 2024): 691 days ago.
App name length (13 / 30): There’s room for a keyword after your brand, e.g. “Brand: What it does”.

See all 6 issues →

Build an app like E&E Financial

Get a ready prompt for Claude Code, Cursor or Lovable: its features and business model, and what its users complain about, for an original app of your own.

Make the prompt →

Is this your app?

Give it a free website

Landing page, privacy policy and app-ads.txt, generated from your store listing.

Create it free

Alternatives to E&E Financial

Looking for apps like E&E Financial? Here are 6 similar apps on the App Store. The highest rated is Community Financial Services (4.8/5), and all 6 are free to download.

E&E Financial vs. alternatives
App	Rating	Price	Last updated	Compare
E&E Financial	5.0 / 5 (5 ratings)	Free	December 13, 2024
Community Financial Svcs Group	–	Free	Oct 10, 2026	Compare
Community Financial Services	4.8 / 5 (33)	Free	Jun 10, 2026	Compare
Levantine Express Ltd	–	Free	Sep 21, 2026	Compare
eckoWALLET	4.4 / 5 (33)	Free	Feb 20, 2026	Compare
The Farmers Bank	4.8 / 5 (975)	Free	Oct 29, 2026	Compare
ExpenseTracker™ by HSA Store	3.3 / 5 (12)	Free	Sep 15, 2025	Compare

Compare E&E Financial with the top alternatives: ratings, updates, ASO score and keyword gaps →