Personal CFO
Finance With Sharan Finance iPhoneiPadiPod touch
Personal CFO is a free Finance app for iPhone and iPad by Finance With Sharan. Requires iOS 13.0. Updated January 4, 2026.
- Price
- Free
- on the App Store
- Size
- 73 MB
- Age 17+
- Updated
- Jan 4
- 2026 · v5.0.0
Screenshots
About Personal CFO
Personal CFO is designed to streamline your personal finance management by consolidating all your financial accounts into a single platform. With the ""One Family - One Account"" feature, you can effortlessly manage your family's investments and personal data in one place, making financial management simple and efficient. The app offers an intuitive interface with multiple themes for a rich and engaging user experience. Onboard yourself and be ready to invest within 10 minutes. The profile page brings all your investment accounts, mandates, and personal information together, enhancing accessibility and convenience. Security is a priority with Personal CFO. The app includes robust measures like PIN protection and biometric options such as fingerprint and face recognition, ensuring your data is secure. Handle over 20 asset classes, including mutual funds, stocks, insurance, and real estate, with detailed insights and improved functionalities for adding, editing, and deleting assets. Personal CFO is your go-to app for secure and comprehensive financial management.
What’s new
Version 5.0.0 · Updated January 4, 2026
UI updated
App privacy
The developer, Finance With Sharan, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
Alternatives to Personal CFO
Looking for apps like Personal CFO? Here are 6 similar apps on the App Store. The highest rated is Reco Wealth (5.0/5), and all 6 are free to download.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Personal CFO | – | Free | January 4, 2026 | |
| Reco Wealth | 5.0 / 5 (1) | Free | Sep 24, 2026 | Compare |
| Finnovate Wealth App | – | Free | Oct 12, 2026 | Compare |
| Mino Money: Liquid Funds | – | Free | Sep 16, 2026 | Compare |
| Abhiyaan Wealth | – | Free | Aug 25, 2026 | Compare |
| Winvesta: Global Investing | 4.3 / 5 (6) | Free | Oct 12, 2026 | Compare |
| LABH - Mutual Funds & Stocks | 5.0 / 5 (1) | Free | Sep 29, 2026 | Compare |
Compare Personal CFO with the top alternatives: ratings, updates, ASO score and keyword gaps →