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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.

Personal CFO vs. alternatives
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Personal CFO – Free January 4, 2026
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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 →