Cypress Wealth
Finance
Access your Cypress Wealth Services' accounts.
- Downloads
- 5+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Jul 18
- 2026 · v5.23.0
Screenshots
About Cypress Wealth
This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!
TOP FEATURES
• Interactive dashboard showing you your complete financial picture.
• Dynamic reports with current investment information.
• Document vault for securely sending and receiving files with your financial advisor.
• And more!
What’s new
Version 5.23.0 · Updated July 18, 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
Alternatives to Cypress Wealth
Looking for apps like Cypress Wealth? Here are 6 similar Android apps on Google Play. All of them are free to download.
| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| Cypress Wealth | – | Free | 5+ | Jul 18, 2026 | |
| KUBIX FS | – | Free | 100+ | Aug 11, 2026 | Compare |
| Blevins Home Mortgage | – | Free | 10+ | Aug 15, 2025 | Compare |
| Baiduri Tap2Pay | – | Free | 1,000+ | Oct 27, 2025 | Compare |
| Fonshaio | – | Free | 100+ | Jul 29, 2026 | Compare |
| Financial Clinic | – | Free | 50+ | Oct 29, 2025 | Compare |
| CP Wealth Portal | – | Free | 50+ | Nov 6, 2025 | Compare |
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