Excelsior Wealth Management
Excelsior Wealth Management LLC Finance
Client portal for Excelsior Wealth Management.
- Downloads
- 6+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Jul 18
- 2026 · v5.23.0
Screenshots
About Excelsior Wealth Management
This app serves as your client portal homepage, offering a comprehensive view of all relevant account information, including balances and investments.
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
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| App | Rating | Price | Installs | Last updated | Compare |
|---|---|---|---|---|---|
| Excelsior Wealth Management | – | Free | 5+ | Jul 18, 2026 | |
| Credit Union 1 Mobile Banking | 4.3 / 5 | Free | 50,000+ | Apr 14, 2026 | Compare |
| BBAE Pro: Investing Reimagined | 4.2 / 5 | Free | 50,000+ | Oct 23, 2026 | Compare |
| Savvy Trader | 4.7 / 5 | Free | 5,000+ | Oct 8, 2026 | Compare |
| 3Nickels: Invest, Budget, Save | 4.4 / 5 | Free | 10,000+ | – | Compare |
| MetLife Personal Finance App | 4.2 / 5 | Free | 10,000+ | Oct 30, 2026 | Compare |
| Wealthfront: Save and Invest | 4.9 / 5 | Free | 500,000+ | Oct 28, 2026 | Compare |