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About StoneCrest Wealth

This mobile app allows our high-net-worth clients and business owners meet their unique financial objectives. Whether you're planning to retire or already enjoying a fulfilling retirement, our advisors' goal is to deliver customized financial solutions and strategies that help protect your assets and enable you to enjoy every moment -- without worrying about your financial outlook.

What’s new

Version 5.23.0 · Updated July 19, 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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