Echo Wealth Management Mobile
Echo Wealth Management, LLC Finance iPhoneiPadiPod touch
Echo Wealth Management Mobile is a free Finance app for iPhone and iPad by Echo Wealth Management, LLC. Requires iOS 15.6. Updated July 19, 2026.
- Price
- Free
- on the App Store
- Size
- 62 MB
- Age 4+
- Updated
- Jul 19
- 2026 · v5.23.0
Screenshots
About Echo Wealth Management Mobile
This mobile app lets you view account information, holdings, transactions, balances, realized gains & income, and performance net of fees and expenses. You can read quarterly customized reports with commentary from your advisor.
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
App privacy
The developer, Echo Wealth Management, LLC, reported these privacy practices to Apple.
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Usage Data: Product Interaction
- Financial Info: Other Financial Info
- Contact Info: Email Address
- Identifiers: User ID, Device ID
- Diagnostics: Crash Data, Performance Data
Used for: Product Personalization, App Functionality, Other Purposes
Alternatives to Echo Wealth Management Mobile
Looking for apps like Echo Wealth Management Mobile? Here are 6 similar apps on the App Store. The highest rated is RoseRock Wealth Management (5.0/5), and 5 of the 6 are free to download.
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RoseRock Wealth Management
5.0
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SGH Wealth Management
5.0
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SOA Mobile
4.3
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Legacy Wealth Management Group
3.7
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FNBO Wealth Management
5.0
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Adding Machine 10Key iPhone
4.6
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Echo Wealth Management Mobile | – | Free | July 19, 2026 | |
| RoseRock Wealth Management | 5.0 / 5 (1) | Free | Mar 13, 2024 | Compare |
| SGH Wealth Management | 5.0 / 5 (7) | Free | Mar 4, 2024 | Compare |
| SOA Mobile | 4.3 / 5 (6) | Free | Jun 13, 2026 | Compare |
| Legacy Wealth Management Group | 3.7 / 5 (3) | Free | Sep 15, 2026 | Compare |
| FNBO Wealth Management | 5.0 / 5 (2) | Free | Jun 9, 2026 | Compare |
| Adding Machine 10Key iPhone | 4.6 / 5 (131) | 2.99 USD | Dec 27, 2023 | Compare |