Geometric Wealth Advisors

Geometric Wealth Advisors, LLC Finance iPhoneiPadiPod touch

Geometric Wealth Advisors is a free Finance app for iPhone and iPad by Geometric Wealth Advisors, LLC. Requires iOS 15.6. Updated May 28, 2025.

Price: Free; on the App Store
Size: 53 MB; Age 4+
Updated: May 28; 2025 · v5.19.0

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Screenshots

About Geometric Wealth Advisors

Geometric Wealth Advisors' mobile client portal allows you to view account balances, performance data, and statements.

What’s new

Version 5.19.0 · Updated May 28, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

App privacy

The developer, Geometric Wealth Advisors, 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

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

Geometric Wealth Advisors is a free Finance app for iPhone, iPad and iPod touch, developed by Geometric Wealth Advisors, LLC. It requires iOS 15.6 or later and is 53 MB to download. It was first released on March 28, 2017 and last updated on May 28, 2025.

Category: Finance
Price: Free
Version: 5.19.0
Size: 53 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: March 28, 2017
Last updated: May 28, 2025
Developer: Geometric Wealth Advisors, LLC

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