Buttonwood Wealth Mgmt
Buttonwood Financial Group Finance iPhoneiPadiPod touch
Buttonwood Wealth Mgmt is a free Finance app for iPhone and iPad by Buttonwood Financial Group. Requires iOS 15.6. Updated February 5, 2026.
- Price
- Free
- on the App Store
- Size
- 61 MB
- Age 4+
- Updated
- Feb 5
- 2026 · v5.22.1
Screenshots
About Buttonwood Wealth Mgmt
Backward-looking reporting used to assess comprehensive performance and tax reporting across investment accounts.
What’s new
Version 5.22.1 · Updated February 5, 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, Buttonwood Financial Group, 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
Alternatives to Buttonwood Wealth Mgmt
Looking for apps like Buttonwood Wealth Mgmt? Here are 6 similar apps on the App Store. The highest rated is Holistic Planning+ (5.0/5), and all 6 are free to download.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Buttonwood Wealth Mgmt | – | Free | February 5, 2026 | |
| Holistic Planning+ | 5.0 / 5 (2) | Free | Jun 9, 2025 | Compare |
| Arbor Mobile | 4.8 / 5 (436) | Free | Aug 4, 2026 | Compare |
| FNBNewtown | 4.8 / 5 (1,968) | Free | Oct 21, 2026 | Compare |
| Quaint Oak Mortgage | 5.0 / 5 (1) | Free | Mar 6, 2026 | Compare |
| CommunityAmerica Business | 4.2 / 5 (49) | Free | May 14, 2026 | Compare |
| Woodlands Mobile Banking | 4.8 / 5 (797) | Free | May 5, 2026 | Compare |