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About CFG Wealth

Carmandalian Mobile application that allows you to view account information, balances and easily contact your advisor.

What’s new

Version 5.9.0 · Updated April 15, 2024

- Bug fixes - User experience improvements - Added functionality to native Document Vault feature

App privacy

The developer, Carmandalian Financial Group, 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

Alternatives to CFG Wealth

Looking for apps like CFG Wealth? Here are 6 similar apps on the App Store. The highest rated is Bold Budget: Net Worth Tracker (5.0/5), and all 6 are free to download.

CFG Wealth vs. alternatives
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CFG Wealth – Free April 15, 2024
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PortPos 4.2 / 5 (6) Free Jan 29, 2026 Compare
CFG Commercial Center – Free Sep 12, 2026 Compare
Neptune GBX – Free Jul 1, 2026 Compare

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