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About BRG Wealth

Our newly revised Mobile App gives you access to your accounts, performance and your holdings. If you would like to collaborate with us in developing your financial plan the answer is Yes! If you would like to view your quarterly performance statements and your custodial statements in one place the answer is Yes. If you would like to upload documents for storage, the answer is Yes. If you would like to contact us while you are in the App, the answer is yes. Welcome to the new client experience!

What’s new

Version 5.14.0 · Updated September 10, 2024

- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes

App privacy

The developer, Bay Rivers Group, Inc, 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 BRG Wealth

Looking for apps like BRG Wealth? Here are 6 similar apps on the App Store. The highest rated is C&F Mobile Banking (4.8/5), and all 6 are free to download.

BRG Wealth vs. alternatives
App Rating Price Last updated Compare
BRG Wealth 5.0 / 5 (1 rating) Free September 10, 2024
CfaN Decapolis Finance – Free Oct 20, 2026 Compare
ChesBank Mobile 4.1 / 5 (29) Free Jul 27, 2026 Compare
C&F Mortgage – Free Sep 29, 2026 Compare
C&F Mobile Banking 4.8 / 5 (3,019) Free Mar 9, 2026 Compare
Orion Wealth Management Portal 3.8 / 5 (26) Free Sep 15, 2026 Compare
AKKO 3.8 / 5 (141) Free Oct 19, 2026 Compare

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