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Screenshots

  • Kingsbridge Wealth Management screenshot 1
  • Kingsbridge Wealth Management screenshot 2
  • Kingsbridge Wealth Management screenshot 3

About Kingsbridge Wealth Management

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!

What’s new

Version 2.0.1165104 · Updated December 2, 2023

Updated features and removed bugs.

App privacy

The developer, Kingsbridge Wealth Management, Inc, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

Alternatives to Kingsbridge Wealth Management

Looking for apps like Kingsbridge Wealth Management? Here are 6 similar apps on the App Store. The highest rated is Legacy JSA Portal (5.0/5), and all 6 are free to download.

Kingsbridge Wealth Management vs. alternatives
App Rating Price Last updated Compare
Kingsbridge Wealth Management 5.0 / 5 (1 rating) Free December 2, 2023
Three Bearings FA – Free Nov 15, 2023 Compare
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Legacy JSA Portal 5.0 / 5 (4) Free Feb 12, 2025 Compare
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Klingman & Associates – Free Dec 19, 2024 Compare
Keebeck Wealth Management 5.0 / 5 (1) Free Oct 13, 2025 Compare

Compare Kingsbridge Wealth Management with the top alternatives: ratings, updates, ASO score and keyword gaps →