Canopy Wealth

ERn Financial, LLC Finance iPhoneiPadiPod touch

Canopy Wealth is a free Finance app for iPhone and iPad by ERn Financial, LLC. Requires iOS 15.6. Updated July 18, 2026.

Price: Free; on the App Store
Size: 62 MB; Age 4+
Updated: Jul 18; 2026 · v5.23.0

Download on theApp Store See alternatives

Screenshots

About Canopy Wealth

Canopy Wealth Management clients can view their entire financial picture, with detailed asset and account information, customized performance reporting, document sharing, and convenient advisor updates.

What’s new

Version 5.23.0 · Updated July 18, 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, ERn Financial, 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

Canopy Wealth is a free Finance app for iPhone, iPad and iPod touch, developed by ERn Financial, LLC. It requires iOS 15.6 or later and is 62 MB to download. It was first released on October 10, 2018 and last updated on July 18, 2026.

Category: Finance
Price: Free
Version: 5.23.0
Size: 62 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: October 10, 2018
Last updated: July 18, 2026
Developer: ERn Financial, LLC

View on the App Store

Build an app like Canopy Wealth

Get a ready prompt for Claude Code, Cursor or Lovable: its features and business model, and what its users complain about, for an original app of your own.

Make the prompt →

Is this your app?

Give it a free website

Landing page, privacy policy and app-ads.txt, generated from your store listing.

Create it free

Alternatives to Canopy Wealth

Looking for apps like Canopy Wealth? Here are 6 similar apps on the App Store. The highest rated is Bank of Sun Prairie Mobile (4.8/5), and all 6 are free to download.

Canopy Wealth vs. alternatives
App	Rating	Price	Last updated	Compare
Canopy Wealth	–	Free	July 18, 2026
CP Wealth Portal	–	Free	May 28, 2025	Compare
Bank of Sun Prairie Business	–	Free	Feb 25, 2026	Compare
First NRV Mobile	4.1 / 5 (15)	Free	Aug 25, 2026	Compare
Bank of Sun Prairie Mobile	4.8 / 5 (358)	Free	Aug 4, 2026	Compare
Cascade Federal Credit Union	4.8 / 5 (967)	Free	Oct 14, 2026	Compare
Flourish Cash	4.8 / 5 (36)	Free	Oct 12, 2026	Compare

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