Circle of Wealth®

Jeff Hopper Business iPhoneiPadiPod touch

Circle of Wealth® is a free Business app for iPhone and iPad by Jeff Hopper. Rated 4.8/5 from 5 ratings. Requires iOS 13.0. Updated August 22, 2026.

Rating: 4.8; 5 ratings
Price: Free; on the App Store
Size: 47 MB; Age 4+
Updated: Aug 22; 2026 · v2026.8.21

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About Circle of Wealth®

The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The supporting applications excel as “Visual Storyboards” to help the advisor clearly communicate the many ways to improve the efficiency of a client’s wealth during accumulation and retirement distribution. The visual storyboards cover over 100 individual financial concepts such as taxes, qualified plans, mortgages, college funding, savings plans, insurance protection, retirement planning, and many more.

Ratings & reviews

4.8

5 ratings

5 ★ 80% 4 ★ 20% 3 ★ 0% 2 ★ 0% 1 ★ 0%

What’s new

Version 2026.8.21 · Updated August 22, 2026

Various minor enhancements and bug fixes. See the help file for specifics.

App privacy

The developer, Jeff Hopper, 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

App details

Circle of Wealth® is a free Business app for iPhone, iPad and iPod touch, developed by Jeff Hopper. It is rated 4.8 out of 5 from 5 ratings on the App Store, requires iOS 13.0 or later and is 47 MB to download. It was first released on April 2, 2019 and last updated on August 22, 2026.

Category: Business
Rating: 4.8 / 5 (5 ratings)
Price: Free
Version: 2026.8.21
Size: 47 MB
Requires: iOS 13.0 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: April 2, 2019
Last updated: August 22, 2026
Developer: Jeff Hopper

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Alternatives to Circle of Wealth®

Looking for apps like Circle of Wealth®? Here are 6 similar apps on the App Store. The highest rated is Simplicity Agent Center (5.0/5), and all 6 are free to download.

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