Whelan Financial

Whelan Financial, Inc. Finance iPhoneiPadiPod touch

Whelan Financial is a free Finance app for iPhone and iPad by Whelan Financial, Inc. Rated 5.0/5 from 2 ratings. Requires iOS 15.6. Updated February 7, 2026.

Rating: 5.0; 2 ratings
Price: Free; on the App Store
Size: 61 MB; Age 4+
Updated: Feb 7; 2026 · v5.22.1

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About Whelan Financial

Access your Whelan Financial Client Portal on your mobile device! View your portfolio balances, performance, quarterly statements, and more…anytime.

What’s new

Version 5.22.1 · Updated February 7, 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, Whelan Financial, 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

App details

Whelan Financial is a free Finance app for iPhone, iPad and iPod touch, developed by Whelan Financial, Inc. It is rated 5.0 out of 5 from 2 ratings on the App Store, requires iOS 15.6 or later and is 61 MB to download. It was first released on January 7, 2020 and last updated on February 7, 2026.

Category: Finance
Rating: 5.0 / 5 (2 ratings)
Price: Free
Version: 5.22.1
Size: 61 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: January 7, 2020
Last updated: February 7, 2026
Developer: Whelan Financial, Inc.

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Listing score

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Grade C

Number of ratings (2): More ratings make the average more convincing.
App name length (16 / 30): There’s room for a keyword after your brand, e.g. “Brand: What it does”.
iPhone screenshots (4 / 10): You can add up to 10.

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Alternatives to Whelan Financial

Looking for apps like Whelan Financial? Here are 6 similar apps on the App Store. The highest rated is jpc.finance (5.0/5), and all 6 are free to download.

Whelan Financial vs. alternatives
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