Whalen Wealth

Whalen Wealth Management, Inc. Finance iPhoneiPadiPod touch

Whalen Wealth is a free Finance app for iPhone and iPad by Whalen Wealth Management, Inc. Rated 5.0/5 from 1 ratings. Requires iOS 13.4.

Rating: 5.0; 1 ratings
Price: Free; on the App Store
Size: 37 MB; Age 4+
Updated: Sep 10; 2024 · v5.14.0

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About Whalen Wealth

Whalen Wealth allows you to view your account information, balances and easily contact your advisor.

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, Whalen Wealth Management, 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: User ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

Whalen Wealth is a free Finance app for iPhone, iPad and iPod touch, developed by Whalen Wealth Management, Inc. It is rated 5.0 out of 5 from 1 ratings on the App Store, requires iOS 13.4 or later and is 37 MB to download. It was first released on April 6, 2021 and last updated on September 10, 2024.

Category: Finance
Rating: 5.0 / 5 (1 rating)
Price: Free
Version: 5.14.0
Size: 37 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: April 6, 2021
Last updated: September 10, 2024
Developer: Whalen Wealth Management, Inc.

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Looking for apps like Whalen Wealth? Here are 6 similar apps on the App Store. The highest rated is Frec: Tax-aware investing (4.8/5), and all 6 are free to download.

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