CapTrust Financial Advisors
CapTrust Financial Advisors (Holland) Finance iPhoneiPadiPod touch
CapTrust Financial Advisors is a free Finance app for iPhone and iPad by CapTrust Financial Advisors (Holland). Rated 4.0/5 from 4 ratings.
- Rating
- 4.0
- 4 ratings
- Price
- Free
- on the App Store
- Size
- 139 MB
- Age 4+
- Updated
- Jun 13
- 2026 · v1.96
Screenshots
About CapTrust Financial Advisors
For CapTrust Financial Advisor clients, an easy way to view and manage your investment accounts, anytime, anywhere from your mobile device. Contact your CapTrust client service team to begin the enrollment process. Well Done, LLC dba CapTrust Financial Advisors (“CapTrust”) is a Registered Investment Advisor (“RIA”), located in the State of Michigan. CapTrust provides investment advisory and related services for clients nationally. CapTrust will maintain all applicable registration and licenses as required by the various states in which CapTrust conducts business, as applicable. CapTrust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
What’s new
Version 1.96 · Updated June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
App privacy
The developer, CapTrust Financial Advisors (Holland), reported these privacy practices to Apple.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Usage Data: Product Interaction
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
- Financial Info: Other Financial Info
- Contact Info: Physical Address, Email Address, Phone Number, Other User Contact Info
- User Content: Photos or Videos
- Identifiers: User ID
Used for: Analytics, App Functionality
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:
- Diagnostics: Crash Data
Used for: App Functionality
Alternatives to CapTrust Financial Advisors
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| CapTrust Financial Advisors | 4.0 / 5 (4 ratings) | Free | June 13, 2026 | |
| BNY Pershing Access | 1.7 / 5 (69) | Free | Oct 17, 2026 | Compare |
| Black Diamond Wealth Platform | 3.7 / 5 (97) | Free | Sep 12, 2026 | Compare |
| MyRepChat for Intune | 3.6 / 5 (5) | Free | Sep 28, 2026 | Compare |
| KH Card | 4.4 / 5 (14) | Free | Oct 13, 2026 | Compare |
| Flourish Wealth | 3.1 / 5 (9) | Free | Jul 19, 2026 | Compare |
| eMoney Client Portal | 3.5 / 5 (30) | Free | Oct 13, 2026 | Compare |