Lewis Financial

Genesis Private Wealth, LLC Finance iPhoneiPadiPod touch

Lewis Financial is a free Finance app for iPhone and iPad by Genesis Private Wealth, LLC. Requires iOS 13.4. Updated March 12, 2025.

Price: Free; on the App Store
Size: 41 MB; Age 4+
Updated: Mar 12; 2025 · v5.17.1

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Screenshots

About Lewis Financial

App for The Lewis Financial Group clients to access their accounts and performance

What’s new

Version 5.17.1 · Updated March 12, 2025

- Managed account Performance Details - Ability to add manual accounts to portal - Clients may now toggle to Orion related households - Orion Planning Retirement Details (Monte Carlo, Income & Assumptions) - Improved navigation to managed personal finances data - Adviser and firm custom disclosures available in footer - Document Vault improvements - Bug Fixes

App privacy

The developer, Genesis Private Wealth, 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

Lewis Financial is a free Finance app for iPhone, iPad and iPod touch, developed by Genesis Private Wealth, LLC. It requires iOS 13.4 or later and is 41 MB to download. It was first released on February 8, 2022 and last updated on March 12, 2025.

Category: Finance
Price: Free
Version: 5.17.1
Size: 41 MB
Requires: iOS 13.4 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: February 8, 2022
Last updated: March 12, 2025
Developer: Genesis Private Wealth, LLC

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Alternatives to Lewis Financial

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

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