SageOak

SageOak Financial Finance iPhoneiPadiPod touch

SageOak is a free Finance app for iPhone and iPad by SageOak Financial. Requires iOS 15.6. Updated July 19, 2026.

Price: Free; on the App Store
Size: 62 MB; Age 4+
Updated: Jul 19; 2026 · v5.23.0

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About SageOak

The SageOak™ client mobile app (powered by Orion) provides a simple, secure way for clients to view their financial and investment accounts in one place... -View/track your investments and overall net worth -View recent account statements and performance reports -Stay up to date on client news and events -More features coming soon! SageOak Financial, LLC is based in Tulsa, OK, but we serve clients in person and virtually throughout the United States. Please visit www.sageoakfinancial.com for more info and to explore how we can help you on your financial journey to enjoy true financial peace through every season of life™. Advisory services offered through SageOak Financial, LLC (SageOak), a registered investment adviser with the U.S. Securities and Exchange Commission. Seasons Financial Group is a tradename of SageOak. Please visit https://sageoak.co/disclosures to read SageOak's complete regulatory information and disclosures.

What’s new

Version 5.23.0 · Updated July 19, 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, SageOak Financial, 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

SageOak is a free Finance app for iPhone, iPad and iPod touch, developed by SageOak Financial. It requires iOS 15.6 or later and is 62 MB to download. It was first released on October 4, 2022 and last updated on July 19, 2026.

Category: Finance
Price: Free
Version: 5.23.0
Size: 62 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: October 4, 2022
Last updated: July 19, 2026
Developer: SageOak Financial

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