Family Wealth Solutions
Family Wealth Solutions, LLC Finance iPhoneiPadiPod touch
Family Wealth Solutions is a free Finance app for iPhone and iPad by Family Wealth Solutions, LLC. Rated 5.0/5 from 1 ratings. Requires iOS 15.5.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 141 MB
- Age 4+
- Updated
- Sep 15
- 2026 · v1.98.1
Screenshots
About Family Wealth Solutions
The Family Wealth Solutions Mobile App allows enabled clients to access portfolio data, view reports and statements, and communicate with your Family Wealth Solutions Team in a simple, elegant interface. Requirements: You need to be a client of Family Wealth Solutions that has been enabled for the app. If you would like to request access, please contact your Family Wealth Solutions Team.
What’s new
Version 1.98.1 · Updated September 15, 2026
• To-Do items are now named Tasks • Performance Improvements • Bug Fixes
App privacy
The developer, Family Wealth Solutions, LLC, 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:
- Identifiers: User ID
- Usage Data: Product Interaction
- Financial Info: Other Financial Info
- Contact Info: Physical Address, Email Address, Name, Phone Number, Other User Contact Info
- User Content: Photos or Videos
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 Family Wealth Solutions
Looking for apps like Family Wealth Solutions? Here are 6 similar apps on the App Store. The highest rated is CJM Wealth Adv. (5.0/5), and all 6 are free to download.
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Family Wealth
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CJM Wealth Adv.
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Wealthreserv
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Ascent Wealth Management Group
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WealthAsia
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Family Wealth Solutions | 5.0 / 5 (1 rating) | Free | September 15, 2026 | |
| Family Wealth | – | Free | Sep 19, 2026 | Compare |
| CJM Wealth Adv. | 5.0 / 5 (2) | Free | May 28, 2025 | Compare |
| Wealthreserv | 5.0 / 5 (1) | Free | May 23, 2026 | Compare |
| Ascent Wealth Management Group | 5.0 / 5 (2) | Free | Sep 15, 2026 | Compare |
| Deco budget | – | Free | Oct 19, 2026 | Compare |
| WealthAsia | – | Free | Aug 14, 2026 | Compare |