Meristead Wealth

Meristead Wealth, LLC Finance iPhoneiPadiPod touch

Meristead Wealth is a free Finance app for iPhone and iPad by Meristead Wealth, LLC. Rated 4.6/5 from 5 ratings. Requires iOS 15.6. Updated October 29, 2026.

Rating: 4.6; 5 ratings
Price: Free; on the App Store
Size: 61 MB; Age 4+
Updated: Oct 29; 2026 · v5.23.3

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About Meristead Wealth

The Meristead Wealth app gives our clients access to their accounts, portfolio information, and resources from our team. Through the app, you can monitor account performance, review your portfolio(s), run reports and access documents to gain insight into your current financial picture.

Ratings & reviews

4.6

5 ratings

5 ★ 80% 4 ★ 0% 3 ★ 20% 2 ★ 0% 1 ★ 0%

What’s new

Version 5.23.3 · Updated October 29, 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, Meristead 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

Meristead Wealth is a free Finance app for iPhone, iPad and iPod touch, developed by Meristead Wealth, LLC. It is rated 4.6 out of 5 from 5 ratings on the App Store, requires iOS 15.6 or later and is 61 MB to download. It was first released on June 14, 2023 and last updated on October 29, 2026.

Category: Finance
Rating: 4.6 / 5 (5 ratings)
Price: Free
Version: 5.23.3
Size: 61 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: June 14, 2023
Last updated: October 29, 2026
Developer: Meristead Wealth, LLC

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Alternatives to Meristead Wealth

Looking for apps like Meristead Wealth? Here are 6 similar apps on the App Store. The highest rated is Rockland Trust IMG Wealth (4.5/5), and all 6 are free to download.

Meristead Wealth vs. alternatives
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