VestGen Wealth Partners
Vestgen Wealth Partners Finance iPhoneiPadiPod touch
VestGen Wealth Partners is a free Finance app for iPhone and iPad by Vestgen Wealth Partners. Rated 5.0/5 from 1 ratings. Requires iOS 15.6.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 53 MB
- Age 4+
- Updated
- May 22
- 2025 · v5.19.0
Screenshots
About VestGen Wealth Partners
VestGen Mobile allows you to access your accounts managed and stay up to date with your investments wherever you use your mobile devices. You can view your individual account values and holdings, access your document vault to view signed account documents, the Quarterly Report Packages as well as integration of custodial documents to obtain account statements, tax documents and notifications via e-delivery.
What’s new
Version 5.19.0 · Updated May 22, 2025
- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes
App privacy
The developer, Vestgen Wealth Partners, 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
- Financial Info: Other Financial Info
- Contact Info: Email Address
- Identifiers: User ID, Device ID
- Diagnostics: Crash Data, Performance Data
Used for: Product Personalization, App Functionality, Other Purposes
Alternatives to VestGen Wealth Partners
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| VestGen Wealth Partners | 5.0 / 5 (1 rating) | Free | May 22, 2025 | |
| BNY Pershing Access | 1.7 / 5 (69) | Free | Oct 17, 2026 | Compare |
| Orion Wealth Management Portal | 3.8 / 5 (26) | Free | Sep 15, 2026 | Compare |
| BNY Wealth Online | 3.1 / 5 (23) | Free | Oct 24, 2026 | Compare |
| NetX360® Mobile | 2.0 / 5 (74) | Free | Oct 26, 2026 | Compare |
| Orion Financial | 4.6 / 5 (2,506) | Free | May 12, 2026 | Compare |
| NetXInvestor™ Mobile | 1.8 / 5 (370) | Free | Oct 17, 2026 | Compare |