OneWealth

One Wealth Management Investment and Advisory Services LLC Finance iPhoneiPadiPod touch

OneWealth is a free Finance app for iPhone and iPad by One Wealth Management Investment and Advisory Services LLC. Rated 5.0/5 from 1 ratings.

Rating: 5.0; 1 ratings
Price: Free; on the App Store
Size: 62 MB; Age 4+
Updated: Jul 19; 2026 · v5.23.0

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About OneWealth

This mobile app allows you to view your account information, balances and the performance of your portfolio at OneWealth. With a user-friendly interface, you can monitor your investments, track asset allocation, and analyze your portfolio's historical performance with ease.

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, One Wealth Management Investment and Advisory Services 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

OneWealth is a free Finance app for iPhone, iPad and iPod touch, developed by One Wealth Management Investment and Advisory Services LLC. It is rated 5.0 out of 5 from 1 ratings on the App Store, requires iOS 15.6 or later and is 62 MB to download. It was first released on July 19, 2023 and last updated on July 19, 2026.

Category: Finance
Rating: 5.0 / 5 (1 rating)
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: July 19, 2023
Last updated: July 19, 2026
Developer: One Wealth Management Investment and Advisory Services LLC

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Alternatives to OneWealth

Looking for apps like OneWealth? Here are 6 similar apps on the App Store. The highest rated is Golden K Plans & Wealth Mgmt (5.0/5), and all 6 are free to download.

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