IVC Wealth

IVC Wealth Advisors LLC Finance iPhoneiPadiPod touch

IVC Wealth is a free Finance app for iPhone and iPad by IVC Wealth Advisors LLC. 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 IVC Wealth

The Mobile app allows clients to access their account information, view portfolio information, and share documents with their advisor.

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, IVC Wealth Advisors 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

IVC Wealth is a free Finance app for iPhone, iPad and iPod touch, developed by IVC Wealth Advisors LLC. It requires iOS 15.6 or later and is 62 MB to download. It was first released on October 31, 2023 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 31, 2023
Last updated: July 19, 2026
Developer: IVC Wealth Advisors LLC

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Alternatives to IVC Wealth

Looking for apps like IVC Wealth? 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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