Sequoia Connect

Sequoia Financial Advisors, LLC Finance iPhoneiPadiPod touch

Sequoia Connect is a free Finance app for iPhone and iPad by Sequoia Financial Advisors, LLC. Rated 1.0/5 from 1 ratings. Requires iOS 15.1.

Rating: 1.0; 1 ratings
Price: Free; on the App Store
Size: 38 MB; Age 4+
Updated: Nov 25; 2025 · v10.4.0

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Screenshots

About Sequoia Connect

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing your complete financial picture. • Dynamic reports with current investment information. • Balance sheet with linked account reporting to view all your assets in one place. • Document vault for securely viewing files from your wealth advisor. • Advisor access to your personalized reporting. • And more!

What’s new

Version 10.4.0 · Updated November 25, 2025

Bug fixes and enhancements

App privacy

The developer, Sequoia Financial Advisors, LLC, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

App details

Sequoia Connect is a free Finance app for iPhone, iPad and iPod touch, developed by Sequoia Financial Advisors, LLC. It is rated 1.0 out of 5 from 1 ratings on the App Store, requires iOS 15.1 or later and is 38 MB to download. It was first released on October 31, 2023 and last updated on November 25, 2025.

Category: Finance
Rating: 1.0 / 5 (1 rating)
Price: Free
Version: 10.4.0
Size: 38 MB
Requires: iOS 15.1 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: October 31, 2023
Last updated: November 25, 2025
Developer: Sequoia Financial Advisors, LLC

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Looking for apps like Sequoia Connect? Here are 6 similar apps on the App Store. The highest rated is Auto-Owners Mobile (4.7/5), and all 6 are free to download.

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