Wealth Personal

Wealth Personal Finance iPhoneiPadiPod touch

Wealth Personal is a free Finance app for iPhone and iPad by Wealth Personal. Requires iOS 13.0. Updated April 11, 2024.

Price: Free; on the App Store
Size: 34 MB; Age 4+
Updated: Apr 11; 2024 · v5.9.0

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Screenshots

About Wealth Personal

This mobile app allows you to quickly access your investment accounts at the touch of a button, wherever you might be. From your client dashboard, you can easily view your balances, holdings, account information, as well as contact your advisor.

What’s new

Version 5.9.0 · Updated April 11, 2024

- Bug fixes - User experience improvements - Added functionality to native Document Vault feature

App privacy

The developer, Wealth Personal, 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

Wealth Personal is a free Finance app for iPhone, iPad and iPod touch, developed by Wealth Personal. It requires iOS 13.0 or later and is 34 MB to download. It was first released on January 2, 2024 and last updated on April 11, 2024.

Category: Finance
Price: Free
Version: 5.9.0
Size: 34 MB
Requires: iOS 13.0 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: January 2, 2024
Last updated: April 11, 2024
Developer: Wealth Personal

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Alternatives to Wealth Personal

Looking for apps like Wealth Personal? Here are 6 similar apps on the App Store. The highest rated is NHTrust (5.0/5), and all 6 are free to download.

Wealth Personal vs. alternatives
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Wealth Personal	–	Free	April 11, 2024
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