Excelsior Wealth Management
Excelsior Wealth Management LLC Finance iPhoneiPadiPod touch
Excelsior Wealth Management is a free Finance app for iPhone and iPad by Excelsior Wealth Management LLC. Requires iOS 13.4. Updated September 10, 2024.
- Price
- Free
- on the App Store
- Size
- 38 MB
- Age 4+
- Updated
- Sep 10
- 2024 · v5.14.0
Screenshots
About Excelsior Wealth Management
This app serves as your client portal homepage, offering a comprehensive view of all relevant account information, including balances and investments.
What’s new
Version 5.14.0 · Updated September 10, 2024
- Custom date selection for in-depth portfolio review - Users able to toggle between each version of their financial plan - Planning customers may review behavioral finance results from BeFi20 & PulseCheck - Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile! - Bug Fixes
App privacy
The developer, Excelsior Wealth Management 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, App Functionality
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
Alternatives to Excelsior Wealth Management
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Excelsior Wealth Management | – | Free | September 10, 2024 | |
| Paramount Bank Mobile | 4.5 / 5 (37) | Free | Jul 8, 2026 | Compare |
| Investor Mind | 4.3 / 5 (3) | Free | Aug 27, 2025 | Compare |
| Bank of Saipan Mobile | 4.0 / 5 (16) | Free | Mar 2, 2026 | Compare |
| Orokii app | 5.0 / 5 (4) | Free | Dec 11, 2025 | Compare |
| iBB @ Village Bank & Trust | – | Free | Oct 30, 2026 | Compare |
| Easy Budget: Spending Tracker | 4.2 / 5 (5) | Free | Sep 1, 2026 | Compare |