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Screenshots

  • Castlepoint Wealth screenshot 1
  • Castlepoint Wealth screenshot 2

About Castlepoint Wealth

Castlepoint Wealth Advisor’s unique mobile app provides a dashboard of your finances, interactive reports, and a secure document vault– TOP FEATURES • Interactive dashboard showing all your retirement accounts, linked bank accounts, and net worth statement. • Dynamic reports with current investment information. • Document vault for securely viewing files.

What’s new

Version 14.0.0 · Updated January 25, 2026

Bug fixes and enhancements

App privacy

The developer, Castlepoint Wealth Advisors, reported these privacy practices to Apple.

Data Not Collected

The developer does not collect any data from this app.

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