Evermay Wealth Management, LLC
Evermay Wealth Management Finance iPhoneiPadiPod touch
Evermay Wealth Management, LLC is a free Finance app for iPhone and iPad by Evermay Wealth Management. Rated 5.0/5 from 1 ratings. Requires iOS 15.1.
- Rating
- 5.0
- 1 ratings
- Price
- Free
- on the App Store
- Size
- 43 MB
- Age 4+
- Updated
- Aug 20
- 2026 · v21.0.0
Screenshots
About Evermay Wealth Management, LLC
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 you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!
What’s new
Version 21.0.0 · Updated August 20, 2026
Bug fixes and enhancements
App privacy
The developer, Evermay Wealth Management, reported these privacy practices to Apple.
Data Not Collected
The developer does not collect any data from this app.
Alternatives to Evermay Wealth Management, LLC
Looking for apps like Evermay Wealth Management, LLC? Here are 6 similar apps on the App Store. The highest rated is Sparrow Advisors (5.0/5), and all 6 are free to download.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Evermay Wealth Management, LLC | 5.0 / 5 (1 rating) | Free | August 20, 2026 | |
| Sparrow Advisors | 5.0 / 5 (2) | Free | Jan 29, 2026 | Compare |
| Dechtman Wealth Management | – | Free | Oct 12, 2024 | Compare |
| Motive Wealth | 5.0 / 5 (2) | Free | Jan 30, 2026 | Compare |
| Cedrus: Wealth Tracker | – | Free | Jul 5, 2026 | Compare |
| Curi RMB Capital Client Portal | 3.7 / 5 (3) | Free | Nov 24, 2025 | Compare |
| Mission Wealth (Legacy) | 5.0 / 5 (1) | Free | Jun 3, 2025 | Compare |