Cassady Wealth

Cassady Wealth and Retirement Planning, LLC Finance iPhoneiPadiPod touch

Cassady Wealth is a free Finance app for iPhone and iPad by Cassady Wealth and Retirement Planning, LLC. Requires iOS 15.6. Updated May 28, 2025.

Price: Free; on the App Store
Size: 53 MB; Age 4+
Updated: May 28; 2025 · v5.19.0

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About Cassady Wealth

The Cassady Wealth and Retirement Planning mobile app allows clients to view their investments, financial planning information, account documentation, as well as easily contact your advisor.

What’s new

Version 5.19.0 · Updated May 28, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

App privacy

The developer, Cassady Wealth and Retirement Planning, 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
Financial Info: Other Financial Info
Contact Info: Email Address
Identifiers: User ID, Device ID
Diagnostics: Crash Data, Performance Data

Used for: Product Personalization, App Functionality, Other Purposes

App details

Cassady Wealth is a free Finance app for iPhone, iPad and iPod touch, developed by Cassady Wealth and Retirement Planning, LLC. It requires iOS 15.6 or later and is 53 MB to download. It was first released on October 22, 2024 and last updated on May 28, 2025.

Category: Finance
Price: Free
Version: 5.19.0
Size: 53 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: October 22, 2024
Last updated: May 28, 2025
Developer: Cassady Wealth and Retirement Planning, LLC

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Looking for apps like Cassady Wealth? Here are 6 similar apps on the App Store. The highest rated is Pima FCU (4.7/5), and all 6 are free to download.

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