Ferguson Wellman
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. Finance iPhoneiPadiPod touch
Ferguson Wellman is a free Finance app for iPhone and iPad by FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. Requires iOS 12.4. Updated June 13, 2026.
- Price
- Free
- on the App Store
- Size
- 139 MB
- Age 4+
- Updated
- Jun 13
- 2026 · v1.96
Screenshots
About Ferguson Wellman
The Ferguson Wellman investment portfolio application enables you to access your financial portfolio in a simple, refined interface powered by Black Diamond. The Ferguson Wellman team designs and manages customized investment portfolios for clients’ IRAs, trusts, foundations, endowments, corporate retirement and pension plans. The firm has two divisions: West Bearing Investments for clients with assets starting at $1 million and its private family office, Octavia Group.
What’s new
Version 1.96 · Updated June 13, 2026
• Login Security Enhancements • Performance Improvements • Bug Fixes
App privacy
The developer, FERGUSON WELLMAN CAPITAL MANAGEMENT, INC., reported these privacy practices to Apple.
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Contact Info: Name
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- User Content: Photos or Videos
- Diagnostics: Crash Data
Used for: 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:
- User Content: Other User Content
Used for: App Functionality
Alternatives to Ferguson Wellman
Looking for apps like Ferguson Wellman? Here are 6 similar apps on the App Store. The highest rated is Modearn (5.0/5), and all 6 are free to download.
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| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Ferguson Wellman | – | Free | June 13, 2026 | |
| Modearn | 5.0 / 5 (1) | Free | Sep 8, 2025 | Compare |
| Wealth Command Center | – | Free | Oct 3, 2026 | Compare |
| Tax Document Organizer - April | – | Free | Oct 6, 2026 | Compare |
| GoBanking | – | Free | Jul 31, 2025 | Compare |
| SpendWidget: Expense Tracker | 5.0 / 5 (4) | Free | May 15, 2026 | Compare |
| First Bank & Trust Wealth | 5.0 / 5 (1) | Free | Sep 15, 2026 | Compare |
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