Evercore Wealth and Trust
Evercore Wealth Management, LLC Finance iPhoneiPadiPod touch
Evercore Wealth and Trust is a free Finance app for iPhone and iPad by Evercore Wealth Management, LLC. Requires iOS 15.5. Updated October 31, 2026.
- Price
- Free
- on the App Store
- Size
- 143 MB
- Age 4+
- Updated
- Oct 31
- 2026 · v1.99
Screenshots
About Evercore Wealth and Trust
Welcome to the mobile app for clients of Evercore Wealth Management and Evercore Trust Company. An extension of our online client portal, this app allows you to securely: - View account balances, holdings, and account activity - Send and receives files from your wealth advisor - View and download statements and documents - View our latest news and perspectives Simply download the app and log in with your existing credentials. For more information, visit https://evercorewealthandtrust.com
What’s new
Version 1.99 · Updated October 31, 2026
• Home supports new Total Value settings • Support for new Report notification types • Performance enhancements
App privacy
The developer, Evercore Wealth Management, LLC, 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:
- Usage Data: Product Interaction
Data Linked to You
The following data, which may be collected and linked to your identity, may be used for the following purposes:
- Identifiers: User ID
- Usage Data: Product Interaction
- Financial Info: Other Financial Info
- Contact Info: Physical Address
Used for: Analytics, App Functionality
Alternatives to Evercore Wealth and Trust
Looking for apps like Evercore Wealth and Trust? Here are 6 similar apps on the App Store. The highest rated is BRIDGES TRUST ONLINE (5.0/5), and all 6 are free to download.
-
BRIDGES TRUST ONLINE
5.0
-
Beacon Coast Mobile
-
Intelligent Capitalworks App
-
Boston Standard Client Portal
-
Innovative Asset Advisors Grp.
-
Louis Ciliberti Wealth Mgt
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Evercore Wealth and Trust | – | Free | October 31, 2026 | |
| BRIDGES TRUST ONLINE | 5.0 / 5 (1) | Free | Oct 31, 2026 | Compare |
| Beacon Coast Mobile | – | Free | Oct 31, 2026 | Compare |
| Intelligent Capitalworks App | – | Free | Jun 13, 2026 | Compare |
| Boston Standard Client Portal | – | Free | Oct 31, 2026 | Compare |
| Innovative Asset Advisors Grp. | – | Free | Oct 31, 2026 | Compare |
| Louis Ciliberti Wealth Mgt | – | Free | Sep 15, 2026 | Compare |