Wealth Access Platform
Wealth Access Finance iPhoneiPadiPod touch
Wealth Access Platform is a free Finance app for iPhone and iPad by Wealth Access. Requires iOS 14.0. Updated March 10, 2026.
- Price
- Free
- on the App Store
- Size
- 8 MB
- Age 4+
- Updated
- Mar 10
- 2026 · v1.0.1
Screenshots
About Wealth Access Platform
With the Wealth Access Platform mobile app, your financial information is always within reach. Access your personal balance sheet, review transaction history, analyze portfolio positions, and monitor daily cash flow from your phone. The app also allows you to connect accounts from over 20,000 institutions, consolidating your full financial picture into one streamlined experience.
What’s new
Version 1.0.1 · Updated March 10, 2026
Bug fixing.
App privacy
The developer, Wealth Access, 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:
- Contact Info: Email Address, Name, Phone Number, Other User Contact Info
Used for: Other Purposes
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:
- Contact Info: Physical Address
Used for: Other Purposes
Alternatives to Wealth Access Platform
Looking for apps like Wealth Access Platform? Here are 6 similar apps on the App Store. The highest rated is Hancock Whitney Wealth Manager (5.0/5), and all 6 are free to download.
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Lake City Bank Wealth Access
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FineMark Wealth Access
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DBPay
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German American Wealth Access
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Hancock Whitney Wealth Manager
5.0
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Tri-Star Trust Wealth Access
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| Wealth Access Platform | – | Free | March 10, 2026 | |
| Lake City Bank Wealth Access | – | Free | Oct 14, 2026 | Compare |
| FineMark Wealth Access | – | Free | Aug 1, 2024 | Compare |
| DBPay | – | Free | Jun 18, 2026 | Compare |
| German American Wealth Access | – | Free | Aug 5, 2025 | Compare |
| Hancock Whitney Wealth Manager | 5.0 / 5 (1) | Free | Apr 6, 2026 | Compare |
| Tri-Star Trust Wealth Access | – | Free | Jul 8, 2025 | Compare |