Everhart Advisors
Everhart Advisors Finance iPhoneiPadiPod touch
Everhart Advisors is a free Finance app for iPhone and iPad by Everhart Advisors. Rated 5.0/5 from 3 ratings. Requires iOS 17.6. Updated July 22, 2026.
- Rating
- 5.0
- 3 ratings
- Price
- Free
- on the App Store
- Size
- 133 MB
- Age 4+
- Updated
- Jul 22
- 2026 · v11.0.6
Screenshots
About Everhart Advisors
Everhart Advisors, powered by Pocketnest, will coach you to create and stick to a comprehensive financial plan—that’s unique to you, your lifestyle and your goals. Link your accounts to get an even more complete and personalized plan. Gone are the days of sweating over spreadsheets. Use Everhart Advisors to achieve financial wellness in just 3 minutes a week. We’ll walk you through all 10 themes of financial wellness, while identifying gaps in your plan, guiding you to set meaningful goals, and mapping a pathway to achieve them. Let's do this!
App privacy
The developer, Everhart Advisors, 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: Email Address
- Identifiers: User ID, Device ID
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
- Contact Info: Name, Email Address, Physical Address, Phone Number
- Financial Info: Other Financial Info
- Identifiers: User ID, Device ID
Used for: Analytics, Product Personalization, App Functionality, 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:
- Diagnostics: Crash Data, Performance Data
- Usage Data: Advertising Data
Used for: Analytics, Product Personalization
Alternatives to Everhart Advisors
Looking for apps like Everhart Advisors? Here are 6 similar apps on the App Store. The highest rated is Budzet (5.0/5), and all 6 are free to download.
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Budzet
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Credit Boss Lady
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Home Savings Wapak
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Riverside Business
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OUCU FinLife
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Leadership Conference 2026
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| App | Rating | Price | Last updated |
|---|---|---|---|
| Everhart Advisors | 5.0 / 5 (3 ratings) | Free | July 22, 2026 |
| Budzet | 5.0 / 5 (2) | Free | Jun 16, 2026 |
| Credit Boss Lady | 5.0 / 5 (1) | Free | Jul 27, 2026 |
| Home Savings Wapak | – | Free | Aug 25, 2026 |
| Riverside Business | – | Free | Feb 4, 2026 |
| OUCU FinLife | 5.0 / 5 (4) | Free | Jun 16, 2026 |
| Leadership Conference 2026 | 4.8 / 5 (6) | Free | Jun 1, 2026 |