Waverly Advisors
Waverly Advisors, LLC Finance iPhoneiPadiPod touch
Waverly Advisors is a free Finance app for iPhone and iPad by Waverly Advisors, LLC. Rated 5.0/5 from 3 ratings. Requires iOS 15.6. Updated February 7, 2026.
- Rating
- 5.0
- 3 ratings
- Price
- Free
- on the App Store
- Size
- 61 MB
- Age 4+
- Updated
- Feb 7
- 2026 · v5.22.1
Screenshots
About Waverly Advisors
This mobile application is available exclusively for Waverly Advisors' clients. The app allows you to view account valuation, performance, and reporting information for authorized users, in an application developed specifically for mobile devices.
What’s new
Version 5.22.1 · Updated February 7, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
App privacy
The developer, Waverly Advisors, 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
Used for: Analytics
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:
- Identifiers: Device ID
- Diagnostics: Crash Data, Performance Data, Other Diagnostic Data
Used for: Analytics