CV Advisors
CV Advisors LLC Business iPhoneiPadiPod touch
CV Advisors is a free Business app for iPhone and iPad by CV Advisors LLC. Rated 5.0/5 from 16 ratings. Requires iOS 15.0. Updated October 9, 2026.
- Rating
- 5.0
- 16 ratings
- Price
- Free
- on the App Store
- Size
- 25 MB
- Age 4+
- Updated
- Oct 9
- 2026 · v3.0.10
Screenshots
About CV Advisors
The CV Advisors app is designed to give our clients the ability to securely view and monitor their portfolio and accounts, to track performance of investments and markets, and to stay informed.
Ratings & reviews
5.0
16 ratings
What’s new
Version 3.0.10 · Updated October 9, 2026
- Fix infinite loader when logged user has a portfolio like default that is not on the client list - Update button on 'New Version Available' does nothing
App privacy
The developer, CV 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:
- Identifiers: User ID
Used for: Product Personalization, 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:
- Diagnostics: Crash Data
Used for: App Functionality
Alternatives to CV Advisors
Looking for apps like CV Advisors? Here are 6 similar apps on the App Store. The highest rated is SafraLink (4.6/5), and all 6 are free to download.
-
Chatmaid Schedule
3.8
-
Comply Technologies
1.9
-
J. Safra Sarasin Wealth
2.5
-
Symphony Messaging
3.4
-
SafraLink
4.6
-
Addepar
3.9
| App | Rating | Price | Last updated | Compare |
|---|---|---|---|---|
| CV Advisors | 5.0 / 5 (16 ratings) | Free | October 9, 2026 | |
| Chatmaid Schedule | 3.8 / 5 (9) | Free | Oct 10, 2026 | Compare |
| Comply Technologies | 1.9 / 5 (14) | Free | Oct 6, 2026 | Compare |
| J. Safra Sarasin Wealth | 2.5 / 5 (13) | Free | Oct 17, 2026 | Compare |
| Symphony Messaging | 3.4 / 5 (5) | Free | Oct 12, 2026 | Compare |
| SafraLink | 4.6 / 5 (15) | Free | Oct 29, 2026 | Compare |
| Addepar | 3.9 / 5 (60) | Free | Oct 29, 2026 | Compare |
Compare CV Advisors with the top alternatives: ratings, updates, ASO score and keyword gaps →