WealthMore 4+
WealthMore
Designed for iPad
-
- Free
Screenshots
Description
WealthMore
The investing + planning service and community where wealth advisors help you do better. Wealth advice on demand. Strength in community.
There's a better way to build wealth. Get financial advice from people who see you and get you. Our diverse team of wealth advisors are Certified Financial Planners (CFPs). Investors with advisors do better.
START WITH AS LITTLE AS $5,000
- Invest in portfolios designed by and guided by your wealth advisors
- Get updates and insights from your advisors right in the app
ADVICE ON DEMAND. WEALTH PLANNING MADE SIMPLE.
- Message, chat with your wealth advisors whenever you need to
- From investments to home buying, insurances, estate planning, retirement, and more our advisors are here to help you do better
- Our interactive and user-friendly Wealth Plan tool makes it easy track your financial goals
- Get answers to your most pressing questions, right from your mobile device
GO FURTHER TOGETHER. STRENGTH IN COMMUNITY.
- Join communities of like-minded wealth creators; #newinvestors #firstgenwealth #womenwhowealth
- Invest and grow wealth with your friends and family
- Follow your wealth advisors for even more; #taxoptimzation, #collegeplanning, #estateplanning
Get started today! See you in the community!
What’s New
Version 1.1.585
Version 1.1.585 is here and it's a BIG Deal. What's New:
-Financial goal setting made easier with our Top Annual Goal feature
-Community post feed added to top of home screen and all members enrolled in All The Wealth Community
-Join monthly challenges and see challenge details
-Enjoy in app notifications to stay in the know
-Like your favorite community posts
-Better flow to messaging to make it easier to connect with your Wealth Advisors
Ratings and Reviews
Just what I needed!
I’ve been looking for a financial wellness app and this fits all my needs. It connects you with advisors to help make sure you’re investing in a way that’s best for you!
Exactly what we need!
It is great to see an app for modern finance that enables EVERYONE to get the expert wealth management that used to only be available to high net worth individuals! A no brainer service to use!!
Great app. Easy to invest and get advice.
Love the look and feel. Community and challenges top notch.
App Privacy
The developer, WealthMore, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Location
- Contact Info
- User Content
- Search History
- Identifiers
- Usage Data
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Wealth More Enterprise, Inc
- Size
- 28.7 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 13.4 or later.
- iPad
- Requires iPadOS 13.4 or later.
- iPod touch
- Requires iOS 13.4 or later.
- Mac
- Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © WealthMore 2024
- Price
- Free