Esphera Capital

Manage your accounts on the go

Free · Designed for iPad. Not verified for macOS.

Esphera Capital offers a secure, modern, and premium experience for managing and understanding your wealth. Built with a clean and intuitive design, the app provides a seamless way to stay informed and in control of your financial landscape. Designed for clarity and peace of mind, every part of the app brings your financial information to life through elegant visuals, simple navigation, and real-time insights. Key Features: • Secure and effortless access Log in using Face ID for fast and secure authentication. • Consolidated wealth view See your total balance across all custodians at a glance, with clear charts and breakdowns. • Add external accounts Connect accounts from multiple institutions (including JP Morgan, UBS, Merrill Lynch, Santander, and more) to create a complete, unified view of your holdings. • Portfolio and asset allocation insights Explore your distribution across Cash, Fixed Income, Equity, Mixed Allocation, and Alternative Investments with intuitive visual charts. • Performance tracking Monitor your returns across 12M, YTD, and Previous Years. Review detailed charts and breakdowns by portfolio, custodian, or asset class. • Detailed balance evolution Understand Beginning Value, Deposits and Withdrawals, Ending Value, and Change in Value through clear visuals. • Holdings overview Access each investment with expanded details including invested amount, market value, and gain or loss. • Activity center View all transactions (buys, sells, interest, dividends, withdrawals, transfers, and more) with easy filtering options. • Transfer Request Submit transfer requests with guided workflows for internal, domestic, and international transfers. • Reports hub Access monthly consolidated reports, download PDFs, or enable email delivery. • Personalized client tiers Your tier (Bronze, Silver, Gold, or Platinum) is automatically assigned based on your total balance, reflecting your overall portfolio scale. • Light, dark, and system themes Choose your visual experience or follow your device's system settings. Esphera Capital combines refined design, strong security, and powerful financial insights into one seamless platform. Experience a wealth management app that feels elegant, intuitive, and built around your needs. Your financial world, clearly presented and always within reach.

Ratings & Reviews

  • 5.0
    out of 5
    3 Ratings

Improved performance and reduced session time for more security

Version 8.0.0

The developer, Esphera Capital, 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
    • Contact Info

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
  • Esphera Capital LLC
Size
  • 65.9 MB
Category
  • Finance
Compatibility
Requires iOS 15.1 or later.
  • iPhone
    Requires iOS 15.1 or later.
  • iPad
    Requires iPadOS 15.1 or later.
  • iPod touch
    Requires iOS 15.1 or later.
  • Mac
    Requires macOS 12.0 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
  • © 2025 Esphera Capital LLC
  • Privacy Policy

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