Arista Wealth

Finance

Free · Designed for iPad. Not verified for macOS.

The Arista Wealth Management app gives clients a clear, secure view of their financial life anytime, anywhere. Designed to support thoughtful planning and long-term decision making, the app puts essential account information and planning resources right at your fingertips. With the Arista app, clients can view account balances and performance, access important documents, and stay connected with their advisory team. The platform is built with security first and designed for ease of use, so you can spend less time navigating technology and more time focusing on your financial goals. Whether you are tracking progress, preparing for a meeting, or simply checking in, the Arista Wealth Management app keeps your financial picture organized and accessible in one streamlined experience.

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

- 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

Version 5.22.2

The developer, Arista Wealth Management, 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
    • 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
  • Arista Wealth Management, LLC
Size
  • 63.8 MB
Category
  • Finance
Compatibility
Requires iOS 15.6 or later.
  • iPhone
    Requires iOS 15.6 or later.
  • iPad
    Requires iPadOS 15.6 or later.
  • iPod touch
    Requires iOS 15.6 or later.
  • Mac
    Requires macOS 12.5 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
  • © 2026 Arista Wealth Management, LLC
  • Developer Website
  • Privacy Policy

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