Wealth Access Platform
Finance
Free · Designed for iPad. Not verified for macOS.
With the Wealth Access Platform mobile app, your financial information is always within reach. Access your personal balance sheet, review transaction history, analyze portfolio positions, and monitor daily cash flow from your phone. The app also allows you to connect accounts from over 20,000 institutions, consolidating your full financial picture into one streamlined experience.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Bug fixing.
The developer, Wealth Access, 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:
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Contact Info
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Wealth Access, Inc.
- Size
- 7.9 MB
- Category
- Finance
- Compatibility
Requires iOS 14.0 or later.
- iPhone
Requires iOS 14.0 or later. - iPad
Requires iPadOS 14.0 or later. - iPod touch
Requires iOS 14.0 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.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © 2026 Wealth Access, Inc