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CleverAlpha
Finance
Free · Designed for iPad
CLEVERALPHA - PROFESSIONAL ASSET MANAGEMENT FOR EVERYONE
Take control of your financial future with CleverAlpha, the comprehensive mobile asset management platform designed to help you build and manage your investment portfolio with confidence.
REAL-TIME PORTFOLIO TRACKING
Monitor your investments with live updates and comprehensive portfolio views. Track performance across all your accounts in one unified dashboard, giving you instant insight into your financial health.
ADVANCED ANALYTICS & CHARTS
Visualize your investment performance with interactive charts and detailed analytics. View holdings breakdowns, track asset allocation, and analyze trends with professional-grade data visualization tools.
MULTIPLE ACCOUNT TYPES
• Traditional IRA accounts
• Roth IRA accounts
• Custodial accounts for minors
• Individual brokerage accounts
FLEXIBLE FUNDING OPTIONS
Fund your accounts your way with multiple convenient options:
• ACH electronic transfers
• Wire transfers with detailed instructions
• Check deposits via mail
• Account transfers and rollovers
COMPREHENSIVE ONBOARDING
Our guided onboarding process helps you:
• Set financial goals tailored to your situation
• Determine your risk tolerance
• Choose initial asset allocation
• Complete identity verification securely
• Set up trusted contacts for account protection
DOCUMENT MANAGEMENT
Access all your important financial documents directly in the app. Download statements, tax forms, and account records whenever you need them.
SECURE ACCOUNT MANAGEMENT
• Bank account linking for seamless transfers
• ACH payment scheduling and management
• Personal information updates
• Password management with security requirements
• Biometric authentication support
PERSONALIZED EXPERIENCE
• Customizable dashboard views
• Performance tracking across timeframes
• Employment and income verification for IRA eligibility
• Tax attestation and regulatory compliance tools
• Alternative investment options
PROFESSIONAL SUPPORT
Access help when you need it with comprehensive support resources and dedicated account assistance.
WHY CHOOSE CLEVERALPHA?
• Intuitive, user-friendly interface designed for iOS
• Secure, encrypted data protection
• Professional-grade investment tools
• Complete transparency in fees and holdings
• Regulatory compliant and secure
GETTING STARTED IS EASY
1. Download and create your account
2. Complete the guided onboarding process
3. Choose your account type and funding method
4. Set your investment goals and risk preferences
5. Start building your financial future
Whether you're just starting your investment journey or you're an experienced investor looking for a comprehensive mobile solution, CleverAlpha provides the tools and features you need to manage your assets effectively.
Download CleverAlpha today and take the first step toward achieving your financial goals.
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Important: Investment involves risk. Past performance does not guarantee future results. Please read all account documentation carefully before investing.
Ratings & Reviews
- Change App's name
- Update Privacy's URL
- Add ADA Supported Features
The developer, CleverAlpha Asset 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:
- Diagnostics
The developer indicated that this app supports the following accessibility features. Learn More
Information
- Seller
- CleverAlpha Asset Management LLC
- Size
- 25.2 MB
- Category
- Finance
- Compatibility
Requires iOS 17.0 or later.
- iPhone
Requires iOS 17.0 or later. - iPad
Requires iPadOS 17.0 or later. - Mac
Requires macOS 14.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
18+
- 18+
- Copyright
- Copyright © 2025 CleverAlpha Asset Management, LLC