Flourish Wealth

Finance

Free · Designed for iPad

The Flourish Wealth Management mobile app will help you keep all of your financial information at your fingertips while at home or on the go. You can view real-time account information including your investment holdings, performance, Flourish quarterly statements, and financial planning tools. If you haven’t setup online client portal access, or do not remember your login information, please reach out to your team at info@flourishwm.com. Flourish Wealth Management is an independent, fee-only, wealth management firm that provides hands-on expertise focused solely on the best interest of our clients. With a proactive approach to comprehensive planning and highly personal relationships we foster confidence and trust and provide our clients with tools to Flourish! Learn more about Flourish at: flourishwealthmanagement.com

Ratings & Reviews

  • 3.1
    out of 5
    9 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 5.22.1

The developer, Flourish Wealth Management Inc., 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:

    • Usage Data

  • Data Not Linked to You

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

    • Identifiers
    • 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
    • FLOURISH WEALTH MANAGEMENT INC
  • Size
    • 64.5 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 Flourish Wealth Management Inc
  • Developer Website
  • Privacy Policy