WealthTrac - Finance Tracker

Track today, thrive tomorrow

Only for iPhone

Free

iPhone

Track all your retirement accounts in one place. Get alerts when forgotten 401(k)s from past jobs need your attention. Connect with advisors who can help. Never lose track of your retirement savings again. WealthTrac helps you find, consolidate, and manage forgotten 401(k) accounts from previous employers. Our orphaned account detection automatically identifies retirement accounts that may be at risk, so you can take action before fees erode your savings. FIND FORGOTTEN RETIREMENT ACCOUNTS When you change jobs, your old 401(k) doesn't follow you. WealthTrac scans your employment history and financial accounts to detect orphaned retirement funds sitting with former employers. Get proactive alerts when we find accounts that need your attention. CONSOLIDATED PORTFOLIO VIEW Link your bank accounts, brokerage accounts, and retirement plans in one secure dashboard. See your complete financial picture at a glance with real-time balances and holdings across all your accounts. CONNECT WITH QUALIFIED ADVISORS Need help consolidating accounts or planning for retirement? WealthTrac connects you with vetted financial advisors who specialize in retirement planning. Browse advisor profiles, request consultations, and manage your advisory relationships all within the app. SMART ALERTS & INSIGHTS - Orphaned 401(k) detection with automatic employer matching - Proactive notifications when accounts need attention - Financial insights to help you stay on track SECURE & PRIVATE Your financial data is protected with bank-level encryption. We use industry-leading security partners to ensure your information stays safe. You control who sees your data -- advisor access requires your explicit consent. SUBSCRIPTION PLANS WealthTrac offers flexible plans to fit your needs: - Basic: Retirement account tracking and orphaned 401(k) alerts - Pro: Full portfolio tracking, advisor connections, and priority support - Business: Unlimited client capacity with advanced advisor tools Start protecting your retirement savings today. Terms of Use: https://www.wealthtrac.app/legal/terms Privacy Policy: https://www.wealthtrac.app/legal/privacy

Ratings & Reviews

  • 5.0
    out of 5
    1 Ratings

The developer, WealthTrac, 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:

    • Purchases
    • Financial Info
    • Contact Info
    • Identifiers
    • Usage Data

  • Data Not Linked to You

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

    • 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
Sunshine Connectors, LLC
Size
88.4 MB
Category
Finance
Compatibility
Requires iOS 15.1 or later.
  • iPhone
    Requires iOS 15.1 or later.
  • iPod touch
    Requires iOS 15.1 or later.
Languages
English
Age Rating
4+
Copyright
© 2026 WealthTrac
  • Developer Website
  • Privacy Policy