# Adapt Wealth

> Mobile finance app for account viewing and advisor communication. (iPhone/iPad app by Adapt Wealth Advisors LLC.)

- Source: https://appshunter.io/ios/app/adapt-wealth/id6499356475 (this page in markdown: same URL + `.md`)
- Developer: [Adapt Wealth Advisors LLC](https://appshunter.io/developer/1743252149)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2024-05-09
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/adapt-wealth/id6499356475/reviews.md

## What is Adapt Wealth?

This Mobile App allows you to view account information, balances and easily contact your advisor.

## Key features

- View account information
- Check balances
- Contact advisor
- Secure access


## Frequently asked questions about Adapt Wealth

### What can I do with Adapt Wealth?

Adapt Wealth allows you to view your account information and balances. You can also easily contact your financial advisor directly through the app for support and guidance.

### Is Adapt Wealth secure?

The app is designed for secure access to your financial information. Specific security protocols are in place to protect user data, though details are not provided in the description.

### What devices does Adapt Wealth support?

Adapt Wealth is available for iPhone, iPad, and iPod devices, ensuring accessibility for Apple users.

### How often is Adapt Wealth updated?

The latest version is 5.22.1, last updated on February 4, 2026. This indicates a commitment to regular updates and improvements.

### What is the age rating for Adapt Wealth?

Adapt Wealth has an age rating of 4+, making it suitable for a wide range of users.

### Does Adapt Wealth have ads?

No, Adapt Wealth does not contain advertisements, providing an uninterrupted user experience.

### What are the benefits of using Adapt Wealth over a desktop platform?

Adapt Wealth offers the convenience of accessing your financial information and contacting your advisor on the go. This mobile-first approach allows for immediate updates and communication.

### What is the user sentiment for Adapt Wealth?

Based on the provided data, Adapt Wealth has a perfect 5.0-star rating from 3 reviews, indicating very positive user sentiment.

## Version history (last 4 releases)

### 5.22.1 — 2026-02-04

- 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

### 5.19.0 — 2025-05-27

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.14.0 — 2024-09-05

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.13.0 — 2024-05-09

No release notes.

## Apps similar to Adapt Wealth

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [CBT2Go Mobile](https://appshunter.io/ios/app/cbt2go-mobile/id6456222287) | 4.9 (422) | Free | Finance |
| [Peoples Mobile](https://appshunter.io/ios/app/peoples-mobile/id723922973) | 4.9 (409) | Free | Finance |
| [Citizens Bank The Mobile Way](https://appshunter.io/ios/app/citizens-bank-the-mobile-way/id1000644562) | 4.6 (127) | Free | Finance |
| [Providence Bank NC](https://appshunter.io/ios/app/providence-bank-nc/id1074410395) | 4.6 (60) | Free | Finance |
| [SF Business](https://appshunter.io/ios/app/sf-business/id790302194) | 5.0 (4) | Free | Finance |
| [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (806) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*