# Aldrich Wealth > Financial dashboard, investment reports, document vault, and budgeting tools for clients. (iPhone/iPad app by Aldrich Wealth Advisors.) - Source: https://appshunter.io/ios/app/aldrich-wealth/id1404623316 (this page in markdown: same URL + `.md`) - Developer: [Aldrich Wealth Advisors](https://appshunter.io/developer/1404623315) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 17+ - Requires: iOS 10.0 · 66 MB - Released: 2018-07-26 - Data updated: 2026-08-28 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/aldrich-wealth/id1404623316/reviews.md ## What is Aldrich Wealth? See your complete financial picture and interact with your financial advisor. This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more! ## Key features - Interactive financial dashboard - Dynamic investment reports - Secure document vault - Budgeting tools - Financial advisor interaction ## Frequently asked questions about Aldrich Wealth ### What is Aldrich Wealth? Aldrich Wealth is a free finance app that provides an interactive dashboard of your finances, dynamic investment reports, a secure document vault, and budgeting tools. It allows you to interact with your financial advisor. ### Is Aldrich Wealth secure? Yes, the app is designed to be secure and easy to use, featuring a document vault for securely sending and receiving files with your financial advisor. ### What devices does Aldrich Wealth support? Aldrich Wealth is available on iPhone and iPad devices. ### How often is Aldrich Wealth updated? The latest version is 2.0.978155, and the app was last updated on July 28, 2022. ### What is the age rating for Aldrich Wealth? Aldrich Wealth has an age rating of 17+, indicating mature content may be present. ### Does Aldrich Wealth have ads? No, Aldrich Wealth does not contain advertisements. ### What are the key features of Aldrich Wealth? Key features include an interactive financial dashboard, dynamic investment reports, a secure document vault for file sharing with your advisor, and budgeting tools. ### What is the user sentiment for Aldrich Wealth? Aldrich Wealth has a perfect 5.0-star rating based on one review, suggesting a highly positive user experience. ## Version history (last 5 releases) ### 2.0.978155 — 2022-07-28 Updated features and removed bugs. ### 2.0.666575 — 2020-08-05 Bug fixes and performance improvements. • Updated screenshots ### 2.0.2478 — 2018-10-20 Bug fixes and stability improvements ### 2.0.1 — 2018-07-04 Bug fixes and performance improvements •Updated app name to comply with Apple’s new shorter name requirements ### 2.0 — 2018-06-30 No release notes. ## Apps similar to Aldrich Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [Jump AI](https://appshunter.io/ios/app/jump-ai/id6475781425) | 4.9 (1,499) | Free | Finance | | [Fisher Market Insights](https://appshunter.io/ios/app/fisher-market-insights/id1169932255) | 3.3 (47) | Free | Finance | | [PTB Business Mobile](https://appshunter.io/ios/app/ptb-business-mobile/id1239565258) | 3.0 (2) | Free | Finance | | [Northwest Bank Commercial](https://appshunter.io/ios/app/northwest-bank-commercial/id1451836115) | 5.0 (1) | Free | Finance | | [Envestnet Client View](https://appshunter.io/ios/app/envestnet-client-view/id6463820940) | 3.9 (11) | Free | Finance | | [Nordstrom FCU](https://appshunter.io/ios/app/nordstrom-fcu/id6446085028) | 4.7 (48) | 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 2026-08-28.*