# Cambridge Wealth

> Comprehensive investment management and financial advisory platform. (iPhone/iPad app by Baker Street Fintech Private Limited.)

- Source: https://appshunter.io/ios/app/cambridge-wealth/id6444694669 (this page in markdown: same URL + `.md`)
- Developer: [Baker Street Fintech Private Limited](https://appshunter.io/developer/1552745074)
- Category: Finance
- Price: Free
- Rating: 1.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 188 MB
- Languages: English
- Released: 2022-12-13
- Data updated: 2026-08-16
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/cambridge-wealth/id6444694669/reviews.md

## What is Cambridge Wealth?

"Still managing all your investments the old way? Well, look no further.

Cambridge Wealth brings not only the ease of tracking and managing your portfolio all at one place, but also give you real time insights and support on your portfolio, whenever you need it. Our expert Counsellor have more than 2 decades of experience in managing wealth for some of the most prestigious investors around the globe.Recognising the need for a Family Management Platform in India, our synchronised investment, legal and fiduciary recommendations, are tailored to meet your specific needs.

Real time insights:  

- Upload a record of your existing investments and get instant review and rebalancing recommendations on your portfolio
- Real-time insights & analytics on your portfolio to mitigate unknown risks in the future
- Product Recommendations based on your risk appetite and investment actions.

Investment Counsellor support :  

- Dedicated investment Counsellor to guide and recommend solutions tailored to your financial needs
- Schedule an online or in person meeting with your counsellor at any point of time .
- Need help planning your taxes? Our tax experts are at your service to help you plan your portfolio considering your taxation requirements. 

Portfolio Monitoring: 

- Review and rebalancing support via Personalized portfolio reviews designed to maximise your portfolio returns
- Our smart Portfolio track raises instant alerts to mitigate and hedge risk during extreme Volatility in markets & adjust to your investing style.
- Never be in the dark. All changes in your portfolio are executed only after your approval."

## Key features

- Portfolio tracking and management
- Real-time insights and analytics
- Investment rebalancing recommendations
- Dedicated investment counselor support
- Tax planning assistance
- Risk mitigation alerts


## Frequently asked questions about Cambridge Wealth

### What is Cambridge Wealth?

Cambridge Wealth is a finance app that helps users track and manage their investments, offering real-time insights and expert guidance. It aims to provide a centralized platform for portfolio management and financial advisory services.

### Is Cambridge Wealth free to use?

Yes, Cambridge Wealth is available for free. The app is listed as free on supported devices, and there are no indications of subscription fees or in-app purchases in the provided data.

### What kind of financial support does Cambridge Wealth offer?

Cambridge Wealth provides dedicated investment counselors who offer tailored solutions and guidance based on your financial needs. You can schedule meetings with them and receive assistance with tax planning.

### How does Cambridge Wealth help with portfolio risk?

The app offers real-time insights and analytics to help mitigate unknown risks. It also provides smart portfolio tracking that raises instant alerts during market volatility and adjusts to your investing style.

### Can I get recommendations for my investments with Cambridge Wealth?

Yes, Cambridge Wealth provides product recommendations based on your risk appetite and investment actions. It also offers instant review and rebalancing recommendations for your existing investments.

### What devices is Cambridge Wealth available on?

Cambridge Wealth is currently available on iPhone and iPod devices. The app is designed for iOS users looking for investment management tools.

### How often is Cambridge Wealth updated?

The latest version of Cambridge Wealth is 4.1, and it was last updated on May 18, 2026. This indicates a recent update, suggesting ongoing development and support for the application.

### What is the user rating for Cambridge Wealth?

Cambridge Wealth has a rating of 1.0 stars from 1 rating. This indicates a very limited number of reviews, and the current rating may not fully represent the overall user experience.

## Version history (last 5 releases)

### 4.5 — 2026-08-14

Bug Fixes :)

### 4.4 — 2026-07-07

Bug fixes :)

### 4.3 — 2026-06-22

You can now track your investments across asset classes :D

### 4.2 — 2026-06-06

Bug Fixes :)

### 4.1 — 2026-05-18

Bug fixes and a new way to create meetings :D. The app should be much faster than it was earlier :)

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*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 2026-08-16.*