# CapitalAdvisors

> CapitalAdvisors (iPhone/iPad app by Capital Advisors, Inc..)

- Source: https://appshunter.io/ios/app/capitaladvisors/id1437827531 (this page in markdown: same URL + `.md`)
- Developer: [Capital Advisors, Inc.](https://appshunter.io/developer/1437827350)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 39 MB
- Languages: American English
- Released: 2018-10-03
- Data updated: 2026-06-01
- User reviews in markdown: https://appshunter.io/ios/app/capitaladvisors/id1437827531/reviews.md

## What is CapitalAdvisors?

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


## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- 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

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-05

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-08

Bug fixes and performance updates

### 5.2.22 — 2022-08-02

Bug fixes and performance updates

## Apps similar to CapitalAdvisors

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [TipRanks Stock Market Analysis](https://appshunter.io/ios/app/tipranks-stock-market-analysis/id1237516490) | 4.8 (18,206) | Free | Finance |
| [Capital Advisors APP](https://appshunter.io/ios/app/capital-advisors-app/id6473636900) | — | Free | Finance |
| [Arvest Go Mobile Banking](https://appshunter.io/ios/app/arvest-go-mobile-banking/id1210438422) | 4.9 (255,106) | Free | Finance |
| [Schwab Mobile](https://appshunter.io/ios/app/schwab-mobile/id407358186) | 4.8 (2,949) | Free | Finance |
| [The Motley Fool](https://appshunter.io/ios/app/the-motley-fool/id1608348194) | 2.5 (39) | Free | Finance |
| [APMEX: Buy Gold & Silver](https://appshunter.io/ios/app/apmex-buy-gold-and-silver/id347704868) | 4.9 (58,818) | 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.*