# CapWealth

> Mobile app for clients to access portfolio data. (iPhone/iPad app by CapWealth Advisors, LLC..)

- Source: https://appshunter.io/ios/app/capwealth/id1595940188 (this page in markdown: same URL + `.md`)
- Developer: [CapWealth Advisors, LLC.](https://appshunter.io/developer/1595940190)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2021-12-14
- Data updated: 2026-08-07
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/capwealth/id1595940188/reviews.md

## What is CapWealth?

The CapWealth mobile app enables clients to access portfolio data in a user-friendly interface.

## Key features

- Portfolio data access
- User-friendly interface
- Investment tracking
- Financial holdings overview


## Frequently asked questions about CapWealth

### What is CapWealth?

CapWealth is a mobile application designed for clients to easily access their portfolio data. It provides a user-friendly interface for tracking investments and financial holdings.

### Is CapWealth free to use?

Yes, CapWealth is available for free. There are no charges to download or use the application for accessing your portfolio information.

### What devices does CapWealth support?

CapWealth is compatible with iPhone, iPad, and iPod devices. It is designed for the iOS ecosystem.

### How secure is CapWealth?

While specific security measures are not detailed, the app is developed by CapWealth Advisors, LLC., suggesting a focus on client data protection. Users can expect standard security protocols for financial applications.

### When was CapWealth last updated?

The latest version of CapWealth is 1.96, which was last updated on June 13, 2026. This indicates a commitment to ongoing development and feature improvements.

### What is the age rating for CapWealth?

CapWealth has an age rating of 4+, making it suitable for a wide range of users. This rating typically signifies that the app contains no objectionable content.

### Does CapWealth offer investment advice?

The description focuses on accessing portfolio data, not providing investment advice. It serves as a tool for clients to view their existing holdings managed by CapWealth Advisors.

### How often is CapWealth updated?

The app was last updated on June 13, 2026, with version 1.96. This suggests regular updates are provided to maintain functionality and user experience.

## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

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## Related topics

[capwealth](https://appshunter.io/ios/topics/capwealth)

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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 2026-08-07.*