# Cassady Wealth

> Cassady Wealth (iPhone/iPad app by Cassady Wealth and Retirement Planning, LLC.)

- Source: https://appshunter.io/ios/app/cassady-wealth/id6737195846 (this page in markdown: same URL + `.md`)
- Developer: [Cassady Wealth and Retirement Planning, LLC](https://appshunter.io/developer/1775189561)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2024-10-22
- Data updated: 2026-06-04
- User reviews in markdown: https://appshunter.io/ios/app/cassady-wealth/id6737195846/reviews.md

## What is Cassady Wealth?

The Cassady Wealth and Retirement Planning mobile app allows clients to view their investments, financial planning information, account documentation, as well as easily contact your advisor.


## Version history (last 3 releases)

### 5.19.0 — 2025-05-28

- 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

### 5.16.0 — 2024-12-14

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.2 — 2024-10-22

No release notes.

## Apps similar to Cassady Wealth

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Holistic Planning](https://appshunter.io/ios/app/holistic-planning/id6447975426) | — | Free | Finance |
| [PartnerWealth](https://appshunter.io/ios/app/partnerwealth/id6448957502) | — | Free | Finance |
| [Work, Save, Retire](https://appshunter.io/ios/app/work-save-retire/id1587203498) | 1.5 (28) | Free | Finance |
| [PeakValley](https://appshunter.io/ios/app/peakvalley/id6499102909) | — | Free | Finance |
| [InvestLink](https://appshunter.io/ios/app/investlink/id1485821584) | 5.0 (4) | Free | Finance |
| [Paragon Advisor](https://appshunter.io/ios/app/paragon-advisor/id1327015708) | 5.0 (5) | 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 2026-06-04.*