# Castlepoint Wealth Advisors

> Castlepoint Wealth Advisors (iPhone/iPad app by Castlepoint Wealth Advisors.)

- Source: https://appshunter.io/ios/app/castlepoint-wealth-advisors/id1605835996 (this page in markdown: same URL + `.md`)
- Developer: [Castlepoint Wealth Advisors](https://appshunter.io/developer/1605835998)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2022-01-20
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/castlepoint-wealth-advisors/id1605835996/reviews.md

## What is Castlepoint Wealth Advisors?

Castlepoint Wealth Advisor’s unique mobile app provides a dashboard of your finances, interactive reports, and a secure document vault–

TOP FEATURES
• Interactive dashboard showing all your retirement accounts, linked bank accounts, and net worth statement.
• Dynamic reports with current investment information.
• Document vault for securely viewing files.
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.


## Version history (last 2 releases)

### 2.0.1198234 — 2024-03-07

Updated features and removed bugs.

### 2.0.920963 — 2022-01-20

No release notes.

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## More apps by Castlepoint Wealth Advisors

- [Castlepoint Wealth](https://appshunter.io/ios/app/castlepoint-wealth/id6645736235)

All apps by Castlepoint Wealth Advisors: https://appshunter.io/developer/1605835998

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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 2026-05-19.*