# CleverAlpha > Comprehensive mobile asset management for building and managing investment portfolios. (iPhone/iPad app by CleverAlpha Asset Management.) - Source: https://appshunter.io/ios/app/cleveralpha/id6738935237 (this page in markdown: same URL + `.md`) - Developer: [CleverAlpha Asset Management](https://appshunter.io/developer/1783002676) - Category: Finance - Price: Free - Rating: 5.00/5 from 1 App Store ratings - Age rating: 17+ - Requires: iOS 17.0 · 14 MB - Languages: American English - Released: 2025-11-12 - Data updated: 2026-09-02 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/cleveralpha/id6738935237/reviews.md ## What is CleverAlpha? CLEVERALPHA - PROFESSIONAL ASSET MANAGEMENT FOR EVERYONE Take control of your financial future with CleverAlpha, the comprehensive mobile asset management platform designed to help you build and manage your investment portfolio with confidence. REAL-TIME PORTFOLIO TRACKING Monitor your investments with live updates and comprehensive portfolio views. Track performance across all your accounts in one unified dashboard, giving you instant insight into your financial health. ADVANCED ANALYTICS & CHARTS Visualize your investment performance with interactive charts and detailed analytics. View holdings breakdowns, track asset allocation, and analyze trends with professional-grade data visualization tools. MULTIPLE ACCOUNT TYPES • Traditional IRA accounts • Roth IRA accounts • Custodial accounts for minors • Individual brokerage accounts FLEXIBLE FUNDING OPTIONS Fund your accounts your way with multiple convenient options: • ACH electronic transfers • Wire transfers with detailed instructions • Check deposits via mail • Account transfers and rollovers COMPREHENSIVE ONBOARDING Our guided onboarding process helps you: • Set financial goals tailored to your situation • Determine your risk tolerance • Choose initial asset allocation • Complete identity verification securely • Set up trusted contacts for account protection DOCUMENT MANAGEMENT Access all your important financial documents directly in the app. Download statements, tax forms, and account records whenever you need them. SECURE ACCOUNT MANAGEMENT • Bank account linking for seamless transfers • ACH payment scheduling and management • Personal information updates • Password management with security requirements • Biometric authentication support PERSONALIZED EXPERIENCE • Customizable dashboard views • Performance tracking across timeframes • Employment and income verification for IRA eligibility • Tax attestation and regulatory compliance tools • Alternative investment options PROFESSIONAL SUPPORT Access help when you need it with comprehensive support resources and dedicated account assistance. WHY CHOOSE CLEVERALPHA? • Intuitive, user-friendly interface designed for iOS • Secure, encrypted data protection • Professional-grade investment tools • Complete transparency in fees and holdings • Regulatory compliant and secure GETTING STARTED IS EASY 1. Download and create your account 2. Complete the guided onboarding process 3. Choose your account type and funding method 4. Set your investment goals and risk preferences 5. Start building your financial future Whether you're just starting your investment journey or you're an experienced investor looking for a comprehensive mobile solution, CleverAlpha provides the tools and features you need to manage your assets effectively. Download CleverAlpha today and take the first step toward achieving your financial goals. --- Important: Investment involves risk. Past performance does not guarantee future results. Please read all account documentation carefully before investing. ## Key features - Real-time portfolio tracking - Advanced analytics and charts - Multiple account types supported - Flexible funding options - Guided onboarding process - Document management - Secure account management ## Frequently asked questions about CleverAlpha ### What account types does CleverAlpha support? CleverAlpha supports Traditional IRA, Roth IRA, Custodial accounts for minors, and Individual brokerage accounts. This allows for a wide range of investment strategies and user needs. ### How can I fund my accounts in CleverAlpha? Funding options include ACH electronic transfers, wire transfers, check deposits via mail, and account transfers or rollovers. This provides flexibility for users to manage their funds conveniently. ### Is CleverAlpha secure? Yes, CleverAlpha emphasizes secure account management with features like bank account linking, ACH payment scheduling, password management with security requirements, and biometric authentication support. Data is also encrypted. ### Does CleverAlpha offer customer support? Yes, CleverAlpha provides professional support through comprehensive resources and dedicated account assistance. Users can access help when they need it for managing their investments. ### What devices is CleverAlpha available on? CleverAlpha is available on iPhone and iPad, offering a user-friendly interface designed specifically for iOS devices. This ensures a seamless experience for Apple users. ### How often is CleverAlpha updated? The app was last updated on May 5, 2026, with version 1.3.5.1. This indicates a commitment to ongoing development and maintenance for the platform. ### What is the age rating for CleverAlpha? CleverAlpha has an age rating of 17+, suggesting it is intended for mature users who can understand the complexities of financial management and investment. ### Does CleverAlpha have ads? No, CleverAlpha does not contain advertisements. The app is free to download and use without any ad interruptions. ## Version history (last 5 releases) ### 1.3.8 — 2026-09-01 - Update Authentication Compability. ### 1.3.7 — 2026-08-27 - update security ### 1.3.6 — 2026-08-11 - migrate new endpoint and fix issue with Portfolio Pull ### 1.3.5.2 — 2026-08-10 - Document expiration date checker has been fixed - Fixed Data handler ### 1.3.5.1 — 2026-05-05 - Add DeepLink Routing ## Apps similar to CleverAlpha | App | Rating | Price | Category | | --- | --- | --- | --- | | [Bloxley](https://appshunter.io/ios/app/bloxley/id6449257243) | — | Free | Finance | | [GRRNWallet](https://appshunter.io/ios/app/grrnwallet/id6751737385) | — | Free | Finance | | [etercash](https://appshunter.io/ios/app/etercash/id6502228483) | — | Free | Finance | | [TipBux](https://appshunter.io/ios/app/tipbux/id6504444256) | 4.3 (8) | Free | Finance | | [Zenobia Pay](https://appshunter.io/ios/app/zenobia-pay/id6744233333) | 5.0 (3) | Free | Finance | | [Lytz](https://appshunter.io/ios/app/lytz/id6740538527) | — | 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 2026-09-02.*