# Cogent Wealth

> Financial planning and progress tracking for clients of Cogent Strategic Wealth. (iPhone/iPad app by COGENT ADVISOR LLC.)

- Source: https://appshunter.io/ios/app/cogent-wealth/id1451850293 (this page in markdown: same URL + `.md`)
- Developer: [COGENT ADVISOR LLC](https://appshunter.io/developer/1451850292)
- Category: Business, Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 11.0 · 13 MB
- Languages: English
- Released: 2019-03-02
- Data updated: 2026-06-24
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/cogent-wealth/id1451850293/reviews.md

## What is Cogent Wealth?

A great resources for clients of Cogent Strategic Wealth to manage and track their progress to their goals. Here, you will be able to see your Personal Financial Plan, Cogent managed account information along with your spending habits through outside banking accounts such as checking, mortgage debt, credit cards and so much more.

## Key features

- Personal Financial Plan management
- Track Cogent managed accounts
- Monitor spending habits
- Integrate outside banking accounts
- View mortgage debt and credit card information


## Frequently asked questions about Cogent Wealth

### What is Cogent Wealth?

Cogent Wealth is a resource for clients of Cogent Strategic Wealth to manage and track their financial progress towards goals. It allows users to view their Personal Financial Plan and Cogent managed account information.

### Can I see my spending habits with Cogent Wealth?

Yes, Cogent Wealth allows you to see your spending habits by integrating with outside banking accounts such as checking and credit cards. It also helps track mortgage debt.

### Is Cogent Wealth free to use?

Yes, Cogent Wealth is available for free. It is priced at 'Free' and does not have in-app purchases or advertisements.

### What devices is Cogent Wealth available on?

Cogent Wealth is supported on iPhone, iPad, and iPod devices.

### How often is Cogent Wealth updated?

The latest version of Cogent Wealth is 4.4.0, which was last updated on April 28, 2022. This indicates a relatively consistent update schedule.

### What is the age rating for Cogent Wealth?

Cogent Wealth has an age rating of 4+, making it suitable for a wide range of users.

### Does Cogent Wealth have ads?

No, Cogent Wealth does not contain advertisements. The app is free and ad-free.

### What kind of financial information can I track with Cogent Wealth?

You can track your Personal Financial Plan, Cogent managed account information, and spending habits across various external banking accounts, including checking, mortgage debt, and credit cards.

## Version history (last 2 releases)

### 4.4.0 — 2022-04-28

Bug fixes and performance updates

### 4.1.0 — 2019-02-28

No release notes.

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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 2026-06-24.*