# Concenture Wealth — Concenture > Client portal for Registered Investment Advisors to connect with clients. (iPhone/iPad app by Concenture Wealth.) - Source: https://appshunter.io/ios/app/concenture-wealth/id6670211830 (this page in markdown: same URL + `.md`) - Developer: [Concenture Wealth](https://appshunter.io/developer/1765325451) - Category: Finance - Price: Free - Rating: 5.00/5 from 2 App Store ratings - Age rating: 17+ - Requires: iOS 15.1 · 49 MB - Languages: American English - Released: 2024-09-30 - Data updated: 2026-08-04 - Monetization: free - User reviews in markdown: https://appshunter.io/ios/app/concenture-wealth/id6670211830/reviews.md ## What is Concenture Wealth? What is Concenture Wealth: Concenture Wealth is a mobile and web application, designed to help Registered Investment Advisory firms to create a personalized end-user experience for their clients. Concenture Wealth enables RIAs (Registered Investment Advisors) to communicate with their clients where they are: on the phone. Who is Concenture Wealth for: Only clients of our Registered Investment Advisor partners may use this app. Clients must also have an online account to use Concenture Wealth. Concenture Wealth Features for Clients: - View your Firm's newsfeed - Attend scheduled Zoom calls with your Financial Advisor - Access market insights provided by your Financial Advisor - Communicate privately with your Financial Advisor via DMs - Invite your kids and grandkids to learn from professionals that you trust Please Note: Concenture Wealth is a companion app for Registered Investment Advisor professionals, that use the Concenture Wealth multi-tenet platform. If you are a client, please reach out to your Financial Advisor for your account information, so that you may log in to the app. ## Key features - Firm newsfeed access - Scheduled Zoom calls with advisor - Market insights from advisor - Private direct messaging - Invite family for learning ## Frequently asked questions about Concenture Wealth ### What is Concenture Wealth used for? Concenture Wealth is a client portal designed for Registered Investment Advisors (RIAs) to offer a personalized experience to their clients. It facilitates communication, access to market insights, and virtual meetings between advisors and their clients. ### Who can use Concenture Wealth? Only clients of Registered Investment Advisor partners who use the Concenture Wealth platform and have an online account can use this app. It is not available for general public use. ### How secure is Concenture Wealth? While specific security measures are not detailed, as a financial application designed for client-advisor communication, it is expected to adhere to industry standards for data protection. Users should ensure they are using a secure network when accessing their account. ### What devices does Concenture Wealth support? Concenture Wealth is available on iPhone and iPad devices. It is designed to provide a seamless experience across these Apple platforms. ### How often is Concenture Wealth updated? The latest version of Concenture Wealth is 1.1.0, last updated on March 13, 2026. This indicates a recent update, suggesting the app is actively maintained. ### Does Concenture Wealth have ads? No, Concenture Wealth does not contain advertisements. The app is free to use and does not display any promotional content. ### What is the user rating for Concenture Wealth? Concenture Wealth has a high rating of 5.0 stars based on 2 reviews. This suggests a very positive reception from its limited user base. ### Can I invite my family to use Concenture Wealth? Yes, Concenture Wealth allows you to invite your kids and grandkids to learn from professionals that you trust. This feature enables family members to access educational content provided through the platform. ## Version history (last 5 releases) ### 1.1.1 — 2026-07-30 We update the app regularly to fix bugs, improve experience and optimize the performance. Thanks for using the app. ### 1.1.0 — 2026-03-13 Minor bug fixes ### 1.0.14 — 2026-01-06 Minor Bug Fixes ### 1.0.13 — 2025-12-26 Minor bug fixes ### 1.0.12 — 2025-11-04 Minor bug fixes ## Apps similar to Concenture Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [Elevation Point](https://appshunter.io/ios/app/elevation-point/id6503350448) | — | Free | Finance | | [Modearn](https://appshunter.io/ios/app/modearn/id6450792879) | 5.0 (1) | Free | Finance | | [Curio Wealth](https://appshunter.io/ios/app/curio-wealth/id6503892009) | 5.0 (2) | Free | Finance | | [Morton Brown Family Wealth](https://appshunter.io/ios/app/morton-brown-family-wealth/id6740817210) | — | Free | Finance | | [Barry Investment Advisors](https://appshunter.io/ios/app/barry-investment-advisors/id6473923300) | 5.0 (1) | Free | Finance | | [Crescent Harbor Private Wealth](https://appshunter.io/ios/app/crescent-harbor-private-wealth/id6738427356) | — | 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 2026-08-04.*