# Crescent Mobile

> Secure financial communication and document management platform for wealth advisory clients. (iPhone/iPad app by Crescent Wealth Management, Inc..)

- Source: https://appshunter.io/ios/app/crescent-mobile/id1619365680 (this page in markdown: same URL + `.md`)
- Developer: [Crescent Wealth Management, Inc.](https://appshunter.io/developer/1580715759)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 33 MB
- Languages: English
- Released: 2022-04-15
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/crescent-mobile/id1619365680/reviews.md

## What is Crescent Mobile?

Crescent Mobile by Crescent Wealth Advisory is an online communication, aggregation, and reporting platform that represents an integration of asset protection and asset management competencies. This powerful combination ensures a transference of industry expertise, unlimited access to best-in-class investment solutions, and an expanded network of service providers.

Achieve more with our app, Crescent Mobile, which allows you to interact securely with your Crescent Wealth Advisor at a time and place that's convenient to you. Other capabilities include:

- Receive instant mobile notifications on high-priority items
- Scan & upload documents and images directly from your device
- E-sign and download documents to your web or mobile device
- Connect and schedule meetings with the Crescent Wealth Advisory team via secure messaging

## Key features

- Secure advisor communication
- Instant mobile notifications
- Document scanning and uploading
- E-sign and download documents
- Schedule meetings with advisors


## Frequently asked questions about Crescent Mobile

### What devices does Crescent Mobile support?

Crescent Mobile is available on iPhone, iPad, and iPod. It is designed to work across these Apple devices.

### How secure is Crescent Mobile?

The app is designed as a secure platform for communication and document management with your Crescent Wealth Advisor. It ensures industry-standard protection for your financial information.

### Can I upload documents to Crescent Mobile?

Yes, you can scan and upload documents and images directly from your device using Crescent Mobile. This makes sharing necessary paperwork with your advisor convenient.

### Does Crescent Mobile allow for e-signing documents?

Yes, Crescent Mobile supports e-signing documents. You can also download these signed documents to your web or mobile device.

### How often is Crescent Mobile updated?

The latest version of Crescent Mobile is 5.5.2, and it was last updated on September 6, 2023. Updates ensure the app remains functional and secure.

### What is the age rating for Crescent Mobile?

Crescent Mobile has an age rating of 4+. This indicates it is suitable for a wide range of users.

### Can I schedule meetings with my advisor through Crescent Mobile?

Yes, you can connect and schedule meetings with the Crescent Wealth Advisory team directly through the app via secure messaging.

### Does Crescent Mobile have ads?

No, Crescent Mobile does not contain advertisements. The app is free to download and use without interruptions from ads.

## Version history (last 5 releases)

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

### 5.4.1 — 2023-04-05

Updated icon

### 5.4.0 — 2023-02-09

Bug fixes and performance updates

### 5.2.18 — 2022-06-24

Bug fixes and performance updates

### 5.2.17 — 2022-04-15

No release notes.

## Apps similar to Crescent Mobile

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Goldstein Advisors](https://appshunter.io/ios/app/goldstein-advisors/id1660122820) | 5.0 (1) | Free | Finance |
| [PFG Advisors](https://appshunter.io/ios/app/pfg-advisors/id1380329097) | — | Free | Finance |
| [Beacon Hill](https://appshunter.io/ios/app/beacon-hill/id1325081116) | 5.0 (7) | Free | Finance |
| [Whelan Financial](https://appshunter.io/ios/app/whelan-financial/id1493970141) | 5.0 (2) | Free | Finance |
| [My CFI Mobile](https://appshunter.io/ios/app/my-cfi-mobile/id1210084179) | — | Free | Finance |
| [CFO4Life](https://appshunter.io/ios/app/cfo4life/id971326445) | 5.0 (1) | Free | Finance |

## More apps by Crescent Wealth Management, Inc.

- [C.W. Deeds by Crescent Wealth](https://appshunter.io/ios/app/cw-deeds-by-crescent-wealth/id1580715757)
- [Crescent Wealth Connect](https://appshunter.io/ios/app/crescent-wealth-connect/id6446124524)

All apps by Crescent Wealth Management, Inc.: https://appshunter.io/developer/1580715759

---

*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.*