# Cresta Advisors

> Intuitive financial dashboard, document vault, and budgeting tools for advisors. (iPhone/iPad app by Cresta Advisors.)

- Source: https://appshunter.io/ios/app/cresta-advisors/id1444783414 (this page in markdown: same URL + `.md`)
- Developer: [Cresta Advisors](https://appshunter.io/developer/1444783413)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 66 MB
- Released: 2018-12-01
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/cresta-advisors/id1444783414/reviews.md

## What is Cresta Advisors?

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
	
TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Financial advisor document sharing


## Frequently asked questions about Cresta Advisors

### Is Cresta Advisors secure for my financial information?

Yes, Cresta Advisors is designed with security in mind, featuring a document vault for securely sending and receiving files with your financial advisor. The app provides an intuitive financial dashboard to manage your finances.

### What kind of financial information can I track with Cresta Advisors?

Cresta Advisors offers an interactive dashboard to show your complete financial picture, including dynamic reports with current investment information. It also provides budgeting tools to help manage your finances.

### Can I share documents with my financial advisor using Cresta Advisors?

Yes, the app includes a document vault specifically for securely sending and receiving files with your financial advisor. This feature enhances collaboration and document management.

### What devices does Cresta Advisors support?

Cresta Advisors is available on iPhone, iPad, and iPod. It is designed to provide a seamless financial management experience across these Apple devices.

### How often is Cresta Advisors updated?

The latest version of Cresta Advisors is 2.0.1338340, and it was last updated on June 11, 2025. Regular updates ensure the app remains secure and functional.

### What is the age rating for Cresta Advisors?

Cresta Advisors has an age rating of 17+. This is typical for financial management applications that handle sensitive personal data.

### Does Cresta Advisors have ads?

No, Cresta Advisors does not contain advertisements. The app is free to use and focuses on providing a clean user experience for financial management.

### What are the benefits of using Cresta Advisors over other finance apps?

Cresta Advisors offers a unique combination of an intuitive financial dashboard, interactive reports, and a secure document vault for advisor collaboration. Its focus on advisor integration sets it apart.

## Version history (last 3 releases)

### 2.0.1338340 — 2025-06-11

Updated Features and Fixed Bugs

### 2.0.921628 — 2022-01-21

See your complete financial picture and interact with your financial advisor.

### 2.0.2532 — 2018-12-01

No release notes.

## Apps similar to Cresta Advisors

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Linscomb Wealth](https://appshunter.io/ios/app/linscomb-wealth/id1438156706) | — | Free | Finance |
| [Robinson Smith Wealth Advisors](https://appshunter.io/ios/app/robinson-smith-wealth-advisors/id1451657121) | — | Free | Finance |
| [Greenspring Advisors](https://appshunter.io/ios/app/greenspring-advisors/id6741486393) | — | Free | Finance |
| [Center for Financial Planning](https://appshunter.io/ios/app/center-for-financial-planning/id1434460839) | — | Free | Finance |
| [Steele Capital Management](https://appshunter.io/ios/app/steele-capital-management/id1434314471) | 3.0 (4) | Free | Finance |
| [True North Advisors, LLC](https://appshunter.io/ios/app/true-north-advisors-llc/id1436901769) | 5.0 (1) | Free | Finance |

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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 2026-06-01.*