# Cube Wealth: Financial Planner — Savings and Investment Guide > Personalized wealth management and investment guidance platform. (iPhone/iPad app by Cube Consumer Services Private Limited.) - Source: https://appshunter.io/ios/app/cube-wealth-financial-planner/id961089570 (this page in markdown: same URL + `.md`) - Developer: [Cube Consumer Services Private Limited](https://appshunter.io/developer/1093789994) - Category: Finance, Productivity - Price: Free - Rating: 3.86/5 from 14 App Store ratings · 7 written reviews indexed - Age rating: 4+ - Requires: iOS 14.0 · 73 MB - Languages: English - Released: 2015-02-05 - Data updated: 2026-06-01 - Monetization: ad-supported - User reviews in markdown: https://appshunter.io/ios/app/cube-wealth-financial-planner/id961089570/reviews.md ## What is Cube Wealth? Our team of best investment and financial planners with years of proven track records can help amplify your wealth. By leveraging their market insights and more, you can manage your wealth, investments, and retirement planning and secure your financial future, all from a single, unified platform. Building and managing a perfect wealth portfolio with Cube Wealth becomes easy. You can invest in different areas, from mutual funds (SIP or Lumpsum) to digital gold and P2P lending to consumer loans, asset leasing, and more. Our financial planners will guide you through the journey, ensuring your diversified portfolio brings substantial returns even in the face of market volatility.   Begin your investment journey. Cube Wealth, your personal portfolio planner, is here! This powerful application leverages our proprietary algorithm to assess the status of your personal finances, identify your risk level, and guide you on the best-suited investment strategies attuned to your present capabilities. The app helps you build a perfect wealth portfolio by calculating precisely how much you need to invest, and guiding you on where to invest in our curated list of diverse investment options. Cube Wealth's financial planning services can help your wealth to sustain market volatility while handling medical emergencies or numerous short-, medium-, and long-term needs easily. Loved By Users Across 10 Countries and 100+ Cities! Cube Wealth connects you with experienced investment and financial consultants who can give you sound suggestions on how to expand your wealth and secure your future. Their solutions and quality guide on risk management and others will help grow your wealth ten times more. The app is trusted by founders and top management in startups, tech, marketing, advertising, e-commerce, finance, and consulting. Join millions of users who have used Cube in the past for bill payments, mutual funds investments, SIP, digital gold, asset leasing, and stocks. Cube Wealth can help craft an ideal portfolio that aligns with your goals and risk tolerance. All you need to do is define your short-, medium-, and long-term financial objectives. Then, start gathering your funds together to invest wisely with Cube's diversified options. Cube Wealth Is Your Financial Freedom App! Know how Cube Wealth works: 1) You Answer A Few Questions Our Perfect Portfolio Quiz makes it easy to get the correct information about your finances and goals. 2) We Find You the Best Investment Options Our panel of investment and financial planners have proven track records and decades of experience helping clients like you. From mutual funds to stocks, gold, and alternative assets, you can get valuable guidance for your wealth management. 3) You Get a Financial Freedom Plan Cube gives you a phase-by-phase plan on how to invest for financial freedom by bucketing your emergency, short-, medium, and long-term goals. Top Reasons to Love Cube Wealth #1 Investment Options for Your Risk Level Diversify beyond mutual funds with digital gold, LiquiLoans, Faircent, Grip, and more! #2 Quality Investment Options Discover top mutual funds from reputed AMCs like Kotak, Nippon, SBI, and expert-curated Indian stocks and alternative investments. #3 Expert Financial Guidance and Solid Support Access Wealth Coaches via WhatsApp or phone for personalized guidance and join exclusive support groups. #4 Safety, Security & Privacy Enjoy three-factor security and AML checks for every investment, ensuring your money stays in your name. Partnered with trusted entities like Wealth First. #5 Trusted Partners Plug into India's leading systems and partners including Faircent, LiquiLoans, and Grip Invest. #6 Unified Investment Platform Track mutual funds, stocks, SIPs, digital gold, and alternative assets seamlessly with simplified portfolio tracking. No complicated graphs, just clear insights. ## Key features - Wealth management - Investment planning - Retirement planning - Proprietary algorithm - Risk assessment - Diversified investment options - Financial freedom plan ## Recent user reviews (7 of 7) All indexed reviews: https://appshunter.io/ios/app/cube-wealth-financial-planner/id961089570/reviews.md ### 5/5 — Best variety of investments *2022-11-01* It’s a helpful team with products that give great returns! Been using Cube for years and still a happy customer ### 1/5 — Why doesn’t the app work?? *2021-01-28* Been trying to deposit money but its not loading any page. The app has too many bugs and needs to be fixed. ### 1/5 — Doesn't work *2016-06-26* First step is to enter your phone number. I entered it but apparently it's not valid?! I entered it without the area code. I entered with the country code & area code. Nothing works. I never got to see what the app is about. Oh well. ### 1/5 — Doesn't send code to number *2016-02-25* It message me a code to my number. Can't test this app ### 1/5 — BAD NEWS *2016-01-19* DONT DO IT .. They have too many people sending you fake emails for your account .. And you can't even get in !! They just trying to get your info and accounts !! 👎🏿 **Developer response:** Hey Honeybeemiles, please forward one of these emails to us at ceo@bankoncube.com so we can report it as fraud. To clarify - as a Wealth Creation and Money Manager App we do ask for bank details and also perform a KYC check to make sure we know that a member is exactly who they say they are. Your money is always in your name at Cube too, and you can access at any time. ### 1/5 — Disappointed *2015-12-19* Would not accept US mobile number. 😞 looked like it was going to be a wonderful app. ### 5/5 — Mr *2015-08-08* Super app ## Frequently asked questions about Cube Wealth ### What is Cube Wealth? Cube Wealth is a financial planning app that helps users manage their wealth, investments, and retirement. It connects users with financial planners and uses an algorithm to suggest investment strategies. ### What types of investments can I make with Cube Wealth? You can invest in various options including mutual funds (SIP or Lumpsum), digital gold, P2P lending, consumer loans, asset leasing, and stocks. ### How does Cube Wealth assess my financial situation? The app uses a proprietary algorithm and a 'Perfect Portfolio Quiz' to gather information about your finances and goals, then identifies your risk level. ### Who are the financial planners associated with Cube Wealth? Cube Wealth connects you with experienced investment and financial consultants who have a proven track record in helping clients grow their wealth. ### What devices does Cube Wealth support? Cube Wealth is available on iPhone and iPod devices. ### Is Cube Wealth free to use? Yes, Cube Wealth is free to download and use. However, it does contain advertisements. ### How often is Cube Wealth updated? The latest version of Cube Wealth is v6.4.64, and it was last updated on September 14, 2025, indicating regular updates. ### What is the user rating for Cube Wealth? Cube Wealth has a rating of 3.9 stars based on 14 user ratings. ## Version history (last 5 releases) ### v6.4.64 — 2025-09-14 Cube's Perfect Portfolio Planner is here! This powerful tool uses our proprietary algorithm to assess your current life situation and identifies your risk level. It then guides you by calculating exactly how much money you need to invest and where. Combined with our specially curated investment options this tool helps you build a Perfect Portfolio that can weather volatility and help you achieve your emergency, short, medium and long term needs. ### v6.4.63 — 2025-06-04 Cube's Perfect Portfolio Planner is here! This powerful tool uses our proprietary algorithm to assess your current life situation and identifies your risk level. It then guides you by calculating exactly how much money you need to invest and where. Combined with our specially curated investment options this tool helps you build a Perfect Portfolio that can weather volatility and help you achieve your emergency, short, medium and long term needs. ### v6.4.62 — 2025-05-26 Cube's Perfect Portfolio Planner is here! This powerful tool uses our proprietary algorithm to assess your current life situation and identifies your risk level. It then guides you by calculating exactly how much money you need to invest and where. Combined with our specially curated investment options this tool helps you build a Perfect Portfolio that can weather volatility and help you achieve your emergency, short, medium and long term needs. ### v6.4.61 — 2025-05-05 Cube's Perfect Portfolio Planner is here! This powerful tool uses our proprietary algorithm to assess your current life situation and identifies your risk level. It then guides you by calculating exactly how much money you need to invest and where. Combined with our specially curated investment options this tool helps you build a Perfect Portfolio that can weather volatility and help you achieve your emergency, short, medium and long term needs. ### v6.4.60 — 2025-02-28 Cube's Perfect Portfolio Planner is here! This powerful tool uses our proprietary algorithm to assess your current life situation and identifies your risk level. It then guides you by calculating exactly how much money you need to invest and where. Combined with our specially curated investment options this tool helps you build a Perfect Portfolio that can weather volatility and help you achieve your emergency, short, medium and long term needs. ## Apps similar to Cube Wealth | App | Rating | Price | Category | | --- | --- | --- | --- | | [NerdWallet: Smart Money App](https://appshunter.io/ios/app/nerdwallet-smart-money-app/id1174471607) | 4.8 (123,611) | Free | Finance | | [HDFC Securities InvestRight](https://appshunter.io/ios/app/hdfc-securities-investright/id1666228571) | 4.7 (2,538) | Free | Finance | | [Qube Money: Envelope Budgeting](https://appshunter.io/ios/app/qube-money-envelope-budgeting/id1542093769) | 4.6 (1,604) | Free | Finance | | [Ellevest: Investing for women](https://appshunter.io/ios/app/ellevest-investing-for-women/id1437305170) | 4.7 (5,830) | Free | Finance | | [My Stocks Portfolio & Market](https://appshunter.io/ios/app/my-stocks-portfolio-and-market/id923544282) | 4.8 (7,424) | Free | Finance | | [SBNRI: NRI Mutual Fund & Tax](https://appshunter.io/ios/app/sbnri-nri-mutual-fund-and-tax/id1537966413) | 4.6 (889) | Free | Finance | ## Related topics [3q private wealth](https://appshunter.io/ios/topics/3q-private-wealth) · [mfg wealth management](https://appshunter.io/ios/topics/mfg-wealth-management) · [wealth planner](https://appshunter.io/ios/topics/wealth-planner) · [bernstein private wealth](https://appshunter.io/ios/topics/bernstein-private-wealth) · [consumer portfolio services](https://appshunter.io/ios/topics/consumer-portfolio-services) · [usb wealth management](https://appshunter.io/ios/topics/usb-wealth-management) · [m squared financial llc](https://appshunter.io/ios/topics/m-squared-financial-llc) · [fhb wealth management](https://appshunter.io/ios/topics/fhb-wealth-management) · [savant wealth management](https://appshunter.io/ios/topics/savant-wealth-management) · [orion wealth management](https://appshunter.io/ios/topics/orion-wealth-management) · [sigfig wealth management](https://appshunter.io/ios/topics/sigfig-wealth-management) · [financial modeling](https://appshunter.io/ios/topics/financial-modeling) · [clarity financial planners](https://appshunter.io/ios/topics/clarity-financial-planners) · [sgh wealth management](https://appshunter.io/ios/topics/sgh-wealth-management) · [1fs wealth limited](https://appshunter.io/ios/topics/1fs-wealth-limited) --- *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.*