About
Manage your finances with an intuitive dashboard, secure document vault, and interactive reports. Includes budgeting tools to help you stay on track with your financial goals.
What's New in Cypress Wealth
5.23.0
July 19, 2026
- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes
MoreFAQ
What is Cypress Wealth?
Cypress Wealth is a free mobile application designed to provide users with an intuitive financial dashboard, interactive reports, a secure document vault, and budgeting tools.
Is Cypress Wealth secure?
Yes, the app emphasizes security, particularly with its document vault feature for sending and receiving files with your financial advisor.
What devices does Cypress Wealth support?
Cypress Wealth is available on iPhone, iPad, and iPod devices.
How often is Cypress Wealth updated?
The latest version, 5.19.0, was released on May 28, 2025, indicating regular updates to the application.
What is the age rating for Cypress Wealth?
Cypress Wealth has an age rating of 4+, making it suitable for a wide range of users.
Does Cypress Wealth have ads?
No, Cypress Wealth is ad-free, allowing for an uninterrupted user experience.
What are the key features of Cypress Wealth?
Key features include an interactive dashboard for a complete financial picture, dynamic investment reports, and a secure document vault for communication with financial advisors.
What is the user rating for Cypress Wealth?
Cypress Wealth has received a perfect 5.0-star rating based on one review.
