# CypressPoint Wealth Management

> Financial dashboard, document vault, reports, and budgeting tools in a secure mobile app. (iPhone/iPad app by Cypress Point Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/cypresspoint-wealth-management/id1454427328 (this page in markdown: same URL + `.md`)
- Developer: [Cypress Point Wealth Management, LLC](https://appshunter.io/developer/1454427327)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 1 App Store ratings
- Age rating: 17+
- Requires: iOS 10.0 · 66 MB
- Released: 2019-03-02
- Data updated: 2026-06-25
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/cypresspoint-wealth-management/id1454427328/reviews.md

## What is CypressPoint Wealth Management?

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 communication


## Frequently asked questions about CypressPoint Wealth Management

### What is CypressPoint Wealth Management?

CypressPoint Wealth Management is a free mobile application designed to provide users with an intuitive financial dashboard, document vault, interactive reports, and budgeting tools for managing their finances securely.

### Is CypressPoint Wealth Management secure?

Yes, the app is designed to be secure and easy to use, featuring a document vault for securely sending and receiving files with your financial advisor.

### What kind of reports does CypressPoint Wealth Management offer?

The app provides dynamic reports with current investment information, allowing users to stay updated on their financial portfolio.

### Can I use CypressPoint Wealth Management to budget?

Yes, CypressPoint Wealth Management includes budgeting tools to help users manage their expenses and financial goals.

### What devices support CypressPoint Wealth Management?

CypressPoint Wealth Management is available on iPhone and iPad devices.

### What is the age rating for CypressPoint Wealth Management?

The app has an age rating of 17+, indicating it is intended for mature users.

### How often is CypressPoint Wealth Management updated?

The latest version is 2.0.1321414, and the app was last updated on February 11, 2025, suggesting regular updates.

### Does CypressPoint Wealth Management have ads?

No, CypressPoint Wealth Management does not contain advertisements.

## Version history (last 4 releases)

### 2.0.1321414 — 2025-02-11

Updated features and removed bugs.

### 2.0.1315383 — 2025-01-28

Updated features and removed bugs.

### 2.0.701665 — 2020-10-07

Compatibility updates.

### 2.0 — 2019-03-01

No release notes.

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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 2026-06-25.*