# Divvi Wealth

> Mobile application for viewing financial accounts and collaborating with wealth managers. (iPhone/iPad app by Divvi Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/divvi-wealth/id1639176610 (this page in markdown: same URL + `.md`)
- Developer: [Divvi Wealth Management, LLC](https://appshunter.io/developer/1639176612)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 58 MB
- Languages: American English
- Released: 2022-08-11
- Data updated: 2026-06-04
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/divvi-wealth/id1639176610/reviews.md

## What is Divvi Wealth?

Welcome to Divvi Wealth Management's mobile application! Our app will allow you to view detailed information about your account, collaborate with our team and stay connected with your financial plan.

## Key features

- View detailed account information
- Collaborate with wealth management team
- Stay connected with financial plan
- Secure access to financial data


## Frequently asked questions about Divvi Wealth

### What is Divvi Wealth?

Divvi Wealth is a mobile application designed to provide users with detailed information about their financial accounts and facilitate collaboration with their wealth management team.

### Is Divvi Wealth free to use?

Yes, Divvi Wealth is available for free, with no cost to download or use its core features. This is consistent with its 'Free' pricing model.

### What devices does Divvi Wealth support?

Divvi Wealth is available on iPhone, iPad, and iPod devices, offering a seamless experience across Apple's mobile ecosystem.

### How secure is Divvi Wealth?

While specific security protocols are not detailed, financial management apps typically employ robust security measures to protect user data. The app is rated 5.0 stars, suggesting a positive user experience regarding its functionality.

### When was Divvi Wealth last updated?

The latest version of Divvi Wealth, 5.20.4, was last updated on November 8, 2025, indicating regular maintenance and updates.

### What is the age rating for Divvi Wealth?

Divvi Wealth has an age rating of 4+, making it suitable for a wide range of users. This rating suggests it contains no mature content.

### Does Divvi Wealth have ads?

No, Divvi Wealth does not contain advertisements. The application's data indicates 'hasAds' is false, meaning users can manage their finances without interruption.

### How can I collaborate with my wealth management team using Divvi Wealth?

The app allows you to collaborate directly with your wealth management team, enabling seamless communication and staying connected with your financial plan.

## Version history (last 5 releases)

### 5.20.4 — 2025-11-08

- iOS permission message enhancement

### 5.17.1 — 2025-04-16

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-06

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

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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 2026-06-04.*